Onboarding and Retaining
description
Transcript of Onboarding and Retaining
Productivity review
Marketing Plan
Onboarding and Retaining
ChannelPartner
MDF
Channel Events
Director’s Club
Collateral Updates (Presentations, Pricing, Competitive)
On Demand Brochures
Giveaways
Contract
NFR Unit
Training
Recruit
Sales Pack
Special OffersNew Product Introduction
Sales Incentives
MDF
Campaigns
Campaign Management
Plan
Prepare
Execute
Measure
Report
Leads toSales
Is this campaign similar to another one?What Results can we expect?What will it cost in financial and other resources?Do we have budget?Is there a timing conflict?
Sales automation experience?
Planning Campaigns
The Plan
NameType
Objective
Budget
Campaign
Resources
TimeFrame
ResponseLeadRevenue
PlannedActual
StartEnd
Approval
Internalexternal
Description
Prepare
Vendor Selection
Communicate
Budget
ArtWork and Content
Comms and IT
InternalPartners
Ready
Commit
Campaign Execution
Execution
Monitor
Launch/Schedule
Debrief
Done
Measure
Conversion rate
End
AgentsCustomers Contacts
Qualified LeadsLeads toSalesReview rejects
Salescycle
Budget and Measurement• Yearly Plan, Quarterly approval• Measurement– New Partners– Leads– Events: Seminars/Webinars– Campaigns• ROI per Campaign• Contacts per Campaign• Leads per Campaign
Top Search Terms
Leads by Source
Campaign ROI
Budget
Channel Productivity• Partner Marketing Plan– Objectives– Campaigns– Organisation– Financials
• Channel Review– Web site, landing pages etc..
• MDF– Menu of programs Budget
Lead Cycle
Drip marketing across the lead life cycle
Registration
Tradeshow orWeb ClickThru etc..
Inside SalesSales Cycle
WhitepaperAnalyst Report
TestimonialWebinar
Seminar
Newsletter
TwitterVideoThankYouFor Interest
Sameday
Nextday
Threedays
oneweek
twoweeks
Onemonth
Opt In
Channel Programmes
SFDC
CREATE CAMPAIGN REPORTS
Sales CycleCampaign
Leads
Call
Meeting
POC
Partner
ObjectivesBudget in placeDecision process understoodTimeframeCompetitiveDesktop demo
Pre-site infoPermissions
Forecast
Proposal
Case Study
PO
PresentationObjectionsTrial Close