10 Lessons Learned for
Account-Based Success
SANGRAM VAJRE
LinkedIn & Terminus | ©2018 Terminus Software, Inc.
INTRODUCTION
SANGRAM VAJRE
Co-Founder & CMO, Terminus
• Founder of #FlipMyFunnel
• Host of the daily #FlipMyFunnel podcast
• Former Head of Marketing, Pardot (now Salesforce)
10 Lessons Learned for Account-Based Success | @SangramVajre #ABM
INTRODUCTION
LinkedIn & Terminus | ©2018 Terminus Software, Inc.
I call it timing
and luck!
10 Lessons Learned for Account-Based Success | @SangramVajre #ABM
LinkedIn & Terminus | ©2018 Terminus Software, Inc. 10 Lessons Learned for Account-Based Success | @SangramVajre #ABM
Account-Based Marketing Flips the Funnel
LinkedIn & Terminus | ©2018 Terminus Software, Inc.
How many of you have
lead executives on your
sales team?
10 Lessons Learned for Account-Based Success | @SangramVajre #ABM
LinkedIn & Terminus | ©2018 Terminus Software, Inc.
We don’t close leads.
We close accounts.
10 Lessons Learned for Account-Based Success | @SangramVajre #ABM
LinkedIn & Terminus | ©2018 Terminus Software, Inc.
10 Lessons for ABM Success
10 Lessons Learned for Account-Based Success | @SangramVajre #ABM
1 Be Brave
LinkedIn & Terminus | ©2018 Terminus Software, Inc.
Be Brave
Baseball t-shirt
Football socks
Tennis shoes
Basketball
shorts
Football
10 Lessons Learned for Account-Based Success | @SangramVajre #ABM
● Marketers, take charge!
● Master (lots of) new skills
● Challenge the status quo
● Teach a better way to
efficiently grow
2 Form #OneTeam
LinkedIn & Terminus | ©2018 Terminus Software, Inc.
A True Tale of Account-Based Marketing Transformation
10 Lessons Learned for Account-Based Success | @SangramVajre #ABM
LinkedIn & Terminus | ©2018 Terminus Software, Inc.
Drive Growth with a #OneTeam Revenue Machine
10 Lessons Learned for Account-Based Success | @SangramVajre #ABM
#OneTeam
is a mindset
#OneTeam has
one scorecard
You have to
operationalize the
#OneTeam
approach
LinkedIn & Terminus | ©2018 Terminus Software, Inc.
#OneTeam Real Talk
Chief Revenue Officer VP of Sales Development
“Fire me
if this
doesn’t
work!”
"SDRs save 4
hours a day that
they used to
spend
prospecting.”
"No one in our
company cares
how many leads
we get. It’s all
about
engagement"
VP Marketing
10 Lessons Learned for Account-Based Success | @SangramVajre #ABM
3 The Buck Stops with the CEO
LinkedIn & Terminus | ©2018 Terminus Software, Inc.
Get the CEO on Board
10 Lessons Learned for Account-Based Success | @SangramVajre #ABM
Measure the Right Things4
LinkedIn & Terminus | ©2018 Terminus Software, Inc.
Our Mantra @Terminus
@SangramVajre
Tweet this!
Engagement is the new measurement.
10 Lessons Learned for Account-Based Success | @SangramVajre #ABM
LinkedIn & Terminus | ©2018 Terminus Software, Inc.
Leads
Lead conversion
Website traffic
STOP START
Engagement
Progression
Velocity
10 Lessons Learned for Account-Based Success | @SangramVajre #ABM
LinkedIn & Terminus | ©2018 Terminus Software, Inc.
ABM Scorecard – Team, Executives, Board
Opps
Created
Opp
$$$
Opps
Stage 2
Opp
Stage 2
$$$
# $ # $
# $ # $
# $ # $
TARGET ENGAGE ACCELERATE CLOSED-WON
TIER 1
TIER 2
TIER 3
Total
Accounts
#
#
#
Engaged % Engaged MQA
%
MQA
# % # %
# % # %
# % # %
Closed
Won
Closed
Won
$$$
# $
# $
# $
10 Lessons Learned for Account-Based Success | @SangramVajre #ABM
ABM Is More than Demand
Gen
5
LinkedIn & Terminus | ©2018 Terminus Software, Inc.
7 Strategies for Account-Based Marketing
Demand Gen Sales Pipeline Customer Marketing
ABM Strategy
(1:1, ABM Lite,
Programmatic)
Pre-
targeting
Account
Nurture
Lead-to-
Account
NurtureX
Net New InterestBuying Stage
Lead-Based
Strategy
(Bolt-On ABM)
Dead OppOpportunity
Pipeline
Acceleration
Wake the
Dead
Renewal & Expansion
Renewal
& Upsell
Land &
Expand
10 Lessons Learned for Account-Based Success | @SangramVajre #ABM
ABM Is a Strategy,
Not a Tactic
6
LinkedIn & Terminus | ©2018 Terminus Software, Inc.
High Tech
Low Tech
Low
Touch
High
Touch
• Sponsoring large events
• Print advertising
• Email nurturing
• Account-based Advertising
(LinkedIn,Twitter, Facebook, etc.)
• Content marketing, e-books
• Thought leadership webinars
• Personalized videos
• Industry-specific webinars
• Customer product demos
• Direct mail
• Sales calls
• Small, targeted events
• VIP dinners
10 Lessons Learned for Account-Based Success | @SangramVajre #ABM
Marketing and Sales Tactics
Get Data-Driven7
LinkedIn & Terminus | ©2018 Terminus Software, Inc.
The Formula for Operationalizing ABM
Tweet this!
Fit + Intent + Engagement
is the secret formula for #ABM
@PeterKHerbert
FIT
INTENT
ENGAGEMENT
10 Lessons Learned for Account-Based Success | @SangramVajre #ABM
LinkedIn & Terminus | ©2018 Terminus Software, Inc.
IDENTIFY EXPAND ENGAGE ADVOCATE MEASURE
10 Lessons Learned for Account-Based Success | @SangramVajre #ABM
Terminus ABM Tech Stack
Make It Personal8
LinkedIn & Terminus | ©2018 Terminus Software, Inc.
Get Relevant
1:1 Company
10 Lessons Learned for Account-Based Success | @SangramVajre #ABM
LinkedIn & Terminus | ©2018 Terminus Software, Inc.
Get Personal
H2H Personalized
Personalized
Email
Pick up the
phone!
Socialize!
10 Lessons Learned for Account-Based Success | @SangramVajre #ABM
LinkedIn & Terminus | ©2018 Terminus Software, Inc. 10 Lessons Learned for Account-Based Success | @SangramVajre #ABM
Do ABM in Sprints9
LinkedIn & Terminus | ©2018 Terminus Software, Inc. 10 Lessons Learned for Account-Based Success | @SangramVajre #ABM
Start.
Learn.
Adapt.
Keep going.
Make Your Customers Heroes10
LinkedIn & Terminus | ©2018 Terminus Software, Inc.
How Do You Achieve
Customer Heroism?
10 Lessons Learned for Account-Based Success | @SangramVajre #ABM
LinkedIn & Terminus | ©2018 Terminus Software, Inc.
IMPACT GRAPH
CUSTOMER HEROISM
Low
Impact
(1X)
Should Do
High
Impact
(10X)
Must Do
10 Lessons Learned for Account-Based Success | @SangramVajre #ABM
LinkedIn & Terminus | ©2018 Terminus Software, Inc.
My wife, Manmeet
MY IMPACT GRAPH
My lifelong
customer!
✓
WIFE HEROISM
10 Lessons Learned for Account-Based Success | @SangramVajre #ABM
LinkedIn & Terminus | ©2018 Terminus Software, Inc.
Low
Impact
(1X)
Should Do
High
Impact
(10X)
Must Do
Clean cars, pay the bills on
time, take kids to soccer
Try to become both Mom and Dad
on the weekends and let her have
some personal time Do dishes when she is away
Flowers on a Wed
Asking her, “What do you want for
Christmas or your birthday?”
MY IMPACT GRAPH
WIFE HEROISM
10 Lessons Learned for Account-Based Success | @SangramVajre #ABM
LinkedIn & Terminus | ©2018 Terminus Software, Inc.
YOUR IMPACT GRAPH
CUSTOMER HEROISM
Low
Impact
(1X)
Should Do
High
Impact
(10X)
Must Do
Email newsletter
nurture programs
Blog and website updates
Analyst recommendations
In-person events
Industry or persona-based webinar
Account-based
advertising/messaging
or LinkedIn Ads
10 Lessons Learned for Account-Based Success | @SangramVajre #ABM
LinkedIn & Terminus | ©2018 Terminus Software, Inc.
YOUR IMPACT GRAPH
CUSTOMER HEROISM
Low
Impact
(1X)
Should Do
High
Impact
(10X)
Must Do
What if you stopped
doing what’s here?
And focused on
everything here?
10 Lessons Learned for Account-Based Success | @SangramVajre #ABM
THANK YOU!
@SangramVajre
10 Lessons Learned for Account-Based Success - Sangram Vajre

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10 Lessons Learned for Account-Based Success - Sangram Vajre

  • 1. 10 Lessons Learned for Account-Based Success SANGRAM VAJRE
  • 2. LinkedIn & Terminus | ©2018 Terminus Software, Inc. INTRODUCTION SANGRAM VAJRE Co-Founder & CMO, Terminus • Founder of #FlipMyFunnel • Host of the daily #FlipMyFunnel podcast • Former Head of Marketing, Pardot (now Salesforce) 10 Lessons Learned for Account-Based Success | @SangramVajre #ABM
  • 3. INTRODUCTION LinkedIn & Terminus | ©2018 Terminus Software, Inc. I call it timing and luck! 10 Lessons Learned for Account-Based Success | @SangramVajre #ABM
  • 4. LinkedIn & Terminus | ©2018 Terminus Software, Inc. 10 Lessons Learned for Account-Based Success | @SangramVajre #ABM Account-Based Marketing Flips the Funnel
  • 5. LinkedIn & Terminus | ©2018 Terminus Software, Inc. How many of you have lead executives on your sales team? 10 Lessons Learned for Account-Based Success | @SangramVajre #ABM
  • 6. LinkedIn & Terminus | ©2018 Terminus Software, Inc. We don’t close leads. We close accounts. 10 Lessons Learned for Account-Based Success | @SangramVajre #ABM
  • 7. LinkedIn & Terminus | ©2018 Terminus Software, Inc. 10 Lessons for ABM Success 10 Lessons Learned for Account-Based Success | @SangramVajre #ABM
  • 9. LinkedIn & Terminus | ©2018 Terminus Software, Inc. Be Brave Baseball t-shirt Football socks Tennis shoes Basketball shorts Football 10 Lessons Learned for Account-Based Success | @SangramVajre #ABM ● Marketers, take charge! ● Master (lots of) new skills ● Challenge the status quo ● Teach a better way to efficiently grow
  • 11. LinkedIn & Terminus | ©2018 Terminus Software, Inc. A True Tale of Account-Based Marketing Transformation 10 Lessons Learned for Account-Based Success | @SangramVajre #ABM
  • 12. LinkedIn & Terminus | ©2018 Terminus Software, Inc. Drive Growth with a #OneTeam Revenue Machine 10 Lessons Learned for Account-Based Success | @SangramVajre #ABM #OneTeam is a mindset #OneTeam has one scorecard You have to operationalize the #OneTeam approach
  • 13. LinkedIn & Terminus | ©2018 Terminus Software, Inc. #OneTeam Real Talk Chief Revenue Officer VP of Sales Development “Fire me if this doesn’t work!” "SDRs save 4 hours a day that they used to spend prospecting.” "No one in our company cares how many leads we get. It’s all about engagement" VP Marketing 10 Lessons Learned for Account-Based Success | @SangramVajre #ABM
  • 14. 3 The Buck Stops with the CEO
  • 15. LinkedIn & Terminus | ©2018 Terminus Software, Inc. Get the CEO on Board 10 Lessons Learned for Account-Based Success | @SangramVajre #ABM
  • 16. Measure the Right Things4
  • 17. LinkedIn & Terminus | ©2018 Terminus Software, Inc. Our Mantra @Terminus @SangramVajre Tweet this! Engagement is the new measurement. 10 Lessons Learned for Account-Based Success | @SangramVajre #ABM
  • 18. LinkedIn & Terminus | ©2018 Terminus Software, Inc. Leads Lead conversion Website traffic STOP START Engagement Progression Velocity 10 Lessons Learned for Account-Based Success | @SangramVajre #ABM
  • 19. LinkedIn & Terminus | ©2018 Terminus Software, Inc. ABM Scorecard – Team, Executives, Board Opps Created Opp $$$ Opps Stage 2 Opp Stage 2 $$$ # $ # $ # $ # $ # $ # $ TARGET ENGAGE ACCELERATE CLOSED-WON TIER 1 TIER 2 TIER 3 Total Accounts # # # Engaged % Engaged MQA % MQA # % # % # % # % # % # % Closed Won Closed Won $$$ # $ # $ # $ 10 Lessons Learned for Account-Based Success | @SangramVajre #ABM
  • 20. ABM Is More than Demand Gen 5
  • 21. LinkedIn & Terminus | ©2018 Terminus Software, Inc. 7 Strategies for Account-Based Marketing Demand Gen Sales Pipeline Customer Marketing ABM Strategy (1:1, ABM Lite, Programmatic) Pre- targeting Account Nurture Lead-to- Account NurtureX Net New InterestBuying Stage Lead-Based Strategy (Bolt-On ABM) Dead OppOpportunity Pipeline Acceleration Wake the Dead Renewal & Expansion Renewal & Upsell Land & Expand 10 Lessons Learned for Account-Based Success | @SangramVajre #ABM
  • 22. ABM Is a Strategy, Not a Tactic 6
  • 23. LinkedIn & Terminus | ©2018 Terminus Software, Inc. High Tech Low Tech Low Touch High Touch • Sponsoring large events • Print advertising • Email nurturing • Account-based Advertising (LinkedIn,Twitter, Facebook, etc.) • Content marketing, e-books • Thought leadership webinars • Personalized videos • Industry-specific webinars • Customer product demos • Direct mail • Sales calls • Small, targeted events • VIP dinners 10 Lessons Learned for Account-Based Success | @SangramVajre #ABM Marketing and Sales Tactics
  • 25. LinkedIn & Terminus | ©2018 Terminus Software, Inc. The Formula for Operationalizing ABM Tweet this! Fit + Intent + Engagement is the secret formula for #ABM @PeterKHerbert FIT INTENT ENGAGEMENT 10 Lessons Learned for Account-Based Success | @SangramVajre #ABM
  • 26. LinkedIn & Terminus | ©2018 Terminus Software, Inc. IDENTIFY EXPAND ENGAGE ADVOCATE MEASURE 10 Lessons Learned for Account-Based Success | @SangramVajre #ABM Terminus ABM Tech Stack
  • 28. LinkedIn & Terminus | ©2018 Terminus Software, Inc. Get Relevant 1:1 Company 10 Lessons Learned for Account-Based Success | @SangramVajre #ABM
  • 29. LinkedIn & Terminus | ©2018 Terminus Software, Inc. Get Personal H2H Personalized Personalized Email Pick up the phone! Socialize! 10 Lessons Learned for Account-Based Success | @SangramVajre #ABM
  • 30. LinkedIn & Terminus | ©2018 Terminus Software, Inc. 10 Lessons Learned for Account-Based Success | @SangramVajre #ABM
  • 31. Do ABM in Sprints9
  • 32. LinkedIn & Terminus | ©2018 Terminus Software, Inc. 10 Lessons Learned for Account-Based Success | @SangramVajre #ABM Start. Learn. Adapt. Keep going.
  • 34. LinkedIn & Terminus | ©2018 Terminus Software, Inc. How Do You Achieve Customer Heroism? 10 Lessons Learned for Account-Based Success | @SangramVajre #ABM
  • 35. LinkedIn & Terminus | ©2018 Terminus Software, Inc. IMPACT GRAPH CUSTOMER HEROISM Low Impact (1X) Should Do High Impact (10X) Must Do 10 Lessons Learned for Account-Based Success | @SangramVajre #ABM
  • 36. LinkedIn & Terminus | ©2018 Terminus Software, Inc. My wife, Manmeet MY IMPACT GRAPH My lifelong customer! ✓ WIFE HEROISM 10 Lessons Learned for Account-Based Success | @SangramVajre #ABM
  • 37. LinkedIn & Terminus | ©2018 Terminus Software, Inc. Low Impact (1X) Should Do High Impact (10X) Must Do Clean cars, pay the bills on time, take kids to soccer Try to become both Mom and Dad on the weekends and let her have some personal time Do dishes when she is away Flowers on a Wed Asking her, “What do you want for Christmas or your birthday?” MY IMPACT GRAPH WIFE HEROISM 10 Lessons Learned for Account-Based Success | @SangramVajre #ABM
  • 38. LinkedIn & Terminus | ©2018 Terminus Software, Inc. YOUR IMPACT GRAPH CUSTOMER HEROISM Low Impact (1X) Should Do High Impact (10X) Must Do Email newsletter nurture programs Blog and website updates Analyst recommendations In-person events Industry or persona-based webinar Account-based advertising/messaging or LinkedIn Ads 10 Lessons Learned for Account-Based Success | @SangramVajre #ABM
  • 39. LinkedIn & Terminus | ©2018 Terminus Software, Inc. YOUR IMPACT GRAPH CUSTOMER HEROISM Low Impact (1X) Should Do High Impact (10X) Must Do What if you stopped doing what’s here? And focused on everything here? 10 Lessons Learned for Account-Based Success | @SangramVajre #ABM