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Using	Kentico	EMS	to	optimize	
the	B2B	sales	process
What	we’ll	cover…
§ The	current	view	of	B2B	sales:		What	the	customer	demands	today
§ The	general	state	of	readiness:		Varies	by	industry,	but	not	very…
§ We’re		going	to	introduce	a	framework	that	you	can	build	on.		It	
introduces	concepts	like
§ Value	prop	design	/	strategy
§ Content	modeling
§ Marketing	automation	managed	buyer	journey	engagement
§ Kentico	EMS	functionality
A	link	to	this	
deck	follows
B2B	sales	has	changed
§ 97%	of	cold	calls	don’t	work	– LinkedIn	Sales	Solutions
§ 48%	of	buyers	are	frustrated	with	aggressive	salespeople	
– SAP,	What	does	the	Future	of	Selling	Look	Like
§ 75%	of	B2B	buyers	say	that	buying	from	a	website	is	more	convenient	
than	buying	from	a	sales	rep	– Forrester	Research,	Death	of	a	(B2B)	Salesman
§ 80%	of	buyers	know	what	they	want	before	they	contact	a	sales	rep	–
SAP,	What	does	the	Future	of	Selling	Look	Like
B2B	sales	has	changed
§ “The	hardest	thing	about	B2B	selling	today	is	that	customers	don’t	
need	you	the	way	they	used	to”	– HBR,	End	of	Solution	 Sales
§ The	modern	buyer	is	digitally	driven	(multiple	devices),	connected	
(social) &	empowered	(self	service	biased)
§ Culture	change:		Helping	>	Selling
§ B2B	buyers	will	expect	salespeople	to	be	more	like	consultants	that	inform	
and	guide	them	to	a	purchasing	decision	– @stevegarfield
Explore Evaluate Engage Experience Endorse
Stages	in	a	Buyer	Journey
B2B	state	of	readiness
§ Only	25%	of	Fortune	500	companies	are	using	marketing	automation	
now	– Pardot
§ Informal	internal	surveys:	1-2	in	10,	in	our	market…
§ 2016	is	the	year	to	start	catching	up
§ Digital	has	a	seat	at	the	strategic	table
§ Executive	team	engagement
§ Marketing	tech	investments	increasing
§ Customer	experience	moving	to	the	center	of	the	conversation
Our	Use	Case
Our	Offering
§ Commercial	irrigation	systems			
Our	Markets
§ Municipalities
§ Golf	Courses
Our	Value	Propositions
§ Water	savings	through	efficiency
§ Maintenance	free	units
Our	Buyer	Profiles
§ CFO
§ Maintenance	Superintendent
Regions
§ Southeast
§ Northeast
Single	Template
§ Home	page
Explore Evaluate Engage Experience Endorse
Stages	in	a	Buyer	Journey
Using Kentico EMS to optimize the B2B sales process
Using Kentico EMS to optimize the B2B sales process
Using Kentico EMS to optimize the B2B sales process
Using Kentico EMS to optimize the B2B sales process
Using Kentico EMS to optimize the B2B sales process
Using Kentico EMS to optimize the B2B sales process
Using Kentico EMS to optimize the B2B sales process
EMS	managed	sales	process
Strategy	Elements
§ Value	Proposition	Design
§ Content	modeling	/	engineering
§ Persona
§ Buyer	Journey
§ Marketing	automation
Contact	Groups
Contact	Management
Conversions
Marketing	Automations
Campaigns
EMS	Functionality
Personas
Scoring
Pending	Contacts
Value	Proposition	Design
§ Understand	customers,	design	better	value	propositions
https://strategyzer.com/
Content	model
§ Technology	can	do	its	magic	only	after	structure	has	been	put	into	
place	– @hejhejnatalya
Content	Model
§ Buyer	Stages
§ Persona	
elements
§ Industries
§ Location
§ Product	/	Service	
attributes
§ Etc.	
*	Extremely	over	simplified
Buyer	personas
Concept
Create	a	buyer	‘fingerprint’	for	that	
aligns	with	site	content
In Re Pe Bs
Industry
Municipalities
Golf	Courses
Region
Southeast
Northeast
Buyer	Profile
Finance
Maintenance
Buy	Stage
Explore
Evaluate
Engage
The	B2B	Buyer	Journey
Stage Intent Actions
Explore Identify	a	need, and	look	for	ways	to	
address	it
Self-directed web	searches,	industry	
referrals,	
Evaluate Take	a	closer look	at	product/service	
options	
Self-directed web	research,	peer	
interactions,	self-guided	demos
Engage Initiate	contact	with	prospective	vendor	&	
make	buying	decision
Request	demo,	quote;	make	a	purchase
Experience Onboard	&	then	use	the	product/service Develop	perceptions	about	value, buy	again
– or	not
Endorse Share	experience Recommend	the	product	– or	not
Explore Evaluate Engage Experience Endorse
EMS	&	the	Irig8	web	property
In	EMS,	we’ll
§ Build	our	account/contact	
groups,	personas,	campaigns,	
conversions,	lead	scores
§ Set	lead	ID	functionality
§ Build	out	marketing	automation
§ Personalize	content	via	template
Single	template
§ Personalization	based	
on
§ Location
§ Industry
§ Buyer	Journey	Stage
§ Persona
*	A	fly-over	view	of	the	Kentico	EMS	in	the	context	of	the	Irig8	use	case
Create	&	map	fields
Create	
§ Contact	fields
§ Account	fields
§ Personas
§ Lead	score	stages
§ Contact	groups
Map	fields
§ To	forms
§ To	CRM	integration	points
*	The	content	model	is	put	into	action	here
Contact	Management
On-line	Marketing	>	
Contact	Management	>	
Account
Custom	fields
Contact	Management
Modules	>	Contact	
Management	>	Account	>		
Fields
Contact	Management
Contact	status	can	be	
used	to	track	the	visitor	
through	 the	buyer	
journey
On-line	Marketing	>	
Personas
Personas
On-line	Marketing	>	
Personas
Personas
On-line	Marketing	>	
Personas
Personas
Criteria	rules	include:	
- Attributes	on	the	contact	(title,	address,	etc.)
- Activities	(pages	viewed,	email	opt-in,	email	viewed,	form	
submitted,	shopping	 cart	activity,	etc.)
- Macro	(just	about	anything	that	Kentico	tracks,	multiple	
conditions	– e.g.,	Government	customers	in	the	Northeast)
On-line	Marketing	>	
Contact	Groups	
Contact	Groups
Contact	groups	can	also	be	dynamically	generated	by	meeting	
conditions.	
Contacts	can	flow	in	and	out	of	contact	groups	without	manual	
interaction
Contact	group	built	on	
three	conditions
Contact	Groups
Lead	
Funnel
On-line	Marketing	>	
Scoring
Scoring
Score	Value
20
20
10
10
25
50
Lead	scoring	can	be	used	to	signal	the	visitors	buyer	
journey	stage
- Explore
- Evaluate	
- Engage
Scoring
Contact	group	score	
example
Scoring
Persona	based	score	
example
On-line	Marketing	>	
Scoring	>	Quote	Request
Scoring
Content	Management	>	
Forms	>	Quote	Request
Validation	=	clean	data
Forms
Map	form	content	to	
contact	/	account	fields	to	
ensure	data	entegrity
Forms
Visitor	Identification
How	to	ID	new	visitors
§ Campaign	based
§ Lead	list	import
§ Industry	specific	channels
§ PPC	campaigns
§ IP	look-up	services
§ Maxmind
§ DemandBase
§ Visistat
Visitor	Identification
Contact	import
§ Upload	known	&	identified	list	data
§ Map	import	fields	to	contact	/	account	fields
Contact	Management
On-line	Marketing	>	
Contact	Management	>	
Contact	Import
Contact	Management
Map	fields	and	import
Visitor	Identification
IP	based	look-up	functionality...
§ - Collect	IP	addresses	of	site	visitors	&	cookie	them	appropriately
§ - Determine	if	the	visitor	is	new	or	repeat
§ - For	new	visitors,	run	IP	against	lookup	service	&	route	to	the	appropriate	
contact	group
§ - Notify	users,	via	email	&	Kentico	views,	contacts	that	need	to	be	
reviewed
§ - Contact	review,	edit	functionality
IP	Lookup	Process
Integration	with	3rd party	service
- Maxmind
- Demandbase
- Visistat
Pending	Contacts
On-line	Marketing	>	
Contact	Management	>	
Pending	Contacts
A	placeholder	Queue	for	leads	
that	require	manual	interaction	
with	a	contact	/	account
Pending	Contacts
Contact	/	Account	
information	 that	can	be	
researched	/	added
Marketing	automation
We	can	automate	our	customer	engagement	based	
on	what	we	know	about	the	visitor…
§ Personas
§ Contact	groups
§ Contact	activities
§ Click	stream	activities
§ Conversions
§ Lead	scoring
Value	
Proposition
Traffic	sources
• Google	PPC
• Blogs
• LinkedIn
• Events
• Social	media
1.	New	Visit
• ID
• Page	views
• Repeat	visit
3.	Explore
• eBook
• Video	view
• Email	opt-in
2.	ID
• IP	Lookup
• Account	Research
4.	Evaluate
• Demo	Request
• Quote
5.	Engage
• Buy
• Enjoy
Return	path	touchpoints
• Email	campaigns
• Blogging
• Retargeting
• Custom	audiences
• Phone	invitations 9.	Lost
• Didn’t	engage
• Not	qualified
Marketing	Automation
On-line	Marketing	>	
Marketing	Automation
Marketing	Automation
On-line	Marketing	>	
Marketing	Automation	>	
Explore
Marketing	Automation
First	win	condition
Time	boxed	to	45	days
Marketing	Automation
Newsletter	or	eBook	=	
success
45	days	=	fail
Personalization
We	can	personalize	content	based	
on…
§ Personas
§ Contact	groups
§ Contact	activities
§ Lead	scoring
We	can	personalize…
§ Web	part	zones
§ Web	parts
§ Widgets
Using Kentico EMS to optimize the B2B sales process
Using Kentico EMS to optimize the B2B sales process
Using Kentico EMS to optimize the B2B sales process
Using Kentico EMS to optimize the B2B sales process
Using Kentico EMS to optimize the B2B sales process
Wrap-up
We…
§ Built	out	
§ account/contact	groups
§ Personas
§ lead	scores
§ Set	lead	ID	functionality
§ Build	out	marketing	automation
§ Personalized	content	within	the	
home	page	template
Best	practice
§ Get	your	strategy	documented	
and	establish	your	content	model	
first
§ Go	slow.	Start	simple.	Make	it	
manageable	from	the	start.
§ Think	about	content	editors.	
Don’t	design	more	
personalization	than	they	can	
realistically	manage
§ Decide	carefully	what	you	use	to	
trigger	automations,	
personalizations,	etc.
§ Build/adopt	a	road	map/maturity	
model
§ Use	the	maturity	model	when	
speaking	with	leadership.	Use	it	
to	set	and	then	manage	
expectations.
Resources
§ Value	Prop	Design
§ Value	Prop	Design	Slideshare
§ Value	Prop	Design	Book
§ Content	Modeling	/	Content	Engineering
§ What	is	Content	Engineering	eBook – Simple	[A]
§ Content	Modeling	Series – Cleve	Gibbon
§ Kentico	EMS
§ This	presentation
§ Kentico	On-line	Marketing	Features
James	Williamson
E-mail: jbw@buildabonfire.com
twitter.com/jbwmson
linkedin.com/in/jameswilliamson
www.buildabonfire.com
Session	 www.buildabonfire.com/KenticoConnection2015
Presentation:
Using Kentico EMS to optimize the B2B sales process

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Using Kentico EMS to optimize the B2B sales process