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Digital Marketing Framework September 12, 2011 © 1999 - 2011 Tealeaf Technology, Inc. All Rights Reserved. Confidential and Proprietary. September 12, 2011 11:00 – 12:00 PM Janet Jaiswal Sr. Director of Global Product Marketing
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Page 1: Digitalmarketingframeworkjjaiswal091211 110914130231-phpapp01

Digital Marketing Framework

September 12, 2011

© 1999 - 2011 Tealeaf Technology, Inc. All Rights Reserved. Confidential and Proprietary.

September 12, 2011

11:00 – 12:00 PM

Janet Jaiswal

Sr. Director of Global Product Marketing

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Agenda

› Background

› Definition of digital marketing

› One possible framework

© 1999 - 2011 Tealeaf Technology, Inc. All Rights Reserved. Confidential and Proprietary.1 © 1999 - 2011 Tealeaf Technology, Inc. All Rights Reserved. Confidential and Proprietary.1

›What should I be doing?

› Lessons Learned

› Q&A

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eBay

PayPalTealeaf

Janet’s background on products launched

Helped launch catalogs

functionality for buyers and sellers

(books, movies, music and games)

Launched the

PayPal Security

Key to

Launched a mobile

customer

experience

product globally

(Phase I) to online

© 1999 - 2011 Tealeaf Technology, Inc. All Rights Reserved. Confidential and Proprietary.2

Products Launched

PayPal

Infosys

Tech-nologies

TRUSTe

Key to

consumers and

merchants in 3

continents

(Phase I) to online

businesses

Launched a mobile and a

service provider data

privacy certification

service to online

businesses

Launched a mobile

product and a service

partnership with Cisco

globally to businesses

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• 400+ Enterprise Customers; 30% of Fortune 100

• Increase website and mobile conversion and adoption rates

• Improve customer satisfaction and retention

Tealeaf - The Leader in Online

Customer Experience Management

© 1999 - 2011 Tealeaf Technology, Inc. All Rights Reserved. Confidential and Proprietary.3

• Reduce IT and Support costs

• Improve customer service efficiency

• Founded in 1999 and based in San Francisco, CA

© 1999 - 2011 Tealeaf Technology, Inc. All Rights Reserved. Confidential and Proprietary.

Improving online customer relationships

one experience at a time

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Select Tealeaf customers

RetailInsurance &

Financial ServicesTravel & Hospitality

© 1999 - 2011 Tealeaf Technology, Inc. All Rights Reserved. Confidential and Proprietary.4Note: Tealeaf only uses the names and logos of customers who have given us prior permission.

30%of Fortune 100

companies rely on tealeaf

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Digital Marketing Planning Framework

© 1999 - 2011 Tealeaf Technology, Inc. All Rights Reserved. Confidential and Proprietary.5

Planning Framework

© 1999 - 2011 Tealeaf Technology, Inc. All Rights Reserved. Confidential and Proprietary.5

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Digital Marketing Framework

DevelopPlan

Execute Plan

Launch Monitor & Adjust

Requires $$$ to create awareness; Leverage consumer-focused Social media such as FacebookB2C

Ma

rke

tin

gP

ha

se

s

Product Strategy

Market Analysis

Strategic Tactical

© 1999 - 2011 Tealeaf Technology, Inc. All Rights Reserved. Confidential and Proprietary.6

Events and associations; Leverage business-focused Socialmedia such as LinkedInB2B

Encourage trials, endorsements from influential usersProduct

Use testimonials and metrics to prove valueService

http://www.pragmaticmarketing.com/Helpful resource:

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Digital Marketing Framework

DevelopPlan

Execute Plan

Launch Monitor & Adjust

Ma

rke

tin

gP

ha

se

s

Product StrategyMarket

Analysis

Strategic Tactical

1. What need does the market have that your company can fill?2. Market size and growth rate

© 1999 - 2011 Tealeaf Technology, Inc. All Rights Reserved. Confidential and Proprietary.7

2. Market size and growth rate3. Buyer characteristics4. Competitive analysis5. Capabilities analysis

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Digital Marketing Framework

DevelopPlan

Execute Plan

Launch Monitor & Adjust

Ma

rke

tin

gP

ha

se

s

Market Analysis

Strategic Tactical

1.Build/buy/partner2.Price

Product Strategy

© 1999 - 2011 Tealeaf Technology, Inc. All Rights Reserved. Confidential and Proprietary.8

2.Price3.Business case4.Product portfolio5.Release milestones6.Product positioning

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Digital Marketing Framework

Product Strategy

Launch Monitor & Adjust

Ma

rke

tin

gP

ha

se

s

Market Analysis

Strategic Tactical

1.Product roadmap2.Positioning

DevelopMarketing

Plan

Execute Plan

© 1999 - 2011 Tealeaf Technology, Inc. All Rights Reserved. Confidential and Proprietary.9

2.Positioning3.Sales training4.Marketing plan5.Customer acquisition6.Lead generation7.Thought leaders

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Digital Marketing Framework

Product Strategy

Launch Monitor & Adjust

Ma

rke

tin

gP

ha

se

s

Market Analysis

Strategic Tactical

1.Success stories, white papers, competitive

Execute Plan

DevelopMarketing

Plan

© 1999 - 2011 Tealeaf Technology, Inc. All Rights Reserved. Confidential and Proprietary.10

papers, competitive positioning

2.Sales collaterals & tools3.Presentation and demos4.Event support5.Support readiness6.Sales training

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Digital Marketing Framework

Product Strategy

Ma

rke

tin

gP

ha

se

s

Market Analysis

Strategic Tactical

1.Launch product/service/program2.Define metrics

DevelopMarketing

Plan

Execute Plan

Launch Monitor & Adjust

© 1999 - 2011 Tealeaf Technology, Inc. All Rights Reserved. Confidential and Proprietary.11

2.Define metrics3.Develop dashboard4.Measure, measure, measure5.Review results & adjust6.Readiness for next phase

http://www.marketingsherpa.com/Helpful resource:

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Leverage multiple digital marketing channels

Lead Generation / Online Marketing – email to install base, pay per lead campaigns, banner advertising etc.

Lead Generation / Online Marketing – email to install base, pay per lead campaigns, banner advertising etc.

Event Marketing – Exhibit or speak at trade shows, association meetings, and virtual events, regional /local eventsEvent Marketing – Exhibit or speak at trade shows, association meetings, and virtual events, regional /local events

Content Marketing – Develop white papers, technical briefs, case studies, studies and surveysContent Marketing – Develop white papers, technical briefs, case studies, studies and surveys

Partner Marketing – Co-market with partners to gain access to their customer base Partner Marketing – Co-market with partners to gain access to their customer base

© 1999 - 2011 Tealeaf Technology, Inc. All Rights Reserved. Confidential and Proprietary.12

Website Marketing – Analytics, product landing page, navigation, etc.Website Marketing – Analytics, product landing page, navigation, etc.

Sales Support & Tools – Battle cards, FAQs, pitch deck, Objection handling, data sheet, sales trainingSales Support & Tools – Battle cards, FAQs, pitch deck, Objection handling, data sheet, sales training

Social Media – test messages w/ online user community, engage users early & on an ongoing basis, woo influencer bloggersSocial Media – test messages w/ online user community, engage users early & on an ongoing basis, woo influencer bloggers

Partner Marketing – Co-market with partners to gain access to their customer base Partner Marketing – Co-market with partners to gain access to their customer base

Public Relations & Analyst Relations – target online publications and writers, meet with key analystsPublic Relations & Analyst Relations – target online publications and writers, meet with key analysts

SEO & SEM – Drive traffic to your website through keyword optimization and paid searchSEO & SEM – Drive traffic to your website through keyword optimization and paid search

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Lessons learned the hard way

© 1999 - 2011 Tealeaf Technology, Inc. All Rights Reserved. Confidential and Proprietary.1313 © 1999 - 2011 Tealeaf Technology, Inc. All Rights Reserved. Confidential and Proprietary.

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Seven Lessons learned

1. Obtain support within your organization

2. Beta or phase launch, where possible

3. Develop the right message

4. Be a good project manager

© 1999 - 2011 Tealeaf Technology, Inc. All Rights Reserved. Confidential and Proprietary.14

4. Be a good project manager

5. Identify what you want to measure

6. Do not ignore social media or mobile

7. Monitor and adjust strategy after launch

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Lesson #1: Obtain support within your organization

Most non-Marketing functions also have a role that will help man making your marketing efforts a success

• Customer support – trained for customer inquiries?

• Executives – Can they communicate key messages to key customers and the press?

• Finance & Accounting – Are they prepared for new product

© 1999 - 2011 Tealeaf Technology, Inc. All Rights Reserved. Confidential and Proprietary.15

• Finance & Accounting – Are they prepared for new product lines, are invoices paid and

• Legal – Did they review agreements, MSAs etc?

• IT & Operations – are the systems prepared for entry of new products? Did they purchase new domains?

• Product – Is the product manager ready to assist with complex calls?

• Sales – Do they believe in the product/service and are they willing to sell it?

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Lesson #2: Beta or phase launch, where possible

› A beta allows us to learn about the issues our customers face, what they value and how they view your product. You can also test key messages

© 1999 - 2011 Tealeaf Technology, Inc. All Rights Reserved. Confidential and Proprietary.16

› A phased launch reduces risk especially when launching a substantially new product or to a new target market

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Lesson #3: Develop the right message

› The right message informs many of your marketing efforts and if done right makes the rest of the work easier.

› The wrong message causes confusion among

© 1999 - 2011 Tealeaf Technology, Inc. All Rights Reserved. Confidential and Proprietary.17

› The wrong message causes confusion among customers and users and reduces your marketing effectiveness

› Test it

› Test it again

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Lesson #4: Be a good project manager

When executing a large or complex campaign or a go-to-market launch, good project management can reduce costly mistakes

�Develop a plan and meet regularly with stakeholders

�Hold stakeholders accountable

© 1999 - 2011 Tealeaf Technology, Inc. All Rights Reserved. Confidential and Proprietary.18

�Hold stakeholders accountable

�Use milestones to communicate status widely

� Identify critical milestones early so you know if your launch date will be impacted

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Lesson #5: Identify what you want to measure

› If you don’t have measures in place, how will you know if you have been successful?

• # of mentions in key publications

• # of registrations from the site

• # of webinar attendees

User reviews/ratings

© 1999 - 2011 Tealeaf Technology, Inc. All Rights Reserved. Confidential and Proprietary.19

• User reviews/ratings

• # of followers, tweets etc.

• # of qualified leads

• $$ of sales won

› Good benchmarking sources:

• Marketing Sherpa

• Pragmatic Marketing

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Know your mobile customers

Measure

• All online services (mobile apps, mobile web, desktop web, contact center, social media)

• Identify what you want to measure

– Key Performance Indicators› Acquisition?› Engagement and retention?› Monetization?

Measure

© 1999 - 2011 Tealeaf Technology, Inc. All Rights Reserved. Confidential and Proprietary.20

› Monetization?

Learn

• Understand your user base

• Listen to your customers

• Identify and eliminate customer struggle (not just site errors)

Optimize

• Refine goals, measure and improve performance of key services and make enhancements to remove customer struggle

LearnOptimize

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Lesson #6: Do not ignore social media or mobile

Social media is time consuming and difficult to measure. If done right, it can lead to success

• For example, blogging can

– Establish your company’s thought leadership,

– Lead to increased website visits & registrations

© 1999 - 2011 Tealeaf Technology, Inc. All Rights Reserved. Confidential and Proprietary.21

– Lead to increased website visits & registrations

– Help you to stay up in your industry

– Power lead nurturing efforts.

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Bad customer experiences are more dangerous than ever

© 1999 - 2011 Tealeaf Technology, Inc. All Rights Reserved. Confidential and Proprietary.2222 © 1999 - 2011 Tealeaf Technology, Inc. All Rights Reserved. Confidential and Proprietary.

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78% of users who

encounter problems completing mobile transactions share those experiences with others

© 1999 - 2011 Tealeaf Technology, Inc. All Rights Reserved. Confidential and Proprietary.2323 © 1999 - 2011 Tealeaf Technology, Inc. All Rights Reserved. Confidential and Proprietary.

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Lesson #6: Do not ignore social media or mobile

Mobile marketing is newer but an area where you can exert influence

• By 2014, more people will access the Internet through their mobile device than their desktop PC

• Mobile commerce will grow to $31B by 2016, up from $3B in 2010

© 1999 - 2011 Tealeaf Technology, Inc. All Rights Reserved. Confidential and Proprietary.24

$3B in 2010

• Opportunities exist with mobile web site, mobile app, SMS/MMS campaigns

Mobile Marketing Association has a certification program.

http://mmaglobal.com

Helpful resource:

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Lesson #7: Monitor and adjust strategy after launch

› Despite the best planning, some adjustment will have to be made

• What is the feedback from Sales?

• How did campaigns perform against KPIs?

© 1999 - 2011 Tealeaf Technology, Inc. All Rights Reserved. Confidential and Proprietary.25

• How did the media respond?

• How did your best customers respond to your new product?

• What are your users saying on social media channels?

• Marketing is about trial and error; it is not an exact science so expect to iterate your digital marketing strategy

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Digital Marketing StrategyKey takeaways for marketers

1. Create a plan before you start

2. Leverage multiple channels for greater success

3. Test, measure, monitor and

© 1999 - 2011 Tealeaf Technology, Inc. All Rights Reserved. Confidential and Proprietary.2626 © 1999 - 2011 Tealeaf Technology, Inc. All Rights Reserved. Confidential and Proprietary.

If you don’t, your competition will

3. Test, measure, monitor and adjust. Then do it again.

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Thank You

© 1999 - 2011 Tealeaf Technology, Inc. All Rights Reserved. Confidential and Proprietary.

Janet A. JaiswalSr. Director of Product [email protected]