This post comes to us from one of our friends at ExactTarget, Joel Book.

Having observed how email has become the backbone of successful one-to-one marketing solutions, I have 3 guidelines that will help you use personalization for more effective B-to-B email.

1. Remember that People buy from People.

With all due respect to brand marketers, creative directors, and copywriters, it’s important to remember that nothing is more important in selling than the customer’s relationship with the person with whom she is doing business. That person may be a dealer, an agent, or a field sales representative.

When you send email, send it on behalf of the “relationship owner” and include that person’s photo and contact information so it’s easy for the customer to contact him. This type of personalization dramatically improves email marketing campaign performance.

2. Serve. Don’t Sell.

Customers don’t want to be sold. But they do want to be helped in making their buying decision. That’s why using email to deliver information and offers that aid the customer’s decision-making process is the best way to support – and accelerate – the buying process.

Once a person has been attracted to your web site, use email to engage with and move the prospect through the consideration and evaluation stages . . . all the way to purchase. Serve your subscribers well, and they will reward you with their business. In fact, Forrester Research reports that “those who buy products marketed through email spend 138% more than non-readers of email.”

3. Put the Customer in Control.

One of the smartest things you can do to maximize email marketing performance is to personalize email content to the subscriber’s needs. When a new subscriber opts in to receive email from you, invite her to go to your preference center where she can check off her needs and topics of interest relevant to the products or services you offer. Then, use the Dynamic Content feature in ExactTarget to deliver content that’s relevant and timely. This is the essence of ExactTarget’s Subscribers Rule mantra.

Our customers, prospects and B2B Lead followers often ask us about marketing automation.  Since ReachForce targeted role-based leads are fed into many of these solutions we decided to give each of them an opportunity to explain their key benefits and features in their own words. Thanks to Colby Cavanaugh at ExactTarget for this post.

What is ExactTarget?

ExactTarget gives B2B marketers the ability to harness the power of one-to-one communications to nurture leads, engage prospects and improve customer relationships. ExactTarget supports the backbone of your B2B marketing strategy with:

• The ability to automate emails, processes and programs—from lead nurturing campaigns to welcome emails—with ease.
• A single management console that triggers mission-critical messages across emerging digital communication channels, including SMS, Voice, and Email.
• Robust integration capabilities that offer an opportunity to improve customer value management and seamless integrate your business systems, no matter how many disparate data sources you may have.
• A scalable architecture to ensure your time-sensitive emails are delivered.  Whether you’re processing hundreds of transactions an hour or millions a day, our system is designed to scale as your demand dictates.
• Precision targeting tools to reinforce local relationships and dynamically turn your emails into powerful marketing messages that your customers want to receive.
• A powerfully reliable data center that takes the worry out of your data storage and availability, no matter how much data you have.

Use what you know about your prospects and customers to improve customer relationships and increase conversion.

Industry leading research shows that integrating sales and marketing technologies can help organizations deliver more relevant communications—and improve their return on marketing investment by delivering the right message to the right subscriber at the right time. ExactTarget offers a variety of tools to help you integrate your critical business systems and allow for seamless, pain-free Marketing Automation. From customer relationship management (CRM) tools (e.g. Salesforce.com and Microsoft Dynamics CRM) to web analytics applications (e.g. Omniture, WebTrends, Coremetrics, and Google Analytics), we’ve partnered with the leaders and done the difficult integration work so you don’t have to.

Get the support and expertise you need to be successful.

ExactTarget provides our clients with the email marketing support they need to solve complex marketing challenges. Our team combines both marketing and technological expertise with a proven approach to understanding our client’s objectives to help you develop the best possible email marketing strategy.

Serve your subscribers well and be rewarded with their business.

At ExactTarget, we believe it is the duty of every Email Service Provider (ESP) to help marketers deliver permission-based email and digital one-to-one communications to their customers, prospects, and partners. To better convey what we feel is our best-in-class approach, we have developed our SUBSCRIBERS RULE! philosophy which consists of three simple tenets:

• Serve the individual
• Honor each individual’s unique preferences with regard to communication, content, frequency, and channel
• Deliver subscribers timely, relevant content that improves their lives

We not only embrace the reality that subscribers own the inbox, but we also work diligently to develop products that provide consumers control over the manner and frequency by which companies communicate with them. By helping clients pursue more strategic segmentation and personalization efforts, we help them better deliver on the true promise of one-to-one communications—the right message, to the right person, at the right time, through the right channel.

Interested in learning more?

To learn more about ExactTarget, we invite you to visit www.exacttarget.com. You can also get tips, best practices and other marketing insight from our blog and featured whitepapers.

Having trouble seeing the good in your database?  Separating the diamonds from the dirt can be tough and time intensive, but if you map out a plan ahead of time it can save you time and sanity!

• Create a CRM data standard sheet and separate the data elements into three categories:
  • Information that must be there and must be correct for all of your systems to align properly (i.e. key ID’s, emails, etc.)
  • Information that should be correct for rules within your CRM system to work – if you have set up custom validation rules surrounding addresses for instance, outline what those rules are and what format data has to be in to fit within those rules.
  • Information that people have asked for to make marketing, sales, and customer support, etc. work better.
• Determine what data needs to look like within all of the key fields idenitifed above.  (I.E. – State should always be two-letter abbreviation instead of the full name, make a designated location for name pronunciation guides (input by sales) so they don’t clutter the name field, etc.
• Next, do a quick data quality analysis on each data element in these three categories. Score the data quality by answering questions such as:
  • Does this data element have an undisputed owner? Is it updated by a team member as a natural step in a key business process? Or can nearly anyone update it at any time?
  • What percentage of the CRM records has this data element missing, clearly incorrect, or duplicate? Determine the best course of action for filling in the gaps, do you have the resources in house or do you need to find a vendor who can do this?

Based on the results of your scoring (step 3), you’ll have a better idea of who you can assign items to for fixing and where you need to focus your efforts in terms of filling in the gaps.  Assign them out to the people who can fill in the gaps and make sure to supply everyone with the same set of ‘rules’ or standards for what the end result should look like.

Once you’ve got your data cleaned up, make sure your data standards sheet is up-to-date with any changes in process you may have made during the clean up process and then circulate it.  Your teams will be much more likely to keep the data looking the way it needs to if they know what the standards are.

In the Boston Area?  You should be at the Marketing Sherpa event Monday and Tuesday

We’re still trying to get caught up after being out last week at the Marketing Sherpa event but WOW was it worth it.  It’s always great to be able to spend time with peers experiencing the same challenges we are every day.

For those of you out west who missed the event.  Marketing Sherpa posted 8 key take-aways from the event in their  San Francisco Event Wrap Up.  You should definitely check it out.

If you’re in the Boston area, there’s still time to register for the Marketing Sherpa event starting on Monday.  Register now and save $400.

If you can’t make it you can also follow the Twitter conversations at #sherpaB2B09 or watch live video streaming via Hubspot TV.

Engagement Systems is one of the newer players in the marketing automation space. We let them “speak for themselves” earlier this week, but I wanted to dive further to check out some of their content.  So far they only have a few whitepapers and case studies, but I have to say I was pleasantly surprised at the quality of their content.  Their whitepaper, Influence the Buying Process with Automated Marketing, is a quick read packed with great tips.  The whitepaper promises 10 tactics for improving revenue and ROI now.  After the explantion of each tactic they offer a take-away (great idea for your next whitepaper or eBook).  Here are the take-aways from the whitepaper:

1. Don’t let prospects fall through the cracks. Protect your marketing investment and maximize resources through better lead qualification and lead nurturing.
2. Unify sales and marketing in the pursuit of common goals.
3. Continue generating leads, but put greater emphasis on nurturing activities as well as retention and winback strategies to maximize customer lifetime revenue.
4. Make sure that you have all the materials in place to be the resource for information to support your buyer.
5. Map out the buying process and help prospects and customers navigate their way to a buying decision.
6. Automate the sales and marketing process by setting event and behavior triggers that utilize intelligent marketing automation to autoexecute marketing touches.
7. Deploy one-to-one communications for more meaningful dialogue with prospects and customers to shorten the buying process.
8. Commit to an ongoing learning process; employ a valuable exchange of information to align your product and service offerings with the changing needs and interests of each individual buyer.
9. Deploy multiple means of outreach to ensure that your message is received, and to move the customer towards a purchase position relative to their individual needs and interests.
10. Establish ongoing contact with customers to preserve satisfaction, increase up-selling and cross-selling, and decrease customer defections.

Be sure to read the entire whitepaper for the full story.  It is definitely worth the read.

Our customers, prospects and B2B Lead followers often ask us about marketing automation.  Since ReachForce targeted role-based leads are fed into many of these solutions we decided to give each of them an opportunity to explain their key benefits and features in their own words. Thanks to Rob Hampton at Engagement Systems for this post.

What is Engagement Systems?

Engagement Systems helps companies leverage their CRM investment and maximize sales and marketing resources to grow sales revenue and improve ROI with an automated marketing campaign system.  The web-enabled software works with existing CRM systems to access prospect and customer information and make that data actionable to more efficiently capture and nurture leads, retain customers and win-back defecting clients.

From single communications to multi-step, multi-channel campaigns – utilizing email, direct mail, pURLS and landing pages – each personalized communication is automatically created, delivered, tracked and reported within the CRM record; eliminating time-consuming manual processes and ensuring consistent, relevant, timely communications that move prospects through the buying process and build valuable relationships with existing customers.

What Makes Engagement Systems Different?

True Multi-Touch, Multi-Channel Communications

Engagement Systems is the only CRM integration that truly automates the execution, delivery and tracking of multi-channel communications via direct mail, email, and personalized web pages (Personalized URLS) from within a single application.  Eliminates the need to coordinate multiple vendors.

1:1 Personalized Marketing

Both single communications and multi-touch campaigns can be executed to one contact at a time or to a segmented group of contacts.  There are no minimum orders.

Trigger Automation

Engagement Systems automated campaigns are governed by a set of business rules that create automatic triggers to initiate and manage what communications are sent and when. The configuration and integration is completely handled by Engagement Systems; there is no manual intervention on the client’s part to create, set up or kick off communications.  This eliminates the need for additional marketing resources or IT involvement.

Customer Lifecycle Optimization

Engagement Systems addresses the entire prospect and customer life cycle with custom-developed campaigns and programs for lead generation, lead nurturing, customer retention, and customer reactivation, up-selling and cross-selling.

Integrated Reporting

All automated communications are written back to and tracked through the CRM system. Clients have the option for custom reporting and metrics or can use the tools inherent within their CRM system.  Because of Engagement Systems’ complete integration, all data resides in a single location.

Value-Added Services

Engagement Systems makes it easy to adopt and use the system by providing a combination of optional marketing services that delivers an end-to-end solution. Unlike other systems, Engagement Systems is virtually hands free for both sales and marketing, requiring no one to upload or manage artwork or to initiate campaigns.  This makes implementation pain free, quick to deploy and low-maintenance to sustain.

Cost Effectiveness

Engagement Systems’ automated direct mail, email and Personalized URL production systems streamline the creation, execution and delivery processes, making multi-channel marketing campaigns cheaper and faster to execute.  All aimed at increasing your sales, profitability and ROMI.  This eliminates the need for additional marketing resources, consulting, IT and training expenses.  Additionally, there are no expensive recurring seat charges.

For more information, visit www.EngagementSystems.com, call 866.938.3658 or email info@EngagementSystems.com .  You can also check out an Overview Demo of Engagement Systems at  http://www.engagementsystems.com/onlinedemo.  And be sure to look at our Resources (Case Studies & White Papers) http://www.engagementsystems.com/resource-center/resource-center.html

Do you know who your customers are?  Not just by name, but do you know what they actually do, why your product is a good fit for them?  Better yet, do you know what makes some of your customers less than a good fit?  Here at ReachForce we try to take a holistic approach to analyzing our customers both those who we do regular business with and those that we may not have continued business with (I know it’s not a pretty subject but everyone’s got them).

In looking at what these customers do, what their price point is and the rates that they convert (from trial to subscription or bookings to revenue) we can get a much better picture as to what types of customers we do well with and where we should focus future data discovery. It’s a simple enough exercise, but take a look at your top 10-15 customers (those who spend the most with you) and your worst customers (those who may have done business with you once and then never again), see what parallels you can draw between the customers within each group.  For us we’ve learned that customers with a higher price point, a tech focused business and those who market to more than one vertical seem to have a greater need for what we do an a tolerance for our price point.

Once you’ve gotten a clearer picture of what your good customers look like and what the less than successful customers look like, you can better focus your marketing efforts (and for you sales folk out there, your follow up and prospecting efforts).  Now that you have a profile of your best customer, be sure to do continued contact discovery to find more buyers that are similar to your best customers.

Does your sales team understand the metrics you’re measuring?  Think about it this way, your sales team is focused on numbers, hitting the right number of activities each day/week, turning out the right amount of proposals to get good closed deals, and of course, the all important quota figure!

So when asked, you tell the sales team you measure click-throughs, website visits, opens, but it doesn’t mean anything to them….why you ask? Because just like all of the rest of us, they only care about what directly impacts them, yes you can make a case for the activity you’re measuring to impact them but it’s a story, it’s not a direct correlation.

What directly correlates to daily life of a sales person?  The number of leads you’re putting in the top of the funnel.  Let’s be more specific though, not just leads, QUALITY leads.  First you’ve got to have a unified definition of a quality lead (is it someone who has shown interest through opening your emails, checking out your site or is it someone who has downloaded a few resources, attended some webinars and who fits a great profile of your ideal buyer?), get on the same page with sales – decide what that perfectly qualified and quality lead is because not everyone who fills out a web form or downloads a white paper fits that mold.

The important thing is to directly correlate what you’re doing with what your sales team is doing – how many leads did you fill the pipe with this week and then track them through the pipeline.  How many of those leads generated the right kind of activity to create a closed deal?  Bring this full circle for a minute, if you can track how many leads you put in the pipeline that generate activity during each phase of the pipe and then close, pretty impressive stuff to the C-level folks!

Now for tracking this stuff:

1. In your CRM, use a lead source field – map it to the contact through the process (for all of your salesforce.com users, we’ll have some instructions soon).
2. Keep tabs on where these leads came, from…not just that marketing delivered them but that you purchased them from ReachForce, got them from an event/trade show, they were a web form, etc.  That way you can see what sources generate the most successful leads and  you can replicate that success.
3. Don’t just look at this information once and then toss it – keep track of it historically, the more information you’re armed with the better off you’ll be.

We are excited to be a part of the B2B Marketing Zone joining the ranks of fellow bloggers, Brian Carroll, Paul Dunay and Jon Miller.  The B2B Marketing Zone is a joint venture between Tom Pick of WebMarketCentral and Tony Karrer CEO/CTO of TechEmpower. In their own words here is what B2B marketing Zone is all about:

B2B Marketing Zone is a collection of blog posts and articles all around B2B Marketing.  It uses the Browse My Stuff technology to create this topic hub.  Topic Hubs are sites that aggregates content from a variety of sources, organizes that content around keywords in the topic domain, and supports both manual and social curation of that content.

The goals of the B2B Marketing Zone are:

Collect High Quality Content – The goal of a content community is to provide a high quality destination that highlights the most recent and best content from as defined by the community.

Provide an Easy to Navigate Site – End users most often are people who are not regular readers of the blogs and other sources.  They come to the content community to find information on particular topics of interest to them.  This links them across to the sources themselves.

Be A Jump Off Point – To be clear all content communities are only jump off points to the sources of the content.

Help Surface Content that Might Not be Found – It’s often hard to find and understand blog content that’s spread across sites.  Most users of B2B Marketing Zone are not regular subscribers to these blogs and other content sources.

If you are looking to beef up your RSS feed, you can subscribe to a “best of” or to the full feed of everything.  It is a great one stop shop for B2B Marketing content.

Gotta say, when Amy asked if I’d read this whitepaper from Silverpop I was instantly intrigued. Maybe it’s the fact that sitting as the Sales/Marketing Ops person I have sat directly under that bus a few times (as we all have regardless of which side you come from), or maybe it’s the tongue in cheek humor scattered throughout the copy but for once I was entertained and informed by a whitepaper!

While the whitepaper is peppered with humor it also touches on a few key items that cause the friction between marketing and some steps for resolving those items.

• Problem: Sales is frustrated when marketing hands off weak leads.
• Solution: The key to this isn’t exactly what it sounds like, instead of placing blame, get on the same page about what constitutes a lead, get sales and marketing on the same page so that everyone knows what a lead is and execute on passing leads over accordingly. Unfortunately, if we’re all speaking different languages in terms of what a lead (contact, prospect, etc.) is then it’s just a distraction.
• Problem: Marketing sees Sales as only griping about Marketing (therefore causing the split between them)
• Solution: Sales needs to talk to marketing – if the leads being sent over are good 1/3 of the time, tell marketing what was wrong with the other 2/3’s. Don’t keep marketing in the dark, let them know how leads are progressing through the pipeline and what leads progress better (therefore better helping to define what kind of leads Marketing should focus on getting to Sales). Don’t take all the credit – yes you guys close the sale but materials, programs, webinars, the website, events all of those things were put together by marketing to help you close that deal – give them a little credit too!

These are just a few of the items mentioned by Silverpop, but they are enough to get the wheels turning for you. I highly recommend taking a little time to read the entire whitepaper, it’s insightful and truly reaches the heart of the problem, aligning Marketing and Sales is all about communication.
I’ll close with my favorite quote from the whitepaper:

Sales asks: How many marketers does it take to screw in a light bulb?

Sales answers: 15.

One to ignore the request from sales for more light,
One to develop a creative brief on why light is important,
Seven to shoot the YouTube video about screwing in light bulbs,
One to evaluate the amount of light offered by competitors and draft a competitive analysis,
Two to create the product slick,
One to determine competitive pricing for the service and set the cost well above that,
One to buy a 150-watt bulb for a 60-watt lamp,
And one to put just the right “spin” on the process.

Sorry – gotta love a whitepaper with a personality