June is a big month. School is coming to an end, it’s the beginning of summer and vacation season is in full swing. For many businesses, June marks the end of the first half of the year and a slow couple of upcoming months.

With all of the summer distractions lead generation teams must have a plan to stand out in the crowd and be able to demonstrate value clearly and quickly. To help you jumpstart your thinking about your marketing and sales aligned programs and initiatives we’ve got 2 upcoming events you won’t want to miss.

June 4th, 3pm EDT – Join ReachForce and MathMarketing for a webinar to learn 3 strategies to better align Marketing and Sales teams to create a funnel that delivers.

We’ll also share a few surprising do’s and don’ts that debunk the classic understanding of the roles of Sales and Marketing. Things like: DON’T measure salespeople on proposals closed. Surprised? We were too.

Join us on June 4th at 3pm EDT to find out why successful companies DON’T use this as a metric and have increased growth as a result. Register Now

Then we’ll be in San Mateo on June 23rd -24th with Hugh Macfarlane, author of The Leaky Funnel, for a 2-day Funnel Academy. This 2-day in-person event will explore the following topics:

• Selecting a strategy based on the way your markets buy
• Aligning and allocating resources for multiple markets
• The buyer’s journey – understanding how buy and creating your strategy around your buyers
• How to build a model funnel and resolve disconnects
• How to plan campaigns that move buyers

Click here to learn more and to register.

For many businesses, the upcoming summer months can feel like they drag on forever. This summer use this time to set up for bigger success in 2009.

There is a lot of buzz abut Twitter out there.  If you are just getting started it can be a bit overwhelming.  I came across another great post on Mashable, HOW TO: Build Your Personal Brand on Twitter by Dan Schwabel.  This post goes through six steps you should take to build your brand (personal or company) on Twitter.

1. Claim your Twitter handle – stop what you are doing and claim it now.  Even if you aren’t ready to take the next 5 steps you will want your handle there waiting for you.
2. Decide how you want to brand yourself – Dan offers some good tips including creating a custom background
3. Become known as an expert or resource – make sure you are optimizing your tweets with keywords as most people don’t read every tweet but instead look for keywords.
4. Establish a Twitter marketing plan – this is all about making sure your Twitter handle is everywhere and anywhere like in your email signature, on your blog, on your business cards, etc.
5. Utilize third-party applications – there are lots out there but many serve the same function and many will not be useful to you.  Dan outlines the best ones for building your brand.
6. Form a Twitter “Mastermind Group” – this is not right for everyone and I think is more for personal branding than company brands.

If you are just getting started, the point is to do just that, get started.  Everyone should do number 1, you don’t want to have to try to buy it later.  Then, go at your own pace to complete the rest of the steps.

2009 is looking up and we’ve been very busy event planning, getting ready for a new webinar with Math Marketing (if you haven’t signed up, you can right here), and still working on our sales playbooks. Here’s where we’re at so far:

Current Issues Identified:

• The Sales team has too much information available to them and aren’t sure to how to use it

• Support materials not aligned with selling situations and buyer roles

• The sales process was not clearly defined causing missed opportunities

• New sales people need help with triggers that move prospects through the funnel

Next we assembled our playbook team and determined our mission to be:

Our sales playbook is going to ensure our sales team is armed and ready to have valuable conversations that help prospective buyers move through the sales funnel as fast and efficiently as possible.

Ok, now we are ready. We started with a list of questions and asked each sales person on the playbook team to think about some of their success stories and start by filling out the list of questions below.

Understanding the Buying Roles and their goals

• Who did you make initial contact with and how?
• Who else was involved in the buying decision?
• Who was the ultimate decision maker?
• What are they being measured on?
• What does success look like to them?

Understanding the pain

• What was their pain?
• What were they doing before connecting with ReachForce?
• What solutions were offered to solve their pain?

Understanding their environment

• What industry are they in?
• What do they sell? Average Selling Price?
• How long is their sales cycle?

Delivering Value

• What value proposition resonated with them? and Why?
• What were the buyer’s information needs at each stage of their problem-solving process?
• What tools and supporting materials were used and when?
• What would have been helpful during the sales process? Supporting materials needed? Presentation needed? Customer Case studies?
• What objections were overcome?
• Who else/What else were they considering?

And the ultimate question… Why did they choose ReachForce?

Next meeting is tomorrow. From here we plan to discuss key moves that converted the prospective buyers into customers and I’ll be busy trying to understand how to align our marketing support (what we have and what’s needed) with each trigger.

Stay tuned for next steps…

Being a somewhat typical marketer, I pay attention to the look and feel of everything we do.  I believe that a cohesive look for our brand is essential because we run so many integrated marketing programs.  I came across a great post on Mashable, HOW TO: Create Custom Twitter Backgrounds by Ben Par.  The post goes into why you would want a custom background and examples of some great ones but to me the best part is  a list of tools to help you create your own:

• MyTweetSpace: MyTweetSpace is one of the simplest ways to create a Twitter background with minimal effort. It allows users to create badges, add graphics, play with text, and more to create elegant backgrounds and left-hand text columns. You can even log in with Twitter and MyTweetSpace will automatically update your background.
• TwitterBacks: This website provides a set of templates perfect for creating your ideal Twitter background. The templates come in PSD (Photoshop) form. In fact, my Twitter account utilizes a TwitterBack template as the basis for my design. Can you guess which one?
• TweetStyle: TweetStyle offers free background templates, custom Twitter backgrounds, and a few useful blog posts on the subject of the backdrop.
• Free Twitter Designer: This handle little app provides an easy-to-use image editor to help you create a professional-looking theme.
• TwitBacks: This is another tool for creating backgrounds. This one specializes in left-hand column-based backgrounds.
• TwitterGallery: TwitterGallery is a directory of themes based on color and category. You can even click the “install” button under any theme, log into Twitter, and poof!…your background is ready.
• Peekr: If you stumble across a great Twitter background and want to take a quick look at it in its pure form, the Peekr bookmarklet is the way to go. Click on the bookmarklet once to show only the background, and press it again to bring everything back to normal.

One tip I would add is to be sure to change your design colors to match your new background.  When you are in your Twitter account, click on settings and then change design colors. You can change your background, text, links, sidebar and sidebar border to match your new background.

We have already done this for the ReachForce twitter page but I can’t wait to get started on my own personal background.

This past week I was fortunate enough to join a couple hundred of the smartest marketers at the annual SiriusDecisions event in Scottsdale, AZ.  This is the second one I’ve been to and both times I come back feeling revived and optimistic of the new changes I plan to roll out based on what I learned.  For those of you who weren’t able to attend, no worries, in my next couple of posts I’ll share with you the highlights.

This year I went hoping for something to help our marketing team better align with and drive more productive sales activity.  I feel like we’re working harder than we ever have but maybe not as smart as we should be.

Here’s my first golden nugget from this year’s event– sales enablement strategies, sales playbooks to be more specific.  Do you have them?  If so, are they working for you?  I’m not talking about your sales portal with every piece of collateral, PR and case study you’ve ever written.  Instead, I’m talking about situation based scenarios that your sales team has run into before and won.  How did they do it? What supportive materials did they need?  Were there pieces missing?

Here’s 3 steps to help you  started on your Sales playbooks, compliments of Alden Cushman, Research Director at SiriusDecisions.  Remember, you’re not creating these alone.  Get product marketing, field marketing and sales involved.

1. Identify Situational Elements –things like Organization Size and Structure, Vertical/Sub-Vertical Industries, Geographic Characteristics, Individual Roles and Responsibilities
2. Collect and Position Content, Knowledge

• Products/Solutions – Features, advantages, benefits
• Pricing – Competitive info, volume discount
• Partners – Channel Positioning OEMs, VARs
• Market Forces – Complete market landscape and trends
• Objection Handling – Sticking points and best responses

3. Run a Controlled Pilot – here is Alden’s example

• Situational elements
  • CIO in a hierarchical insurance company, in education phase, with budget and need for an easy to use but sophisticated business intelligence offering
• Relevant available content and knowledge
  • Phase-based BI implementation case study (education, active buying and closing)
  • Archived Webcast of the return on and merits of BI solutions
  • Web-based demo of new SaaS-based BI solution
  • SaaS-based BI product features and function spec sheet

• Order of potentially appropriate sales plays
  • Email industry white paper
  • Three days later, send phase-based case study (tailored to CXO audience)
  • One day later, call to discover unique pain points, invite to upcoming Webcast
  • Email after Webcast and set up call for Web-based demo with SME
  • Set up face-to-face meeting, bring positioning and value literature
  • Ask for RFP, respond with detailed proposal

I plan on getting started on our sales playbook really soon.  I know this will be a big project that will take a lot of thought and a lot of support from our sales team and product marketing team but the end result will change our business.  As we get started on this journey, I welcome any ideas or feedback you may have.  Please share what you learned putting these together and don’t leave out the parts that didn’t work.

Ever wonder what your prospects or customers are talking about on Twitter?  Or are you looking for a way to build your Twitter following with people that have similar interests?  Well, here’s a few places to get out there and ask some questions.

First, a shout out – Thanks again to Mashable for finding and compiling these kinds of lists, 5 Ways to Get Your Questions Answered on Twitter by Stan Schroeder.  Its great information and we want to be sure our B2B Lead readers know this stuff is out there.

• IKnowTweet.com - This simple site searches Twitter for phrases such as “does anyone know?” and “why does?” and collects them all at one place.

• ToAnswer – By far the most elegant of the sites listed here, ToAnswer lets you ask questions on Twitter by simply prefixing them with @toask. The answers are displayed in a nice Twitter-like interface, and questions are asked through a lightbox-style window that opens with your Twitter account. Looks like this site is down right now but they’ve put up a funny video until they get more server space.
  

• TwttrStrm – TwttrStrm is an interesting and slightly more complex service that combines Twitter with Squidoo and its “lens” approach to answering questions. Basically, you ask a question on Twitter, but instead of merely getting short answers, Squidoo will create a brand new Lens with a bunch of information on the topic you’ve asked about.

• Twtpoll - There are many ways to ask a question; a poll is one of them, and twtpoll lets you create polls on Twitter. You ask a poll question, add some answer options (you can choose if it’s a one answer or multiple answers type of poll) and you’re done. You can share the poll via Twitter, email or Facebook.

• twitQA - twitQA is a very new site that lets you ask questions in different categories such as sports, travel, health, business & finance, cars and the like. Instead of using hashtags, twitQA recognizes questions and fetches them directly from the Twitter feed, which makes populating the question database easier.

You’ll definitely want to check out Stan’s thoughts on each of these.  Once you try them out, come back and let us know what you think.

P.S.  B2B Lead readers – if you don’t have Mashable in your Google Reader, add it today.

After a couple of days out of the office I’m finally catching up on my Google Reader.  Mashable, one of my favorite sites, always comes through with great social media tips.  Twitter is definitely getting its fair share of airtime these days so for the Twitter obsessed, here’s a couple of options for searching Twitter to find what you need or want.

6 options for searching Twitter –

• TwitterSearch – this one seems to be the most common as it is hosted by Twitter. Results show the sender’s avatar, a link to the original tweet, and a link to Twitter.com to reply…

• Twazzup – this is Twitter Search on steroids. For any given query string, you can see results down the left column that are updated in real-time.

• Tweetzi – Perhaps the best element it has that neither of the above applications do, is the ability for real-time playing and pausing. See the blue “Play” button? If you click it, you can watch your trending topic gather steam; and you can hit Pause whenever you want.

• Tweefind - If you want a basic search utility, Tweefind is it.

• Twitterseach/Zeitbase – looking for something really simple, this is it!

• Flaptor – the key difference here is an RSS link, one click and you can get an RSS link of your results.

Of course you can find screen shots and more details of each of these on Mashable.  Thank you Mashable for the keeping us up-to-date and in the know on our ever changing world of social media!

Are you using any of these to help with your lead generation efforts?  If so, please share.

By now you know that there is more than one person involved in a B2B buying decision.  The DMU (decision making unit) typically consists of the end user, key influencers, management, a financial buyer and others that have their hands in the decision to buy or not to buy.

It’s pretty easy to find the management decision makers with just a little research, but what about the others?  Here’s a few tips to help you identify and build out lead generation programs for those other than the Cs and VPs.

1. Where have you been winning?  This is always a good place to start.  Hopefully your sales team helped you out a little here and included notes about everyone they talked to in the buying process.  If so, are you able to define their roles?  If not, don’t despair, you’re not alone and this is not the end of the road for you.
2. Profile your best customers – talk to your best customer implementation team, talk to the sales person that sold the deal and if possible interview a few customers to better understand who all was involved in the decision to buy.
3. Once you have your roles defined, do you have these people in your leads database?  Remember you are matching roles, not just titles.  If so, tag them with a role identity.  If you’re missing roles, call ReachForce, we can help you fill in the gaps.  (Sorry for the shameless promotion…sometimes it just happens…)
4. You’re finally ready to start marketing to these people.  You are now able to build out very targeted programs focusing on key influencer and end user issues.  Here’s an example –
   
5. Nurture – not all buyers are ready to buy at the same time so be sure you are nurturing all of your prospects as well as those involved in a sales cycle.  Here’s a few ideas for offers for your nurturing programs  -

• Email analyst reports supporting the pain and possible solutions
• Email customer case studies
• Invite to webcasts
• Be sure to share any new content you roll out (whitepapers, eBooks, etc.)

For best results, I recommend you engage with your sales team before launching your newly segmented programs and ensure they are onboard to provide guidance and feedback throughout the process.  To execute a healthy, ROI generating program it’s important to map out each step of the building process taking into consideration budget, timing and appropriate follow up.  Here’s a template if you need help.

I was catching up on some reading and came across a new article in BtoB from Rich Karpinski, B-to-b followers flock to Twitter.  It is a great article especially if you are new to Twitter or wanting to know more about how businesses are using Twitter to connect with prospects and customers.

Since we are all about tips on The B2B Lead, here is some practical advice from the article for marketers getting started on Twitter:

• In your Twitter bio, clearly spell out what business you are in, who is posting to the account and even what you hope to get out of it. That creates transparency and the underpinnings of trust.
• Find people to follow. They’ll likely follow you back, broadening and enriching your conversation.
• To start, sit back and watch conversations unfold. As your comfort level grows, be proactive by participating in and starting conversations related to your business.
• Be generous: Offer more than you get back and always try to be responsive to peers and customers.

Finding the right people to follow can be challenging.  Karpinski offers this advice:
Locating other b-to-b marketers and companies that “tweet” has become easier, too. Ad network Federated Media late last month launched (with Microsoft Corp. as sponsor) ExecTweets.com, an aggregation of executives using Twitter, and the Social Brand Index offers an index of Twitter accounts organized by category. One also can find lists of b-to-b marketing-focused Twitter users with a Google search.

I was happy to see one of the smartest B2B marketers I know, Jon Miller from Marketo, quoted in the article:
“B-to-b buyers are still people, and in the end, they buy from people and not companies,” said Jon Miller (@jonmiller2), VP-marketing at b-to-b software vendor Marketo (@marketo), who uses Twitter personally and as part of his company’s marketing strategy. “If you can build a relationship with a prospective buyer using Twitter before they are actively looking, you built your brand more effectively than you could with much more expensive options. The trick is to know who to follow and who to focus on for that relationship-building.”

But Miller doesn’t think Twitter is the be-all and end-all. “Tweets don’t yet show up in Google search results, and links can’t influence your SEO rankings,” he said, adding, “I think other tools like blogs still work better as the content publishing mechanism, versus [using Twitter more as] a content promotion tool.”

How are you engaging with customers and prospects on Twitter?  Want to connect with us on Twitter?  Check us out at:

@ReachForce
@suaadsait
@ahawthorne
@lawallace

LinkedIn Answers can be a great way to establish yourself as a thought leader and connect with colleagues and prospects.  I try to create RSS feeds for almost everything I monitor online; it is more likely I will get to it that way.  The other day I realized I can get an RSS feed of LinkedIn Answers.  Unfortunately, it is not very customizable.  You can only get a feed of an entire topic, not just based on a certain keyword like search.twitter.com.

Here’s how to do it:

1. Go to LinkedIn.com
2. Click on Answers (it’s at the top)
3. In the right sidebar, under Browse, click on the topic that relates to your industry
4. In the right sidebar look for the orange RSS logo, click the link to add new questions on this topic to your feed reader

*Note you can also subscribe to sub topics.  Keep in mind that many questions are asked each day so the more specific you can be the better.

What is the benefit of being active on LinkedIn Answers?  I know someone who was asked to speak at an industry conference based solely on answering a question on LinkedIn.  We currently have two deals in the pipe that originated on LinkedIn Answers.  I know my sales reps don’t always have the time to keep up with LinkedIn Answers so whenever someone asks a question looking for a solution like ours I pass it along to the appropriate sales rep to follow-up.

I still recommend going in at least once a week to search your company and products’ names since those are conversations you defintely want to be aware of.  Still unsure of what to do?  Check out How to Use LinkedIn Answers in Marketing.