Today we’re joined by Danica Bateman, Marketing Automation Manager at net2phone where she holds the keys to Salesforce Pardot, one of the biggest marketing automation platforms on the market. She walks us through the skills she gained in her early journey specializing in marketing automation by surrounding herself with great mentors, family and friends.
Gone are the days where enterprises are the only people who can solve multi touch B2B attribution– tools like DreamData are solving this for startups and SMBs.
Every Mops/CRM needs lifecycle in some form or another to function optimally. You cannot make lifecycle work long term if you don’t partner with sales, not dictate to them, not train them, not get ‘buy-in’, you’ve got to partner with them.
You need a good MQL model so that marketing leads make it to sales and get followed up. There are a lot of ways to define MQLs and pass them over. It’s very common to have a lead scoring model, and it’s the best way to get to build a scalable, highly automated lifecycle. But let’s actually examine the journey that gets us to a scoring model and benefit from critically thinking about why it’s the best model.
It’s hard to even know where to start. Even after you get everyone to agree on a model and stages, you need to figure out how to deploy this thing. We’re going to give specific advice on the types of properties you need to deploy a basic lifecycle. Your mileage may vary depending on your tool or your business model, but the general principles hold true.
It is so easy to go down rabbit holes when revamping or deploying a lifecycle model. Be very careful not to overthink your lifecycle by creating too many microstages, or by over automating elements of the customer journey or sales process.
Set yourself up for long term success with a solid Lifecycle program. Not only does it help you exert control and mastery over your reporting, it provides a framework for having tough discussions between sales & marketing.
Lauren Sanborn is a force of nature. She’s a world class marketing ops professional who’s accomplished amazing things. She’s currently Director of Revenue Operations at CallRail.