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How Marketing Can Report
Revenue Analytics That Don’t Lie
Agenda
INTRODUCTIONS DISCUSSION Q&A
2
Introduction
Dan Ziman
CMO
LeanData
Tom Grubb Chief Strategy Officer
Digital Pi
3
“…Fewer than 4% of
marketing generated leads
are ever converted into
sales.”
Source: Business2Community, February 10, 2014
Why Organizations Should Stop Focusing on Lead Nurturing Campaigns
4
ONE QUESTION…
What happened to the other 96%?
5
6
Challenge: reporting vastly undercounts campaign touches
Lead Contact
Contact
w/role
Lead Contact ?
Lead ? ?
7
B2B Marketing is multi-person and multi-campaign
CAMPAIGNS
Director, Marketing
(Contact w/Role)
Marketing Specialist
(Contact)
CMO
(Lead)
Website X
Webinar X
Whitepaper X
Exec Roundtable X
Tradeshow X
8
Poll: How much do you trust your marketing reports?
1. Usually – 22%
2. Occasionally – 67%
3. Never – 11%
9
80% of CEOs simply don’t trust marketers at all
- Fournaise Group Study
10
"Performance is your reality. Forget everything else.”
- Harold S. Geneen
11
Marketing   Revenue
• Platform Approach:
– SFDC: Campaign Influence Reports
– Marketo: FT and MT Attribution
• No way back to marketing when:
– Leads not associated with accounts
– Contacts not associated with
opportunities
– Duplicates
12
Marketers can’t generate sufficient growth
Marketing = cost, sales = revenue.
Our numbers are right, yours are wrong.
I only trust data from Salesforce.com.
Why doesn’t marketing have a quota?
Explain MT and FT attribution again?
CEO says all marketers are liars.
13
Marketers can’t generate growth
Marketing = cost, sales = revenue.
Our numbers are right, yours are wrong.
I only trust data from Salesforce.com.
Why doesn’t marketing have a quota?
Explain MT and FT attribution again?
CEO says all marketers are liars.
14
The Path to Revenue Reporting Starts with Opportunities
CONTACTS
15
White PaperTradeshowWebinar
Explicit Influence: Contacts on Opportunities
Executive Approver Technical
Account
White PaperTradeshowWebinar
Explicit Influence: Contacts on Opportunities
Account
Executive Approver
Technical
White PaperTradeshowWebinar
Explicit Influence: Contacts on Opportunities
Opportunity
Account
Executive Approver
Technical
White PaperTradeshowWebinar
Explicit Influence: Contacts on Opportunities
Account
Opportunity
Technical
Executive Approver
White PaperTradeshowWebinar
Explicit Influence: Contacts on Opportunities
Account
Opportunity
TechnicalExecutive
Approver
White PaperTradeshowWebinar
Explicit Influence: Contacts on Opportunities
Account
Opportunity
TechnicalExecutive Approver
Marketo Multi-Touch Pipeline Report
22
61% More Revenue Won Influence with Implicit
Marketing
Influence? Contacts Counted
% Revenue Won
Influenced
% Pipeline Open
Influenced
No 351 74% 46%
Yes 252 26% 54%
Marketing
Influence? Contacts Counted
% Revenue Won
Influenced
% Pipeline Open
Influenced
No 127 12% 11%
Yes 476 88% 89%
Opportunity
(Explicit)
Account
(Implicit)
23
White Paper
TradeshowWebinar
More Lost Attribution: Stuck in The Land of Leads
Account
Opportunity
Technical
Executive Approver
Leads have no path
to get revenue
credit for marketing
24
SFDC Campaign influence report
25
$50,000
$50,000
$50,000
$50,000
$50,000
$50,000
$50,000
$50,000
$50,000
$50,000
$50,000
$50,000
$50,000
Your Options:
1.Modify sales behavior
2.Modify SFDC – lock it down
3.Modify your reporting configuration
4.Switch to another reporting tool or platform
5.Employ technology
26
Thank you!
Dan Ziman
CMO
LeanData
@lostintheflog
dan@leandatainc.com
Tom Grubb Chief Strategy Officer
Digital Pi
@thomasgrubb
tom@digital-pi.net
27

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