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THE GLOBAL LEADER IN OH&S SOFTWARE WHERE I’M COMING FROM… • SAAS Occupation Health & Safety Solution BIG Corporate EMR + Safety + Industrial Hygiene Complicated product, sales, implementation • 90+% of business outside of Canada • Aggressive YoY Sales and EBITDA targets

An Overview at a Pardot Lead Qualification Process

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Ben Harrison's presentation at #torontoB2B VII

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Page 1: An Overview at a Pardot Lead Qualification Process

THE GLOBAL LEADER IN OH&S SOFTWARE

WHERE I’M COMING FROM…• SAAS Occupation Health & Safety Solution

BIG Corporate EMR + Safety + Industrial HygieneComplicated product, sales, implementation

• 90+% of business outside of Canada• Aggressive YoY Sales and EBITDA targets• Marketing team of 4

Content Marketing focus#1 objective is lead generation

Page 2: An Overview at a Pardot Lead Qualification Process

THE GLOBAL LEADER IN OH&S SOFTWARE

WHAT WE’VE BEEN DOING IN THE PAST YEAR

• Implemented SalesForce• Implemented Pardot• (RE)Implemented Analytics• Took on Sales Quota (SQLs)• Supported UK acquisition• Launched Paid Search• Built out Content Marketing

schedule• Renewed Website (content, SEO)

Page 3: An Overview at a Pardot Lead Qualification Process

THE GLOBAL LEADER IN OH&S SOFTWARE

OUR LEAD QUALIFICATION PROCESS

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InternetSearch

Email

Trade shows

TradePubs

Website

Page 4: An Overview at a Pardot Lead Qualification Process

THE GLOBAL LEADER IN OH&S SOFTWARE

HOW I LOOK AT THE WORLD

KEY METRICS: • Weighted Net New Sales Funnel / % from Marketing• Average cost per SQL • # of and quality of Qualified Leads in pipeline• Total # sales from Marketing Sources

Page 5: An Overview at a Pardot Lead Qualification Process

THE GLOBAL LEADER IN OH&S SOFTWARE

QUESTIONS THAT I ASK MYSELF (DAILY)• “Tyranny of 1s and 0s”• Where do I find more leads?

Where are our prospects?What is an acceptable cost per lead?

• How do we engage the OH&S community?How to get our SMEs onto social?

• What is happening with search?How do I ensure we are on RFPs?