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Combining Predictive Scoring & Profile Management to Capture New Revenue

Social Tables - Infer Case Study

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Page 1: Social Tables - Infer Case Study

Combining Predictive Scoring & Profile Management to Capture New Revenue

Page 2: Social Tables - Infer Case Study

Accomplished Startup Marketer

Built & Led Marketing at Nitro

Musician-born Marketer

Podcast & Paleo Aficionado

2013 Markie Winner

@szinsmeister [email protected] 1 415 689 4654

Hi, I’m Sean Zinsmeister!Senior Director of Product Marketing @ Infer

Page 3: Social Tables - Infer Case Study

What is Predictive?

Actionable Intelligence for Sales & Marketing

Machine Learning Thousands of external data points

Keywords: ● Machine Learning ● Data Science ● Predictive Analytics● AI

Page 4: Social Tables - Infer Case Study

Predictive Sales & Marketing is Heating Up

79%

High-performers use predictive intelligence

Salesforce State of Marketing 2016

83%

B2B Orgs using PLS are $250M and Below

SiriusDecisions

73% / 2X

Lift in Sales / Marketing Effectiveness

Aberdeen

Page 5: Social Tables - Infer Case Study

Predictive Sales & Marketing is Heating Up

2.3x

Increase in Average Deal Size

3.3x

Increase in Conversion Rates

1.5B+

Account, Contact, and Lead Scores / year

Infer R&D

Page 6: Social Tables - Infer Case Study

Hi, I’m Ray Miller

● Senior Marketing Operations Manager

● Almost 3 years at Social Tables● 125+ person VC-backed startup

in DC● Geography buff and serious FIFA

player● Used to not wear glasses

[email protected] @touchofray

Page 7: Social Tables - Infer Case Study

125+ employees 4,000+ customers

Established 2011

Page 8: Social Tables - Infer Case Study

100+ million participants 1+ million events created

1.5+ billion ft2 of event space drawn

Page 9: Social Tables - Infer Case Study
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Page 11: Social Tables - Infer Case Study

On-

Site

Check-In

Venue MapperAttendee Manager

InsightsDestination

Site Selection

Venue Marketing

Event Management, Operations & Compliance

Sales Enablement

Event Planning & Collaboration

Venue Analytics

Business Intelligence

>

>>

>>

>>

>

Event Execution

Page 12: Social Tables - Infer Case Study

Our Challenge

Took on a paid content marketing strategy

Leads skyrocketed to 6,000 total Net New Leads per month #humblebrag

Steady flow of 1,400 trial leads every month like clockwork

Page 13: Social Tables - Infer Case Study
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At Social Tables all leads get assigned...all 6,000...to 4 BDs

Page 15: Social Tables - Infer Case Study

Lead

Man

agem

ent

Collateral

AssignmentCapture/Nurture

General Analytics

>

>>

>>

>>

>

Page 16: Social Tables - Infer Case Study

Business transforming problem

Page 17: Social Tables - Infer Case Study

What is an MQL?

Name, Email, Phone, Client Type, Job Title

Any channel

No filtering based on persona, activity, or source

Page 18: Social Tables - Infer Case Study

September 2015

Page 19: Social Tables - Infer Case Study

Lead

Man

agem

ent

>

>>

>>

>>

>

Page 20: Social Tables - Infer Case Study

How did we prioritize?

Infer helped de-prioritize 80% of volume

Focus on leads driving 70% of wins

Prioritize in views by conversion source

Page 21: Social Tables - Infer Case Study

Prioritize: enter, Infer grade

Page 22: Social Tables - Infer Case Study

October 2015

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What are you left with?

Smaller volume of leads

Large deal size and strategic significance

The need for buy in from all parties involved

Page 24: Social Tables - Infer Case Study

Change...again?

Page 25: Social Tables - Infer Case Study

Lead

Man

agem

ent

Assignment

>

>>

>>

>>

>

Assignment

Analytics

>

>>

>>

>>

>

Page 26: Social Tables - Infer Case Study

How did we improve

Filtering of non-enterprise leads

Page 27: Social Tables - Infer Case Study

Refine the model

Page 28: Social Tables - Infer Case Study

How did we improve

Filtering of non-enterprise leads

Focus on “allbound” prospecting

Wanted to identify signals in data

Page 29: Social Tables - Infer Case Study

Profile Management - Introduction

Page 30: Social Tables - Infer Case Study

January 2016

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Make your job easier, by making it harder

Page 32: Social Tables - Infer Case Study

Always be iterating

Automated filtering of leads

Inform digital advertising

Page 33: Social Tables - Infer Case Study

Profile Management - Invest Your Resources

Page 34: Social Tables - Infer Case Study

Always be iterating

Automated filtering of leads

Inform digital advertising

Drive focus for outbound campaigns

Page 35: Social Tables - Infer Case Study

Profile Management - Success Paradox

Page 36: Social Tables - Infer Case Study

March 2016

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Q&A