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Lead Liaison, LLC Achieves Prestigious SOC-2 Certification; Sets Sights on ISO 27001 in 2024

Lead Liaison, LLC Achieves Prestigious SOC-2 Certification; Sets Sights on ISO 27001 in 2024

Continuing its Commitment to Exceptional Data Security Standards for Enterprise Businesses

Dallas, TX – January 12, 2024 – Lead Liaison, LLC, the company behind the renowned Captello brand, is proud to announce its latest achievement in data security excellence – the attainment of the SOC-2 certification. This significant milestone not only underscores the company’s unwavering commitment to maintaining the highest standards of data security but also paves the way for the upcoming ISO 27001 certification, anticipated in the first half of 2024.

A Testament to Robust Data Security Practices

The SOC-2 certification is a rigorous, independent audit designed to ensure that companies manage customer data with the highest level of security and privacy. This certification is particularly crucial in a digital era where data breaches are not just a threat but a reality for many organizations. By achieving SOC-2 compliance, Lead Liaison, LLC demonstrates its dedication to implementing and maintaining stringent security measures that protect client data against unauthorized access and threats.

Catering to a Diverse Clientele

Lead Liaison’s achievement is especially significant as it aligns with the company’s vision of supporting businesses of all sizes, from large enterprises to small and medium-sized companies. This certification reassures clients that their data is in safe hands, regardless of their business’s size or industry. It is a testament to Lead Liaison’s ability to offer scalable and secure solutions that can adapt to the unique needs of each business.

The Journey to SOC-2 Compliance

The journey to achieving SOC-2 certification involved a comprehensive evaluation of Lead Liaison’s information security policies, practices, procedures, and operations. This process was crucial in ensuring that the company’s security measures are not only effective but also consistent with the high standards expected in today’s digital landscape. The certification process also involved rigorous testing and assessments by an independent auditor, ensuring unbiased and thorough validation of Lead Liaison’s security protocols.

Upcoming ISO 27001 Certification

Looking ahead, Lead Liaison is on track to attain the prestigious ISO 27001 certification in the first half of 2024. This globally recognized standard will further solidify the company’s commitment to managing and protecting information assets. The ISO 27001 certification focuses on a comprehensive Information Security Management System (ISMS), providing a systematic approach to managing sensitive company information, ensuring it remains secure.

“At Lead Liaison, we understand that trust is the foundation of all our client relationships. This certification is not just a badge of honor; it’s a promise – a promise to uphold the highest standards of data security and to continuously evolve our practices to meet the ever-changing challenges in this digital world. Our journey to these certifications is a reflection of our dedication to excellence and our commitment to be a trusted partner in an increasingly data-driven business landscape.” – Ryan Schefke, CEO

A Future Focused on Security and Trust

Lead Liaison’s achievements in data security are more than just certifications; they are a reflection of the company’s deep-rooted commitment to building a foundation of trust with its clients. In an era where data is a critical asset, Lead Liaison, LLC stands at the forefront of providing secure, reliable, and scalable solutions. This commitment to security is not just a part of the company’s operational protocol but a core aspect of its identity.

For more information about Lead Liaison, LLC, and its commitment to data security, please visit https://www.leadliaison.com/support/security-and-scalability/

Lead liaison is a multifunctional event platform speicalizing in Universal Lead Capture, Event Engagement, Sales & Marketing solutions and more with over 5,000 integrations for all common CRM and Marketing Automation platforms.

 


Lead liaison is a multifunctional event platform that provides: Universal Lead Capture, User Customizable Gamification, Marketing Automation, CRM, Lead Management, Sales Enablement, Leader Boards, Point Rewards & e-Gift Cards, Waypoints for Sessions & Scavenger Hunts, Player Profiles, and more with over 5,000 integrations for all common CRM and Marketing Automation platforms.

To see how Lead liaison’s growing library of digital activations (games), universal lead capture, and reward-based solutions can help your company generate more leads at your trade shows, contact us today!

Lead Liaison, LLC Celebrates a Decade of Innovation in Sales and Marketing

Lead Liaison, LLC Celebrates a Decade of Innovation in Sales and Marketing

Lead Liaison, LLC proudly commemorates its 10-year anniversary, reflecting on a remarkable journey that has established the company as a global leader in sales enablement, marketing automation, and event management solutions.

Since its inception in 2013, Lead Liaison, LLC has consistently pioneered innovations that cater to the diverse needs of SMBs and enterprise businesses alike. The company’s suite of offerings, including the acclaimed OneFocus™ CRM, Website Visitor Tracking, and Lead Management Automation (LMA), underlines its commitment to enhancing sales and marketing processes.

Founder and CEO, Ryan Schefke, commented, “A decade in this dynamic industry has been an exhilarating journey. From the launch of our LMA platform in 2014 to the recent introduction of EventGen, our event management platform in 2022, our primary focus has always been to offer scalable, integrative, and innovative solutions. It’s deeply gratifying to see our vision transform businesses worldwide.”

One of Lead Liaison’s most notable achievements is the introduction of Captello, a trailblazing lead capture and engagement platform optimized for large enterprises. Captello’s award winning universal lead capture app, event engagement offerings, and integration with over 5,000 marketing automation and CRM platforms have set new industry standards, validating its six-season streak as a G2 Lead Retrieval category high performer.

Brad Froese, Director of Marketing, remarked, “Captello embodies our philosophy of continuous innovation. Its integration capabilities, paired with an unwavering commitment to data security, showcases our dedication to providing clients with a seamless, trustworthy experience. We’re proud to be at the forefront of driving transformative changes in the event industry as well as sales and marketing domains.”

The company’s recent 64% year-over-year growth rate, the introduction of industry-first end-to-end event lead capture system, and the unveiling of a truly unique integrated sales and marketing suite are further testaments to its prowess and vision.

Schefke further added, “Reflecting on the past 10 years, it’s our relentless pursuit of excellence, dedication to client success, and the hard work of our talented team that have brought us here. We’re deeply grateful to our clients for their trust and partnership.”

As Lead Liaison, LLC marks this significant milestone, the company looks forward to the future with renewed passion and commitment, setting its sights on many more decades of innovation, growth, and unparalleled service.


Lead Liaison, LLC is a global leader in sales enablement and marketing automation solutions. With a focus on innovation and customer-centricity, the company offers a comprehensive suite of tools that empower businesses to streamline their sales and marketing processes, driving growth, engagement, and success.’


Lead liaison is a multifunctional event platform that provides: Universal Lead Capture, User Customizable Gamification, Marketing Automation, CRM, Lead Management, Sales Enablement, Leader Boards, Point Rewards & e-Gift Cards, Waypoints for Sessions & Scavenger Hunts, Player Profiles, and more with over 5,000 integrations for all common CRM and Marketing Automation platforms.

To see how Lead liaison’s growing library of digital activations (games), universal lead capture, and reward-based solutions can help your company generate more leads at your trade shows, contact us today!

Modern Day Lead Capture for High Performing Exhibitors and ROI Calculator

Modern Day Lead Capture for High Performing Exhibitors and ROI Calculator

Events are a great opportunity for businesses to connect with potential customers. However, traditional methods of collecting leads at events can be time-consuming, inefficient, and prone to errors. In this article, we’ll examine some older, more generic event lead capture methods typically offered by event organizers, and contrast them with newer, more efficient methods like Lead liaison’s Universal Lead Capture app.

Older event lead capture methods include renting apps and scanners from the organizer, collecting business cards, manually completing online forms, and taking notes on paper. Let’s take a closer look at each of these methods:

Old Method: Disparate Systems

Renting Apps and Scanners from the Organizer

Often times, event organizers rent out expensive apps and scanners to help exhibitors capture leads. However, these apps and scanners are often difficult to use, restrict the number of users who can capture leads, host generic forms that may not collect the data exhibitors need to qualify leads, and require team training at every event. These generic forms of lead capture typically only capture a limited amount of data, making it challenging to get a complete picture of each lead.

Waiting for lead data, whether just a few days or longer, also creates delays in the vital follow up process, and usually results in a spreadsheet that has to be painstakingly culled, edited, and curated before it can be imported (manually) into your CRM or Marketing Automation platform. This process demands countless work hours that should be spent accomplishing other tasks.

Collecting Business Cards
Many exhibitors still rely on collecting business cards as a primary method of lead capture. However, this method is time-consuming and may lead to errors when manually entering the data into a CRM or marketing automation platform.

Manually Completing Online Forms
Some exhibitors require attendees to fill out online forms as a method of lead capture. This method can be tedious and time-consuming, leading to lower engagement rates.

Taking Notes on Paper
Exhibitors that still rely on taking notes by pen and paper to capture leads are disengaging with the prospect during conversations, and sending a signal that their business has antiquated processes. This method is also prone to human error and may lead to incomplete or inaccurate data.

New Method: Dedicated Universal Lead Capture

In contrast, a Universal Lead Capture app like Lead liaison offers a myriad of more efficient and effective ways to capture leads. The app enables teams to capture leads by scanning badges and business cards, using self-service kiosks, gamification, QR codes and more for capturing critical lead data and conversation detail from voice notes that are automatically transcribed and sent to your CRM or Marketing Automation platform.

With Lead liaison, exhibitors have full control over customization of their forms, allowing them to capture more data points including attendee preferences and interests, allowing for better lead qualification and follow-up.

Lead liaison’s Universal Lead Capture app integrates with over 5,000 3rd party platforms including all major CRM and Marketing Automation systems, making lead distribution and follow-up easy. By automating the lead capture process, teams can save time and focus on engaging with attendees, increasing the likelihood of converting leads into customers.

To help businesses understand the benefits of using a Universal Lead Capture solution like Lead liaison, we have created a free ROI Analysis tool.

Discover Your Event ROI Potential with the free ROI Analysis Tool

This tool compares generic methods of lead capture with the performance that could be achieved by using a Universal Lead Capture solution. The ROI Analysis tool uses the data you enter to produce hard comparisons that will help your businesses understand the difference Universal Lead Capture can make to your event ROI.

In conclusion, while older event lead capture methods may have been effective in the past, they are no longer the most efficient or effective way to capture leads. Lead liaison offers a more efficient and data-driven approach to lead capture, helping businesses to better engage with attendees and convert leads into customers.


Lead liaison is a multifunctional event platform that provides: Universal Lead Capture, User Customizable Gamification, Marketing Automation, CRM, Lead Management, Sales Enablement, Leader Boards, Point Rewards & e-Gift Cards, Waypoints for Sessions & Scavenger Hunts, Player Profiles, and more with over 5,000 integrations for all common CRM and Marketing Automation platforms.

To see how Lead liaison’s growing library of digital activations (games), universal lead capture, and reward-based solutions can help your company generate more leads at your trade shows, contact us today!

Bridging the Gap Between Content and ROI with Marketing Automation

Bridging the Gap Between Content and ROI with Marketing AutomationIt’s well known in the world of marketing that content provides the fuel necessary for successful marketing. That is no less true with marketing automation. Ultimately, you cannot expect a positive ROI, if you do not have a solid content strategy. Even the best marketing automation program in the world cannot resolve a lack of quality content. Determine ROI with marketing automation.

Despite the importance of content, many businesses continue to struggle with implementing quality content for their marketing automation needs, with their ROIs suffering as a result. Below, we go through several critical steps you can take to bridge the gap between your content and your return on investment.

1. Analyze your Content Plans

Quality content does not develop on its own and it does not happen by accident. In order to feed your marketing automation program quality content, you must first stop and analyze your content plans as well as what it is that your target audience actually wants to see. Of particular importance in terms of marketing automation, is mapping the customer journey and ensuring that your content plan aligns with that journey.

2. Think More in the Long Term than the Short Term

Far too often, many marketers focus more on the short term than the long term when it comes to their content development goals. In order to ensure you are making the most of content within the context of marketing automation, you need to pay attention to any gaps that might exist in the various stages of the buyer journey and ensure you create highly targeted content to address those gaps. This means you must stop thinking in the short term and think in the long term.

3. Develop a Content Development Calendar

Do you create content as it is needed or do you have content on reserve based on your objectives? The problem that many business owners encounter is that they create content only when they need it. In order to succeed with your marketing automation strategy, you need to have a solid plan in place. Creating a 12-month content plan can help you to do that.

4. Evaluate, Evaluate, Evaluate

Marketing automation can help to automate many of the processes related to your marketing campaign, but it cannot do everything for you. The same is also true for your content plan. You must take the time to analyze how you are utilizing your marketing automation system and how well your content is working for you. Make a commitment to evaluating your current systems at least once per quarter.

5. Make Improvements

Analyzing only works if you take the information from your evaluations and put it to work for you. After evaluating the data generated by your marketing automation system, determine what is working, what is not working and make changes to generate necessary improvements to boost your ROI.

Want a copy of our Marketing Content Map (MCM) document? Contact us with a brief note requesting the MCM and we’ll send it to you.

Marketing automation can drive a higher ROI. By implementing the steps listed above, you can bridge the gap between your content and your ROI. Learn more about how you can benefit from marketing automation today.

How Can Marketing Automation Save Money: How Does $181,059 Sound!

How Can Marketing Automation Save Money?

“Marketing automation” has become such a buzz phrase over recent years that most vendors try to incorporate the term into their pitch, and sometimes go as far as completely branding their business as marketing automation. In reality, there aren’t that many pure-play marketing automation companies out there in the industry. 100s of providers stake claim on marketing automation to be part of the buzz, which causes confusion in the marketplace. Companies have a hard time understanding marketing automation let alone how marketing automation can save money. In this post we provide a quantitative analysis to answer the question, how can marketing automation save money? We’ll also touch on our approach to marketing automation.

ROI of Marketing Automation Based on Functional Usage

You’ll see some fancy calculators to add up the ROI of marketing automation, but not many resources provide a ROI analysis based on functional areas. We did that for you and looked at what a typical company would spend after investing in a piece-milled software strategy. When you list out the category of tools that companies use to help drive revenue, the list typically includes sales efficiency tools, landing page designers, form designers, email marketing, automation, and a handful of other tools. The problem with buying all of these ad-hoc solutions is two-fold. First, they don’t all play nice together as disparate solutions. Second, your wallet gets pretty thin when you’re buying all these pieces separately. We decided to do a little analysis and tally up individual, best-in-breed solutions to see how much money would drain from your budget over a five year period if a company were to acquire all of these solutions standalone.

Integrated Marketing - How Much Money Can Marketing Automation Save

How Much Money Can Marketing Automation Save You?

Below you’ll find the assumptions we used, cost of individual solutions, and a ROI analysis at the end.

The bottom line: Lead Liaison can save your company $181,059 or 362%! What we didn’t include are the incremental costs for:

  • Multiple learning curves
  • Multiple resources required to manage each ad-hoc solution

Add those in and you could very well double the ROI from what we’ve reported above.

Assumptions:

Assumptions
At least 5 sales people
Up to 10,000 contacts
No more than 100 forms
No more than 25,000 unique visitors per month
Email frequency to database 2x per month
Use each software package for 5 years

Cost of Individual Solutions:

Solution Monthly Price Package Purpose
Tout App $250 Team Email for Sales
Blogging $600 2 Posts Per Week, $75 per Blog Marketing Content
Litmus $149 Plus Email Testing
Marketo $1,795 Standard Marketing Automation
VisiStat $500 Rocket Visitor Tracking
HootSuite $10 Pro Social Posting
Gravity Forms/
Formstack
$99 Business License / Gold Web Forms
Unbounce $99 Pro 99 Landing Pages
Mailchimp $150 Growing business Email Marketing
Opt-In Monster $199 Pro Engaging Popups

Total Spend on Ad-Hoc Solutions:

TOTAL $3,851
ANNUAL SPEND $46,212
LIFETIME SPEND $231,059

ROI with Lead Liaison:

AVERAGE ANNUAL SPEND with Lead Liaison $10,000
LIFETIME SPEND with Lead Liaison $50,000
ROI of Lead Liaison 362.12%
SAVINGS with Lead Liaison $181,059

Lead Liaison’s Philosophy

We’ve got a different philosophy about marketing automation here at Lead Liaison. We don’t hate marketing automation, we just hate how the term is overused, misused, and misunderstood. The truth is that marketing automation is not software, it’s a strategy. You can’t really buy marketing automation software, but you can buy software that helps execute your strategy, which should include automation. No software out-of-the-box is going to automate your marketing – that’s wishful thinking.

Choices are getting “clouded” too. Some companies like HubSpot try to be the all-in-one solution, and get your CRM business too. Unfortunately, or fortunately for some, HubSpot is morphing into an Oracle or Salesforce.com type of company, is now public – trying to satisfy Wall Street, and now trying to take all your sales and marketing dollars with the emphasis on their new CRM. Lead Liaison fits in between the all-in-ones and marketing automation providers with our Revenue Generation Software® platform optimized for mid-market companies. Our mission has always been to focus on automation that improves a company’s sales and marketing operations but more importantly, generates more revenue for our customers. We believe companies care about revenue, not just automating marketing. We’re CRM agnostic, offer professional-grade sales and marketing automation functionality at killer prices, and have the industry’s deepest integration with 3rd party solutions.

How to Maximize Marketing Automation ROI with High Quality Content

How to Maximize Marketing Automation ROI with High Quality ContentHigh quality content is an essential element of modern marketing and one of the strongest factors in maximizing marketing automation ROI. Content is one of the primary ways that marketers generate, engage, and nurture leads. It is used to build brands, establish authority, attract new social media followers, and retain existing customers. All of these benefits can contribute to your marketing automation return on investment when they are effectively executed.

Here are a few tips on how to maximize your marketing automation ROI with high quality content:

Create Valuable Content

Every piece of content should provide prospective leads with real value. High-quality content will educate the reader and give them a reason to turn to your business whenever they require additional information. Basically it should be a subtle pitch that demonstrates your expertise while offering beneficial guidance. To consistently provide readers with significant value, the content must always be focused first on the concerns and needs of your typical consumers. Selling a product or service should also be the secondary focus.

Create Personalized Content

Marketing automation software generates detailed lead profiles based on a prospect’s online behavior and demographic characteristics. Utilizing the information in your lead profiles to personalize content will maximize ROI by creating a more meaningful connection with the prospect. It shows that someone is paying attention to their concerns, which will inspire loyalty and ultimately produce greater marketing automation ROI.

Create Newsworthy Content

Each article and email that is sent using marketing automation software must provide some unique and newsworthy insight. People that trust you with access to their email inbox do not want to read the same information over and over again. High-quality content that will maximize marketing automation ROI will offer original and worthwhile information that the reader doesn’t already know about your industry, product, or services.

Create Diverse Campaigns

Content includes more than just text. Every image and video can help to establish and strengthen a brand. Visual representations are more eye-catching and usually have a higher success rate than written copy on its own. You can add images to your emails and articles to grab a lead’s attention or create infographics and videos that use imagery to inform potential prospects. For additional information on creating effective video campaigns, please read How to make video marketing work for you.

Create Registration Forms

The content with the highest value should be hidden behind registration forms to obtain additional demographic information from potential leads. This will make it easier to further develop lead profiles and create more customize content. Content that is guarded by a registration form should offer a few trade secrets or particularly useful information that can’t be accessed elsewhere on your site. Individuals that fill out a registration form to access certain information will have higher expectations from the content they receive.
High quality content is a simple and proven method for maximizing marketing automation ROI. Make sure all of your content is valuable, personalized, newsworthy, and diverse. If it is particularly beneficial content, place it behind a brief registration form. All of these tips will help increase the return on your investment.

Using Marketing Automation for Transparent Campaigns

Using Marketing Automation for Transparent CampaignsMarketing automation can positively affect a company’s bottom line by creating much-needed links between investment and ROI. For CEOs, it’s more important than ever to get confirmation that marketing efforts are paying off for the company. Without the proper web tracking methodology and assets in place that calculate return on investment, marketers and their CEOs are left without a clue as to whether or not marketing budgets are really worth it. Make sure to use marketing automation for transparent campaigns.

MarketingWeek magazine recently took on the issue of how much CEOs truly trust their marketers – a dubious question that undoubtedly causes stress for both CEOs and marketing teams. You can read the article (and the very relevant and insightful comments) at  http://www.marketingweek.co.uk.

To summarize, the article suggests that 70% of CEOs surveyed earlier this summer in a project by Fournaise Marketing Group expressed a complete lack of trust in their marketing team’s ability to generate a positive ROI through their efforts. This begs the question – do these surveyed CEOs have a point, and is their dissatisfaction indicative of industry-wide views of marketers?

How Marketing Automation Makes the Difference

Accountability is the determining factor in whether a relationship between company executives and marketers is transparent enough to survive. Without some sort of measure of accountability, CEOs have no idea what their marketing teams are doing and whether the money spent results in any kind of return over the long term.

Tracking metrics is what defines that level of accountability. With solid numbers in place, even CEOs who micro-manage advertising campaigns won’t be able to deny the effectiveness or ineffectiveness of their ideas. With marketing automation, a solid set of tools that track advertising campaigns across platforms provides metrics that can’t be ignored. When CEOs and marketing teams have access to these metrics and use them to make marketing decisions, transparency is a sure thing.

Developing the Right Relationships

One of the more interesting comments on the MarketingWeek article states that if CEOs want to see the true impact marketing has on their bottom line, they should turn their marketing efforts off for a while and see what happens. We can all likely imagine that scenario and predict the outcome.

Varying factors contribute to the trust CEOs have for their marketing departments, but transparency will always be one of those key factors. Using marketing automation tools like Lead Liaison to provide transparency in cross-platform marketing efforts can make more difference than you think. Not only does the right marketing automation company save money – it can repair a spotty relationship between departments.

Visit Lead Liaison today to find out how transparent your marketing efforts can be!

Should You Invest in Lead Nurturing?

Even in today’s competitive B2B environment, there are still some executives wondering if they should invest in lead nurturing. Let’s take a look at why lead nurturing should be incorporated into your lead management strategy.

Research done in 2012 reveals that nurturing leads increases sales opportunities 20% over non-nurtured leads. Another 2012 study shows that an effective lead nurturing strategy can:

  • Increase sales-ready leads by at least 50%
  • Reduce cost per lead by an average of 33%
  • Lower ignored or discarded leads from 80% to as low as 25%
  • Increase sales quota achievement by 9%
  • Reduce “no decisions” by 6%

So operational returns can be improved significantly, but what about financial returns?

Calculating ROI

There are several options when calculating a return on your lead nurturing investment. As an example, let’s use the number of leads converting from a prospect status to sales-ready lead in the sales funnel, with and without nurturing. Using a database of 1,000 existing leads, let’s assume a non-nurtured conversion rate of 5% – or 50 sales-ready leads. Next, estimate a reasonable increase in conversion from lead nurturing activities of 2.5x the existing conversion rate (Industry analysts suggest using an average increase of 2.0-3.0 times non-nurtured leads). Then multiply the non-nurtured conversions (50) by the nurturing conversion rate (2.5), which results in 125. This is an increase of 75 sales-ready leads.

Now, if you’re monthly marketing budget is $10,000, with 10% devoted to lead nurturing, you’ll spend $1,000 for lead nurturing activities. Divide that amount by the total new sales-ready leads (1000/125); this will give you an average cost per lead of $8.

If your average sales amount is $50 per close then your cost per lead is 16% of sales. Not a bad return.

Compare that result to the cost per lead without nurturing. If your budget is $10,000 to convert 50 sales-ready leads, then the cost per lead would be $20.00. By nurturing leads toward a sales engagement, your total cost per lead decreases by 60%!

By incorporating Lead Liaison’s proven lead nurturing strategies, you can boost your marketing results and decrease your cost per lead. Find out how – contact a Lead Liaison representative today!

Closed Loop Marketing Automation

Closed Loop Marketing AutomationWe’re doing many presentations with new prospects these days. One of the most challenging terms for many of them to grasp is the concept of closed loop marketing automation. The idea of a “closed-loop” is especially confusing for companies using email marketing as their primary (and usually only) marketing solution. Traditional email marketing solutions do not give companies and their sales and marketing team a deep level of insight into prospect activity. Consequently, sales people only see present activity and have no way of closing the loop on prospect’s other activities.

Closed-loop marketing automation is the process of identifying a prospect’s, customer’s, competitor’s or partner’s past, present and future engagement with your brand and tying that activity to the first step (lead source) and last step (revenue) in your revenue cycle. Past activity could be anonymous website visits, present activity could be real-time lead scanning to identify who’s on your website and what they’re interested in and future activity could be future website visits. Once a lead converts (changes from unknown/anonymous to known – we have a name) closed-loop marketing automation can associate past, present and future activity with the known person.

Let’s look at a simple example of Tom who is an IT manager at Microsoft. Suppose Tom is interested in finding IT solutions for Microsoft’s IT network and begins his research online – where most B2B buyers start. Let’s also assume your company’s name is IT ‘R US and you’re selling IT solutions and using Lead Liaison for your closed-loop marketing automation system.

1. Tom types “Intel Hyper Thread Servers” into a Google search and sees a Google PPC ad for “IT Solutions” from IT ‘R US. He clicks on the link. Lead Liaison automatically tracks the Lead Source as PPC, adds the prospect to the “November Marketing” Program and “Google PPC – IT Solutions” Campaign and tracks the keywords Tom used to find the Google PPC listing.
2. Tom clicks four pages during the same visit then moves on to his next search. He never fills out a web form. Lead Liaison automatically tracks Tom’s pages viewed, how long Tom spent on the site, his status (online/offline/chatting/exact page he’s viewing) in real-time and much more.
3. Tom comes back six days later and visits IT ‘R US’ website again. This time he views five pages and finds an article named “Are Your IT Solutions Up to Snuff?” The article leads Tom to a landing page where he downloads a checklist document. Tom fills out the short form to get the document. Lead Liaison knows the same visitor six days ago was Tom and associates his present visit with his past visit to compile a holistic view of Tom’s interest. As an added benefit – Lead Liaison allowed IT ‘R US to visually build the web form and landing page in less than 60 seconds by dragging/dropping items. Lead Liaison’s tracking technology changes Tom’s name from “Anonymous” to “Tom Sanders”. All other form field information such as company name, email, etc. is captured, tracked and tied to his profile.
4. Tom is still not ready to speak with a sales person at IT ‘R US yet so he waits five more days and visits IT ‘R US’ website one more time. Once again, Lead Liaison tracks this activity (future activity) and associates it with Tom’s profile.
5. When Tom finally reaches out to IT ‘R US the IT ‘R US sales person will have lots of information on Tom before they speak. The sales person will know what Tom was looking for (search words – “Intel Hyper Thread Servers”), what interests Tom (pages viewed), what documents Tom has (landing pages and forms submitted) and now understands how Tom engaged with IT ‘R US. Marketing also benefits by being able to measure the impact of their contributions (marketing ROI).

Marketing delivered sales a wealth of pre-sales information, sales was more effective in their sales cycle and Lead Liaison’s Revenue Generation Software™ provided organizational efficiency and sales effectiveness. Check back next week and we’ll publish part two of closed-loop marketing automation which will expand on the use case above.

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The Business Case for Revenue Generation Software

Business Case for Revenue Generation SoftwareMaking a business case to your management team for Revenue Generation Software is not difficult to do as long as you’ve got the right information in hand. When presenting your business case we suggest sticking to the following outline:

1. Highlight Problem Areas
2. Show ROI
3. Advocate new marketing strategies

Keep your justification brief and be ready to drill down into specifics if asked. Let’s highlight some data points for each of the aforementioned areas to help you strengthen your business case for Revenue Generation Software:

Problem Areas

Many B2B marketing authorities have studied the lead management automation (LMA) and/or marketing automation industry. Here are some important facts that expose deficiencies in most B2B companies:

• Only 3-5% of new lead inquiries are “sales-ready”
• 70-80% of the other inquiries are latent demand that will buy within 2 years, but are typically lost, ignored or discarded by sales
• 73% of companies have no process for revisiting leads leaving databases to become “stale”
• 80% of marketers send unqualified leads on to sales
• 90% of marketing deliverables are not used by sales
• 90% of website visitors don’t identify themselves
• 87 out of 100 deals are left behind by sales
• It takes 7 to 9 proactive communications to gain a B2B decision-makers attention
• 30% of sales reps turnover each year, 7 months to ramp up

Consider the points above and assess whether or not your company faces these challenges.

Show ROI

Best-in-class sales and marketing teams generate 4x more closed deals than average teams using the same pool of leads. Closing 4X more deals will surely be an eye-opener for any manager or executive. In addition to a hard-ROI it’s important to highlight the soft-ROI. In other words, how else will revenue generation software positively influence your organization’s people, products and process?

ROI for Marketers

• Gigantic productivity boost for marketing. Marketers no longer have to run campaigns manually; they can automate them and schedule them in advance. Marketers can create more campaigns with fewer resources while delivering more, higher qualified leads to their sales team. Finally, marketing can respond more quickly and push out new campaigns at a rapid pace with drag/drop tools that simplify campaign creation without having to lean on IT for support.
• Marketers will keep their business one step ahead of their competition and claim the majority of a prospects mind-share using state-of-the-art technology that intelligently automates and improves processes. Leave no lead left behind and distance your company from its competitors.
• Marketers will get more out of their campaigns. Revenue Generation Software allows marketers to better track and measure metrics that help them tweak and tune performance of marketing campaigns. Campaign response rates usually double when Revenue Generation Software is used to drive campaigns.

Marketers aren’t the only people that directly benefit from using Revenue Generation Software. Sales people reap reward as well. Here are some highlights of how Revenue Generation Software will help your sales team:

ROI for Sales

• Sales people will get more information about their leads. Sales will better understand a prospect’s interest, past behaviors and overall interaction with your company.
• Sales will receive more qualified leads. Revenue Generation Software uses automated technology to qualify leads using company-specific criteria that’s unique to your business.
• Like marketing, sales will also see a gigantic productivity boost. Instead of getting a pile of business cards, an excel spreadsheet or CRM view of a bunch of “leads” from marketing (what sales people would call “contacts”), sales gets quick access to prioritized leads sorted by qualification criteria. Additionally, sales people get real-time alerts when their favorite lead or company visits your website.

Sales and marketing will benefit individually and especially as a whole. It’s not uncommon for sales and marketing teams to be disconnected and think independently. Unfortunately, prospects and customers suffer from disparate sales and marketing processes as communication breaks down. Through the implementation of Revenue Generation Software sales and marketers will naturally become more aligned. Your sales and marketing teams will experience:

ROI for Sales and Marketing Teams Together

• A common view of the company’s revenue cycle. A revenue cycle is a combination of a marketing funnel with the sales funnel. As B2B buyers change, marketing is able to make greater contributions to company revenue garnering closer alignment between organizations.
• Improved marketing and sales productivity along with stronger top line growth.
• A collective understanding of how to improve marketing campaigns, track leads, measure results, improve data quality and nurture leads through the funnel.

New Marketing Strategies

While making the business case for Revenue Generation Software it’s important to highlight how the software will help you hit your current goals give to you by your manager. It’s equally important to highlight what marketing automation will add to your marketing bag of tricks. Here are a few ideas to get you thinking:

• Lead nurturing which increases communication with contacts in your database by sending them timely and relevant information to build relationships and progress them through your funnel.
• Monitoring website behavior which keeps a digital trail of information as prospects fill out forms, visit web pages, use keywords to search for your business and make return visits.
• Lead qualification using lead scoring to assign numerical values to leads that meet your qualification criteria helping to prioritize who is hot and who is not.
• Improved content creation strategies with the use of WYSIWYG editors and templates to build marketing emails. Also, drag/drop tools to build web forms and landing pages. These marketing tools are easy to use and don’t require additional 3rd party resources or IT – which saves companies money.

Building a Hard ROI

The below information is helpful when building a “soft” ROI to support a “hard” ROI (financials). Want to go a step further and build a hard ROI demonstrating financial return? We’ve got lots of experience doing just that! Contact us if you’d like a copy of our model and formulas which will help you build your business case for revenue generation software.

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