This is the fourth in my series of how the Imperatives of the Marketing Revoloution apply to Business-to-Business (B2B) marketing.  This imperative is titled "Engage Customers with Conversations."   I've included a link to posts on the first three imperatives at the bottom of this post.

Engage is the new “overused” word but it sounds so right…engage, discuss, talk openly. We have to include our prospects and customers in product design and input. We have to listen to the issues they are having…not only with features and functions but with usability, services, support or maintenance. We’ve all heard that product management is changing….Communities are changing the way we get and process feedback. You have to get involved…there are free mechanisms funded with, as Jeffrey Hayzlett former CMO of Kodak and industry thought leader puts it, OPM – Other People’s Money. Of course I mean Twitter, Linked In and Facebook to name a few. Get in and start listening at least. 

Our engagement with customers used to be restricted to our annual customer event, occassional on-site visits, and fly bys at industry trade shows.  Now, thanks to the availability of networks like Linked In and our own private communities, we have the opportunity to be in almost constant dialog with our customers.  You are making key decisions on everything from Product and Marketing strategy to paid search.  Wouldn't it be great to have customer input?  I think many are concerned about tipping their hand, impacting deals in the sales pipeline or not responding to every piece of input customers provide.  But, in reality, customers feel better when you listen and they generally understand that you can't do everything.  The end result of listening has relationship benefits on a 1:1 basis and great benefits on the overall decisions you make.  I think the face-to-face events are still a key piece of the puzzle but the new online community can fill in the long gaps.

The best executed Marketing Automation tactics will fall short if they don't reflect the needs of your customers.

The tools are there...Engage!

Here's a link to the previous posts -

1. Marketing Must be Accountable
2. The CMO as a Change Agent
3. Let Go, Customers Control Your Brand

I'm not tethered to my laptop, but I certainly couldn't say that of my iPhone and iPad.  Our new mobile app makes this more true than ever.  Here's my story...

If you're a marketer like me, you are always "on."  I mean you think a lot about marketing even when you're not at work.  Like you, as a consumer and business professional, I am  (as is my immediate family) bombarded constantly by off- and on-line messages, which never fail to get me thinking about the strategy and tactics behind a commercial message that is highly relevant.  I am particularly curious about the communications that completely miss the mark!    I'll also admit that I am a weekend peeker -- on my own marketing initiatives.  I like to know how marketing campaigns are progressing as well as the status of creative reviews, etc.  Don't get me wrong, I do have a life.   And, it just got better with our mobile app!

When I purchased my iPad, I said goodbye and closed my work laptop on Friday evening and used my iPad for everything digital, including managing my work and personal email boxes.  I couldn't, however, fulfill my desire to know the progress or status of some marketing activities or check the numbers on a campaign report, etc.   Sooooo... on occasion I'd boot up my laptop to access our integrated marketing software solution. (More than you think!)  

As of this Monday when we released our mobile app, I can stay with almost 100% confidence that I can power down my laptop on Friday for the whole weekend and still remain informed about my projects.  I am particularly excited about the ability to use my iPad and/or iPhone on workdays that take me away from my desk.   For starters, I plan to take my iPad instead of my laptop to certain industry events for note taking.  It's much more portable and easier to carry, and importantly, I have as much access to any of the marketing information I need -- email marketing reports, post campaign analyses, digital assets, etc.  And when the opportunity arises -- as it often does -- I can pull up a solution brochure and send it to an interested prospect on the spot.  Isn't being mobile with marketing automation awesome?

Check it out --

B2B marketing is going through drastic changes with new information and new tools to support nurture or "drip" marketing.  The challenge, however, is the voracious appetite this creates for content in many forms and for many types of buyers.  How can we build and sustain a content engine?  Here's five steps and one bonus thought that should help.

Step 1 – Identify your “thought leadership” messages…what is unique, what is important about the value you provide your customers?

A recent Gartner report ventured that marketing budgets at many larger companies may have been cut by 20% or more in 2009. While the economy was certainly tightening at that time, one of the drivers of that reduction is the difficulty in measuring marketing effectiveness. It’s a high spend category with little clear proof of ROI, so that’s why marketing budgets get slashed, especially when times get a little tough. The danger here is that without accurate measurement, organizations don’t know where to trim and may end up cutting valuable programs. The right Marketing Operations solution can help by:

Giving you a complete marketing picture.
Get an end-to-end picture of precisely what is taking place in the marketing lifecycle, from origination through to fulfillment. In this way, bottlenecks can be quickly and efficiently identified and removed.

Protecting your brand.
Manage artwork and approvals using a structured system that ensures marketing and brand managers see and approve new marketing collateral before it goes to print or is released via online channels.

Providing better organization for your creative assets.
Assets can be organized by campaign, project, job number or any other reference and stored in a permanent web-based archive. And they can be quickly found by staff for revision or reuse, long after a marketing campaign has ended.

Improving team communication.
Marketing Operations programs have built-in options to notify managers as key events occur, such as the approval of artwork, or delivery of collateral to channel partners.

Accelerating delivery times.
Flexible workflows make it far easier for staff and suppliers, from one or many regions collaborating on a campaign or project, to share information and speed approvals.

Allowing you to refine marketing operations as you go.
Marketing Operations programs give managers the tools to analyze, revise and benchmark improvements to the marketing lifecycle in hours - not weeks, months or years.

And that’s just the tip of the iceberg. There are dozens of Marketing Operations solutions out there with hundreds of features, and you need to do your research to find the one that will optimize your own marketing efforts. Start with this report from Gartner (they call Marketing Ops MRM or Marketing Resource Management), “Magic Quadrant for Marketing Resource Management.” It describes the strengths and attributes of today’s leading Marketing Operations software providers. Good luck!
 

About two years ago, my wife and I entered another phase of life - empty nest.  Just to clarify, our second of two headed off to college and wasn't looking back.  Our first was entering his senior year with grad school in his sights.  So, we were staring a very quiet house in the face.  Now, I don't want to say that my wife and I were celebrating this event.  in fact, we really enjoy the company of our sons and were lamenting this loss. 

Fastforward two years....during the first year and part of the second year we ended up welcoming a friend into our household that was going through some tough personal problems (a divorce).  This was good for us and helped transition us to the actual quiet time.  During the first summer, our sons returned home and we added two cats to the mix. During the second year, we experienced a fair amount of the empty nest so our jobs consumed much of the empty space. Now we have gone through another summer and one son stayed at school and the other graduated from an intense one-year business degree focused on Financial Management.  Needless to say, the job market is decimated, so he is still with us and studying for actuarial exams. 

So, what's my point (you should be asking)?  Marketing is just like our life...hard to predict and full of unexpected surprises (some good and some not).  For this reason, you need to be constantly tracking your marketing finances from an overall perspective so you know what money is spent, what is promised and what is forecast.  How else can you know how to react to new opportunities (Social Media Marketing), new competitive moves (product launches), needs for the sales pipeline or economic changes?   It's hard to find automation
that will help you deal with life's unexpected changes, but marketing automation software can definitely help a marketing operation stay swift on its feet.

When I graduated from college and entered the business world four years ago, I would've readily admitted that I didn't know much at all about corporate America. There were things I knew I didn't know, like how people managed to work in the same job for years. My experience, to that point, included various jobs that each lasted between four and six months. But, for the most part, I didn't know what I didn't know.

I didn't know that there were thousands of unique job titles in marketing that I could explore with my marketing degree, and I didn't know what those job titles were or meant. Marketing Research. Marketing Communications. Media and Public Relations. Marketing Campaigns. Inside Sales. Graphics. Web Content Management. Product Marketing. Event Management. (I like the sound of that last one...)

I also didn't know there would be applications and programs and software that would help me accomplish and organize my day-to-day work life, let alone that one of those software programs would fall under the marketing operations software umbrella. I definitely didn't know that I'd be working for a company that develops an industry leading product under that umbrella.

At Aprimo, we drink our own champagne. We develop and sell marketing operations software, and our marketing department uses it. I was introduced to "ARC," our internal implementation of the software, Aprimo Resource Center, on my first day. In those days, using ARC, meant researching, verifying and updating customer and prospect data in our database. Today, it means a hundred different things. I can't manage the planning and logistics of an event without it! I mean, I could. But I'd rather not.

When we're evaluating a new event, we use the proposal process. When we've decided to host or sponsor an event, we track the financial forecast, what we've committed to spend and what we've actually spent. When we need to make sure that ten team members are working efficiently on different aspects of an event, we use a workflow that sends reminders, captures completed work and approvals, and dynamically adjusts if the timeline changes or a new step is inserted. This is not simply project management, people!

I wonder... where do you find yourself today? Maybe, you're like me four years ago and are still trying to figure out what marketing operations software is. (If that's the case, I wonder how you stumbled across my blog...) Maybe you do know what you don't know, you know you need to learn more and find a solution that best fits your organization, but haven't done anything about it yet. Or maybe you're a perfect specimen of a marketer, with effective marketing operations software in place, and we could all learn a thing or two from you. So where do you find yourself and what do you know?

ROI in Marketing. Perpetual Motion Machines. The Fountain of Youth. All seem to be very elusive concepts. I don't have much to say about the second two items (despite my engineering degree), but I can make some comments on the first - ROI in Marketing. Aprimo's Marketing Automation software, like a Marketing department, is based on activities.  It's a simple concept...but it is a unique aspect of our product that makes the difference in allowing us to measure the effectiveness of a marketing activity.  In case you're wondering, a marketing activity could be writing a white paper, developing a microsite, writing a blog, managing paid search or coordinating a major trade show.  When it comes to managing marketing finance operations, the key is that marketing looks at the world from the perspective of these activities.  We manage our plans in groups of related activities, we assess the value of various types of activities (should we do less trade show events and more online marketing?).

By allowing the money to be tracked within these activities, we allow you to manage your marketing spend the way you manage your marketing. I've seen many estimates of ROI in Marketing that only take into account the execution costs (placement for web advertising) and forget about the design and development costs that can be significant depending on the activity.  The return on an activity can be somewhat elusive as well. There will always be an argument that multiple activities lead to a closed deal or the lift in product revenue. This will continue to be the realm of estimation and analytics.  However, accurate tracking of the entire investment will bring more accuracy to the process. 

Well, I've dwelled only on Marketing Finance Operations for my early posts.  I'm ready to talk about another passion of mine -- process (yeah, I'm a blast a parties :)).  Stay tuned!

Have you ever noticed that we speak our own language in the corporate world? My colleague and I keep a mental list of these words and phrases. Sometimes we can't make sense of them, and sometimes they're just hysterical.

Children have their own language, as do high school and college students. Texting and tweeting requires an abbreviated language. When I transitioned from college Kati to corporate Kati, I knew I'd be changing the way I spoke, putting on my professional voice for phone calls and meetings.

I naturally assumed I'd drop certain words and phrases ("like" and "ya know?"). But I also learned a new language. I was surrounded by "let's take that offline" and "this content should be evergreen."

"Do you have bandwidth this week?"
"I'll ping John about that."
"Let's flesh it out."
"Give me the 30,000 foot view."
"We're not trying to boil the ocean."
"If you could wave your magic wand..."

Computer programmers speak "geek," and architects chat "math." Marketers have a language, too.

We all know language can be a barrier. Aprimo's marketing management software refers to an event, campaign or project as an activity. And activities roll up to programs. But we don't want to add another barrier to the lives of our users. Because we recognize that all marketing departments are not created equally, we allow users to configure the terminology in our marketing management software to match their language. So if you want to call it a tradeshow or a project, hop in and change it. Instead of rolling up to a program, you can roll up to a strategy or quarterly objective. The choice is yours.

Does your current marketing management software give you this freedom?