Marketing Automation Boot Camp

Jesse Heller | Marketing Director | FayeBSG

Agenda

● The Audience of this Webinar● About FayeBSG● What is marketing automation?● Why should I care?● Who’s using it?● What can it do for me?● Demo

● What is Act-On● What can it do for a CRM?

FayeBSG Overview

• 25+ Years of experience

• More than 400 clients

• Act-On Platinum Partner & SugarCRM Elite Partner

• Focus on Marketing Automation, CRM, Accounting, ERP and Custom Solutions

• Hundreds of successful accounting, ERP, and CRM software implementations and integrations

• Integrations for ERP, Marketing Automation, Cloud Storage, VOiP and Project Management

FayeBSG Sugar Integrations and Products

Sugar Box

Integration

Sugar Constant

Contact Integration

Sugar QuickBooks

Integration

Sugar Intacct

Integration

Sugar JiRA

Integration

Sugar Sage

Integration

Sugar Authorize.Net

Integration

Sugar ShoreTel

Integration

Sugar NetSuite

Integration

Sugar Act-On

Integration

About Act-On Software

Marketing Automation for the Real World

Our Mission

To DELIGHT

SMALL MARKETING TEAMS

withBIGambitions!

Our History

2008 2009 2010 2011 20122013

20142015

Act-On

foundedto create new

technology that

helps marketers

drive business.

Beta customers give market validation.

Engineers write lots of

code fueled by spicy

food and beer.

Commercial

traction with over 100

customers. Venture

capitalists invest

Fastest growing

companyin marketing

automation with over

500 customers.

Wins Rising Star Award in Oregon.

Over 1,000 customers

and over 100 employees.

Acclaimedby Forbes, Inc. 500

and Deloitte 500.

Almost 2,000

customers and over

200 employees.

Recognized as leaderby Forrester Research

Wins Inc. 500 and

Deloitte 500 awards again.

Over 3,000 customers

and 400 employees.

Top 3 in Satisfaction Among All SaaS Companies

Ensuring Customer Success

Professional Services

• Tactical delivery (Content)

• Marketing strategy consulting

• Deliverability consulting and services

• Special case implementations and

data migrations

Sales• High velocity web touch sales

• Knowledgeable sales people who use Act-On and live the

marketing and sales challenge every day

Implementation

• Dedicated implementation team

• Account management team

• Technical account managers

Training• Instructor lead, self paced, public, private

• Act-On Center of Excellence

• Act-On University

Technical Support

• Tier 1 & Tier 2

• Email, phone, chat

• Collaborate with Eng. & PM

Act-OnCustomer Success

Our Customers

What is Marketing Automation

Marketing automation software helps

marketers to tie inbound, outbound, and

lead nurturing programs together.

Why Marketing Automation

• Help marketers market better

• Help salespeople sell better

• Focus on small marketing teams

• Provide quick ROI

• 451% increase in qualified leads

• 53% higher conversion rates

• Increased web traffic by 400%

• 40% greater avg deal size

• 8x greater likelihood of closing

compared to other leads

• 70% faster sales cycle times

Where Does MA Fit?

Upsell – increase avg order size

Abandoned Carts –

encourage customers to finish

their transaction

Loyalty – reward your most

loyal customers

Discounts – promotions and

sales

Commerce

Where Else Does MA Fit?

Support - post sales support

Feedback – customer satisfaction and feedback

Engage - encourage interaction with highly engaged persons

Communication - automated communications

Training - customer and employee training announcements

Energy

Manufacturing

Education

Healthcare

Banking & FinanceAdvertising & Marketing

Consulting

Business Services

Retail

Technology

Non-profit

Insurance

Media & Entertainment

Other Verticals

Government & Public Sector

Travel & Leisure

Hospitality

Construction & Real Estate

Marketing Automation Verticals

More Than 75% of Customer Base is Non-Technology

SEOWebsite &

all marketing

assets

SEM & Advertising

Integrate & track online advertising

Content Marketing SocialAct-On within CMS

Publish campaigns; listen and join conversations

Other Ad networks & platforms

How do you use it? Attract

Email

Forms & LP

Website Prospector

EventsPersonalized, relevant

and on any device

Optimized

to capture

From anonymous to known

Increase event effectiveness

How?

Brief Platform Sneak Peak

Contact Info

Jesse Heller

Marketing Director

direct (818) 280-4827

www.fayebsg.com

jesse.heller@fayebsg.com