becoming a cohesive unit - caleb trecek

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Becoming a Cohesive Unit

Caleb TrecekMarketing Services Manager—LeadMD


Marketing AutomationCovering the Potholes on the Road to Marketing Success

The LawLogix Customer Success Story


1. Where We Were1. Small team2. Using Salesforce.com3. Using another tool for email only

2. Where We Wanted to Be1. Growing team2. More than email3. Recognition of marketing revenue

Our Story


Change the Perception of Marketing


1. No visibility into lead acquisition and conversion

5 Signs You’re Ready for Marketing Automation


2. You want a seat at the revenue table



3. You don’t know your customers or what they like



4. There’s no personalized conversation between you and your leads/customers



5. The current methodology isn’t scalable



• It’s too expensive• I don’t know what

others have to say• Our current

methods are fine

• Show the value of Marketo

• Have a reference call

• Demonstrate the deficiencies of your current methods

The Internal Sale


1. Don’t try to solve everything at once2. Have a plan going into the process

1. Naming conventions2. Who will be responsible for what3. Approval Processes

3. Be active in the community4. Involve the sales team

You Can Teach an Old Dog New Tricks


1. The gap between sales and marketing was closed

Big Wins


1. Marketing was able to take some credit for big sales

Big Wins


1. Doubling the efficiency of our team

Big Wins


Q&A

Caleb TrecekMarketing Services Manager—[email protected]@socmedworks

becoming a cohesive unit - caleb trecek

Business

marketing automation

perception of marketing

socmedworks page

marketing success

signs youre ready

big sales big wins page

team big wins page

sales team