marketo@marketo: advanced report builder

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Marketo@Marketo: Advanced Report Builder* * Previously known as Revenue Cycle Explorer, a component of Revenue Cycle Analytics

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Page 1: Marketo@Marketo: Advanced Report Builder

Marketo@Marketo:Advanced Report Builder*

* Previously known as Revenue Cycle Explorer, a component of Revenue Cycle Analytics

Page 2: Marketo@Marketo: Advanced Report Builder

• Chat with us in the panel on the left-hand side of the screen• We’ll be addressing questions at the end of each speaker’s section

RECORDING & SLIDES WILL BE MADE AVAILABLE VIA AN EMAIL SENT WITHIN 24 HOURS OF WEBINAR CONCLUDING

Housekeeping

Page 3: Marketo@Marketo: Advanced Report Builder

• Dedicated reporting tool in Marketo

• All your Marketo data, aggregated & visual

• Easy drag-and-drop pivot table user interface

• See data as tables, charts, and dashboards

What is “Advanced Report Builder”?

Page 4: Marketo@Marketo: Advanced Report Builder

Find the Revenue Explorer…

Page 5: Marketo@Marketo: Advanced Report Builder

Do You Have It?

Revenue Explorer is Advanced Report Builder!

You have it if you have:• Select Edition• Revenue Cycle Analytics Add-On• Advanced Report Builder Add-On

Ask your Marketo Admin or reply to follow up email!

Page 6: Marketo@Marketo: Advanced Report Builder

Page 6Marketo Proprietary and Confidential | © Marketo, Inc. 05/01/2023

Welcome…

Page 7: Marketo@Marketo: Advanced Report Builder

Page 7Marketo Proprietary and Confidential | © Marketo, Inc. 05/01/2023

9 Different Types of Slicing & Dicing

Page 8: Marketo@Marketo: Advanced Report Builder

Page 8Marketo Proprietary and Confidential | © Marketo, Inc. 05/01/2023

Program Opportunity Analysis

Page 9: Marketo@Marketo: Advanced Report Builder

Page 9Marketo Proprietary and Confidential | © Marketo, Inc. 05/01/2023

Available Fields

Page 10: Marketo@Marketo: Advanced Report Builder

Page 10Marketo Proprietary and Confidential | © Marketo, Inc. 05/01/2023

Layout

Page 11: Marketo@Marketo: Advanced Report Builder

Page 11Marketo Proprietary and Confidential | © Marketo, Inc. 05/01/2023

Filters

Page 12: Marketo@Marketo: Advanced Report Builder

Page 12Marketo Proprietary and Confidential | © Marketo, Inc. 05/01/2023

Report

Page 13: Marketo@Marketo: Advanced Report Builder

First-Touch Attribution Explained

Page 14: Marketo@Marketo: Advanced Report Builder

Multi-Touch Attribution Explained

Page 15: Marketo@Marketo: Advanced Report Builder

Page 15Marketo Proprietary and Confidential | © Marketo, Inc. 05/01/2023

Tips for Success• Formulate and state the marketing question you want to ask/answer

• Make sure your questions are actionable; state the actions for each report

• Know in depth how the data was derived before you try to explain

• Start with simple reports, then iterate and expand on filters and definitions

Page 16: Marketo@Marketo: Advanced Report Builder
Page 17: Marketo@Marketo: Advanced Report Builder

Vyoma KapurSr. Enterprise Marketing Programs Manager

Page 18: Marketo@Marketo: Advanced Report Builder

Page 18Marketo Proprietary and Confidential | © Marketo, Inc. 05/01/2023

Vyoma’s Vibrant VariablesLook at all of this data!

What actionable conclusions can I draw now?

Page 19: Marketo@Marketo: Advanced Report Builder

Top Funnel Program Performance

Did we successfully engage with people?

How did this impact my database?

Page 20: Marketo@Marketo: Advanced Report Builder

What is a Program Success?

Page 21: Marketo@Marketo: Advanced Report Builder

Pipeline Attribution

First-Touch Pipeline (FT)Multi-Touch Pipeline (MT)Revenue WonPipeline-to-Cost Ratio

Page 22: Marketo@Marketo: Advanced Report Builder

Pipeline Attribution

First-Touch Pipeline (FT)Multi-Touch Pipeline (MT)Revenue WonPipeline-to-Cost Ratio

Page 23: Marketo@Marketo: Advanced Report Builder

Pipeline Attribution

First-Touch Pipeline (FT)Multi-Touch Pipeline (MT)Revenue WonPipeline-to-Cost Ratio

Page 24: Marketo@Marketo: Advanced Report Builder

FT vs. MT Pipeline

Channel FT Pipeline MT PipelinePPC $410,000 $525,000

Webinars $220,000 $903,000Content

Syndication$325,000 $117,000

More efficient at pushing leads through funnel

More efficient at acquiring the right leads

Page 25: Marketo@Marketo: Advanced Report Builder

• Opp’s created after program month are attributed to program• Ability to filter by multiple values, including New Business vs. Cross-sell etc.

Opp’s and ARR Generated

Opp = OpportunityARR = Annual Recurring

Revenue

Page 26: Marketo@Marketo: Advanced Report Builder

Mary Kate FrancisDemand Generation Coordinator

Page 27: Marketo@Marketo: Advanced Report Builder

Page 27Marketo Proprietary and Confidential | © Marketo, Inc. 05/01/2023

MK and the Webinar FactoryWe run hundreds of webinars a year. Is there anything coming out of them?

Opportunities? Pipeline? Revenue?

Page 28: Marketo@Marketo: Advanced Report Builder

Page 28Marketo Proprietary and Confidential | © Marketo, Inc. 05/01/2023

Marketo Webinars (SMB)

Page 29: Marketo@Marketo: Advanced Report Builder

Page 29Marketo Proprietary and Confidential | © Marketo, Inc. 05/01/2023

Marketo Webinars (SMB)

Page 30: Marketo@Marketo: Advanced Report Builder

Page 30Marketo Proprietary and Confidential | © Marketo, Inc. 05/01/2023

Multi-Touch Pipeline Generators

Page 31: Marketo@Marketo: Advanced Report Builder

Page 31Marketo Proprietary and Confidential | © Marketo, Inc. 05/01/2023

Oh no! No First-Touch!

Page 32: Marketo@Marketo: Advanced Report Builder

Page 32Marketo Proprietary and Confidential | © Marketo, Inc. 05/01/2023

No problem…

Page 33: Marketo@Marketo: Advanced Report Builder

Mike TomitaDirector of Online Marketing

Page 34: Marketo@Marketo: Advanced Report Builder

Page 34Marketo Proprietary and Confidential | © Marketo, Inc. 05/01/2023

Tomita’s Traffic TrialsWe drive thousands of people to our web pages daily…

Are any of them worth anything?

Disclaimer: Marketo believes that all human life is inherently valuable and cannot be gauged by the amount of revenue that may or may not be driven by its existence

Page 35: Marketo@Marketo: Advanced Report Builder

Page 35Marketo Proprietary and Confidential | © Marketo, Inc. 05/01/2023

DG – Pipeline by Digital Program

Page 36: Marketo@Marketo: Advanced Report Builder

Page 36Marketo Proprietary and Confidential | © Marketo, Inc. 05/01/2023

Filters

Page 37: Marketo@Marketo: Advanced Report Builder

Page 37Marketo Proprietary and Confidential | © Marketo, Inc. 05/01/2023

DG – Pipeline by Digital Program

Page 38: Marketo@Marketo: Advanced Report Builder

Page 38Marketo Proprietary and Confidential | © Marketo, Inc. 05/01/2023

Just Add Program Name

Page 39: Marketo@Marketo: Advanced Report Builder

Page 39Marketo Proprietary and Confidential | © Marketo, Inc. 05/01/2023

All Program Tags Available

Page 40: Marketo@Marketo: Advanced Report Builder

Page 40Marketo Proprietary and Confidential | © Marketo, Inc. 05/01/2023

Easy to add

Page 41: Marketo@Marketo: Advanced Report Builder

Page 41Marketo Proprietary and Confidential | © Marketo, Inc. 05/01/2023

Voila!

Page 42: Marketo@Marketo: Advanced Report Builder

Page 42Marketo Proprietary and Confidential | © Marketo, Inc. 05/01/2023

Program Tagging is KEY

Page 43: Marketo@Marketo: Advanced Report Builder

Graham GallivanSr. Manager of Enterprise Marketing

Page 44: Marketo@Marketo: Advanced Report Builder

Page 44Marketo Proprietary and Confidential | © Marketo, Inc. 05/01/2023

Getting Granular with GrahamWe spent a lot of time on that one piece of content.

Please tell me we got something out of it.

Page 45: Marketo@Marketo: Advanced Report Builder

Page 45Marketo Proprietary and Confidential | © Marketo, Inc. 05/01/2023

Economist Survey: Pipeline

Page 46: Marketo@Marketo: Advanced Report Builder

Page 46Marketo Proprietary and Confidential | © Marketo, Inc. 05/01/2023

Economist Survey: Pipeline

Page 47: Marketo@Marketo: Advanced Report Builder

Page 47Marketo Proprietary and Confidential | © Marketo, Inc. 05/01/2023

Economist Survey: Pipeline by Program

Page 48: Marketo@Marketo: Advanced Report Builder

Page 48Marketo Proprietary and Confidential | © Marketo, Inc. 05/01/2023

Economist Survey: Pipeline by Program

Page 49: Marketo@Marketo: Advanced Report Builder

Page 49Marketo Proprietary and Confidential | © Marketo, Inc. 05/01/2023

Tips for Success• Formulate and state the marketing question you want to ask/answer

• Make sure your questions are actionable; state the actions for each report

• Know in depth how the data was derived before you try to explain

• Start with simple reports, then iterate and expand on filters and definitions

Page 50: Marketo@Marketo: Advanced Report Builder
Page 51: Marketo@Marketo: Advanced Report Builder

Advance Registration

$1595Ends January 31, 2017

Exclusive $100 Discount Code:Nation100

REGISTER NOW AT SUMMIT.MARKETO.COM

Page 52: Marketo@Marketo: Advanced Report Builder

Featured SessionsLet’s Get Digital!

Take a look behind the curtain and see how Marketo plans, executes, and measures its digital marketing programs.

Penetrating Industries with an Integrated Sales and Marketing Strategy

Learn how Marketo utilizes a cross-channel approach to generate interest throughout various stages of the funnel from the right buyers in the right industries.

Page 53: Marketo@Marketo: Advanced Report Builder

THANK YOU!!!