ANA Demand Generation Playbook
ANA Demand Generation Playbook
ANA Demand Generation Playbook
Follow this step-by-step guide to develop and implement a demand generation strategy
that provides a steady flow of qualified, engaged leads for your sales team.
Table of Contents DEMAND GENERATION PROGRAM
Framework 03
Maturity Model 04
Introduction 06
stage
4 Technology Selection 21
stage
6 Measurement 28
Conclusion 30
About 31
DEMAND GENERATION
Framework
Click the buttons below to access all related
Leverage the framework below to quickly training, tools, templates, and other resources.
empower your organization’s demand generation strategy.
Driving Value With Buying Process Modern Marketing Online Communities Online Advertising
Case Study Template
Marketing Automation Stage Template Department Structure Technology Overview ROI Calculator
Qualified Lead Marketing Channel Online Advertising White Paper Email Marketing
Maturity Model
Definition Tool Ranking Tool Technology Overview Template Calculator
Demand Generation Lead Scoring Lead Generation Online Event Marketing Press Release Webinar ROI
Maturity Assessment Best Practices Guide Prioritization Tool Technology Overview Template Calculator
Business Case Lead Scoring Lead Acquisition SEO Technology Marketing Calendar Tradeshow Program
Template Template Model Overview Template ROI Calculator
Demand Generation
Events Database
Solutions Matrix
DEMAND GENERATION
Maturity Model
STAGE 4 - World-Class
STAGE 3 - Mature
STAGE 2 - Progressive
Demand STAGE 1 - Undefined
Generation
Demand
Generation STAGE 1 - Undefined STAGE 2 - Progressive STAGE 3 - Mature STAGE 4 - World-Class
Operational metrics to monitor and Organization uses dashboard metrics Enterprise-wide dashboard with visual
track performance of SEO, Online by each Demand Gen platform, representation of user acquisition,
No formal measurements are in place or Advertising, Email and Content including online events; Limited CRM scoring and engagement by behavior,
Metrics metrics are focused only on paid search Marketing campaigns; Metrics may & MA integration exists; Analytics may experience, brand reach, etc.; Metrics
and PPC leads include email click-thrus, content views include lead scoring and qualification may include campaign conversion &
& downloads, keyword performance, # metrics, webinar views, average time ROI, contribution to pipeline, prospect/
links & backlinks, etc. spent in virtual environments, etc. customer level of engagement, etc.
Introduction
Introduction
Introduction
Stage 6 - Measurement
Metrics Dashboard, Marketing Automation ROI Calcu-
lator, Online Advertising ROI Calculator
STAGE 1
Initiative Preparation
In Stage 1, you will focus your efforts around understanding your organization’s strengths and
weaknesses related to Demand Generation, documenting your goals and objectives, and
developing a business case to gain buy-in from senior management for this initiative.
Key steps in this stage include:
STEP 1 STEP 2
Understand Demand Generation Review Marketing Automation Best Practices
Read our Demand Generation Best Practices Report Review our Driving Value with Marketing Automation
to learn about the practice area, obtain key insights for How-to Guide to understand how you can drive value with
program development and implementation, and review more advanced uses of your marketing automation system.
the vendor landscape.
This Best Practices Report: In this guide you will learn about:
Details the benefits of Demand Generation How to determine how advanced your program is
Describes the difference between Demand and Lead The different levels of Marketing Automation maturity
Reveals vendor research for six Demand Gen technologies How to evolve your Marketing Automation strategy at each level
STEP 3 STEP 4
Review the Levels of Demand Gen Maturity Identify Your Organization’s Maturity Level
Review our Demand Generation Maturity Model to learn Complete our Demand Generation Maturity Assessment to
how Demand Metric defines four stages of maturity based on understand where your organization falls on the four tiers of
the six key components of Demand Generation. Demand Generation maturity.
The six components of Demand Generation are: The four levels of maturity are defined as follows:
Orientation Undefined
Leadership Progressive
Tools & Platforms Mature
Demand Generation World-Class
Budget & Staff
Metrics
STEP 5
Build a Business Case
Action Item
VIEW RESOURCE
STAGE 2
STEP 1 STEP 2
Understand Your Lead’s Buying Persona Define Your Lead’s Buying Process
Use the Buyer Persona Template to document relevant Use the Buying Process Stage Template to identify the
information about the prototypical key players involved in messages and assets needed to align your sales process
making a decision to purchase your products and services. and actions with each buyer persona’s progress through
the buying process.
Characteristics you will want to capture include: Buying Process Sales Actions
Background (Job Title, Income, Age, Education) Need � Provoke
Situation (priorities, pain points, motivation, needs, goals) Discovery � Educate
Habits (likes/dislikes, trusted resources, research methods) Consideration � Explain
Decision-Making (authority, budget, purchase process) Decision � Reassure
Review � Maintain
STEP 3 STEP 4
Agree on the Definition of a “Lead” Discover Lead Scoring Best Practices
Use the Qualified Lead Definition Tool to agree with Use the Getting Started with Lead Scoring Best Prac-
Sales leadership on the key criterion required for a lead tices Guide to help marketers score leads by showing
to be considered qualified for sales. how to set up a simple lead scoring system and then
refine it over time.
STEP 5
Define Lead Scoring Parameters
Action Item
VIEW RESOURCE
STAGE 3
STEP 1 STEP 2
Define Roles & Responsibilities Discover Which Marketing Channels Matter
Review our Demand Generation Roles Matrix to learn how Review our Marketing Channel Ranking Tool to evaluate
all of the departments and components of an organization your marketing channels based on their brand promotion
come together to develop, coordinate, and operate with quality, lead quality, and cost/event.
Demand Generation best practices.
This framework defines Demand Generation efforts across six This tool helps you find your most profitable channels:
categories: Webcasts
Roles Technology E-Newsletter
Responsibilities Content Press Releases
Processes Metrics Also check out our Lead Generation Prioritization Tool.
Also check out our Modern Marketing Department Structure.
STEP 3 STEP 4
Design Your Marketing Funnel for Leads Create a Demand Generation Strategy
Review our Lead Acquisition Model process diagram to Use our Demand Generation Strategy Workbook to provide
communicate your lead generation and nurturing process. senior management with a document that clearly outlines
your action plan for this project. This document will also allow
you to track your strategy progress throughout the year.
This diagram provides you with a read-world example of a Key information to include in scorecard:
potential lead generation process. Your lead acquisition model Objectives
should include Direct & Indirect Marketing Campaigns, Lead
Programs & Initiatives
Scoring, Lead Nurturing Campaign, and Lead Assignment.
Metrics & KPIs
Also check out our Marketing Funnel Template for more ideas.
Timeframes and Goals
Goal Achievement Tracking
STEP 5
Identify Budget Allocations
Action Item
VIEW RESOURCE
STAGE 4
Technology Selection
At this point, you have learned about Demand Generation, identified your target lead definition,
and developed strategies to properly interact with your audience. Now, you will evaluate the tech-
nology landscape in order to implement your strategic initiatives.
This stage includes the following steps:
STEP 1 STEP 2
Review Core Tech for Marketing Automation Understand Additional Tech Required
Review the Marketing Automation Solution Study and Review the Solution Studies and Technology Overviews
CRM Solution Study to bring you up to date on the best below to get an excellent overview of what is available to
practices technology and solutions available to get your support your Demand Generation initiative.
system ready.
Check out the following Technology Overviews:
STEP 3 STEP 4
Evaluate Vendors and Create a Short List Submit RFPs to Short-Listed Vendors
Use our Demand Generation Solutions Matrix to eval- Use our series of System RFPs (listed below) designed
uate the over 50 vendors from all six technologies. Make specifically for Demand Generation to document your
a short list of the vendors you will be considering for requirements for each technology and send off to your short-
implementation. listed vendors to receive more information on their solutions.
This matrix covers the following focus areas: The following additional RFPs are also available:
Email Marketing Marketing Automation System RFP
Interactive Marketing Apps Email Marketing System RFP
Online Advertising Online Advertising System RFP
Online Event Marketing Online Event Marketing System RFP
Predictive Marketing Analytics SEO System RFP Template
Search Engine Optimization (SEO)
STEP 5
Conduct Evaluations & Make Decisions
Action Item
VIEW RESOURCE
STAGE 5
STEP 1 STEP 2
Leverage Demand Gen Best Practices Map Content to your Leads Buying Process
Leverage our collection of related training courses, play- Use the Content Mapping Template to create a visual
books and frameworks (see below) to help you implement representation of the content for your lead nurturing plan.
best practices in your Demand Generation program.
Here are a few resources you can use when creating content:
Case Study Template
White Paper Template
Press Release Template
Business Case Template
STEP 3
Organize Your Demand Gen Programs
Action Item
VIEW RESOURCE
STAGE 6
Measurement
Now that you have executed your strategy, implemented technologies, begun running your programs &
activities, you can start to measure the results of your Demand Generation program.
In this Stage, you will:
STEP 1 STEP 2
Calculate ROI from Marketing Channels Measure Demand Generation Program
Use the Marketing Automation ROI Calculator to calcu- Use the Demand Generation Metrics Dashboard to track
late the overall financial impact that Marketing Automation the Key Performance Indicators (KPIs) for your program.
can have on your business. Update this dashboard on a monthly basis to generate
high-quality graphs that will show your progress.
We also have other ROI calculators for specific channels: Some of the key metrics we suggest analyzing are:
Online Advertising ROI Calculator # MQLs Created Cost Per Lead (CPL)
Email Marketing ROI Calculator SQLs v. MQLs Keyword Performance
Webinar ROI Calculator Webinar Views # Links & Backlinks
Tradeshow Program ROI Calculator
Online Community ROI Calculator
Conclusion
At the end of any project, its always a good idea to review it and identify
areas for improvement.
Demand Metric has the tools and expertise to help you build an effective
Demand Generation program:
Create or audit your existing Demand Generation strategy plan
Assist with using any of the tools referenced in this playbook
Provide hands-on marketing assistance to accelerate achieving your
marketing department’s goals
About ANA
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for individuals, brands, and the industry by driving growth, advancing
the interests of marketers and promoting and protecting the well-
being of the marketing community.
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