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MARKETING
Table of Contents
Executive Summary 3
Action Plan 36
About 46
EXECUTIVE SUMMARY DIGITAL MARKETING BEST PRACTICES GUIDE 3
Executive Summary
It has been said that “All Marketing is Digital Marketing,” and with good
reason! In the last decade (or less), the marketing environment has been
This report covers:
transformed.
Marketing has moved from an environment in which traditional marketing, Content Marketing
brick and mortar storefronts, and Digital Marketing options all competed
for the time, attention, and resources of the marketing department to
one in which Digital Marketing reigns supreme – with an occasional nod
in the direction of the storefront, or traditional marketing (direct mail,
Social Media Marketing
print advertising, etc.).
In this Best Practices Report on Digital Marketing we will cover the Digital Public Relations
Marketing landscape in six distinct categories.
Action Plan
EXECUTIVE SUMMARY DIGITAL MARKETING BEST PRACTICES GUIDE 4
We present four models to enable Modern Marketers to take a holistic approach to Digital Marketing. These four models are:
The Modern Marketing Department Structure, which The Digital Marketing Maturity Model, which shows the
offers a look at the key functions needed to fully address pathway an organization should take to mature in its use
Digital Marketing initiatives across the organization. of Digital Marketing from Ad Hoc to World Class.
DIGITAL MARKETING
Maturity Model
STAGE 4 - World-Class
STAGE 3 - Mature
STAGE 2 - Progressive
Digital STAGE 1 - Undefined
Marketing
Defined, integrated strategy for Digital
Marketing exists across an Enterprise;
The Marketing Organization Maturity Model, which The Digital Marketing Roles Matrix, which highlights the
shows the progression and pathway a marketing depart- roles, responsibilities, processes, technology, content,
ment should take to mature from a Cost Center to a World and metrics for effective Digital Marketing strategies.
Class Organization, responsible for, and measured on,
driving sales and revenue.
WORLD CLASS
MARKETING ORGANIZATION
Maturity Model
VIEW RESOURCE
LEVEL 4 - Profit Center
LEVEL 3 - Revenue Contributor
LEVEL 2 - Revenue Neutral
World Class
Marketing LEVEL 1 - Cost Center
VIEW RESOURCE
Organization
Marketing plan aligned with and
Working from a strategic marketing drives business planning
plan and campaign plans
Still reactive, some campaign plan-
Orientation Very reactive, operational, not ning, no strategic plan
strategic, no plan
Budgeting is connected to
A budget exists and business revenue growth targets
A small budget exists for items cases are created to justify
Budget such as trade shows, etc.
No budget exists, spending is spend
Ad Hoc
EXECUTIVE SUMMARY DIGITAL MARKETING BEST PRACTICES GUIDE 5
Our goal is to enable the Modern Marketing Organization (MMO) to create Our Solutions section covers the Digital Marketing systems, vendors, and
a holistic, end-to-end, enterprise-level approach to Digital Marketing. applications from the five Digital Marketing functions: Content Marketing,
Social Media Marketing, Mobile Marketing, Video Marketing, and Public
Here are some of the highlights:
Relations.
The depth and breadth of Digital Marketing has created a compelling
Each of these categories is covered in more detail in our Digital Marketing
need within the MMO to gain control of it.
Solution Study Series.
Digital Marketing has evolved in four stages, externally and internally.
Additionally, Digital Marketing teams need to evaluate and integrate their
Externally, we have seen the customer experience mature from mass
approach to websites, landing pages and microsites, online advertising
display and broadcast to highly personalized real-time experiences.
and SEO, creative design services, and virtual events.
Internally, we have seen technologies mature from ad hoc point solu-
tions to fully integrated, end-to-end systems connected across the
Enterprise, at every touchpoint and delivery channel.
Demand Metric’s key recommendation from this report is
that Digital Marketing can make a significant and positive
impact on organizations that are employing it, when they
do so by following best practices and processes holistically
integrated across the five key categories listed above.
Digital Marketing is, at its most basic, the use of electronic means to present
a company, product, and services to customers, prospective buyers, and the
marketplace.
The term Digital Marketing is so broad that it has almost lost all contextual
meaning. The purpose of this report is to put a solid framework around
Digital Marketing so that Modern Marketing Organizations can measure
their progress and success in achieving their Digital Marketing goals.
Driving Forces
Marketing’s focus on Digital Marketing continues to grow as more orga- FIGURE 1: PERCENTAGE OF MARKETING BUDGET
nizations learn how to use digital resources for website traffic, demand ALLOCATED TO DIGITAL
generation, content marketing, online advertising, and mobile/video
marketing development.
12%
31 to 45%
VIEW RESOURCE
WHAT IS DIGITAL MARKETING? DIGITAL MARKETING BEST PRACTICES GUIDE 8
58% of study participants are allocating less than half of their budgets FIGURE 2: DIGITAL EXPERIENCE CREATION PRIORITY
to digital marketing, which leaves room for growth. Yet, marketers
have long understood that the digital marketing dollar goes farther
than the traditional marketing dollar, so the budget for digital initia- 8% 3%
tives don’t directly indicate their impact (Figure 1). Low Very low
6 Provides a consistent customer experience by providing content for 13 Gains product knowledge for future products and services by
a specific buyer persona at a targeted stage in the buyer’s journey. learning what customers are asking for on social networks.
7 Increases website and blog traffic and SEO. 14 Learns who has the influence and clout in various social communi-
ties and develops deeper relationships with them.
8 Collects more relevant and accurate customer data across multiple
touch points. 15 Uses video to provide collateral for social marketing, enhance
content initiatives, and produce more realistic customer experiences.
WHAT IS DIGITAL MARKETING? DIGITAL MARKETING BEST PRACTICES GUIDE 10
Marketing organizations already stretched for time and money are reluc-
tant to take on more responsibility or embrace change. Much of this is
driven by Senior Management leadership.
To address that challenge for the MMO, this report, combined with our
CONTENT
Solution Study Series, examine the primary platforms for five digital func- MARKETING VIEW RESOURCE
Solution Study
Our Social Media Marketing Solution Study examines Our Video Marketing Solution Study examines the land-
Social Media strategies and processes on four key plat- scape, vendors, and solutions for video development,
forms – Social Listening, Social Engagement, Social Expe- production, and marketing.
rience, Social Analytics, and the major Social Networks.
We evaluate the primary video hosting and sharing plat-
forms that enable marketers to provide information,
education, advice, and/or entertainment to their target
SOCIAL MEDIA audiences.
MARKETING VIEW RESOURCE
Solution Study
PUBLIC
MOBILE RELATIONS VIEW RESOURCE
MARKETING VIEW RESOURCE Solution Study
Solution Study
In brief, the MMO has responsibility for sustained revenue generation, At Level 4 (Profit Center) the organization has strong executive manage-
Sales Enablement, and authority over all of the processes, technologies, ment support. It is led by an executive able to to fully staff and resource
tools, and talent that support the “customer universe.” That new the organization for success.
responsibility for revenue generation is a key driver for Digital Marketing
Metrics such as Customer Lifetime Value (CLV), Brand Equity measure-
to create better digital experiences which will result in better leads, more
ments, and Customer Cost to Acquire provide quantitative support for
sales opportunities, and sustainable customer relationships.
marketing’s role.
As Demand Metric’s World Class Marketing Organization Maturity Model
Not surprisingly, our studies show that more mature organizations, which
shows (next page), the more mature the organization, the more it contributes
also have a more coordinated approach to Digital Marketing, reap the
to the overall revenue picture. Demand Metric’s World Class Marketing
benefits.
Organization Maturity Model examines seven marketing components
across four stages, illustrating common or best practices at each stage. As noted in our Digital Marketing Landscape Benchmark Study, 59% of
the participants rated the creation of digital experience high or very high.
At Level 1, the marketing organization is viewed as a Cost Center,
primarily responsible for sales support with few resources and no way to Equally important, 76% of the study participants reporting revenue growth in
effectively show its contribution to revenue. the most recent fiscal year put a high priority on digital experience creation.
Budgeting is connected to
A budget exists and business revenue growth targets
A small budget exists for items cases are created to justify
Budget such as trade shows, etc.
No budget exists, spending is spend
Ad Hoc
WORLD CLASS
MARKETING ORGANIZATION
Maturity Model
World Class
Marketing
Organization LEVEL 1 - Cost Center LEVEL 2 - Revenue Neutral LEVEL 3 - Revenue Contributor LEVEL 4 - Profit Center
Cost per lead (CPL), renewal rate Customer lifetime value (CLV),
No metrics or a focus on adver- Perational metrics such as open brand equity, cost to acquire, ROI
Metrics %, #sales qualified leads created
tising: #impressions, #ads rates, click-thrus, registrations
All roles are important here. If the company does not have headcount for
each role, the functions can still be handled through marketing activities.
CMO
VP Strategic
VP Demand Generation VP Product Development VP Customer Success VP Sales Enablement
Communications
Product Customer
Inside Sales Agency Project
Development Support
Rep(s) Manager(s)
Engineer(s) Technician(s)
Graphic
Designer
DIGITAL MARKETING ROLES MATRIX DIGITAL MARKETING BEST PRACTICES GUIDE 18
Revenue Accountability Budgeting & Planning WCM Thought Leadership Blog Revenue by Channel
Senior
Staffing & Channel Management Reviews & Coaching Marketing Automation Webinar Presentations Customer Lifetime Value, NPS
Management Conference Keynotes Return on Customer (ROC)
Reporting to CEO/Board Recruitment & Retention CRM
Brand Strategy Digital Marketing Budget WCM Data Sheets, Whitepapers Market Share, Profitability
Strategic
Marketing Strategy Social Agency Management Content Marketing Platforms Case Studies/Testimonials Brand Equity
Communications
Mobile Marketing Strategy Communications Management Social Media Platforms Competitive Analysis Content Usage
Lead Generation & Events Advertising/Sponsorship Marketing Automation/Email Advertising/SEO Campaign ROI, Email Metrics
Demand
Inbound/Outbound Marketing Lead Generation Digital Asset Management Email Campaigns Marketing Qualified Leads
Generation Event/Survey Management Contribution to Pipeline
Sales Opportunity Management Tradeshows Webinars
Web Content Management Content Creation WCM, Blogging Platforms, MA Website and Blogs Content Views, Links Earned
Content
Content Marketing Campaign Analysis Content Mktg & Distribution eBooks, Articles Content Conversion
Marketing Content Distribution Video Marketing Platforms Content Published
Content Scoring Videos
Online Community Management Community Development WCM Posts, Tweets, Photos User Engagement
Community &
Social Listening Social Channel Management Social Media Platforms Forums, Chats, Comments Sentiment Analysis
Social Media Social Reputation Management Social Channels & Networks
Social Engagement Articles, Community News Campaign ROI
External Communications Influencer Identification Media Contact Database News Content/Press Releases Mentions/Impressions
Public Relations Media Relations Relationship Cultivation News Distribution & Monitoring Thought Leadership Content Audience Growth & Engagement
Analyst Relations Content Creation/Distribution Analytics & Reporting Rich Social Media Content Sentiment Analysis
New Product Development Product Launch WCM New Features/Ideas for R&D Avg. Revenue Per User
Product
Mobile App Development Product Positioning Mobile Development Platforms Gamification Avg. Order Value
Marketing Video Production/Development Competitive Analysis Video Production Platforms Competitive Analysis Conversion Rate, Renewal Rate
Interactive Experience Customer Experience Customer Profile Management Buyer Personas Customer Satisfaction Index
Customer
Customer Satisfaction Customer Journey Mapping Customer Support, Twitter Customer Journey Map Customer Lifetime Value
Experience Customer Advocacy Customer Persona Creation Survey & Social Channels Proposals, Presentations Net Promoter Score (NPS)
DIGITAL MARKETING MATURITY MODEL DIGITAL MARKETING BEST PRACTICES GUIDE 20
STAGE 4 - World-Class
STAGE 3 - Mature
STAGE 2 - Progressive
Digital STAGE 1 - Undefined
Marketing
Defined, integrated strategy for Digital
Marketing exists across an Enterprise;
Defined, integrated strategy and
Defined strategy and processes exist Campaigns are tracked and measured
processes exist for Digital Marketing
for Digital Marketing in pockets in the by effectiveness of engagement and
No defined strategy or process for across an Enterprise
Orientation organization conversion
Digital Marketing or digital properties
Relies on website landing pages with Convergence of content, social, mobile, Personalized & localized content
limited content targeting; Company Offers rich media content, Social delivered to personal devices in real-
and video experiences to create full digital
Demand profile on Social Media networking Networks, blogs, Wikis (Web 2.0); time through custom content and apps;
experiences for conversion and sales
sites; Social posting is sporadic and Growing subscriber lists for Email; Native mobile optimized; Proactive
Generation opportunities; True social dialog; Recogni-
ad hoc; Lack of audience awareness; Social customer & audience aware- social listening with reliable feedback;
tion of preferred audience
One-way dialog ness; Mostly one-way dialog Fully aligned with sales for enablement
Personalization – Personalized and localized content, delivered to Integrated – Comprehensive, end-to-end system integration of all
personal devices in real-time through custom content and marketing Digital Marketing related platforms with tight integration to enterprise
apps CRM, MA, and other legacy ERP systems.
DIGITAL MARKETING LANDSCAPE DIGITAL MARKETING BEST PRACTICES GUIDE 24
Figure 4 shows the timeline of some of the major milestones, vendors, and trends that have brought us the Digital Marketing environment we know today.
Facebook
Stanford graduates iPad introduced
launches.
create “Jerry and
David’s Guide to the Google launches 2010
World Wide Web.” & Aprimo (MA
2004
Amazon is launched in system) appears
Seattle. iPhone introduced.
1998
1994 2007
DIGITAL MARKETING LANDSCAPE DIGITAL MARKETING BEST PRACTICES GUIDE 25
1997: The first blog sites are launched. Social Media, Social Sharing, Mobile, Video
1998: Google is launched. 2002: Friendster, social networking site, is launched.
1999 – 2004: Web 2.0 appears with rich media content 2003: LinkedIn is launched.
(video, infographics, HTML5) combined with social
networks and wikis. This becomes the standard platform 2004: Facebook is launched. Social sharing begins with
for Digital Marketing. AddThis (2004). Also, Microsoft releases Single Sign-On
Enterprise Security for Web Applications (Microsoft® ASP.
2001 – 2003: Drupal & Wordpress are launched. NET)
2008: Brightkit (now Hootsuite) is launched. 2005: YouTube is launched and the Video Marketing land
rush begins. Also, ShareThis is launched and advances
social sharing.
2011 – 2014: Convergence of content marketing, social We have divided the Content Marketing vendor landscape
channels, web, and mobile & video development plat- into two primary categories. They are:
forms enable truly personalized, localized digital experi- Web Content Management (WCM) – these platforms
ences for each consumer and customer in real time. provide the infrastructure and functionality for content
creation and delivery across digital channels (web,
blogs, search, social). They typically integrate with key
internal CRM and MA systems.
CONTENT
For our complete analysis on this segment, download our MARKETING VIEW RESOURCE
Content Marketing Solution Study. Solution Study
Overview
We have divided the Social Media Marketing vendor landscape into five categories. They are:
That trend, plus better and deeper analytics and tracking systems, will
enable marketers to further refine the relationship between companies
and their customers in social media.
For our complete analysis on this segment, download our SOCIAL MEDIA
MARKETING VIEW RESOURCE
Social Media Marketing Solution Study. Solution Study
We have divided the Mobile Marketing vendor landscape into two primary
categories. They are:
Platform functionality ranges from those that only support Key functionality includes content publishing and presen-
native apps to those that provide native, Web/HTML5 tation; integration of data, services, and applications; as
and hybrid apps, and APIs for enterprise integration. well as engagement programs like payment and mobile
messaging campaigns.
We included platforms used to optimize existing Websites
in this category.
Demand Metric expects to see the following trends take shape for appli-
cation development and mobile content platforms:
Mobile as the “spear point” – the first connection a prospect has with
the company, product, or service and, as such, defines their on-going
relationship with the company.
DIGITAL MARKETING LANDSCAPE DIGITAL MARKETING BEST PRACTICES GUIDE 32
Comprehensive
Basic
The largest group of vendors fall into this tier, which
At the basic level, point solutions provide targeted func-
includes solutions that provide the primary features of a
tionality, commonly a media/influencer contact solution
PR solution, including media contact database & manage-
like Crowdbuilder, or news distribution such as PR.com.
ment, monitoring, distribution, and measurements &
There is rarely integration with complementary PR solu-
analytics. These areas of functionality are not integrated,
tions or functions.
or have just basic integration with each other. In other
cases, functionality is provided through partnerships with
other solution providers.
Standard
Second tier vendors like Bulldog Media’s Media Pro or Cutting Edge
Business Wire bundle multiple PR functions, such as a
media contact database with a news distribution func-
The most advanced tier is occupied by vendors like
tion. Some standard offerings are optimized for a specific
MarketWired, PR Newswire, and Cision that provide a
vertical.
full suite of PR functionality, including a media contact
database & contact management, online and traditional
media monitoring, news distribution, and measurements
& analytics with reporting. These functions are not only
present in the solution suite, but are integrated to a
moderate or high degree.
DIGITAL MARKETING LANDSCAPE DIGITAL MARKETING BEST PRACTICES GUIDE 34
The media and PR industry both continue to grapple with the new reality
that everyone is becoming a publisher.
The current crop of PR tools has always been helpful at securing earned
media placements, and it is still important to do so.
Where the tools are less effective is in identifying and reaching the
broader spectrum of influencers whose names may not appear on a
masthead, but have built an impressive following through social media
or by blogging.
D I G I TA L M A R K E T I N G
ACTION PLAN
Follow this simple, step-by-step, methodology to develop a Digital Marketing plan that increases sales,
builds customer insights, and grows brand awareness.
ACTION PLAN DIGITAL MARKETING BEST PRACTICES GUIDE 37
1 Align
2 Build
Discover How To Align Your Sales and
Marketing Efforts
3 Organize
Define requirements for Marketing and Sales Alignment with
our Sales & Marketing Alignment Tool to ensure all activities
4 Set Objectives are viable across the organization.
5 Research
VIEW RESOURCE
6 Identify
7 Plan
8 Train
9 Measure
ACTION PLAN DIGITAL MARKETING BEST PRACTICES GUIDE 38
1 Align
3 Organize
Build a Business Case for your Digital Marketing initiatives with
our Business Case Template.
4 Set Objectives
5 Research
VIEW RESOURCE
6 Identify
7 Plan
8 Train
9 Measure
ACTION PLAN DIGITAL MARKETING BEST PRACTICES GUIDE 39
1 Align
2 Build
Understand All Required Digital Marketing
Roles and Responsibilities
3 Organize
Organize how your company will structure the Digital Marketing
function.
4 Set Objectives
Use our Digital Marketing Roles Matrix to standardize roles &
responsibilities for Digital Marketing.
5 Research
7 Plan
8 Train
9 Measure
ACTION PLAN DIGITAL MARKETING BEST PRACTICES GUIDE 40
1 Align
2 Build
Plan Your Digital Marketing Programs In
Advance
3 Organize
Develop a solid 12-18 month plan for your Digital Marketing
programs with:
4 Set Objectives
Content Marketing Strategy Scorecard
Social Media Strategy Scorecard
5 Research Mobile Marketing Strategy Scorecard
Video Marketing Strategy Scorecard
Public Relations Strategy Scorecard
6 Identify
7 Plan
VIEW RESOURCE
8 Train
9 Measure
ACTION PLAN DIGITAL MARKETING BEST PRACTICES GUIDE 41
1 Align
2 Build
Review Potential Digital Marketing Vendors
5 Research
Content Marketing Solution Study
Social Media Marketing Solution Study
Video Marketing Solution Study
6 Identify Mobile Marketing Solution Study
Public Relations Solution Study
7 Plan
VIEW WEBSITE
8 Train
9 Measure
ACTION PLAN DIGITAL MARKETING BEST PRACTICES GUIDE 42
1 Align
2 Build
Discover Key Digital Marketing Vendors
7 Plan
VIEW RESOURCE
8 Train
9 Measure
ACTION PLAN DIGITAL MARKETING BEST PRACTICES GUIDE 43
1 Align
2 Build
Ensure You Have a Strong Marketing
Communications Strategy
3 Organize
Develop an implementation strategy and communication plan
to roll-out the initiative across the organization and through your
4 Set Objectives channels.
5 Research
6 Identify
VIEW RESOURCE
7 Plan
8 Train
9 Measure
ACTION PLAN DIGITAL MARKETING BEST PRACTICES GUIDE 44
1 Align
2 Build
Train Your Team on Digital Marketing Best
Practices
3 Organize
Develop an education/training plan for all affected personnel:
marketing, product development, operations, and sales.
4 Set Objectives
5 Research S TA R T L E A R N I N G
6 Identify
7 Plan
8 Train
9 Measure
ACTION PLAN DIGITAL MARKETING BEST PRACTICES GUIDE 45
1 Align
2 Build
Track and Measure Key Digital Marketing
Metrics
3 Organize
Measure the success of your Digital Marketing solutions imple-
mentation and function with
4 Set Objectives
Content Marketing Metrics Dashboard
Social Media Metrics Dashboard
5 Research Mobile Marketing Metrics Dashboard
Video Marketing Metrics Dashboard
Public Relations Metrics Dashboard
6 Identify
7 Plan
VIEW RESOURCE
8 Train
9 Measure
About ANA
Founded in 1910, the ANA provides leadership that advances marketing excel-
lence and shapes the future of the industry. The ANA’s membership includes
more than 1,000 companies with 15,000 brands that collectively spend or
support more than $400 billion in marketing and advertising annually. The
membership is comprised of more than 750 client-side marketers and 300
associate members, which include leading agencies, law firms, suppliers,
consultants, and vendors.
Further enriching the ecosystem is the work of the nonprofit ANA Educa-
tional Foundation (AEF), which has the mission of enhancing the under-
standing of advertising and marketing within the academic and marketing
communities.
About Demand Metric
Demand Metric helps Marketing teams get stuff done with practical tools,
training, and a simple, modern platform for managing work.
Manage your work visually with our easy-to-use platform, built for small
marketing teams by design. See what your team is working on at a glance
so you can spend less time managing projects and more time knocking
stuff off your list.
Through strategic partnerships with the AMA, ANA, and AIPMM, our 1,000+
time-saving tools & resources have become the industry standard. Don’t
start from scratch! LEARN MORE
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DIGITAL MARKETING BEST PRACTICES GUIDE 48
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