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The winning formula for sales and marketing Speakers: Jason Rushforth, SugarCRM | Clare Dorrian, SugarCRM | Andrew Mahr, Triblio Marissa Bialick, Bombora

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Meet your speakers Marissa Bialick Demand Marketing Manager Andrew Mahr Chief Customer Officer Jason Rushforth SVP & GM, Americas Clare Dorrian Chief Marketing Officer

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1. Quick introduction to Bombora and Triblio 1. How SugarCRM marketing and sales use Triblio Smart Score and Bombora Company Surge® 1. Key takeaways 1. Q&A What we’ll cover

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Bombora’s Company Surge® Intent data tells you which businesses are researching the products and services you and your competitors sell.

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Company Surge® Intent data identifies when a business is consuming content on an Intent topic significantly more than usual, according to its historic data consumption behavior and benchmarks. Time ACME Corp benchmarked historic data content consumption on topic X ACME Corp increased content consumption on topic X that signals buying intent.

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Triblio’s Smart Score combines first and third-party Intent data with Triblio’s proprietary AI-based algorithms to provide a single score to prioritize accounts.

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Triblio Account 360 Report See in one place: ● Intent data ● Display ads ● LinkedIn ads ● Website traffic ● Known visitors ● Sales alerts ● Opportunities

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Why did Sugar dive into this initiative?

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We surveyed marketing and sales teams Do sales professionals have a more “glass half full” view of their collaborative relationships with their peers, or do marketers have a more “glass half empty” view? of sales say they are “perfectly” aligned 2% of marketers say they are “perfectly” aligned 40% say they need more potent marketing and sales tech 20%

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The winning formula for sales and marketing + +

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How is Sugar using all these tools and data to actually orchestrate sales actions?

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Pipeline Saves Lives

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Reduce blind spots and busy work

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Align with technology: Triblio & Bombora data in Sugar

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Bombora Intent - Inside Triblio & Sugar dashlets This is a dashlet directly in Sugar!

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Turning data into prospecting action AEs and BDRs begin this part with their Sugar dashboard Bombora & G2 Intent Daily e-mail Direct link to account record in Sugar is included Inspect Triblio data, are they part of the ABM program? Sales can add right from Sugar Determine outreach based on demographic information provided by Triblio BDR or AE engagement

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Activations Bombora & G2 Intent Daily e-mail Direct link to account record in Sugar is included

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Sugar view for all data points Inspect Triblio data, are they part of the ABM program? Sales can add right from Sugar This is a dashlet directly in Sugar!

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Determine outreach based on demographic information provided by Triblio BDR or AE engagement Key fields inside Sugar Create rules of engagement and follow them: Ensure all teams have regular cadences

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The data doesn’t lie

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What’s next for Sugar?

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Key Takeaways ● We all own pipeline ● The data doesn’t lie ● Technology and data should enable you, not paralyze you ● The true winning formula for ABM is sales and marketing alignment

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Surf’s up. Let’s take off. Jason Rushforth SVP & GM, Americas SugarCRM [email protected] Andrew Mahr Chief Customer Officer Triblio [email protected] Clare Dorrian Chief Marketing Officer SugarCRM [email protected] Marissa Bialick Demand Marketing Manager Bombora [email protected]