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Infer:Host Analytics:LeanData Nick Ezzo, Vice President of Demand Generation, Host Analytics October 5th, 2016 Outline ● Intro - Who is Nick Ezzo? ● What does Host Analytics do? ● Setting Up the Challenge ● What is Predictive? ● Infer is the Line Judge ● Infer + LeanData Solution = Best Fit ● Dashboards Hi, I’m Nick Ezzo! Vice President of Demand Gen @ Host Analytics Marketing strategist with extensive technology experience (15+ years) leading enterprise and product marketing at large and small companies Started out in IT, moved into Marketing Worked primarily with SaaS companies in the last 10 years Ohio University alumnus @NickAEzzo [email protected] Host Analytics Business Leader in cloud-based financial applications for planning, consolidation, reporting and analytics. Host Analytics enterprise performance management (EPM) customers benefit from: ○ Improved business agility ○ Improved security ○ Lower overall cost Trusted by: Sales & Marketing Challenges Marketing Challenge Too Many Prospects Need a real-time way to: ● Determine quality of channels ● Evaluate inbound leads ● Quantify MQLs entering the system Sales Challenge Need to know: ● Which leads needs sales resources ● Which leads get sent to nurture Shared Challenge Needed to get the best prospects to the right reps as quickly as possible to increase efficiency and revenue Which are the best fit to buy? What is Predictive Analytics? Existing Customer Data With Pre-Build Connectors Build Personalized Models Using Machine Learning CRM Sales Automation Marketing Automation Fit Models Behavioral Models Usage Models Add Infer’s External Signals Thousands of Data Points Public Filings Data Partnerships Proprietary Web Crawlers What Does Predictive Enable? What Does Predictive Enable? Infer is the Line Judge Send to Sales Do Not Work LeanData enables Account Based Routing Fuzzy lead-to-account (L2A) matching Route & Convert all matching leads for Customers, Targets, & Open Opportunities Account Execs can now work exclusively out of Contacts Infer + LeanData = Happy SDR team Leverage Infer’s lead score to ensure fair distribution amongst reps Round Robins A, B, C are the same team of reps Reps felt process was more fair and were more productive with new flow Match & Route LeanData allows Host Analytics to route existing customer/target/partner leads to the right rep Personalize & Engage Website High-quality leads are evenly distributed to reps with actionable intelligence embedded directly into Salesforce for aggressive follow-up Identify & Qualify Infer analyzes thousands of signals to identify prospects that are the best fit to buy a Host Analytics solution Sales & Marketing Alignment