Technology meets Marketing meets Business Processes

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1 SERVICE OVERVIEW

2 Technology meets Marketing meets Business Processes Whether you are responsible for sales, marketing, IT, an entire country division, or the whole company, you want to be successful and see your business grow. You are happy to invest in technology and services to support you, but you want to be sure to choose the right tools and to have scalable technology that is able to handle your business processes. You also want your team to use the systems effectively, building up internal knowledge and individual skills. Those three elements technology, processes, and people are an investment in your company s future growth and success. The very first step to everything we do is understand. That means understanding your business, your business needs, and your challenges. 2

3 How do you define success? We at Aptly are specialists who can advise and support you in six key areas that are crucial for your company. We help you select, implement and use marketing software and CRM systems in the best possible way: Business Consulting Get your lead management processes ready and designed, make sure to select the right marketing automation tool, define a proper strategy for inbound and content marketing, optimise the entire customer lifecycle management including CRM and loyalty. Marketing Creative and executional support for your inbound marketing, content marketing, search and social, as well as entire marketing automation campaigns and lead nurturing programs. Coding Starting from the creation of conversion-optimised HTML s and landing pages through to designing interfaces between different systems or applications, and developing complex workflows in Salesforce we can translate your business requirements into source code. Solutions Out-of-the-box solutions ensuring the highest data quality with our Aptly DataStore, integrating Xing in your lead generation campaigns with the Quick Sign in for XING, driving customer loyalty with our Loyalty Module for Salesforce, and extending your lead generation campaigns to your external partner network with the Dynamic Download Form. Training Tools like marketing automation or your CRM system are only useful if they are being used. Build internal knowledge and have your team trained in Eloqua, Pardot, Salesforce, or other systems to make sure you are using the tools in the most effective way. Analysing Measure what works and what doesn t. Use your systems to get the analytics and insights you need to drive your business, optimise campaigns and processes to achieve better conversions and results. We can provide you with best practice examples and customer references for each area. We can also show you complete customer success programs where several of our services helped customers to reach the goals they defined for their marketing automation, lead management, and Salesforce CRM investments. Business Consulting The very first step to everything we do is understand. That means understanding your business, your business needs, and your challenges. We focus on the people who are responsible and involved in your business: sales, marketing, IT, support, channel partners, distributors, suppliers and most important of all your prospects and customers. Our consultants are experienced in lead management processes, CRM workflows, marketing strategies and communications, as well as marketing automation, software development, and conversion optimisation. Here are some typical examples of how you can benefit from our consulting services: Defining the requirements for your marketing automation solution and helping you with the vendor selection. Designing the entire lead management process across marketing, sales, and channel partners. Creating a system architecture for integrated workflows within your marketing automation system, your CRM, both of these in combination, or including other solutions. Performing a system health-check of your marketing automation platform or in Salesforce CRM with practical recommendations of how you can optimise the setup or usage of the tools to be more successful. Reinforcing your opt-in management and data strategy to ensure compliance and maintain high quality data. Visit to learn more about Aptly Consulting, or simply get in touch with one of our senior consultants by phone +49 (0) or 3

4 Marketing B2B Marketing has changed a lot in the last few years, and will change even more in the future. The competition for new customers no longer starts with the best product, the most convincing sales representatives, or the cheapest prices. These days, with an information overload across all classic and new media, marketing is primarily about competing for and gaining - customers attention. Delivering the right content, at the right time, to the right person, in their preferred channel at Aptly you will be supported by seasoned marketers who know your day-to-day business and offer you practical advice and hands-on help. Here are some typical examples of how you can benefit from our marketing services: Helping you to draft, create and execute campaigns in your marketing automation system, by making the most extensive use of profile information and behavioural triggers. Optimising your existing lead nurturing programs and lead generation campaigns. Creating a keyword strategy for your blog or your entire website, and supporting you with the research and maintenance of the best performing keywords. Localising your content from English to German and French with our unique SEO Translations concept to make your marketing collateral read like it was originally written for the German or French market and to ensure visibility in Google and other search engines by applying SEO techniques. Defining a social media strategy, creating a social media concept and supporting you hands-on with your social media channels. Creating Google AdWords campaigns, including keyword research, copywriting, integration with your marketing automation and CRM, as well as an on-going optimisation of keywords, ads and calls-to-action. Supporting you with your content marketing strategy, including writing content like case studies, white papers, solution guides, and blog posts so you are up and running faster. Visit to learn more about Aptly Marketing, or simply get in touch with one of our senior marketers by phone +49 (0) or Coding Aptly Coding is much more than just punching source code it is software development. You have our development team s word on that! Cloud solutions like Salesforce, Eloqua, Pardot, and others bring a lot of great functionality out of the box. However, to tailor cloud solutions to your business needs, functions and workflows have to be customised, new features have to be added, interfaces have to be built, the front-end has to be designed so that it is intuitive and easy to use. Our goal at Aptly is to translate your business processes, the needs of your users, and the requirements of your management into technology. Our promise is to develop cloud software that will make your life easier, your data integration seamless, your business workflows and processes fully supported with minimum maintenance and the keeping total cost of ownership (TCO) as low as possible. Here are some typical examples of how you can benefit from our software development services: Customisation of Salesforce CRM (APEX, Visualforce, PHP) Integration between Salesforce and SAP Integration between Eloqua and CRM (e.g. SFDC, MSD, CAS Genesis) Single sign-on solutions for Salesforce and Eloqua Creation of responsive HTML templates for s and landing pages Data integration between different systems, including data standardisation and deduplication Visit to learn more about software development capabilities at Aptly, or simply get in touch with one of our senior developers by phone +49 (0) or 4

5 Our promise is to develop cloud software that will make your life easier, your data integration seamless, your business workflows and processes fully supported

6 Solutions In addition to custom software development, we are always thinking up innovations for sales, marketing and CRM solutions. Our software solutions are add-ons to your existing marketing automation system or to Salesforce CRM. They offer additional functionality and make your marketing or CRM cloud even more powerful. Here are some of the software solutions we have already developed or are currently developing: Aptly DataStore Can be integrated with your CRM, your marketing automation, or any other master database. The Aptly DataStore is like a catalyst for all of your data. It will clean, standardise, enrich and deduplicate data fields based on your business requirements and then feed all integrated data systems with highest quality data. Aptly Data Quality Tool for Salesforce Your data, your rules. Specifically designed for Salesforce, the Aptly Data Quality Tool will find duplicate records based on syntax or phonetic matches. You are free to decide how close the match between the different records has to be, and which fields should be reviewed to match records. And that s not all. When merging records, either automatically or manually, the Aptly Data Quality Tool ensures that no processes get broken by replacing the merged record with the master record in all data objects, reports and other places in your Salesforce instance. Aptly Dynamic Download Form Can be integrated with Eloqua, Pardot or any other marketing automation platform. Enables you to get your content gated in your own landing page layout without having to create a form, landing page, and download confirmation process for every new asset from scratch. Furthermore, each asset can be made available for a co-branded download with your channel partners or media partners, allowing you to share every piece of content for lead generation with your partners. All new leads captured via co-branded partner campaigns are automatically assigned to the relevant partner and will be processed accordingly in your CRM and marketing automation systems. Quick Sign in for XING If you want to integrate social media in your B2B marketing, then the Quick Sign in for XING is a great option. As an alternative to traditional lead capture forms, you can enable prospects to sign in with their Xing profile instead. They will get quicker access to your resources and you get rich data from Xing, naturally in accordance with your prospects security settings. Visit to learn more about the Aptly software solutions, or simply get in touch with one of our solution consultants by phone +49 (0) or In addition to custom software development, we are always thinking up innovations for sales, marketing and CRM solutions. 6

7 Training All our consultants and developers are trained, certified, and up-to-date in their areas of service. In addition to the theoretical background, we use tools like Eloqua, Pardot, and Salesforce ourselves every day, hands-on. And we want to share this knowledge with you. This is why training is an important part of our overall concept. Enabling you and your team to master the marketing automation system and/or Salesforce is crucial if you want to understand the mechanics of those tools and evolve by using them over the long term. Here are some typical training courses that will help you to master marketing automation and/or Salesforce CRM in order to get the most from them: Marketing Automation Training for Admins An in-depth course in Eloqua, Pardot, etrigue, or other marketing automation tools, to understand the entire setup. Detailed and ideal for power users who will administer the marketing automation platform, or who will become champions within your company and pass on the knowledge to other internal teams. Marketing Automation Training for Marketers Topic related courses to learn best practices in campaign creation, segmentation, lead nurturing and event management. Marketers learn how to design assets, how to plan a marketing automation campaign, which features are useful, and how they can further optimise their campaigns moving forward. Salesforce Admin Training Learn everything you need to successfully manage our Salesforce solution. From simple tasks like creating users, fields, and data objects, to defining user profiles, creating reports and dashboards, or even designing complex workflows and processes. Best Practice Training What works and what doesn t in marketing? Bring your examples to the course and learn in a small group how your s can be optimised to meet up-to-date best practices. Visit to learn more about our training offerings, or simply get in touch with one of our consultants by phone +49 (0) or Analysing Everything is up and running, your team trained and using the tools. Now you want to get better insight into which programs work and which don t. Or maybe you simply need a starting point to see the status quo in your lead management. No matter at which stage you are with your marketing automation, lead management, or CRM, we help you to define and measure KPIs, create reports and dashboards, and even package them in comprehensive presentations that you can show in your next team meeting. Our analysts provide you with helpful insights and give you recommendations on how you can leverage the reports to optimise and improve your business. In marketing, our conversion optimisation specialist can work with you to review your website, forms, landing pages and s to make sure your process and design follow psychological patterns that are intuitive and effective for your target audience. Other examples of our analytical services at Aptly include: Closed-loop reporting / Revenue performance reporting Campaign effectiveness reporting Lead management reporting Conversion rate reporting Visit to learn more about our Aptly Analysing, or simply get in touch with one of our analysts by phone +49 (0) or 7

8 Aptly GmbH, Neumarkt 35-37, Köln phone: +49 (0) fax: +49 (0)

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