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To prove marketing's value beyond clicks, use brand lift surveys (A/B testing ads) to measure awareness shifts. For sales impact, use causal impact modeling to compare forecasted sales (based on historical data) with actual sales during a campaign, isolating the campaign's "bump."
Calculating marketing ROI is misleading in B2B because sales is required to work every deal to close. A more holistic financial view is needed, accounting for sales costs, brand spend, and contribution margin, rather than relying on flawed direct attribution models.
To justify brand advertising beyond awareness metrics, SAS partnered with LinkedIn. They used a clean room to connect ad exposure directly to won revenue. This data demonstrated that customers exposed to the brand campaign were five times more likely to convert, providing hard ROI data for a traditionally soft metric.
Data shows that adding brand marketing to a performance-driven engine can increase median ROI by 90%. The persistent tension between brand and performance stems from short-termism and the allure of easily measured clicks, creating a false dichotomy between two essential functions.
To measure the combined success of brand and ABX, track metrics in layers. Look at short-term ABX results (pipeline influence) and long-term brand signals (share of voice). The magic is connecting them: prove that accounts with high brand engagement also show better ABX response rates, demonstrating the multiplier effect.
To gauge the real impact of a campaign, isolate a small percentage of your audience (a "holdout group") from all marketing. The difference in conversion rates between this group and the targeted audience reveals your actual performance lift, moving beyond simple conversion metrics.
A common attribution error is assigning all sales to paid marketing activities. In reality, most brands have a strong "baseline"—sales that would occur even without marketing. Accurate measurement requires modeling this baseline first, then attributing only the incremental lift from campaigns.
To find the real impact of your marketing, intentionally exclude a small percentage (e.g., 5-10%) of your database from all campaign activities. By comparing the conversion rate of this "holdout group" to the group that received marketing, you can calculate the actual performance delta and determine if your efforts generated a genuine lift.
To sell leadership on brand initiatives with indirect ROI, translate organic performance into paid media equivalents. Calculate what the millions of impressions from a viral video would have cost via paid channels. Frame it as a cost-effective way to build brand and lower overall CAC.
For the first time, tools tracking "AI Visibility"—how often a brand is cited in LLM responses—can directly measure the impact of brand-building activities. This allows CMOs to finally prove the ROI of brand investments, treating brand as a quantifiable performance engine rather than an abstract concept.
Moving beyond basic attribution, LinkedIn's new Conversion Lift Testing tool measures the causal impact of campaigns. It compares conversions between an ad-exposed group and a control group that saw no ads, allowing marketers to determine the true incremental value generated by their advertising.