Simon Daniels

Simon Daniels

London, England, United Kingdom
4K followers 500+ connections

About

Deeply experienced business-to-business go-to-market operations leader, consultant, and…

Articles by Simon

Activity

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Experience

  • MomentumABM Graphic

    MomentumABM

    Greater London, England, United Kingdom

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    London Area, United Kingdom

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    Greater London, England, United Kingdom

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    London, United Kingdom

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    London, England, United Kingdom

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    London, England, United Kingdom

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    London, United Kingdom

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    London, United Kingdom

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    London, United Kingdom

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    London, United Kingdom

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    Slough, United Kingdom

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    Uxbridge, United Kingdom

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    Egham, United Kingdom

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    Hatfield, United Kingdom

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    Colindale, United Kingdom

Education

Publications

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Projects

  • Workflow tool implementation

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    Evaluation and deployment of work management tool Teamwork, enhancing collaboration and efficiency across Marketing for campaign planning, execution and tracking.

  • Marketing automation platform deployment

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    Lead adoption of a Pardot instance supporting email campaigns across multiple programmes and activities, also involving nurture programme deployment, response handling, campaign and system taxonomy definition, audience build, list import process creation and template deployment.

  • Marketing analytics delivery

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    Developed a suite of Marketing analytics reporting and dashboards, providing visibility over demand generation outcomes, pipeline status and activity. Requirements were gathered across Marketing to ensure suitable provision for all stakeholders, resulting in a single source of truth for marketing performance monitoring.

  • Marketing technology evaluation and optimisation

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    Undertook a martech assessment for an online food ordering platform provider, examining existing systems, data and processes in order to make recommendations for immediate and longer term enhancements.

  • Sales engagement tool deployment

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    Lead the deployment of a SalesLoft sales engagement tool among the worldwide Sales team of a marketing technology provider, entailing system set-up and configuration, process design and training roll-out.

  • Website agency selection

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    Captured and documented requirements for replacing the corporate website of a marketing and technology services provider. Conducted discovery interviews across multiple business units and compiled into RFP documentation for distribution to short-listed solution providers ahead of undertaking a pitch process and guiding final selection.

  • Sales and marketing process improvements

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    Defined and implemented enhancements to the Salesforce.com instance of a marketing technology software vendor to improve sales and marketing process effectiveness. Completed a situation analysis across relevant business areas and presented recommendations followed by selection and briefing of suitable resources to undertake system modifications and roll-out.

  • Marketing automation platform deployment

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    Oversight of a Salesforce.com/Pardot deployment, guiding functional configuration, process development and training within the digital unit of an engineering business. Working with an external solution provider together with Sales and internal resources, lead qualification, handover and tracking processes were defined and implemented ensuring that Marketing generated leads are quickly and efficiently followed-up.

  • GDPR compliance

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    Lead the GDPR Marketing compliance programme encompassing legacy and new data policy definition, privacy preferences handling and consent collection. Joined the GDPR Project Steering Committee and ensured Marketing requirements were fully represented as well as compliance obligations fed back. Took point for technical and legal liaison, involving permission capture development, appropriate display of online notices and initiation of a consent collection programme. Compliance attained ahead of…

    Lead the GDPR Marketing compliance programme encompassing legacy and new data policy definition, privacy preferences handling and consent collection. Joined the GDPR Project Steering Committee and ensured Marketing requirements were fully represented as well as compliance obligations fed back. Took point for technical and legal liaison, involving permission capture development, appropriate display of online notices and initiation of a consent collection programme. Compliance attained ahead of the enforcement deadline and core audience consent obtained supporting on-going communications activity.

  • Corporate website enhancements

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    Post go-live enhancements to the recently re-launched corporate and ecommerce website. Key elements requiring further development included response handling, campaign support and events functionality together with enhancements to the online store selling research and analysis for download. Project delivery entailed establishing business requirements, working with developers and guiding deployment to end-users. Benefits comprised improved search and conversion optimisation, increased internal…

    Post go-live enhancements to the recently re-launched corporate and ecommerce website. Key elements requiring further development included response handling, campaign support and events functionality together with enhancements to the online store selling research and analysis for download. Project delivery entailed establishing business requirements, working with developers and guiding deployment to end-users. Benefits comprised improved search and conversion optimisation, increased internal productivity, better events engagement and raised online sales.

    See project
  • Marketing Automation platform optimisation

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    Improvements to the existing Salesforce.com and Eloqua systems spanning integration, campaign audience management, response capture, pipeline handling and reporting. Implementation of a completely revised prospect handling mechanism eliminated a previously disconnected end-to-end process across the two platforms that could cause lead source information to be lost. This also included more streamlined “prospect presentation” to Sales, contributing to productivity and transparency. Benefits…

    Improvements to the existing Salesforce.com and Eloqua systems spanning integration, campaign audience management, response capture, pipeline handling and reporting. Implementation of a completely revised prospect handling mechanism eliminated a previously disconnected end-to-end process across the two platforms that could cause lead source information to be lost. This also included more streamlined “prospect presentation” to Sales, contributing to productivity and transparency. Benefits comprised improved source tracking, marketing attribution and campaign measurement.

  • Marketing Automation adoption

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    Deployment of a Marketo marketing automation platform for a cyber security software vendor. The project encompassed integration with an existing Salesforce.com instance, legacy data migration, Sales process alignment, defining lead scoring and qualification rules and developing reporting. Working with regional marketing staff worldwide, drove adoption of the Marketo system, entailing defining and deploying appropriate campaign processes, guidance and training to ensure successful utilisation…

    Deployment of a Marketo marketing automation platform for a cyber security software vendor. The project encompassed integration with an existing Salesforce.com instance, legacy data migration, Sales process alignment, defining lead scoring and qualification rules and developing reporting. Working with regional marketing staff worldwide, drove adoption of the Marketo system, entailing defining and deploying appropriate campaign processes, guidance and training to ensure successful utilisation. Benefits comprised smooth transition from the previous system, adoption of the new Marketo platform together with lead scoring implementation and improved campaign execution.

  • Single Customer View selection

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    Identification and selection of an enterprise-scale single customer view solution to enhance insight generation and drive customer engagement for a department store client. The solution needed to consolidate information from a range of customer touch points and business areas, each with unique information management requirements and practices. The project entailed vision scoping, stakeholder workshop facilitation, determining operational requirements and consulting on vendor selection. Benefits…

    Identification and selection of an enterprise-scale single customer view solution to enhance insight generation and drive customer engagement for a department store client. The solution needed to consolidate information from a range of customer touch points and business areas, each with unique information management requirements and practices. The project entailed vision scoping, stakeholder workshop facilitation, determining operational requirements and consulting on vendor selection. Benefits comprised the identification of a robust solution facilitating improved decision-making to provide a more meaningful customer experience.

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