This is the first in an ongoing series of Q&As with marketing executives and senior management at Bateman Group client companies. The series aims to spotlight the critical issues senior marketers are grappling with and offer practical advice about PR’s role within the broader marketing mix.

The following interview was conducted with Carlos Carvajal when he was vice president of Marketing at Baynote, a leading provider of software solutions for personalizing the online customer experience. Currently, Carlos is vice president of Product Management at Baynote.

Q: What do you view as the most important element of a successful B2B marketing program?

Having the right team in place is first and foremost critical to the success of any marketing organization. Beyond this, there are really three core pillars to running a successful B2B marketing program.

First, marketing needs to be in alignment with the overall corporate strategy which should guide all tactics and campaigns. This sounds simple but all too often is overlooked. Staying true to your strategy often means a slow and steady approach. But in my experience, this approach always wins the race.

Second, a marketing program cannot be successful in this day and age without a strong customer reference program. It’s become increasingly difficult for marketers to differentiate their messages from the competition. This means the real differentiation is best coming through a third party that’s viewed as credible to your target audience. Customers are the most credible source in the eyes of their peers, with industry analysts and media also playing an important role.

Finally, the third requirement is compelling content. There are too many cases where marketing content simply regurgitates a company’s positioning and product messages. Content needs to be useful. It needs to make people feel like you are trying to help them, instead of selling them because people are so desensitized to traditional marketing messages.

Q: In what ways has social media changed the way you approach marketing?

Social media has changed the dynamics of marketing in many different ways but from my vantage point at Baynote the most profound changes are around how we communicate thought leadership and interact with customers. For example, a successful corporate blog allows companies to show thought leadership in a way that conditions people to look for them on a regular basis. This phenomenon didn’t exist with traditional websites because the content wasn’t dynamic and marketers couldn’t truly engage their audience in a two-way conversation.

The important rule with social media is that slow and steady wins the race. You really have to invest and stick with it. It takes time to build a loyal following, but once you have established one it will truly pay dividends.

Q: PR is under a lot of pressure to improve the way it measures business outcomes yet it often lacks access to the KPIs used by marketing, such as data on lead flow, revenue growth and company valuation. What KPIs are you currently held accountable for at Baynote and which of these would you like to see better integrated into PR measurement?

Marketing lives to service sales. Our overarching performance metric for marketing is marketing sourced revenue. We also look at different marketing functions and those that mattered most. From an awareness standpoint, we look at traffic and bounce rates. Is there a steady uptake in traffic? This is far more important than the number of impressions.

With lead generation we look at two things: marketing sourced pipeline and marketing qualified leads. Finally, with product marketing, who’s main job is to enable sales to close leads, we track the opportunity to close ratio.

In terms of the measurement opportunity for PR, I’d like to see a system that tracks the effectiveness of the PR assets the sales team uses, like media coverage and blogs. Through better understanding what specific articles or blog posts played an active role in the different phases of the sales nurturing process, PR could play a more focused role in tangibly driving revenues.

Q: What technology company do you admire most for their marketing effectiveness and why?

It’s hard to pick just one. I really admire Apple for their brand which they’ve built around their relentless focus on staying true to their vision and core competency. Google has done the same thing. Everything with the Google brand and service offering is about simplicity and speed.

I also think Marketo and Hubspot have done an exceptional job establishing thought leadership around the problems they are solving for their customers. They both excel at content marketing.

Q: What piece of advice do you have for PR teams on how they can work more effectively with senior-level marketers?

First, I think it’s important that we look for better ways to share ideas beyond email. This is not limited to PR/Marketing. Businesses simply need more effective collaboration systems that foster better ideas and encourage ways to track progress. At Baynote, we have been experimenting with Box.net to improve collaboration and communication around critical marketing projects and campaigns.

Because marketing is so busy, PR can also help by creating “cookie cutter” emails around company news or competitive moves that can be easily shared with the entire company. This concept of helping senior marketers communicate big wins internally is really simple, and equally as important.