Podcasts about loopio

Enablement is expanding beyond sales, especially as AI gains traction.But as AI integrates into the enablement landscape, how can you preserve and enhance your teams' human strengths in customer interactions? We switched things up by inviting two guests to this roundtable episode to hear from companies both big and small. So, we're talking with Steph White, Senior Director of Revenue Enablement at Loopio, and Rebecca Reyes, VP of Sales Enablement at IBM. Steph brings her passion for integrating AI into personal and professional development, and Rebecca highlights the transformative power of AI in sales and enablement. The conversation expands on revenue enablement's role in transforming go-to-market teams, the importance of aligning with leadership for effective change, and fundamental selling skills despite technological advancements.Here are the key takeaways from our conversation with Steph and Rebecca:The role of enablement is evolving. It's no longer just about driving revenue; it's about creating a holistic client experience that focuses on impact and business outcomes beyond the initial sale. AI is a game-changer, but it's not replacing the human element. It's here to augment our capabilities, making tasks like emails and call summarization more efficient so you can focus on what truly matters — connecting with customers and honing in on core selling skills.Alignment is key. Whether with your leadership team or your sales strategy, ensuring that your enablement activities are synchronized with your company's core behaviors can steer you away from overextension and keep you grounded on the path to success. Jump into the conversation:[05:16] A focus on driving sales velocity for revenue[07:54] Enhancing team skills and client impact[14:00] Expanding client enablement and focusing on content creation[17:23] AI transforming from a dream to a reality phase[26:47] Using AI to complement and enable productivity[29:31] Focusing on basics for sales growth in 2024[35:29] Heather and Steve's takeawaysContinue the conversation with these resources:Connect with Steph White and Rebecca Reyes to keep this conversation going.Looking to up your understanding of AI? Take IBM's free course to start building your AI skills today. If you don't already have a free account on IBM's SkillsBuild learning portal, you can sign up here.Learn more about Go-to-Market Magic and tune into past episodes at gotomarket-magic.com.

What are the best and brightest minds in enablement talking about these days? In this special episode, we're taking a pulse on the enablement industry and hearing directly from enablement professionals at Seismic's annual Shift conference — including leaders from Loopio, Sands Capital, Bank of America, UPS, Experian, Proofpoint, and more. Along with Seismic's Heather Cole and Steve Watt, they'll reflect on the topics they wish more go-to-market leaders were discussing, the innovations they're most excited about, and all things AI. Here are the key takeaways from this special edition of Go-to-Market Magic:Leverage AI to boost productivity: The prevailing opinion of AI at Shift 2023 was focused on how embracing AI today will help you automate mundane tasks, free up time for customer engagement, streamline workflows, and quickly and easily create both sales and enablement content.Lean on AI to improve faster: Productivity isn't the only thing that AI can help teams improve though. Now, teams don't have to guess at what's working, they can know. Now, it's possible for AI to give the entire go-to-market organization insight into what's happening during a sales call — and how they can better support reps with training, coaching, and content. Maximize LinkedIn for social selling: Some of the most successful social selling programs are being led by enablement teams — and a thoughtful social selling program augments your selling ability rather than limiting you to a short-term transactional perspective. Jump into the conversation:[01:21] Loopio's Stephanie White on how AI can make enablers even more impactful[01:51] Ways UPS is using AI to improve efficiency and prioritize their customers[02:37] Actionable ways to leverage AI for enablement (and how to mitigate common concerns voiced at Shift 2023)[05:00] Bank of America's main hope within AI[12:19] Heather's main takeaways for the audience on AI[15:44] Madison Glass on why Experian is a big proponent of LiveSocial for social selling[20:47] Why social engagement is crucial and what Tyler Murphy at ProofPoint had to say about being a thought leader on LinkedIn[22:09] Tips for navigating compliance in regulated versus non-regulated industries[23:27] Heather and Steve's closing thoughts on rising above the noise, building better social profiles, and leveraging LinkedIn as a toolContinue the conversation with these resources:Shift 2023 might be over, but you don't have to miss it next year. Sign up for the waitlist to be notified when registration goes live!  Follow today's special guests on LinkedIn for more insights like these — Loopio's Stephanie White, Sands Capital's Kenneth Lamar, Experian's Madison Glass, and Proofpoint's Tyler Murphy. Learn more about Seismic for Meetings, a new Seismic product that ensures sales teams can more effectively prepare, present, and follow up on every meeting and win more deals.Find out how Seismic LiveSocial can help you grow trust and win over customers and prospects alike on social media. Learn more about Go-to-Market Magic and tune into past episodes at gotomarket-magic.com.

Jafar Owainati was a mechanical engineer before he got an MBA in entrepreneurship and decided to start a software company with two friends. They looked at many ideas before building software to help sales engineers respond to Requests for Proposals (RFPs) faster and easier. They launched Loopio in 2014 and had paying customers within one year.  The three founders built the software and sold the first customers before adding more employees as they approached $1M ARR. They kept growing faster with a disciplined and frugal approach to $3M ARR before raising a round of VC funding from OpenView Ventures, a practical investor that aligned with the vision and approach of Loopio's founders.  Loopio now has hundreds of employees and Sumeru Equity Partners made a strategic $200 million private equity investment in 2021. Jafar left to start a compensation management software company called Barley which is starting to grow quickly now.   Learn more at practicalfounders.com. 

A lot of us would like to be a 'fly on the wall' as someone tackles installing a new function into an existing org. In this episode, Kailey Killoran of Loopio will give us just that: a glimpse into her journey of building Loopio's scaled customer success program.This episode is jam packed as we get into all sorts of topics including:Kailey's love of learning and how her poli-sci degrees (yes, plural!) have influenced her professionallyThe importance of internal enablement when launching these programsCoordinating with other functions when launchingIntegrating yourself into other orgs' strategiesThe importance of celebrating wins!How to prioritize data cleanliness to make sure it doesn't bog you downBuilding sales' confidence in the digital experienceHow customers benefit from consistency working with a scaled team over a 1:1 CSMEvolving the tech stackThis episode is packed with valuable insights and practical tips that will elevate your understanding of digital customer success to the next level.Kailey's LinkedIn: https://www.linkedin.com/in/kailey-killoran-4a89b987/Resources In This Episode:DCS Connect Slack Community: https://airtable.com/appLGhZyujOoYp8BQ/shr4ixoZmB8hBoLbMGainsight Resources: https://www.gainsight.com/resource-library/Catalyst Resources: https://catalyst.io/resourcesSuccessHACKER Certifications: https://successcoaching.co/Dee Kapila's Session at Pulse: https://pulselibrary.gainsight.com/video/product-vs-sales-led-growth-embrace-both-with-scaled-cxDigital CS Shoutouts:Dee Kapila, Global Head of CS at Miro: https://www.linkedin.com/in/deekapila/Support the show+++++++++++++++++Listener Submissions:If you'd like to call in with commentary or a question to be addressed in a future episode, call our submission line at +1 (512) 222-7381. Leave us a 2-3 minute message with your comment or question using either your real name or a pseudonym, and we'll feature your clip on the show!Like/Subscribe/Review:If you are getting value from the show, please follow/subscribe so that you don't miss an episode and consider leaving us a review. Website:For more information about the show or to get in touch, visit DigitalCustomerSuccess.com. Buy Alex a Cup of Coffee:This show runs exclusively on caffeine - and lots of it. If you like what we're, consider supporting our habit by buying us a cup of coffee: https://bmc.link/dcspThank you for all of your support!The Digital Customer Success Podcast is hosted by Alex Turkovic

In today's episode, you'll learn about a revenue enablement leader: Day-to-day activities Challenges faced Metrics used How to prospect a revenue enablement leader Meet Stephanie White, Sr. Director, Revenue Enablement at Loopio Connect with Steph: https://www.linkedin.com/in/stephanie-white-sales/details/experience/ ---

Employee Assistance Programs, when done correctly, can help you support your employee's health and wellbeing.Bill Banham's guest this time is Dr. Jonas Eyford, CEO at Recharge Wellness, a company offering custom wellness programs for organizations across Canada. The firm provides an employee support service (to enhance or replace an EFAP), on-site clinics, and wellness webinars.In late 2022, Jonas and his team made a major upgrade by launching a disruptive EAP which, he says, is "set out to fracture the stale reality of poor engagement with a wholly different approach to EAPs & mental health."Questions for Jonas include: In terms of mental and physical health,  how much harm did the pandemic do to the wellbeing of today's employees? Tell us about the new Employee Assistance Programme from your team and why it's unique. What HR processes need to be in place to support EAPs? What about HR leaders? Do they get enough support?Why is the use of mental health benefits consistently lower in older generations? Does the EAP industry need disruption? If so, why?More About JonasJonas is a chiropractor and consultant living in Toronto. He is passionate about transformation, exploring the challenges of behavior change through physical and psychosocial means.He founded Recharge Wellness in 2013. Clients include Loblaw Digital, Flipp, Top Hat, Wave HQ, Loopio, CGI, Live Nation, Ticketmaster, Clio, Architech, Soho VFX, League, Universe, Invesco, Vena Solutions, and Supreme Cannabis.We do our best to ensure editorial objectivity. The views and ideas shared by our guests and sponsors are entirely independent of The HR Gazette, HRchat Podcast and Iceni Media Inc.   

Two observations from the Loopio episode:1. When you're working on your first startup, everything is hard. It's natural to think that the second time around will be much easier. It's not! 0 to 1 is always hard.2. Most VCs will tell you that you need a really big addressable market. Yet many successful founders started off without worrying about market size at all. Early on, market size doesn't really matter.

Starting your second startup should be much easier, right? Well, yes and no. Jafar was the founder and Chief Revenue Officer of Loopio, which went on to raise $200M+ and land thousands of customers.  He left to start Barley. This is the story of how he decided to leave, and what it was like to start over a second time.On the one hand, some things, like fundraising, are much easier. On the other hand, the 0 to 1 journey is just as hard. Delivering value in a big market is no easy task, even if you've learnt from prior mistakes.In this episode, he shares what skills transfer over and which ones don't. If you're a repeat founder, or a prior founder thinking of starting a new one, check this episode out.

3 takeaways from this episode: - Effective time management & setting non-negotiable KPIs - A 6 touch LinkedIn sequence with 30%+ reply rate - Booking meetings with your past customers — For more prospecting and sales development tips, join 2,477 SDRs getting the newsletter here: ⁠⁠⁠https://sdrgame.substack.com/⁠⁠⁠ — Learn how the number 1 BDR at Loopio, Devesh Tilokani generated over $1.9M in pipeline in just a year! Join us as we dive deep into his top strategies, including managing time, optimizing KPIs, mastering LinkedIn sequences, and perfecting video prospecting. If you're new to enterprise SDR or looking to level up, this is a must-watch episode filled with actionable tips! (0:00) Intro (1:22) Time management & key tasks (4:03) Golden hours (6:20) KPIs (10:51) Setting Non-Negotiable KPIs (12:49) Cadence structure (14:56) 30%+ reply LinkedIn sequence: Step 1 (20:32) Video prospecting (23:48) Learning video prospecting (25:56) Cadence: step 2 (27:39) Cadence: steps 3, 4, 5 & 6 (29:46) Standing out in enterprise prospecting (32:13) Prospecting past champions (38:13) Top Tool (40:12) Best resource to level up (40:39) Tips for new enterprise SDRs Follow Devesh: ⁠ LinkedIn https://www.linkedin.com/in/devesh-tilokani/ YouTube: https://www.youtube.com/@deveshtilokani6702 Resources from the episode - JB Sales template: Know your equation: https://content.sellbetter.xyz/know-your-equation-template - Book: Influence by Robert Cialdini - Podcast: 30 Minutes To President's Club https://www.30mpc.com/ — Follow me on LinkedIn: ⁠⁠⁠https://www.linkedin.com/in/elriclegloire/⁠ --- Send in a voice message: https://podcasters.spotify.com/pod/show/sdrgame/message

A lot of agencies view their clients as a problem."They ask so many questions""Why do they always want a call?""Why do I need to build a business case"Jeez. With a mindset like that is it any wonder that the average LTV is ~ 3 months? Many of our clients have been with us for 3 years.  No, you read that right: 3 years. Not 3 months.  What do they see with PBS that they don't with other agencies?  I believe there are three components that matter:  1. We have a differentiated methodology  Plenty of marketing agencies execute aspects of SaaS marketing work but Powered By Search is the only agency that takes a holistic approach to marketing by fully addressing:  Attraction – going from obscurity to dominance in your marketConversion – eliminate friction in your conversion machineEngagement – go from loose engagement to locked-in prospects We've found that if you only execute one or two of these three stages, you might see some results, but you won't be able to predictable decrease CAC and increase QPC and LTV To see how we've implemented this model across a variety of different companies, check out some of these case studies:How Powered by Search Helped iWave Achieve a 7-Figure Revenue Growth from Paid Media in Under a YearHow we helped Loopio increase demos by 41% quarter over quarter and achieve consistent growthHow We Helped PointClickCare Get Over 2000 Leads with LinkedIn Ads 2. We're the only fully specialist B2B SaaS marketing agency who can support companies between $10M-$100M ARR We work exclusively with B2B SaaS companies that sell to enterprise customers. Unlike most SaaS marketing agencies, we've developed a proven process optimized to navigate the complexities of longer customer journeys and are familiar with the nuanced challenges you're currently facing Why does this matter?  If an agency works with SaaS companies, ecommerce companies, and service businesses, they probably apply a “one-size-fits-all” marketing approach to all their clients A one-size-fits-all agency might drive some results, but it probably won't drive the best results as the process isn't designed for the nuances of your customer's journey, and the employees in the agency probably don't specialize in SaaS marketing 3. We prioritize our the health of our internal team "Wait. Isn't this meant to be about why clients stay?"  Absolutely but marketing agencies are notoriously tricky to hire because your ROI depends largely on the people executing the process  If the talent working on your account constantly changes, you'll inevitably lose some time, money, and ground on competitors as they learn the nuances of your business We prioritize exclusively hiring experts. So instead of hiring a robust client management team, we pay top dollar for the talent that's actually executing your marketing strategy You can check out our LinkedIn profile to see our employees' impressive backgrounds for yourself We also realize that the experts we've hired could find another job tomorrow, so we prioritize their well-being and cultivate a workplace they enjoy This strategy has worked out well – looking at our Glassdoor reviews, you'll see the average team member stays with us for two years This means you won't have to build new relationships with new account managers every few months or worry about losing ground on competitors as new team members learn about your business To see if Powered By Search is the best agency for your needs, book a call with us today===SaaS Marketing Bites is produced by B2B SaaS marketing agency Powered by Search. It's hosted by Head of Growth Marc Thomas. You can follow @iammarcthomas or Powered By Search CEO Dev Basu @devbasu on Twitter for more updates and marketing insights. If you enjoyed this episode, you can do the following things right away:  1 Claim your Free SaaS Scale Session. If you'd like to work with us to turn your website into your best demo and trial acquisition platform, claim your FREE SaaS Scale Session. One of our growth experts will understand your current demand generation situation, and then suggest practical digital marketing strategies to double your demo and trial traffic and conversion fast. 2 If you'd like to learn the exact demand strategies we use for free, go to our blog or visit our resources section, where you can download guides, calculators, and templates we use for our most successful clients. 3 If you'd like to work with other experts on our team or learn why we have off the charts team member satisfaction score, then see our Careers page. 4 If you know another marketer who'd enjoy reading this page, share it with them via email, Linkedin, Twitter, or Facebook.

The week we Kieran is joined by Stephanie White who is the Senior Director of Enablement at Loopio. Stephanie talks us through her passion fro people enablement, why we can get fantastic results by focussing on the people over technology and we also discuss Steph's upcoming series with the Sales Enablement Collective.

In this episode, I'm talking to Kailey Killoran, a Director of Customer Success at Loopio. Prior to transitioning into Customer Success, Kailey started her professional career in Sales, Business Development, and Account Management. She is a data-driven leader and enjoys coaching and supporting CSMs in their own growth and development. Outside of work, she's always looking for something new to learnFun facts about Kailey: ⭐️  She believes that being caring and vulnerable are strengths.  ⭐️  Kailey would like to be remembered as someone who cares deeply about her team, the project, the company and her personal relationships ⭐️  She lives in Toronto, Canada but if she could she'd move to Europe because of culture.

People-focused enablement has the potential to improve the employee experience, morale, retention, and ultimately growth. In today's episode, we speak to an enabler who has made the people-first mantra core of her enablement approach. She'll share how enablement can contribute to making the employee experience a priority, how this relates to business impact, and the common pitfalls to avoid. Please welcome Loopio's Senior Director, Revenue Enablement, Stephanie White. Here are some of the questions we tackle: How can enablement initiatives improve employee experience, morale, retention, and growth?How do you make sure that the employee experience you provide aligns with other efforts in this regard across the business?Do you get the impression that providing a great employee experience is always a focus or is it only on the agenda of senior leaders when there is a talent shortage?How has your approach to engaging sellers changed since Covid?What are some of the pitfalls to avoid and proven approaches to consider?Here are some of the resources referenced in this episode:Connect with Stephanie White on LinkedIn: https://www.linkedin.com/in/stephanie-white-sales/Connect with Felix Krueger on LinkedIn: https://www.linkedin.com/in/hfkrueger/Where to find The State of Sales Enablement:Website - http://thestateofsalesenablement.com/LinkedIn - https://www.linkedin.com/company/the-state-of-sales-enablement-podcast/Apple Podcasts - https://podcasts.apple.com/au/podcast/the-state-of-sales-enablement/id1558307853Spotify - https://open.spotify.com/show/4ceCJYJLuCbTNbRTriOFpe?si=avn_E9EGSNu3gmHfoqJ_6gMentioned in this episode:Webinar: 7 Steps to Maximizing Enablement's Business ImpactSome of the topics Mike Kunkle and Felix Krueger cover include: - Understand the maturity level of your sales enablement team - A simple framework that will help you identify current shortfalls - How to get more done with less by effectively managing stakeholders - An overview of the sales performance levers you should consider - How to formalize a plan that delivers results and helps you gain momentum fast If making a business impact with enablement is your priority going into 2023, visit goffwd.com/impact to watch this webinar. The Building Blocks of Sales Enablement Learning ExperienceIf you want to stop reinventing the wheel, maximize business impact, and fast-track your career, consider joining a growing community of Enablers at The Building Blocks of Sales Enablement Learning Experience. To learn more visit goffwd.com/blocks.

In this episode of the Sales Career Podcast, Steph shares her journey into Sales Enablement. Steph is currently the Senior Director of Revenue Enablement at Loopio. She shares her career journey, from marketing and account management to sales operations and enablement. Steph emphasizes the importance of trying new things and not being afraid of failure. Stephanie discusses her passion for sales enablement, which she sees as people enablement, and gives advice to those transitioning into the role. She also shares tips on being strategic and balancing tactical tasks with long-term priorities. Stephanie encourages young sales professionals to explore different paths and gain diverse experiences. Don't miss this episode full of valuable insights for anyone interested in sales enablement or looking to advance their sales career. --- GERMAN: Wenn du mehr Input für deinen Einstieg in den Softwarevertrieb willst, dann geht das ganz einfach hier: Tyrone auf LinkedIn: https://www.linkedin.com/in/tyrone-smith-bremen/ Sales Career Podcast auf YouTube: https://www.youtube.com/@salescareer --- Links zu dieser Folge: Stephanie White auf LinkedIn: https://www.linkedin.com/in/stephanie-white-sales/ --- Happy selling!

I'm finally back! After almost 2 months with 0 episodes. Super excited to be back, hope you'll enjoy today's episode. ----- For more prospecting and sales development tips, join 1'998 SDRs getting the newsletter here: https://sdrgame.substack.com/ ---- In this episode, I talk with Amanda Wilde, Senior Manager, Enterprise Sales Development at Loopio We talk about how to use data from a leader perspective: how to coach your SDRs, and what you use for the leadership team. Then we talk about the rep perspective: how SDRs can use data to improve their performance. At the end of the episode, we talk about the ICP Skill labs, a session that Amanda runs with her team. Follow Amanda: https://www.linkedin.com/in/amanda-wilde/ — Follow me on LinkedIn: https://www.linkedin.com/in/elriclegloire/ --- Send in a voice message: https://podcasters.spotify.com/pod/show/sdrgame/message

Sales enablement is critical for a sales team's success. But do we fully know how to utilize it? Enter Steph White: leading Revenue Enabler at Loopio, to share her wealth of knowledge on this topic with us.In this conversation with Danny and Corrina, dive into the ins and outs of sales enablement with Steph. Listen in as she drops many gems ranging from her experience of enablement at Loopio to the impact of expanding your skill sets.Resources:Connect with Steph: https://www.linkedin.com/in/stephanie-white-sales/Sign up for the Edge newsletter: https://www.gong.io/the-edge/Data Breakout: https://learn.g2.com/sales-enablement-statistics%27

What is revenue enablement and should it be something that you need to coach your reps on? My guest this week is Stephanie White Senior Director of Revenue Enablement at Loopio. Stephanie is going to explain what the difference is between revenue enablement and sales enablement and touch on why your sales team is bigger than you think. "Are you leveraging enablement for onboarding? Are you leveraging enablement for ongoing growth for your team? Are you leveraging enablement for mastery growth and development for your team? My guess on that one is probably not for the majority of listeners. What I mean by that is, if you have somebody who's at 80% attainment and somebody who's at 60% attainment our natural reaction can be 'deal with the problem'. You are one person and you cannot be all things to all people, so partnering very strategically with your enablement partner to do a 'divide and conquer' for 'growth of both' is a resource you want to make sure you're leveraging in 2023. Your enablement team is part of your direct sales team, and that can take so many forms." 

On this episode, Gloria Castillo, Sr. Manager, Partner Programs at Loopio, discusses how Loopio built their partner program, outlining five key features as well as lessons learned. Loopio is Request For Proposal software that streamlines and automates the RFP process and allows for easy team collaboration. Particularly interesting is that in 2019 when Loopio wanted to get started building their partner program, Gloria, from a marketing and process improvement background, came aboard to help but had no real partner program experience. However, the numbers demonstrated their success, and by 2021, just a year later, 17% of the company's revenue was a result of the new partner program. Loopio's goal was to build a successful and certified network of partners and their first step was to define what success looked like to them. Five key features of Loopio's partner program are: 1. Partner onboarding 2. Partner Portal 3. Partner Academy 4. Co-marketing 5. Co-selling Gloria explains how each of the features work, and overall, the presentation provides valuable insights into what a successful partner program consists of. Note: SaaS Connect 2023 will take place in San Francisco April 19th and 20th. If you would like to be a sponsor, please contact us at admin@cloudsoftwareassociation.com for information. #saas #software #cloud Thank you to our amazing podcast team at Content Allies. Want to launch your own B2B revenue-generating podcasts? Contact them at https://ContentAllies.com.

Joining me this week is Steph White.Steph is the Director of Revenue Enablement at Loopio. She started her career in Account Management and has translated that experience into a role enabling others. She's uniquely equipped to do so because of her focus on people.What I found in this episode, talking to Steph and getting to know her in this conversation, is that we think very similarly about how people are your greatest asset. We also agree about the importance of developing the skills of empathy, the ability to meet people where they are, finding what makes them tick, and enabling their potential. These are the keys to unlocking business growth.This was a fascinating conversation on the people side of people enablement. And I think you will learn a lot from Steph just as I did.So, please sit back, relax, and enjoy this episode.

Joining me this week is  Steph White. Steph is the Director of Revenue Enablement at Loopio. She started her career in Account Management and has translated that experience into a role enabling others and is especially equipped to do that because of her focus on people. In this "Rapid Fire 5" segment, I gather her first thoughts on five key questions related to learning and enablement. 

Director of Sales Enablement at Loopio, Stephanie White, is today's guest on the Cyber Security Matters podcast brought to you by TELUS Business and hosted by Dominic Vogel and Christian Redshaw. To download the TELUS Canadian Ransomware Study visit: telus.com/RansomwareStudy. Stephanie has a rapidly growing team of passionate sales professionals. She believes that sales enablement is people enablement. By providing an exceptional buyer experience, it enables her staff to be more effective because they are in a better position to enable customers in achieving their goals. In this episode, we will cover: - The difference between sales enablement and revenue enablement - Improving your RFP & sales proposal processes to win more business - How organizations can more effectively complete cyber security questionnaires - How companies can better respond to due diligence questionnaires Click here to watch the full episode: https://loom.ly/ZOi4TW0 Want to connect with Stephanie? Here are a couple of ways that you can do exactly that: LinkedIn: @StephanieWhite Website: www.loopio.com

In this episode of the Product Marketing Careers podcast, host Al Dea welcomes Alison Hayter, Director of Product Marketing at Loopio.Alison has spent more than a decade in B2B marketing, primarily within high-growth SaaS companies. Recently, she's been leading and growing the product marketing team at Loopio, defining their Go-to-Market strategy and helping the team bring its vision to life.In this episode, Alison discusses her respective product marketing career, focusing specifically on the role of cross-functional collaboration, and the role it plays in enhancing internal practices.

Today, Sumeru Managing Director Jason Babcoke, explains the art and science of product marketing, the value of brand advocates, and why a founder-friendly investor is more than just a passive investor. Jason is a Managing Director focused on the firm's software investments and sits on the investment committee. Prior to co-founding Sumeru Equity Partners, he was a principal at Silver Lake Sumeru, the middle market investment strategy of Silver Lake and predecessor fund of Sumeru Equity Partners. Jason has more than 15 years of technology investing and operating experience. As an operator, Jason was the Director of Engineering for Angstron Systems, a venture-backed startup he helped lead to a successful acquisition and he holds six issued patents. As an investor, Jason focuses on business-oriented software with investments including Talend (IPO – NASDAQ:TLND), Blackline (IPO – NASDAQ:BL), Buildium (Acquired), Snow Software, Criteria, Tasktop, and Loopio. -- Our host Mark Healy is a writer, creator, and podcast producer. He is the VP of Content at Ceros, a software platform for interactive design, and one of Sumeru's portfolio partners.

If you ever wondered how a one product company is doing product marketing, you're in for a treat. In this episode of Growth Marketing Camp, we are joined by Alison (Grenkie) Hayter, Director of Product Marketing at Loopio. She shares insights on the importance of collaboration with sales when launching a new campaign, how to nail down the messaging, and how sometimes, the simplest ideas are the best ones. Dig in!

If you ever wondered how a one product company is doing product marketing, you're in for a treat. In this episode of Growth Marketing Camp, we are joined by Alison (Grenkie) Hayter, Director of Product Marketing at Loopio. She shares insights on the importance of collaboration with sales when launching a new campaign, how to nail down the messaging, and how sometimes, the simplest ideas are the best ones. Dig in!

Kathryn Bennett, CPSM, is a proposal management expert and lean six sigma green belt with more than 12 years of sales and communications experience. As the Director of RFP Excellence at Loopio, she promotes best practices, advocates for the use of marketing automation, and spreads the good word about process improvement. Kathryn believes that every proposal manager deserves a 40-hour workweek. In her free time, Kathryn is a world-record-holding strength athlete and competes on the national level in the sport of strongman.

Ep 158: The RFP Playbook w/ Kathryn Bennett of Loopio Part of the TGIM (Thank God It's Monday!) series hosted by Tom Alaimo.

Kathryn's got quite the interesting story in this episode, about how she got into marketing. In her words, she 'stole her way in' by basically getting paid to do the work that would result in her learning just as much about marketing, as she would have had she gotten a Marketing degree. We talked about the disciplines between marketing and proposal writing, which is what she does today at Loopio as Director of Proposals. Turns out there are 3 ways to win a proposal: comply, price and satisfy. We discussed new trends that she sees with marketing, especially how government sectors make buying decisions. What is it she wishes she'd learned 5 years ago? She's got some really helpful things to share. Listen in for the Elite Marketing Tip at the end. And after listening, find her under the username 'kathrynbennettwrites' on LinkedIn if you'd like to set up an appointment. Or find her at @kaybeelifts on Instagram to follow her powerlifting career. Let's get started. --- Send in a voice message: https://podcasters.spotify.com/pod/show/elite-marketing-tips/message Support this podcast: https://podcasters.spotify.com/pod/show/elite-marketing-tips/support

Only focusing on getting things done faster is NOT a sustainable solution for your RFP process. That's why Kathryn Bennett encourages using Lean principles over Agile ones to get work done right the first time. Kathryn is the Director of RFP Excellence at Loopio, a Toronto-based software company that streamlines the RFP response process for more than 1,000 leading organizations, including IBM and DocuSign. Loopio has twice earned a spot on the Deloitte Technology Fast 50 and was selected as one of LinkedIn's Top Startups in Canada two years in a row. On this episode of The RFP Success Show, Kathryn explains how to optimize the proposal process from start to finish, challenging us to test our assumptions about how work is getting done and leverage process mapping to identify inefficiencies. Kathryn offers insight on data analysis for RFP teams, describing what the winningest proposal shops measure and how to present that data in a way that's accessible and relevant. Listen in to understand how Loopio technology helps proposal managers access data more quickly and find out how you can benefit from attending their upcoming FREE virtual conference, Loopicon. Key Takeaways  How Kathryn's background as a chemist informs her approach to proposals How the Lean framework forces us to test our assumptions about how work is getting done Kathryn's insight on presenting data in a way that's accessible and relevant  The foundational, intermediate and top-tier metrics for RFP teams What proposal managers can do to communicate value in an RFP How to identify and eliminate waste to make your proposal process more efficient What basic process mapping looks like for a proposal team The increasing demand for rapid turnaround times in the RFP space How Loopio technology helps proposal teams quickly access their own data and collaborate on RFPs What attendees can expect from Loopio's upcoming FREE virtual conference  Connect with Kathryn Loopio Email kathryn.bennett@loopio.com  Kathryn on LinkedIn Kathryn on TikTok Connect with Lisa  Lisa's Website Lisa on Twitter Lisa on Facebook Lisa on LinkedIn The RFP Success Company on YouTube The RFP Success Company on LinkedIn Subscribe on iTunes Email podcast@rfpsuccess.com  Resources  Loopicon Loopio's 2021 Survey on RFP Response Trends & Benchmarks APMP Seismic Dare to Be Influential: Maximizing Your Positive Influence While Still Being True to You by Lisa Rehurek  The RFP Success Book by Lisa Rehurek The RFP Success Institute

On this week in sales we'll be looking at: - RFP management - Self-service for Salesforce - How long it'll take before Victor crashes his new bike Loopio and Seismic Launch Enhanced RFP Content Management Integration for Sales Teams Salesforce has also introduced Subscription Management for Revenue Cloud. Denave launches its retail solution mascot - Dgenie Customer Data Platform Market worth $15.3 billion by 2026 Lee Salz has a new book coming out titled, “Sell Different!: All New Sales Differentiation Strategies to Outsmart, Outmaneuver, and Outsell the Competition” (Release Date: Sep 14, 2021a followup to “Sales Differentiation: 19 Powerful Str

On this week in sales we'll be looking at; RFP management, self service for Salesforce and how long it'll take before Victor crashes his new bike. Loopio and Seismic Launch Enhanced RFP Content Management Integration for Sales Teams Loopio, the leader in RFP response software, has announced advanced updates to its unique-to-the-market integration with Seismic, […]

Have you ever wanted to refine your proposal process? How do you ruthlessly eliminate waste from your proposals? In today's episode, we are talking to Kathryn Bennett, CPSM about lean principles.We'll be helping you reduce your non-value added activities in your proposals and help you measure your process effectively. You'll understand how to ask “WHY” problems are occurring and start working on how you can fix them.A few highlights you may want to review:Kathryn's experience: 1:40What are the lean principles? 3:39Where do you see inefficiencies in your proposal management today? 5:11Waste - Information for experts: 5:44Waste - Review Purgatory: 6:00Waste - Put your hands on the right content: 6:20Lean process improvement: 8:47Late edits: 10:59Root cause analysis - ASK WHY 5X's:  11:23What should or proposal department measure? 12:47Trends for inefficiencies: 13:58Some metrics to think about: 15:20Go with your gut to make the change: 16:34What one thing can you do to be more efficient? 18:03About our Guests:Kathryn Bennett, CPSMDirector of RFP Excellence, LoopioKathryn Bennett, CPSM is the Director of RFP Excellence at Loopio. She has more than a dozen years of proposal management and technical communications experience. Kathryn believes that every proposal manager should be able to go home at the end of a 40-hour workweek, and she's made it her personal mandate to support better processes so proposal managers don't suffer from burnout. Links Mentioned in this Episode:LoopioLoopicon 2021 Loopicon registration information: Sept. 28-29American Society for QualityEnd Your File Frustration Forever!Loopio 2021 benchmark reportKathryn's LinkedIn PageRate, Review, and Subscribe on Apple PodcastsCheck out this episode on our website, Apple Podcasts, or Spotify. And, don't forget to download the app on iTunes or the Podcast app. Leave a review if you found value in listening to this show. Your review will help our show grow and help us connect with more amazing marketers like you. Thank you for being awesome!

On Product Marketing Life this week we're joined by Loopio's Director of Product Marketing, Alison Grenkie. Alison discusses how she got into the PMM role, her career to date, making the jump to Director-level, the power of networking, and more. --- "I think one of my very favorite things about product marketing is also one of my least favorite things. That's just the sheer variety and volume of departments and tasks that we get to have our hands in. I love it and I hate it at the same time. "Product marketers have to balance a lot of competing activities, a lot of stakeholder interests, a lot of strategic priorities. Sometimes they align, sometimes they do not. It's what makes our role really exciting and engaging. "

Developing business acumen for proposalsKathryn Bennett CPSM explains the importance of developing business acumen for proposals, as Kathryn identified that responding to fewer proposals better, results in a significantly better win rate.The Go/No-Go process in many companies is often swept aside when management wants to respond to as many bids as possible.By gaining business acumen, the proposal specialist can gather and understand appropriate business data to present s compelling case to the leadership team, on the benefits to be gained through quality responses over quantity.Links:Website: http://loopio.comLinkedIn: https://www.linkedin.com/in/kathrynbennettwrites/Links to free tools, useful tips or offers for our listenersLoopio 2021 RFP Response Trends: https://loopio.com/resources/2021-rfp-response-trends-report/RFP Department GraderAbout our guestKathryn Bennett is the Director of RFP Excellence at Loopio.She has more than a dozen years of proposal management and technical communications experience.Kathryn believes that every proposal manager should be able to go home at the end of a 40-hour workweek, and she's made it her personal mandate to support better processes so proposal managers don't suffer from burnout.

Florin has figured out some unique subject lines and sequence structures that will help you get more opens, replies, and meetings.======================Four Actionable Takeaways: * Backload your sequences (3 calls in one day then 3 emails in one day) to bump up replies. * Use subject lines that will elicit an emotional response to drive more opens. * Get a guaranteed response by sending the “I’m calling you tomorrow” email. * Cover current state, negative consequences, ideal state, and business outcomes.======================Florin’s Path to President’s Club: * Leads a team of 15+ SDR’s at Loopio* Career coach at SDR Nation======================Dooly: Instantly stop your CRM suffering: https://bit.ly/3kSahgE ======================Phone Ready Leads created by Reisert Consulting: https://hubs.la/H0LdhVG0======================Vidyard: Free Screen Recording and Video Creationists: https://www.vidyard.com/30mpc======================Focus Areas: Prospecting

It's Friday April 16th 2021, and we've got a trio of 9-digit deals to cover from the past week: Loopio accepts a proposal for $200M USD, Perpetua needs to perform for $250M USD, and goeasy and LendCare unite in a $320M deal Photo of a young Adam Epstein and the TechTO x Tab Payments Tromba Tequila bar at TechTO in 2015: https://youtu.be/2_jXnFhebTE?t=889

I have the opportunity to chat with Kathryn Bennett about all things automation software, its benefits, application, and the future role of proposal managers. Kathryn Bennett, CPSM, is a veteran professional services marketer and Director of RFP Excellence at Loopio, a proposal automation software company. During her time as a Loopio user, she cut production time on RFPs by 35 percent and completed 150+ enterprise-level RFPs as a team of one in a single year. Kathryn believes that no proposal writer should ever have to work another 80-hour week, and she has dedicated her career to preventing burnout on RFP response teams. Links - Benchmarking Report - https://loopio.com/resources/2021-rfp-response-trends-report/ Loopio main page - https://loopio.com/ LinkedIn - https://www.linkedin.com/in/kathrynbennettwrites/ Loopio RFP Academy - https://academy.loopio.com/

This week on the Sales Hacker podcast, we speak with Zak Hemraj, CEO and co-founder of Loopio, a Toronto-based software company that streamlines the RFP process.Zak co-founded Loopio with his closest friends, Matt York and Jafar Owainati. Today, Loopio serves more than 850 world-leading organizations, is ranked 13th on the 2019 Deloitte Technology Fast 50 List, and was selected as one of LinkedIn's top startups in Canada 2 years in a row.

This week on the Sales Hacker podcast, we speak with Zak Hemraj, CEO and co-founder of Loopio, a Toronto-based software company that streamlines the RFP process. Zak co-founded Loopio with his closest friends, Matt York and Jafar Owainati. Today, Loopio serves more than 850 world-leading organizations, is ranked 13th on the 2019 Deloitte Technology Fast 50 List, and was selected as one of LinkedIn's top startups in Canada 2 years in a row.

Sara Masson, Director of CS at Loopio, jumps on the podcast to talk about what her team has accomplished over the past 90 days. And It Is quite a list! In just three months, the team managed to: -Build and launch a comprehensive, thoughtful, full lifecycle customer sentiment program -Build the habit of proactive insights with annual calls to plan for the year ahead -Define, document, and implement three unique customer teams -Begin tracking customer journey elements clearly in Gainsight -Build the habit of tracking key retention plays in Salesforce -Adopt CPQ to streamline and scale our processes -Find new thoughtful ways to partner with the Professional Services and Onboarding team to deliver huge impact value throughout the entire customer lifecycle -- If you want to join the discussion with thousands of other customer success leaders, join Gain Grow Retain: http://gaingrowretain.com/ This podcast is brought to you by Jay Nathan and Jeff Breunsbach... Jay Nathan: https://www.linkedin.com/in/jaynathan/ Jeff Breunsbach: https://www.linkedin.com/in/jeffreybreunsbach

Sara Masson, Director of CS at Loopio, jumps on the podcast to talk about what her team has accomplished over the past 90 days. And It Is quite a list!In just three months, the team managed to:-Build and launch a comprehensive, thoughtful, full lifecycle customer sentiment program-Build the habit of proactive insights with annual calls to plan for the year ahead-Define, document, and implement three unique customer teams-Begin tracking customer journey elements clearly in Gainsight-Build the habit of tracking key retention plays in Salesforce-Adopt CPQ to streamline and scale our processes-Find new thoughtful ways to partner with the Professional Services and Onboarding team to deliver huge impact value throughout the entire customer lifecycle--If you want to join the discussion with thousands of other customer success leaders, join Gain Grow Retain: http://gaingrowretain.com/This podcast is brought to you by Jay Nathan and Jeff Breunsbach...Jay Nathan: https://www.linkedin.com/in/jaynathan/Jeff Breunsbach: https://www.linkedin.com/in/jeffreybreunsbach

These are unprecedented times we are living in and it can be difficult to keep morale and engagement high as work becomes remote.  Nobody has all the answers as we transition to a different business environment, but we are all working toward getting a better grasp on how to handle those changes and move toward a new normal.  On this episode of the RFP Success Show, Zak Hemraj of Loopio talks about the response from industry professionals to the virtual town hall Loopio hosted and what themes were revealed in their first, industry pulse-check survey.  The insights collected provide a glimpse into the challenges and changes people are seeing within their markets.  Zak and I also discuss the impact that short-term changes being implemented now will have on the way business will be conducted long-term.  Listen in for advice on how to optimize your opportunities and what you can do to remain successful and keep the work moving forward. Key Takeaways Why Loopio's survey and virtual town hall came to be What Loopio learned from the information gathered Changes that proposal teams are seeing in the wake of the current global crisis Trends happening in industries that are seeing a direct impact as a result of the pandemic Steps RFP professionals can take to add value to an organization during periods of lower activity Challenges teams are now experiencing in this new business environment Tips for proposal managers to keep engagement and morale high Upgrade your processes Increase communication opportunities Make it okay to ask for help Focus on business continuity Short-term changes the proposal industry may permanently incorporate Connect with Lisa The RFP Success Community on LinkedIn Lisa's Website Lisa on Twitter Lisa on Facebook Lisa on LinkedIn Subscribe on iTunes Email lisa@lisarehurek.com Resources Loopio on LinkedIn Loopio's Website

Dalai Cote was the number one Senior Account Executive prior to his recent departure from Loopio, Canada’s thirteenth fastest growing technology company. Since then, Dalai has been reflecting on his career and planning his next move, one he hopes leads to a larger organization with exceptional leadership. Dalai places a tremendous amount of value on finding the right leader for not only professional but personal development as well. He is an experienced sales professional with a consistent track record of exceeding the targets he sets. Prior to his time at Loopio, Dalai spent over five years selling and building go-to-market strategy in early-mid stage high growth SaaS companies.

Jafar Owainati is the co-founder and COO of Loopio, a SaaS product that helps enterprises to streamline the way they respond to a Request for Proposal (RFP). The Show Notes Loopio Capterra Zak Hemraj on LinkedIn Matt York on Linkedin Jafar on LinkedIn Omer on Twitter Enjoyed this episode? Subscribe to the podcast Leave a rating and review Follow Omer on Twitter Need help with your SaaS? Join SaaS Club Plus: our membership and community for new and early-stage SaaS founders. Join and get training & support. Join SaaS Club Launch: a 12-week group coaching program to help you get your SaaS from zero to your first $10K revenue. Apply for SaaS Club Accelerate: If you'd like to work directly with Omer 1:1, then request a free strategy session.

Jafar Owainati is the co-founder and COO of Loopio, a SaaS product that helps enterprises to streamline the way they respond to a Request for Proposal (RFP).The Show NotesLoopioCapterraZak Hemraj on LinkedInMatt York on LinkedinJafar on LinkedInOmer on TwitterEnjoyed this episode?Subscribe to the podcastLeave a rating and reviewFollow Omer on TwitterNeed help with your SaaS?Join SaaS Club Plus: our membership and community for new and early-stage SaaS founders. Join and get training & support.Join SaaS Club Launch: a 12-week group coaching program to help you get your SaaS from zero to your first $10K revenue.Apply for SaaS Club Accelerate: If you'd like to work directly with Omer 1:1, then request a free strategy session.

Cailin Radcliffe jumped onto Sales Operations Demystified to share a few of her revenue operations strategies, how reducing "time to first deal" plays a vital role in the development of Loopio's reps and what sales forecasting really tells you...

Jafar Owainati, Co-Founder and Chief Revenue Officer of Loopio discusses Loopio’s raise journey and the decision to partner with OpenView as their VC.

In my 47th interview I had an opportunity to meet with the CEO of Loopio Zak Hemraj and talk about his mindset as a leader of one of the fastest growing B2B SaaS companies in Canada, how did he get started, his principles and drive, the importance of focus and limiting distractions, favourite business books and hypothetical questions to really expose Zak’s thinking. Enjoy the episode!One thing before you take off: Have an idea who I should interview next? Or what kind of questions you want my guests to answer? Drop me a message on Linkedin or Email me directlyAbout Zak He is the Co-founder and CEO of Loopio, a Toronto-based software company that accelerates the RFP response process for companies in a variety of industries. He started his career at Achievers, where he worked in a few roles across Software Development and Sales, as the company grew from 20 to 300 employees over 8 years. After being inspired by the problems and opportunities he was exposed to at Achievers, Zak decided to take the entrepreneurial plunge. He co-founded Loopio in 2014 along with his closest friends, Matt York, and Jafar Owainati. Loopio has grown to over 90 people, raised $9M in Series A funding from OpenView Venture Partners, and serves more than 500 customers globally.Connect with Zak on LinkedIn or TwitterList of books mentioned in this interviewPowerful: Building a Culture of Freedom and ResponsibilityMeasure What Matters: How Google, Bono, and the Gates Foundation Rock the World with OKRsRadical Candor: Fully Revised & Updated Edition: Be a Kick-Ass Boss Without Losing Your HumanityFind out more at https://sergey-ross-podcast.pinecast.co

Jenny Cheng led product program management at Salesforce during their explosive growth period from 2002 to 2011. Today she is an executive at PayPal focused on the intersection between the customer and the product. Learn what she did when she decided to get serious about joining boards, why she chose to be on the board of a smaller startup vs. a large public company and how to balance a board seat with your day job.

In Scott Ingram’s recent book, “Sales Success Stories: 60 Stories from 20 Top 1% Sales Professionals” an SDR is featured named Florin Tatulea, from Loopio. How does one join these elite ranks, as the top 1% Sales professional? Listen in behind the scenes as Florin and I break down the specific tactics he used as an SDR and now as an AE to achieve that coveted status. So much to learn on this one. Check it out! Stay tuned for some awesome upcoming shows with more Sales Development Thought Leaders! Connect here for updates: https://www.linkedin.com/company/the-sales-development-podcast/ A few events coming up:Sales Dev Management Meetup Boston Nov 14th with @OpenView Partners Sales Dev Manager Training - Boston Nov 14th (same day as Meetup, same place)Event link to sign up --> https://tenbound.com/events/Need a discount or to convince your boss? Leave a comment and I’ll get with you on it. Have you subscribed to the new Sales Development Mastermind on @BrightTALK https://www.brighttalk.com/channel/17061/the-sales-development-mastermind#SDR #BDR #salesdevelopmentrep #salesdevelopment #prospecting #coldcalling #salesloft #outreach #sales #tenbound #salesforce #salesappointment #revenue #salesops #marketingops #salesforce #tech #salestech #marketingtech #salestraining #brighttalk#salesenablement #discoverorg #leadgeneration #accountbasedmarketing #abm #salesdev1

52: Carly Mantione - Loopio’s top AE - Getting to Value Quickly Extensive show notes with links to items mentioned in the show available at: https://top1.fm/52 Carly Mantione is the #1 Senior Account Executive at Loopio. Carly intentionally got into sales after watching her dad support her family on an entirely commission-based sales role. Both of her siblings and many of her relatives are also in sales. After university she went into a more transactional sales role at company called Rogers, selling to small businesses. She was successful there and fell in love with selling but realized she wanted to be more in a solution sales role with enterprise companies. Then she went to an SDR role at Influitive before coming to Loopio as a Senior SDR and helped build out the outbound process. Then she became an AE, then a Senior AE and that led her to where she is today. With the intention of achieving 150% of her annual quota in 2017, Carly ended up exceeding her quota every quarter. In Q4, she beat her quarterly number by over 200 percent and hit 170 percent quota attainment for the year.

Jafar Owainati and Zakir Hemraj, Co-Founders of Loopio, an RFP response software that streamlines the way enterprises respond to RFPs, RFIs, and security questionnaires, share their thoughts on starting a business, attracting top sales talent and maintaining and growing a company culture in a changing business environment.

On this week’s show, we spoke with Jafar Owainati, co-founder & COO @ Loopio. In his role, he focuses on operations, finance, and marketing. Before venturing into entrepreneurship, Jafar started his career as a mechanical engineer working on a range of projects, from a multi-billion dollar nickel mine in Madagascar to advising the government of Dubai on how to build green buildings on palm-shaped islands.   Jafar’s passion for business eventually led him to the Kellogg School of Management to pursue his MBA with a concentration in entrepreneurship, marketing, and business strategy. After Kellogg, he joined Monitor Deloitte in Chicago as a Senior Consultant with a focus on marketing and channel sales strategy. While building the Digital Strategy practice within the company’s Innovation Center, Jafar caught the tech bug and, in early 2014, he and his two Co-Founders (Zak and Matt) started Loopio, a SaaS platform that helps enterprises supercharge their response process for RFPs, RFIs, and Security Questionnaires.   On the show, we spoke about:      How he jumped from the world of consulting to tech entrepreneurship and founding Loopio      The importance of the team over the idea      How focusing on the customer helped Loopio scale to 50 employees      Loopio’s strategic planning process and how they conduct monthly offsites   Jafar is a natural entrepreneur and has built a very impressive technology startup, all without funding. He was very generous in sharing his insights. I hope that you enjoy the show.   Let us know what you think. What types of guests would like to see on the show? What topics interest you the most? Send me your thoughts at nectar@thepnr.com   Subscribe to iTunes here | Subscribe to Google Play here

Full show notes complete with shareable clips and links to items mentioned in the show available at: http://top1.fm/22 This episode was sponsored by ViewedIt from Vidyard. Get the free chrome extension today: http://top1.fm/v Florin Tatulea - Effective SDR Prospecting Tips to Get More Meetings Data Wins: Don’t rely on others, do your own tests to see what works for you! Florin Tatulea is the Number One Business Development Representative (BDR) at Loopio, a company that helps clients manage RFIs, RFPs, and Security Questionnaires. Florin started off at Loopio as the first salesperson in the company, and has now grown to the point where he recently made the transition to the role of an account executive. In this episode, Florin shares his secret to success — that data always wins, and why you should always do your own A/B testing to find out what works for you. Tune in to find out more!