Podcasts about mparticle

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Best podcasts about mparticle

Latest podcast episodes about mparticle

Masters of Privacy
Matthew Niederberger: Customer Data Platforms in the face of consolidation, modularization, and privacy compliance

Masters of Privacy

Play Episode Listen Later Jan 19, 2025 39:07


What is the future of Customer Data Platforms in the context of recent acquisitions, the modularization of their offerings, and the privacy compliance challenges of first party data activation?  Matthew Niederberger is a seasoned Martech consultant with years of experience helping global organizations unlock the full potential of their marketing technology investments. As the founder of MarTech Therapy, his mission is to guide companies in optimizing their Martech stacks to drive better customer experiences and business outcomes.  With a deep understanding of Customer Data Platforms and a passion for bridging technology with strategy, Matthew brings both technical expertise and creative insights to the table. Beyond consulting, he shares his knowledge through his podcast and short-form videos, making complex topics accessible and engaging. References: Martech Therapy Matthew Niederberger on LinkedIn Jonathan Mendez: making the most of first-party data in the age of AI (Masters of Privacy) Tejas Manohar (Hightouch): data activation and composable CDPs in a privacy-first world (Masters of Privacy) IBM sued again in storm over Weather Channel data sharing (The Register) NBC, Peacock SDKs Let 3rd Parties Secretly Collect Users' Viewing History: Class Action Twilio's Software Development Kit, Segment, Embedded in Various Mobile Applications May Constitute a Violation Under CIPA  [ES] Paco Roldán: the CDP before the law, the logic, and the future (Masters of Privacy) 

Humans of Martech
151: Austin Hay: An operator's guide to AI agents, composability, building in concert and self-designing APIs

Humans of Martech

Play Episode Listen Later Jan 7, 2025 70:59


What's up everyone, welcome to our first episode of 2025 – today we have the pleasure of sitting down with Austin Hay, Co-Founder and Co-CEO at Clarify and Martech Teacher at Reforge. Summary: Something extraordinary is brewing in the world of martech. In the near future, Austin thinks AI agents will turn into an omniscient digital butler, anticipating your needs with uncanny precision while vanishing into the background of your workday. But the real revolution unfolds in the seemingly mundane machinery of marketing operations, where innovative companies are transforming their spaghetti mess of data pipes and platforms into something approaching digital poetry. The fundamental building blocks of our systems aren't disappearing, they're gaining superpowers. Hear it from one of our industry's most thoughtful builders. About AustinAustin started his career at Accenture but he left the Fortune 500 world to join a startup called Branch where he became the 4th employeeAustin then created his own boutique mobile growth engineering consultancy. He grew the practice to 1.5M with big names like Walmart, Jet, Airbnb, Foursquare and more.His consulting practice was aqui-hired by mParticle – a leading CDP solution where he would eventually become VP of Growth He later joined Runway as VP of Business OperationsHe also started building The Marketing Technology Academy – an online learning center for martech which he would eventually sell to Reforge and become the Instructor for the new Martech courseHe was also Head of Martech at Ramp, a fintech startupLast year, Austin strapped on his jetpack and became a product founder at Clarify conquering SF and Hubspot and building the first flexible, intelligent CRM that people actually enjoy using. AI Agents and the Hidden Promise of Ambient ComputingLet's face it, manually feeding context to AI feels a bit like teaching a fish to ride a bicycle. Current AI systems, brilliant as they may be at crunching numbers and crafting responses, still stumble around our digital workspaces like a tourist without a map. Sure, they can write a decent blog post or solve complex equations, but they're essentially working with one hand tied behind their virtual back.Now, imagine your AI assistant as more of a digital detective, quietly observing and understanding everything happening on your screen. No more copying and pasting chunks of text or explaining what's in your Notion workspace for the hundredth time. Picture having a conversation with your computer while it maintains an almost supernatural awareness of your digital environment, from those buried Slack threads to that spreadsheet you've been avoiding. Recent demonstrations, like Kieran Flanagan's adventure with Gemini's screen reader, hint at this future, even if current versions move with all the grace of a sleepy sloth.The real magic kicks in when we start thinking about operating system-level integration. Platform-specific AI agents are like horses wearing blinders; they can only see what's directly in front of them. But desktop applications from companies like GPT and Anthropic are pushing toward something far more interesting: AI that can understand your entire digital world, not just a tiny slice of it. It's the difference between having a personal assistant who can only help you in the kitchen versus one who can manage your entire house.Here's where things get particularly juicy: this isn't some far-off sci-fi fantasy. We're looking at a five-year horizon where the clunky, permission-asking AI of today evolves into something far more sophisticated. The transformation won't happen overnight (sorry, instant gratification seekers), but when it does, we're talking about a 10x boost in productivity that makes current productivity hacks look like using a butter knife to cut down a forest.Key takeaway: While today's AI assistants feel like overeager interns requiring constant supervision, the next five years will usher in truly ambient AI that seamlessly integrates with our operating systems. The future isn't about teaching AI to understand us; it's about AI that already knows what we need, when we need it, across our entire digital landscape.The Limitations of AI Agent MarketplacesThe AI marketplace concept raises important questions about automation's role in our daily work. While downloading specialized AI agents for every task might sound appealing, reality suggests a different path forward. Current marketplace models mirror the Chrome extension ecosystem, where tools often remain peripheral rather than becoming essential to core workflows.Austin frames the central debate in venture capital circles clearly: will we depend on AI agents that require explicit commands, or will we embrace ambient intelligence that works proactively in the background? Looking at the CRM space, Austin points out a crucial consideration that many futurists overlook. You can't simply discard two decades of sales methodology and expect professionals to embrace a completely alien interface. Instead, sellers need familiar elements: contacts, companies, opportunities, and tasks, all presented in recognizable formats that align with established workflows.The intersection of traditional software and AI becomes particularly interesting when Austin discusses CDP platforms. Users expect certain fundamentals, like accessing persona views and tracking customer behavior. The innovation opportunity lies not in replacing these elements but in enhancing them through intelligent automation. Austin suggests that the key difference emerges in how these agents operate: will users actively assign tasks, or will agents run continuously in the background, performing expected functions without explicit direction?While some platforms champion what Austin calls the "jack of all trades" approach with Notion-style customizable workflows, he makes a compelling case for specialized, industry-specific solutions. This focused approach, where AI agents operate autonomously within well-defined parameters, might prove more valuable than a marketplace full of generic tools. Austin emphasizes that the more specialized you are in understanding user needs, the more effective your agentic experience can be, particularly when it runs seamlessly in the background without requiring constant configuration.The reality likely lies somewhere in between these two extremes. Certain straightforward tasks, like data enrichment for new records or basic categorization, seem well-suited for autonomous AI agents. However, more complex decisions involving customer lifecycle management, timing of promotional offers, or predictive modeling for next-best-action recommendations require deeper integration with historical data and sophisticated propensity models. The key to success may not be choosing between marketplace agents or integrated solutions, but rather understanding which approach best suits specific use cases and organizational needs.Key takeaway: Success in AI automation won't come from marketplace-driven point solutions but through deeply integrated, industry-specific AI that enhances existing workflows while maintaining familiar interfaces. Austin's insights suggest focusing on building AI that complements rather than replaces established business processes, creating tools that feel natural rather than revolutionary.The Core Primitives of Martech and the Path to Self-Designing APIsEver tried explaining Bitcoin to your grandparents? That's roughly how it feels watching companies try to skip straight to AI automation without understanding their data foundations. Austin breaks down the concept of primitives in martech, those fun...

Scratch
The Modern CMO's Playbook to First-Party Data With the CEO of mParticle

Scratch

Play Episode Listen Later Oct 23, 2024 43:26


We're thrilled to sit down with Michael Katz, the CEO of mParticle in this episode. mParticle is a leading customer data platform that helps businesses unify and activate their customer data to drive better marketing outcomes. They specialize in integrating various data sources to create unified customer profiles, enabling companies to deliver personalized and efficient marketing campaigns.In our conversation, Michael dives deep into the evolution of customer data management, sharing insights on how the shift from integration to intelligence is shaping the future of marketing. One of the key takeaways is his emphasis on the importance of building a strong first-party data foundation, which is crucial for businesses navigating the challenges of data privacy and third-party cookie deprecation. Another recurring theme is the collaboration between marketing and IT teams, highlighting the concept that "data is a team sport." MK discusses how aligning these departments can lead to better execution and more effective use of customer data. If you're a marketer looking to stay ahead in the rapidly changing landscape of customer data and marketing technology, then this episode is for you!Watch the video version of this podcast on Youtube ▶️: https://youtu.be/ECTN_VC5760 

Open Market
Founder Mode with mParticle's Michael Katz

Open Market

Play Episode Listen Later Sep 11, 2024 41:44


Michael Katz, CEO and co-founder of the customer data platform mParticle, joins Joe Zappa and Eric Franchi on the pod to discuss his take on founder mode. Michael argues that founders can most effectively build organizations by focusing on two factors, context and culture, but most leaders optimize for the wrong factors when they make key hires.

MY DATA IS BETTER THAN YOURS
Wann braucht man eine Customer Data Platform? – mit Robin G., mParticle

MY DATA IS BETTER THAN YOURS

Play Episode Listen Later Jun 27, 2024 42:20


Wann braucht man eine CDP? Macht es überhaupt Sinn, eine CDP einzusetzen und wann braucht man sie? Ist eine CDP notwendig, um Marketing in den nächsten 3-4 Jahren erfolgreich umsetzen? Darum geht es in der neuen Folge von MY DATA IST BETTER THAN YOURS, in der Host Jonas Rashedi mit Robin Geier spricht. Robin ist Director Digitalstrategy und Business Value bei mParticle, einem SaaS-Anbieter einer Customer Data Platform, die Realtime-Data, Governance und AI miteinander vereint. Robin sitzt während der Aufnahme in der Sonne auf Mallorca, ist aber regelmäßig auch unterwegs, was in der Consultancy-Rolle gang und gäbe ist. Die beiden CDP-Fans kennen sich von Tealium, wo Robin vorher beschäftigt war. Sie tauchen ab in eine Diskussion über die Reifegrade von Unternehmen und darüber, dass viele Unternehmen gerne schon mit Machine Learning und Artificial Intelligence starten wollen, aber noch nicht so weit sind. Wichtig ist es dann, nochmal Back-to-Basics zu gehen und zu hinterfragen, wie die eigene Customer Journey aussieht. Für die Einführung einer CDP sollten dann vorher auch Milestones festgelegt werden. Eine CDP steht für Automatisierung, doch erstmal sollte man herausfinden, wo die eigenen Herausforderungen liegen und wo Technologie eingesetzt werden sollte, um Geschwindigkeit auf die Straße zu bringen. Ein weiterer Punkt ist es, sich anzuschauen, wo überhaupt die Konstanten im Unternehmen sind, bei denen es sich lohnt, eine Automatisierung zu machen und wie man das Thema Datenschutz dann wirklich abbilden kann. Für Robin bleibt es relevant, sinnvolle Use Cases zu haben. Dafür bringt er auch einige Beispiele. Für Jonas ist der erste Use Case immer die Personaisierung der Website. Recommendation Engines alleine reichen da nicht mehr aus. Er findet die Idee spannend, die Idee vom stationären Handel und die Beratungsqualität auf online zu projizieren. Es gibt so viele Experten, die müssten die Köpfe zusammenstecken. Für Robin ist der Use Case mit dem besten Time to Value, also mit schnellen Ergebnissen immer noch Lookalikes für Paid Media-Kanäle und die Neukundengewinnung zu erstellen. Die beiden sind sich einig: Ein richtig gutes Vorgehen ist es, erstmal den Reifegrad der einzelnen Kanäle festzustellen, dann Use Cases festzulegen und sich dann gegenseitig zu challengen. Diese Folge wurde erstellt mit freundlicher Unterstützung von mParticle. MY DATA IS BETTER THAN YOURS ist ein Projekt von BETTER THAN YOURS, der Marke für richtig gute Podcasts. Zum LinkedIn-Profil von Robin: https://www.linkedin.com/in/robingeier/ Zur Webseite von mParticle: https://www.mparticle.com/ Zu allen wichtigen Links rund um Jonas und den Podcast: https://linktr.ee/jonas.rashedi Zur Podcast Umfrage (Jede Woche wird ein Hoodie verlost!): https://listening.sslsurvey.de/Data-Podcast-Feedback

Humans of Martech
119: Adam Greco: The Future of event-based web analytics and the overlapping landscape of data tools

Humans of Martech

Play Episode Listen Later May 14, 2024 59:59


What's up everyone, today we have the pleasure of sitting down with Adam Greco, Field CTO / Product Evangelist at Amplitude. Summary: Adam is a leading voice in digital analytics and he unpacks event-based analytics and how it's transformed how marketers interact with data. Data tools are complicating the martech landscape with overlapping functionality and confusing terminology so Adam breaks down the nuanced difference between product analytics, customer data infrastructure and ETL. Adam also walks us through how his team combines marketing, product, and experience analytics getting a fuller view that informs smarter, more effective strategies. We also cover the shift to interactive dashboards as well as warehouse native martech and what it means for marketers. Marketers need to work closely with data teams to ensure these new tools are practical without being overwhelmingly complex, allowing them to lead confidently in their industries.About AdamAdam is one of the leading voices in digital analyticsHe's managed marketing and customer success teams at enterprise companies and consulting firmsHe's been Senior Director of Marketing and Analytics at Salesforce He spent nearly a decade as a Senior Partner at one of the best-known analytics consultancies in Analytics Demystified where he's advised hundreds of organizations on analytics best practicesHe's been a Board Advisor at various well-known startups, analytics associations, capital funds and universities He's authored over 300 blogs and one book related to analyticsHe's a frequent speaker at big-name analytics conferencesToday he's Field CTO at Amplitude, where he focuses on providing content, education, and strategic advice on how to build better productsUnderstanding Event Based AnalyticsAdam unpacks the shift towards event-based analytics, a concept that may seem confusing to those accustomed to traditional digital analytics. He explains that back when the internet was simpler and mostly about websites, tracking was straightforward: look at pageviews and sessions and hope for conversions. But as technology evolved—think smartphones and apps—the old methods became less effective.Mobile apps changed the game. Interactions on these platforms are brief and frequent, shifting the focus from long sessions to brief, meaningful interactions, each marked as an event. Adam points out that his company, Amplitude, was at the forefront of adopting this approach, realizing that tracking every tap and swipe gave a clearer picture of user engagement than the traditional methods.As both websites and apps became integral to user experience, the analytics field faced a choice: stick with the old or adapt to the new. The answer was overwhelmingly in favor of event-based analytics. Major players like Google and Adobe redefined sessions as just another event, creating a unified model that could track interactions across platforms, be they digital or physical, like visiting a store or calling customer support.This evolution means marketers can now see a fuller, more dynamic view of how users engage across different platforms. Understanding that a session is a collection of events, rather than a fixed time slot, offers a richer, more nuanced understanding of user behavior.Key takeaway: Embracing event-based analytics allows marketers to capture the full spectrum of customer interactions, offering a granular view that is vital for crafting targeted, effective marketing strategies. This approach not only keeps pace with the evolving tech landscape but also provides the insights needed to enhance customer engagement and satisfaction.Product Analytics vs Customer Data Infrastructure vs ETLAdam explains the evolving landscape of martech tools, focusing on how they intersect and differ, simplifying a topic that can be quite bewildering for even experienced marketers. Initially, the task for marketers was to employ simple tools provided by companies like Google or Adobe, which handled data collection via embedded codes on websites or apps. These tools offered convenience but at the cost of flexibility and depth in data manipulation.With the advent of more specialized tools, the dynamics changed. Customer Data Infrastructure (CDI) tools like Jitsu, MetaRouter, and Rudderstack focus mainly on collecting first-party data from apps and websites, pushing this information directly into data warehouses. They don't delve into analytics but excel at gathering clean, structured data.On the other hand, Extract, Transform, Load (ETL) tools such as Airbyte and Fivetran specialize in integrating data from various third-party tools into a central warehouse. They transform the data during this process to ensure it fits well within the existing structures and schemas of a company's database, enhancing the data's utility for comprehensive analysis.Customer Data Platforms (CDP) like mParticle and Segment represent a more holistic approach, incorporating features of both CDI and ETL. They not only aggregate and organize data but also enrich it, providing a robust platform that supports marketing automation and personalized customer experiences based on the unified data they help curate.Adam highlights that while CDI, CDP, and ETL tools are vital for data orchestration, they often lack robust analytical capabilities. This is where Product Analytics tools like Amplitude step in. Amplitude starts with some features of CDI but integrates extensive analytics and visualization capabilities, allowing marketers to not only collect and see their data but also to derive meaningful insights and build complex reports directly.Adam also emphasizes the importance of flexibility in Amplitude's approach to integrating with the broader martech ecosystem. Despite the overlap with features typically found in CDIs, Amplitude continuously expands its capabilities to better meet the needs of its users. Central to its philosophy is maintaining an open system. Unlike some platforms that might restrict interoperability with competitors' tools, Amplitude encourages its users to integrate as they see fit, whether that means using Amplitude in conjunction with other products or relying on it more heavily for certain functions. This openness not only provides users with the flexibility to tailor their data strategies precisely but also offers potential cost savings by allowing them to choose the most effective combination of tools for their specific needs. By listening to customer feedback and adapting its offerings, Amplitude aims to provide the most value, ensuring that clients have the best tools at their disposal, no matter the complexity of their data needs.Key takeaway: Marketers looking to refine their tech stacks should consider how each tool fits into their broader strategy. Integrating platforms like Amplitude that handle multiple functions—from data collection to visualization—can simplify operations and cut costs. This approach not only makes managing marketing technology easier but also ensures that teams can quickly adapt to changes and opportunities in the market, keeping them one step ahead.Converging marketing, experience and product analyticsWhen Adam penned his thoughts on the convergence of digital marketing, experience, and product analytics back in 2021, the concept faced skepticism. Fast forward to 2024, and the landscape validates his insights, showing a clear trend toward unified analytics platforms. The separation of marketing, product, and design analytics is becoming obsolete as companies recognize the inefficiencies of siloed data approaches.In his early career at companies like Salesforce,...

Masters of Privacy
Tejas Manohar: Data activation and composable CDPs in a privacy-first world

Masters of Privacy

Play Episode Listen Later Jan 22, 2024 32:27


Tejas Manohar is the co-founder and co-CEO of Hightouch. Prior to founding Hightouch, Tejas was an early engineer at Segment, a leading Customer Data Platform (CDP) acquired by Twilio.  The following topics have been covered in this interview: Current limitations of Customer Data Platforms (CDP) as a core building block of the marketing data stack The value of composable CDPs and Reverse ETL Privacy compliance challenges of CDPs and customer data integration as a whole Potential overlaps with Data Clean Rooms References: Tejas Manohar on LinkedIn Traditional CDP vs. Composable CDP: What is the difference? Revenge of the silos: How privacy compliance is cutting the customer journey short (Sergio Maldonado)

Ditch Digger CEO with Gary Rabine
#99 The Data Behind Business Success w/ Michael Katz, CEO & Co-Founder, mParticle Inc

Ditch Digger CEO with Gary Rabine

Play Episode Listen Later Jan 17, 2024 57:29


Download Gary's 13 Keys to Creating a Multi-Million Dollar Business from https://www.DitchDiggerCEO.com/ Michael Katz (http://www.mparticle.com/) is the Co-founder and CEO of mParticle, the leading customer data platform helping the world's best brands unify data across all consumer touch points to optimize marketing outcomes and CX.  In this episode, Gary and Michael discuss: 1. The Power of Operationalizing Data Insights 2. The Entrepreneurial Journey of Taking The Leap 3. Challenges and Realities for Public Companies 4. Scaling Success in Niche Markets 5. The Importance of Refreshing Your Value System 6. Redefining Competition in Team Environments LinkedIn: https://www.linkedin.com/in/michaelskatz  Website: http://www.mparticle.com/  Facebook: https://www.facebook.com/michael.katz.965 Twitter: https://twitter.com/mkatz0630  Instagram: https://www.instagram.com/mkatz/?hl=en# Article: https://www.businessinsider.com/michael-katz-is-building-a-startup-with-money-from-nas-2014-12 Connect with Gary Rabine and DDCEO on:  Website: https://www.DitchDiggerCEO.com/  Instagram: https://www.instagram.com/DitchDiggerCEO TikTok: https://www.tiktok.com/@ditchdiggerceopodcast  Facebook: https://www.facebook.com/DitchDiggerCEO Twitter: https://twitter.com/DitchDiggerCEO  YouTube: https://www.youtube.com/@ditchdiggerceo 

Room For Growth
Embracing Partnership: Lessons from 12 Years at WillowTree feat. Billy Fischer

Room For Growth

Play Episode Listen Later Oct 4, 2023 19:26


It's a bittersweet 50th episode of Room For Growth as Billy Fischer announces his departure from the podcast and from WillowTree. In this, their last episode as co-hosts of Room For Growth, Billy and Billie discuss their top 5 reflections, their favorite projects, and other rewarding experiences they've shared working together over the past 12 years developing WillowTree's Growth Marketing practice. They touch on their appreciation for the rich client and partner relationships they've built and the priceless insights and friendships they've gained while cultivating an enriching work life. As we wish Billy Fischer a fond farewell, our co-hosts acknowledge the exciting future of the martech landscape.Hot topics discussed: Embracing new opportunities beyond your usual scope The value of partnerships (and some favorite RFG episodes) with tech platforms like Braze, Adobe, mParticle, Amplitude, and more How to balance friendship with professionalism Growing investment in martech, even and especially during challenging macroeconomic conditions Unique and varied client experiences, including the Pepsi Super Bowl LVI Halftime Show, Dairy Queen, and many more. Keep the growth going:Connect with Billy Fischer on LinkedInConnect with Billie Loewen, WillowTree Partner & VP of Growth Marketing on LinkedInFollow WillowTree on LinkedIn

Sales Talk for CEOs
Going from the Wild Wild West to Sales Structure with Michael Katz

Sales Talk for CEOs

Play Episode Listen Later Aug 15, 2023 51:50


From youngest CEO on the Nasdaq to an industry he never dreamed he'd be in. You'll want to dive into this exclusive interview with CEO Michael Katz, founder of mParticle, with a mission to unify and organize customer data, unlocking its untapped potential.mParticle  was born from Michael's triumph at Interclick, where data-driven approaches led to business success. Recognizing the growing significance of mobile and the complexity of customer data, he seized the opportunity to create a platform that could rise to these challenges.Because Michael didn't know sales his strategy took a unique approach and one that I often recommend for the early days. He was very choosy about who he invited to the table to invest. It wasn't just money he was looking for, he found people who cared about his success as much as he did. By leveraging his network of investors, his lead generation was all through introductions. That became a force multiplier for him. Starting with founder-led sales and being very successful because of the introductions from his investors, he soon saw the need for more salespeople but not really knowing sales he shares how he hired his first great seller. Michael soon hired a sales leader and looking back, what he realizes is that he waited too long to bring in sales enablement. Another game changer for his sales growth was collaborating with partners as they played a pivotal role in building trust and influencing decision-makers.Michael Katz is the thoughtful, purpose driven, gritty type of CEO I'd want to work for. He shares a wealth of knowledge so I'll stop here and let you listen to learn the rest. Chapters00:53 Michael Katz discusses how mParticle manages customer data to increase sales.03:22 Michael Katz shares his background and the founding of mParticle.05:40 mParticle was founded to solve the technical challenges of mobile app data.09:00 Michael Katz utilized his network to make introductions and generate leads.11:49 Hiring multiple salespeople with different backgrounds to benchmark their performance.18:28 Fine-tuning the sales organization and aligning the different functions.26:45 Building a sales organization with regional coverage and vertical specialization.32:52 Sales is a system that requires constant fine-tuning and alignment.41:26 The sales organization includes account executives, sales management, solutions engineering, and sales enablement.About GuestMichael Katz is the CEO and Co-Founder of mParticle, a leading technology company specializing in data infrastructure for the mobile and web industries. With a proven track record of innovation and leadership, Michael has played a pivotal role in guiding mParticle to become a prominent player in the data management landscape.As the CEO, Michael Katz oversees the strategic direction of the company, fosters key partnerships, and spearheads efforts to deliver cutting-edge solutions to clients worldwide. With a passion for harnessing the power of data, he has helped mParticle establish itself as a vital platform for businesses seeking to optimize their data collection, integration, and activation processes.Drawing upon his extensive experience in the technology sector, Michael's visionary leadership has been instrumental in driving mParticle's growth and success. Under his guidance, the company has achieved significant milestones and earned a reputation for its exceptional data solutions and commitment to customer success.Social Links You can learn more about and connect with Michael Katz in the links below.Connect with Michael on LinkedIn: https://www.linkedin.com/in/michaelskatz/Check out mParticle's website: https://www.mParticle.com/You can learn more about and connect with Alice Heiman in the links below.Connect with Alice on LinkedIn: https://www.linkedin.com/in/aliceheimanCheck out Alice's website: https://AliceHeiman.com

Lenny's Podcast: Product | Growth | Career
The ultimate guide to Martech | Austin Hay (Reforge, Ramp, Runway)

Lenny's Podcast: Product | Growth | Career

Play Episode Listen Later Aug 13, 2023 84:37


Brought to you by OneSchema—Import CSV data 10x faster | Mixpanel—Event analytics that everyone can trust, use, and afford | Brave Search API—An independent, global search index you can use to power your search or AI app—Austin Hay is currently Head of Marketing Technology at Ramp and was previously the VP of Business Operations at Runway, the VP of Growth at mParticle, and the fourth employee at the unicorn Branch Metrics. In 2022 he sold his online course, the Marketing Technology Academy, to Reforge, where he now teaches Martech and has a program launching in the fall. He's consulted on Martech and growth for companies including Notion, Airbnb, Robinhood, Postmates, Walmart, JPMorgan Chase, and many others. In today's podcast, we discuss:• What exactly marketing technology is• What a Martech person can do for your business• When to hire a Martech person and what to look for• Austin's favorite tools• Advice for doing attribution• Frameworks on tooling, systems, and building vs. buying• How to apply the concept of “thinking gray” to make better decisions in work and life—Find the full transcript at: https://www.lennyspodcast.com/the-ultimate-guide-to-martech-austin-hay-reforge-ramp-runway/#transcript—Where to find Austin Hay:• LinkedIn: https://www.linkedin.com/in/austinahay/• Threads: @austinahay—Where to find Lenny:• Newsletter: https://www.lennysnewsletter.com• Twitter: https://twitter.com/lennysan• LinkedIn: https://www.linkedin.com/in/lennyrachitsky/—In this episode, we cover:(00:00) Austin's background(03:58) What marketing technology is(06:17) The difference between typical growth roles and Martech(10:23) Signs you need a Martech person on your team(14:03) Hiring and placing a Martech person in B2B, B2C, and B2B2C businesses(21:15) A day in the life of a Martech professional (25:05) Marketing technology vs. marketing operations (31:14) Tooling recommendations(41:49) The never-ending struggle of how to do attribution well(50:47) Emerging tools and platforms to keep an eye on(55:26) MMM modeling(57:47) What to look for when hiring a Martech professional, and Austin's favorite interview questions(1:02:45) His red flags for companies and “false flags” for potential hires(1:04:51) His favorite frameworks(1:13:37) Lightning round—Referenced:• Siqi Chen on LinkedIn: https://www.linkedin.com/in/siqic/• Austin's marketing technology course on Reforge: https://www.reforge.com/courses/marketing-technology• Notion: https://www.notion.so/• Sri Batchu on Lenny's Podcast: https://www.lennyspodcast.com/lessons-from-scaling-ramp-sri-batchu-ramp-instacart-opendoor/• Cody Morgan on LinkedIn: https://www.linkedin.com/in/cody-morgan/• Braze: https://www.braze.com• Marketo: https://business.adobe.com/products/marketo/adobe-marketo.html• Mparticle: https://www.mparticle.com/• Segment: https://segment.com/• Snowflake: https://www.snowflake.com/• Reverse ETL: a primer: https://medium.com/memory-leak/reverse-etl-a-primer-4e6694dcc7fb• RudderStack: https://www.rudderstack.com/• Hightouch: https://hightouch.com/• Mike Molinet on LinkedIn: https://www.linkedin.com/in/mikemolinet/• Thena: https://www.thena.ai/• Salesforce: https://www.salesforce.com/• Gong: https://www.gong.io/• How today's top consumer brands measure marketing's impact: https://www.lennysnewsletter.com/p/how-todays-top-consumer-brands-measure• About MMM: https://www.marketingevolution.com/marketing-essentials/media-mix-modeling• Recast: https://getrecast.com/• The Contrarian's Guide to Leadership: https://www.amazon.com/Contrarians-Guide-Leadership-Steven-Sample/dp/0787967076• The Art and Adventure of Leadership: https://www.amazon.com/Art-Adventure-Leadership-Understanding-Resilience/dp/1119090318/• Suits on Netflix: https://www.netflix.com/title/70195800• Our Flag Means Death on Prime: https://www.amazon.com/Our-Flag-Means-Death-Season/dp/B0B8N4R4X1• What We Do in the Shadows on Hulu: https://www.hulu.com/series/what-we-do-in-the-shadows-0b10c46a-12f0-4357-8a00-547057b49bac• Silo on AppleTV+: https://tv.apple.com/us/show/silo• Cal.com: https://cal.com/• Brian Balfour on the Startup Dad podcast: https://www.startupdadpod.com/coping-with-the-loss-of-a-child-and-protecting-your-time-brian-balfour-father-of-2-ceo-and-found/• Amplitude: https://amplitude.com/• AppsFlyer: https://www.appsflyer.com/• Customer.io: https://customer.io/• Branch: https://www.branch.io/• HubSpot: https://www.hubspot.com/—Production and marketing by https://penname.co/. For inquiries about sponsoring the podcast, email podcast@lennyrachitsky.com.—Lenny may be an investor in the companies discussed. Get full access to Lenny's Newsletter at www.lennysnewsletter.com/subscribe

Knowledgebase Ninjas
Discussing knowledge sharing and documentation metrics with Mysti Berry, Principal Technical Writer at mParticle

Knowledgebase Ninjas

Play Episode Listen Later Jun 14, 2023 19:19


Mysti Berry, Principal Technical Writer, mParticle, speaks about documentation metrics she follows at her organization and explains knowledge sharing across boundaries.

Finding Market Fit: Marketing Leaders in Tech
The modern Martech Stack across B2C and B2B, through various company phases | Austin Hay (Ramp, mParticle, Runway)

Finding Market Fit: Marketing Leaders in Tech

Play Episode Listen Later Jun 6, 2023 45:01


Austin is the Head of Marketing Technology at Ramp. He was an early employee at Branch metrics and eventually built a consulting company where he worked with companies like Walmart, AirBnB, Postmates and JPMorgan on their Martech initiatives. He sold that company to mPartcle and consequently became their Executive Vice President.  In this episode, we go through:  The evolution of Martech  The core components of a Martech Stack  Differences between a B2C and a B2B stack  How to approach Martech through different stages   Ideal org structures and profiles  --- Where to find Austin Austin's LinkedIn Profile --- Things we discuss:  Reforge Martech ETL vs CDP --- Where to find Patrick Patrick's LinkedIn ---   (2:46) The evolution of Martech and it's main phases  (6:05) The core components of a Martech stack  (10:09) How the core value prop of a CDP has changed and the newer solutions of modern stacks  (14:45) What an ETL can do in lieu of a CDP   (18:31) Identifying problems before figuring out the right tools (18:58) Tooling through various company stages  (21:16) Going deeper into company stages and investments that need to be made as companies grow and scale  (25:00) Ownership especially across product, engineering, and marketing (26:26) The differences between a B2C and a B2B stack (28:57) The complexities of a B2B stack which also encapsulates B2C motions  (31:50) Using a CDP for real time data change access as opposed to using ETLs  (33:50) Slicing tool sets between pre and post conversion motions (36:40) Org structure and Martech owners in B2C and B2B orgs (40:21) The ideal profile of a person leading or in Martech  (43:23) Where to find Austin!     

SaaS Scaled - Interviews about SaaS Startups, Analytics, & Operations
Solving Data Wrangling Problems, Plus the Opportunities & Threats of AI with Michael Katz

SaaS Scaled - Interviews about SaaS Startups, Analytics, & Operations

Play Episode Listen Later May 15, 2023 34:13


On today's episode, we're joined by Michael Katz, CEO and Co-founder of mParticle an AI-powered customer data platform. We talk about:Helping tame data chaosDemocratizing access to AI & data tools to bridge the divide between haves & have-nots Facilitating communication & minimizing conflictOpportunities & threats of AI… and when human intuition winsWhat activities will make companies breakout

Data Engineering Podcast
An Exploration Of The Composable Customer Data Platform

Data Engineering Podcast

Play Episode Listen Later Apr 10, 2023 71:42


Summary The customer data platform is a category of services that was developed early in the evolution of the current era of cloud services for data processing. When it was difficult to wire together the event collection, data modeling, reporting, and activation it made sense to buy monolithic products that handled every stage of the customer data lifecycle. Now that the data warehouse has taken center stage a new approach of composable customer data platforms is emerging. In this episode Darren Haken is joined by Tejas Manohar to discuss how Autotrader UK is addressing their customer data needs by building on top of their existing data stack. Announcements Hello and welcome to the Data Engineering Podcast, the show about modern data management RudderStack helps you build a customer data platform on your warehouse or data lake. Instead of trapping data in a black box, they enable you to easily collect customer data from the entire stack and build an identity graph on your warehouse, giving you full visibility and control. Their SDKs make event streaming from any app or website easy, and their extensive library of integrations enable you to automatically send data to hundreds of downstream tools. Sign up free at dataengineeringpodcast.com/rudderstack (https://www.dataengineeringpodcast.com/rudderstack) Your host is Tobias Macey and today I'm interviewing Darren Haken and Tejas Manohar about building a composable CDP and how you can start adopting it incrementally Interview Introduction How did you get involved in the area of data management? Can you describe what you mean by a "composable CDP"? What are some of the key ways that it differs from the ways that we think of a CDP today? What are the problems that you were focused on addressing at Autotrader that are solved by a CDP? One of the promises of the first generation CDP was an opinionated way to model your data so that non-technical teams could own this responsibility. What do you see as the risks/tradeoffs of moving CDP functionality into the same data stack as the rest of the organization? What about companies that don't have the capacity to run a full data infrastructure? Beyond the core technology of the data warehouse, what are the other evolutions/innovations that allow for a CDP experience to be built on top of the core data stack? added burden on core data teams to generate event-driven data models When iterating toward a CDP on top of the core investment of the infrastructure to feed and manage a data warehouse, what are the typical first steps? What are some of the components in the ecosystem that help to speed up the time to adoption? (e.g. pre-built dbt packages for common transformations, etc.) What are the most interesting, innovative, or unexpected ways that you have seen CDPs implemented? What are the most interesting, unexpected, or challenging lessons that you have learned while working on CDP related functionality? When is a CDP (composable or monolithic) the wrong choice? What do you have planned for the future of the CDP stack? Contact Info Darren LinkedIn (https://www.linkedin.com/in/darrenhaken/?originalSubdomain=uk) @DarrenHaken (https://twitter.com/darrenhaken) on Twitter Tejas LinkedIn (https://www.linkedin.com/in/tejasmanohar) @tejasmanohar (https://twitter.com/tejasmanohar) on Twitter Parting Question From your perspective, what is the biggest gap in the tooling or technology for data management today? Closing Announcements Thank you for listening! Don't forget to check out our other shows. Podcast.__init__ (https://www.pythonpodcast.com) covers the Python language, its community, and the innovative ways it is being used. The Machine Learning Podcast (https://www.themachinelearningpodcast.com) helps you go from idea to production with machine learning. Visit the site (https://www.dataengineeringpodcast.com) to subscribe to the show, sign up for the mailing list, and read the show notes. If you've learned something or tried out a project from the show then tell us about it! Email hosts@dataengineeringpodcast.com (mailto:hosts@dataengineeringpodcast.com)) with your story. To help other people find the show please leave a review on Apple Podcasts (https://podcasts.apple.com/us/podcast/data-engineering-podcast/id1193040557) and tell your friends and co-workers Links Autotrader (https://www.autotrader.co.uk/) Hightouch (https://hightouch.com/) Customer Studio (https://hightouch.com/platform/customer-studio) CDP == Customer Data Platform (https://blog.hubspot.com/service/customer-data-platform-guide) Segment (https://segment.com/) Podcast Episode (https://www.dataengineeringpodcast.com/segment-customer-analytics-episode-72/) mParticle (https://www.mparticle.com/) Salesforce (https://www.salesforce.com/) Amplitude (https://amplitude.com/) Snowplow (https://snowplow.io/) Podcast Episode (https://www.dataengineeringpodcast.com/snowplow-with-alexander-dean-episode-48/) Reverse ETL (https://medium.com/memory-leak/reverse-etl-a-primer-4e6694dcc7fb) dbt (https://www.getdbt.com/) Podcast Episode (https://www.dataengineeringpodcast.com/dbt-data-analytics-episode-81/) Snowflake (https://www.snowflake.com/en/) Podcast Episode (https://www.dataengineeringpodcast.com/snowflakedb-cloud-data-warehouse-episode-110/) BigQuery (https://cloud.google.com/bigquery) Databricks (https://www.databricks.com/) ELT (https://en.wikipedia.org/wiki/Extract,_load,_transform) Fivetran (https://www.fivetran.com/) Podcast Episode (https://www.dataengineeringpodcast.com/fivetran-data-replication-episode-93/) DataHub (https://datahubproject.io/) Podcast Episode (https://www.dataengineeringpodcast.com/acryl-data-datahub-metadata-graph-episode-230/) Amundsen (https://www.amundsen.io/) Podcast Episode (https://www.dataengineeringpodcast.com/amundsen-data-discovery-episode-92/) The intro and outro music is from The Hug (http://freemusicarchive.org/music/The_Freak_Fandango_Orchestra/Love_death_and_a_drunken_monkey/04_-_The_Hug) by The Freak Fandango Orchestra (http://freemusicarchive.org/music/The_Freak_Fandango_Orchestra/) / CC BY-SA (http://creativecommons.org/licenses/by-sa/3.0/)

The BragWorthy Culture Podcast
"Focusing on Fundamentals in a Looming Recession" Michael Katz, mParticle

The BragWorthy Culture Podcast

Play Episode Listen Later Feb 14, 2023 30:02


On this episode, Cassandra speaks with Michael Katz, CEO and Co-Founder at mParticle. mParticle makes it easy to holistically manage customer data along the entire product and customer lifecycle. This helps organizations deliver great customer experiences and accelerate growth.   As Michael reflects on the changes in digital marketing in the last decade, particularly with the current emphasis on privacy, he notes that companies that want to stay relevant and successful have to be willing to evolve and change with the times, even at the risk of contradicting themselves. He also feels that a looming recession will reveal organizations that do not have strong business fundamentals. Companies that wish to survive an economic downturn will need to focus on fundamentals and “build a real business.”   Looking to build your own BragWorthy Culture? Fringe can help. Fringe is the number one lifestyle benefits platform. Give your people the power of choice and save a ton of administrative headaches by consolidating existing vendors and programs into a simple, automated platform. Contact us at Fringe.us.   #bragworthyculture #peoplefirst #digitalwork #employeeexperience #employeeengagement #hr #bestplacestowork #workculture #employeebenefits

B2B Leadership Podcast
Aligning Your Leadership Aspirations With the Right Organization with Melissa Benua

B2B Leadership Podcast

Play Episode Listen Later Feb 1, 2023 37:41


What you say as a leader may not be what is received by the person you are speaking to. Sometimes, things said with good intentions can have negative consequences. This is why communication skills and emotional intelligence need to be at the top of every leader's list. In this episode, best-selling author and leadership coach Nils Vinje speaks with Melissa Benua, Senior Director of Engineering at mParticle. Melissa went through a conversation with her boss early in her career that demotivated her despite the fact that what her boss said was intended as a compliment. There are always two sides to every conversation and if you are a leader who only thinks about your side, you're going to run into trouble. Tune in to this episode to find out how Melissa overcame this challenge with her manager and went on to become an amazing leader. Podcast highlights: 0:19 - Melissa's background - Melissa explains her role at mParticle. 1:17 - Solving specific problems - What does mParticle do better than anyone else? 2:44 - First leadership position - Melissa got her start at Microsoft. 6:17 - Sticking with your values - How did Melissa respond to demoralizing feedback from management? 9:43 - Company No. 2 - How did Melissa's leadership journey progress with a new company? 12:37 - Lack of alignment - Melissa gives an example of how her leadership ideas didn't match with the company she worked within. 17:19 - Reflecting on past experiences - Is there anything Melissa would have done differently in her previous roles? 21:44 - Working for mParticle - What was her first impression of joining mParticle compared to her previous companies? 27:34 - Setting expectations early on - How did setting early expectations positively impact Melissa's role within mParticle? 30:06 - Staying aligned with expectations - How was Melissa able to stay on the same page as her organization after returning from maternity leave? 34:56 - Melissa's advice to herself - What advice would Melissa give her younger self? Learn more about mParticle at https://www.mparticle.com/ Learn more about your own leadership style at: https://www.B2BLeadersAcademy.com/ #Leadership #B2BLeadership #BusinessLeader This episode is brought to you by the B2B Leaders Academy The cost of not consistently developing your leadership skills is enormous. At the B2B Leaders Academy you can gain access to monthly leadership training and live coaching. Being a great leader isn't hard, you just need a guide and the right set of tools. Head on over to b2bleadersacademy.com and become the leader you have always wanted to be.

Room For Growth
Avoiding Common CRM and CDP Pitfalls feat. WillowTree's Rebecca O'Connor

Room For Growth

Play Episode Listen Later Jan 11, 2023 33:03


What do marketing teams at Fortune 1000s and local nonprofits have in common? A lot, if you ask WillowTree growth marketing expert Rebecca O'Connor. Large and small shops alike have to demonstrate ROI and stay current with rapidly changing capabilities of software such as customer relationships management (CRM) systems or customer data platforms (CDPs).Rebecca joins the podcast to explore solutions for such cross-industry challenges facing growth marketers as well as CRM and CDP users. (Bonus: many of Rebecca's recommendations are easily implemented and widely available.) She and Billy explore the power of effective preference centers, why real-time data benefits content strategy, marketing *and* communications, and how Rebecca's unique background in Latin American policy analysis jump-started her growth marketing career. Hot topics discussed:How to honor and leverage a customer's “gift” of zero-party data Key features for some of our favorite, constantly evolving growth marketing platforms — Braze, Amplitude, and mParticle, among othersWhy proving ROI on CDP and CRM investments is a lot like a product roadmapKeep the growth going:Read the episode transcriptionConnect with Rebecca O'Connor, WillowTree Senior Growth Manager on LinkedInFollow Billie Loewen, WillowTree Partner & VP of Growth Marketing on LinkedInFollow Billy Fischer, WillowTree Partner & VP of Business Development on LinkedInFollow WillowTree on LinkedIn

Room For Growth
Demystifying Customer Data Platforms feat. mParticle CEO Michael Katz

Room For Growth

Play Episode Listen Later Dec 7, 2022 44:19


The customer data platform (CDP) space is crowded and confusing. Do CDPs drive ROI? Will they even be relevant in five years? (Spoiler alert: The answer to both questions is “Yes, and…”) This week, mParticle CEO Michael Katz brings clarity to what's become a controversial topic in the technology space. At its core, mParticle is a CDP that gathers data across diverse sources and organizes that into individual profiles to inform audience segmentation, custom attributes, marketing redeploys, and more. Before Michael launched and grew mParticle, he founded InterCLICK, an advertising technology company that grew revenue by 7x in two years, went public, and was sold to Yahoo for $270 million. At one point, Michael was the youngest CEO on Nasdaq. Hear Michael's leadership lessons, and how in spite of all of his entrepreneurial pursuits, he still manages to read a book a week. As Michael says, “It's all interconnected.”Hot topics discussed:The cyclical nature of the three primary CDP use cases: streamlining data collection, unifying data from different sources, and targeting custom audiencesHow data strategies drive personalization and customer LTVUsing your tech stack to create trust, transparency, and controlKeep the growth going:Connect with Michael Katz, mParticle CEO on LinkedInFollow Billie Loewen, WillowTree Partner & VP of Growth Marketing on LinkedInFollow Billy Fischer, WillowTree Partner & VP of Business Development on LinkedInFollow WillowTree on LinkedIn

Data Unlocked
The Future of CDP Category: Facts, Fiction, and Myths w/ Michael Katz, mParticle, CEO

Data Unlocked

Play Episode Listen Later Oct 4, 2022 34:56


In this week's episode of Data Unlocked, Jason sits down for a second time with Michael Katz, the co-founder and CEO of mParticle.Before founding mParticle, Michael was the CEO of interclick, a data-driven advertising network, before selling it to Yahoo for $270 million.Today, he's at the head of mParticle.mParticle is a customer data platform for multi-channel consumer brands. Their work helps the world's best brands unify data across all consumer touch points in order to optimize marketing outcomes and CX. In this episode, Michael discusses the future of CDP, the technology and market changes that are affecting today's CDP landscape, the driving forces shaping the CDP category, and more.Ready to learn?Let's dive in.Key Takeaways:Intro (00:00)Market changes affecting the CDP space (01:04)CDP trends (13:49)Why you need good access to data (21:48)Where to learn about mParticle (33:54)Additional Resources:Get in contact with Michael here.Learn more about mParticle here.Listen to Michael's first discussion on Data Unlocked here.>>Learn more about us here.Follow us on LinkedIn, Twitter, and Instagram.If you enjoyed this episode, please follow, rate, and leave a review on your favorite podcast platform!

CX Confessions: The Customer Experience Show
Mindful data collection in the age of data chaos with Michael Katz, Co-Founder and CEO, mParticle

CX Confessions: The Customer Experience Show

Play Episode Listen Later Sep 15, 2022 28:52


In this episode of CX Confessions: The Customer Experience Show, hosts Staci Satterwhite, Chief Customer Officer at Khoros, and Spike Jones, General Manager, Strategic Services at Khoros, sit down with Michael Katz, Co-Founder and CEO of mParticle. Michael shares his tricks of the trade when it comes to tackling data chaos and operational complexity, as well as some helpful hints for aspiring founders in the tech space. Join us as we discuss:How organizations can prioritize sustainable growthTaking a mindful approach to data designHow to streamline data across all consumer touchpointsThe consumer touchpoints brands should be paying attention toKeeping up with the digital ecosystem's rapid evolutionItching for more CX goodness? You can find this interview and many more, by subscribing to CX Confessions on Apple Podcasts, on Spotify, or here.Listening on a desktop & can't see the links? Just search for CX Confessions in your favorite podcast player.This episode of CX Confessions was produced by Quill.

Sales Leadership Podcast - Paul Lanigan
VP Sales EMEA @ mParticle: Rob Murphy

Sales Leadership Podcast - Paul Lanigan

Play Episode Listen Later Jun 24, 2022 49:56


My guest for this episode is, Rob Murphy, VP Sales EMEA @ mParticle... Connect w/Rob - https://www.linkedin.com/in/robertmurphy2/ 

Banking Transformed with Jim Marous
An Inside Look into Morgan Stanley's Evolving Brand Strategy

Banking Transformed with Jim Marous

Play Episode Listen Later Jun 21, 2022 52:59


With a long history of leading marketing efforts at various financial organizations, Alice Milligan was named the chief marketing officer of Morgan Stanley in May 2021 in conjunction with the acquisition of E-Trade by Morgan Stanley. With an evolving brand strategy to meet the needs of a more expansive, diverse consumer base, Milligan is tasked with communicating an expanding set of capabilities to these new audiences and modernizing the brand for future growth. We are joined by Alice Milligan, the CMO of Morgan Stanley. Milligan discusses her career journey and the global brand strategy of Morgan Stanley. She also shares how data and analytics is the foundation for better marketing decisions. This episode of Banking Transformed is sponsored by mParticle.  mParticle believes that better decisions start with better data. Cleanse, visualize, and connect your customer data from any source or system to any API. Better data, better decisions, better outcomes. Visit mparticle.com for more.

The Jake Dunlap Show
Tackling The Gender Gap In Technology and Supporting Mothers, To Being the First Indian Woman To Run For U.S. Congress with Reshma Saujani

The Jake Dunlap Show

Play Episode Listen Later Jun 16, 2022 47:40


This week's guest was cruising the courtrooms as an Attorney before she surged onto the political stage as the first Indian-American Woman to run for U.S. Congress. Now she is tackling the gender gap in technology as well as advocating for policies to support mothers impacted by the Pandemic. Here is her unbelievable list of achievements:Fortune World's Greatest LeadersFortune 40 Under 40WSJ Magazine Innovator of the YearForbes Most Powerful Women Changing the WorldFast Company 100 Most Creative PeopleShe is the winner of the Harold W. McGraw, Jr. Prize in Education.Her 2 Sons and husband The Master of Building Movements, and the Commander of GirlsWhoCode, Reshma Saujani is this week's guest on “The Jake Dunlap Show.” Reshma grew up in Schamburg, Illinois to parents who formerly lived in Uganda. She studied Political Science at the University of Illinois before obtaining her Master of Political Policy degree from Harvard, and later obtained her Juris Doctor from Yale Law School. She started her career as an Associate at Davis, Polk, and Wardwell to taking additional Attorney and Associate General Counsel roles. Later Reshma went on to become a Deputy COO and Former Deputy General Counsel. In 2009, she became the first Indian-American Woman to run for congress in New York's 14th District. Now, Reshma is the Founder/CEO of both Girls Who Code (A Non-profit working close the gender gap in technology and change the image of what a programmer looks like), as well as the Founder/CEO of Marshall Plan for Moms (which is a national movement to center mothers in our economic recovery and value their labor by advocating public and private sector policies that support moms. Enjoy this week's episode with Reshma Saujani. Achievements:Fortune World's Greatest LeadersFortune 40 Under 40WSJ Magazine Innovator of the YearForbes Most Powerful Women Changing the WorldFast Company 100 Most Creative PeopleHarold W. McGraw, Jr. Prize in Education. Books:Women Who Don't Wait in Line: Break the Mold, Lead the Way (2013)Girls Who Code: Learn to Code and Change the World (2017)Brave, Not Perfect: Fear Less, Fail More, and Live Bolder (2018)Pay Up: The Future of Women and WOrk (and Why It's Different Than You Think (March 2022) Board Involvement:Board of Overseers for Harvard UniversityBoard of Trustees of the Economic Club of New YorkBoard of Directors for mParticle. Reshma's Social Media:Websites: https://girlswhocode.com/ , https://marshallplanformoms.com/LinkedIn: https://www.linkedin.com/in/reshma-saujani/Twitter: https://twitter.com/reshmasaujani?ref_src=twsrc%5Egoogle%7Ctwcamp%5Eserp%7Ctwgr%5EauthorInstagram: https://www.instagram.com/reshmasaujani/?hl=en Jake Dunlap:Personal Site - http://jakedunlap.com/LinkedIn - https://www.linkedin.com/in/jakedunlap/Twitter - https://twitter.com/JakeTDunlapInstagram - http://instagram.com/jake_dunlap _Facebook - https://www.facebook.com/JakeTDunlap/ Skaled:Website - https://skaled.com/LinkedIn - https://www.linkedin.com/company/skaled

Banking Transformed with Jim Marous
Banking Strategies to Withstand an Economic Downturn

Banking Transformed with Jim Marous

Play Episode Listen Later Jun 7, 2022 47:40


The banking industry has a once-in-a-generation opportunity to transform legacy business models to become more competitive and more resilient during economic downturns. By integrating data, analytics, advanced technologies, automation, and an upskilled workforce, banks and credit unions can become more future-ready and agile in a crisis. These firms will also be able to take advantage of unique marketplace opportunities. I am fortunate to be joined on the Banking Transformed podcast once again by Ron Shevlin, Chief Research Officer at Cornerstone Advisors. We discuss strategies and tactics financial institutions must take today to become more prepared for any economic environment. This episode of Banking Transformed is sponsored by mParticle.  mParticle believes that better decisions start with better data. Cleanse, visualize, and connect your customer data from any source or system to any API. Better data, better decisions, better outcomes. Visit mparticle.com for more.

Venture Unlocked: The playbook for venture capital managers.
Jessica Peltz-Zatulove and Kate Beardsley on closing an oversubscribed $52MM Fund I, the difference between family offices and institutions, secondaries as a foundation of portfolio management

Venture Unlocked: The playbook for venture capital managers.

Play Episode Listen Later Jun 1, 2022 50:38


Follow me @samirkaji for my thoughts on the venture market, with a focus on the continued evolution of the VC landscape.Today we’re thrilled to bring you our conversation with Jessica Peltz-Zatulove and Kate Beardsley, co-founders of Hannah Grey VC. Backed by firms such as Twitter, JP Morgan, Screendoor, Insight Partners, etc. the firm recently announced it’s oversubscribed $52MM seed fund and (13 investments made to date). Jessica and Kate have backgrounds in entrepreneurship, branding, and strategy, and bring their wealth of experiences to this week’s episode.About Jessica Peltz-Zatulove:Jessica Peltz-Zatulove is a Founding Partner at Hannah Grey.Prior to founding Hannah Grey, Jessica was Senior Managing Partner at MDC Ventures, leading investments in companies including Netomi, Gradient.io (acquired by Criteo), Veritonic, Indicative (acquired by mParticle), Catch & Release, Perksy, and Mezzobit (acquired by OpenX). Before she was a VC, Jessica specialized in connecting marketers with tech at innovation consultancy Evol8tion and at Zenith Media.Jessica also leads a NYC’s Women in VC group and created the Global directory for Women in VC, which now includes 3,800+ women investors spanning 2,400+ venture funds across 200+ cities and 60+ countries.About Kate Beardsley:Kate started her career as director of special projects for Martha Stewart Living, reporting directly to Martha Stewart. She went on to become Chief of Staff to Ken Lerer at the Huffington Post, and joined him to co-found Lerer Hippeau, a NYC-based fund focused on early-stage companies.In 2014, Kate joined Upslope Ventures as Managing Partner which took her from NYC to Denver. She is active with the Rocky Mountain Venture Capital Association and the Rockies Venture Club.Episode Summary:01:26 Why did they start Hannah Grey, and what were the key components they knew were necessary for them?08:21 What exactly is their product outside of capital? 13:36 Thinking through LP discovery and composition20:11 Learnings from raising a fund, including the difference between raising from institutional investors and non-institutional investors30:51 What internal KPI’s they track for the firm 35:26 The future of service-oriented venture38:44 The ‘Hannah Grey’ Experience when supporting founders. 43:25 Recommendations for emerging managers46:46 Cultivating a community of female investorsMentioned in this episodeHannah GreyI’d love to know what you took away from this conversation with Jessica and Kate. Follow me @SamirKaji and give me your insights and questions with the hashtag #ventureunlocked. If you’d like to be considered as a guest or have someone you’d like to hear from (GP or LP), drop me a direct message on Twitter.Podcast Production support provided by Agent Bee Agency This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit ventureunlocked.substack.com

The Startup Guide To Growth
How to Drive Equality Through Remote Workplace & Culture

The Startup Guide To Growth

Play Episode Listen Later May 25, 2022 33:54


Early on in the pandemic, nearly every business moved to a remote model. More than two years later, and many companies have adopted some sort of remote-friendly approach, including the increasingly popular hybrid workforce model. At the same time, there’s a strong call to action for organizations to focus and expand their diversity, equity and inclusion efforts. In this episode, Sapphire’s Partner and Head of the Talent Network, Elizabeth Patterson speaks with Barbie Brewer, Chief People Officer at mParticle (formerly, Chief People Officer at ClickUp, Chief Culture Officer at GitLab and VP, Talent at Netflix) about how remote/hybrid is helping drive equality and diversity, particularly amongst women, the steps companies need to take to ensure women and underrepresented minorities aren’t left behind in this new model of work, the impact of the Great Resignation on diversity, equality and inclusion and more. Love the show? Subscribe, rate, review, and share! SapphireVentures.com

Banking Transformed with Jim Marous
How to Make ESG a Cornerstone of Your Bank's Business Model

Banking Transformed with Jim Marous

Play Episode Listen Later May 24, 2022 45:13


More than ever, consumers want to associate with companies that are committed to environmental, social, and governance issues. This includes where they do their banking. But, while almost every financial institution is jumping on the bandwagon saying they are committed to doing what is good for society, how does a bank or credit unions differentiate from the noise in the marketplace? We are fortunate to have Chris Skinner, one of the foremost influencers in the banking industry and author of the book, ‘Digital for Good', on the Banking Transformed podcast. He discusses the value of having a higher purpose for financial institutions. This episode of Banking Transformed is sponsored by mParticle.  mParticle believes that better decisions start with better data. Cleanse, visualize, and connect your customer data from any source or system to any API. Better data, better decisions, better outcomes. Visit mparticle.com for more.

Banking Transformed with Jim Marous
Banking on the Metaverse

Banking Transformed with Jim Marous

Play Episode Listen Later May 10, 2022 33:43


It's been 30 years since the term Metaverse was coined, but big money and big hype is now making its way into daily conversations in banking and beyond. With the convergence of hundreds of millions of people with computer capacity at their fingertips, high-speed and high-capacity internet capabilities, the introduction of modern and affordable AR, VR and MR devices, and new assets powered by Web3 technology, the Metaverse is being defined in real-time daily. My guest on the Banking Transformed podcast is Ray Wang, Founder and Chairman of Constellation Research. Ray untangles the hype from the likely reality and provides a clearer view of where the potential value lies for financial services. This episode of Banking Transformed is sponsored by mParticle. mParticle believes that better decisions start with better data. Cleanse, visualize, and connect your customer data from any source or system to any API. Better data, better decisions, better outcomes. Visit mparticle.com for more.

Group Chat
Gwoop Chat | Group Chat News Ep. 631

Group Chat

Play Episode Listen Later May 9, 2022 64:01 Very Popular


Happy Mother's Day! Tonight, Drama and Dee discuss the wildly packed and eventful sports weekend. Then, they discuss Crypto crashes and volatility, Michael Saylor's Bitcoin margin call, Coinbase's NFT bet, America's 10 most moved-to cities, and Dee's possible Elon-style move on Peloton. Timeline of What Was Discussed: Happy Mother's Kathy's Day! (2:08)  Recapping the MONSTER sports weekend. (12:28)  Ad Break: mParticle. (27:40)  Are you still betting on the crypto dream? (29:16)  Coinbase's bet on NFTs is not going as planned. (39:23)  Tim Cook is a genius! (46:10)  For Meta, it's getting real out here. (50:57)  Americans flocked to these 10 cities last year. (53:26)  Will Peloton attract a big-name acquirer?! (56:44)  Group Chat Shout Outs. (1:00:47)  Related Links/Products Mentioned  Formula 1 was acquired by Liberty Media for $4.4 billion in 2016, and it's now one of the fastest-growing sports globally.  ‘Drunk' Drake Had Nothing But Jokes After He Crashed Jack Harlow's Kentucky Derby Interview  Eddie Bauer x Christopher Bevans Illustrates the Passion for Outdoors  Rich Strike wins Kentucky Derby 2022 on 80-1 odds. Was he the biggest long shot ever?  mParticle  ‘Extreme Fear' Crypto Crash Suddenly Wipes $200 Billion From The Price Of Bitcoin, Ethereum, BNB, XRP, Luna, Solana, Cardano And Avalanche — Forbes  A Bitcoin margin call. If the world's leading cryptocurrency drops below $21,000, Michael Saylor's MicroStrategy will be forced to pay up — FORTUNE  Will Coinbase's Bet on NFTs Go Wrong? — TheStreet  Bored Ape Yacht Club - Collection  AirPods is a hell of a product… wonder what the earnings/margins would look like!  Meta rescinding offers for engineers, it's getting real out here  Americans flocked to these 10 cities last year — and none are in New York or California  Why Peloton Interactive may not attract a big name acquirer — Seeking Alpha Connect with Group Chat! Watch The Pod #1 Newsletter In The World For The Gram Tweet With Us Exclusive Facebook Content We're @groupchatpod on Snapchat

Group Chat
Gwoop Chat | Group Chat News Ep. 631

Group Chat

Play Episode Listen Later May 9, 2022 64:01


Happy Mother's Day! Tonight, Drama and Dee discuss the wildly packed and eventful sports weekend. Then, they discuss Crypto crashes and volatility, Michael Saylor's Bitcoin margin call, Coinbase's NFT bet, America's 10 most moved-to cities, and Dee's possible Elon-style move on Peloton. Timeline of What Was Discussed: Happy Mother's Kathy's Day! (2:08)  Recapping the MONSTER sports weekend. (12:28)  Ad Break: mParticle. (27:40)  Are you still betting on the crypto dream? (29:16)  Coinbase's bet on NFTs is not going as planned. (39:23)  Tim Cook is a genius! (46:10)  For Meta, it's getting real out here. (50:57)  Americans flocked to these 10 cities last year. (53:26)  Will Peloton attract a big-name acquirer?! (56:44)  Group Chat Shout Outs. (1:00:47)  Related Links/Products Mentioned  Formula 1 was acquired by Liberty Media for $4.4 billion in 2016, and it's now one of the fastest-growing sports globally.  ‘Drunk' Drake Had Nothing But Jokes After He Crashed Jack Harlow's Kentucky Derby Interview  Eddie Bauer x Christopher Bevans Illustrates the Passion for Outdoors  Rich Strike wins Kentucky Derby 2022 on 80-1 odds. Was he the biggest long shot ever?  mParticle  ‘Extreme Fear' Crypto Crash Suddenly Wipes $200 Billion From The Price Of Bitcoin, Ethereum, BNB, XRP, Luna, Solana, Cardano And Avalanche — Forbes  A Bitcoin margin call. If the world's leading cryptocurrency drops below $21,000, Michael Saylor's MicroStrategy will be forced to pay up — FORTUNE  Will Coinbase's Bet on NFTs Go Wrong? — TheStreet  Bored Ape Yacht Club - Collection  AirPods is a hell of a product… wonder what the earnings/margins would look like!  Meta rescinding offers for engineers, it's getting real out here  Americans flocked to these 10 cities last year — and none are in New York or California  Why Peloton Interactive may not attract a big name acquirer — Seeking Alpha Connect with Group Chat! Watch The Pod #1 Newsletter In The World For The Gram Tweet With Us Exclusive Facebook Content We're @groupchatpod on Snapchat

Group Chat
Down and to the Right | Group Chat News Ep. 626

Group Chat

Play Episode Listen Later Apr 26, 2022 62:51 Very Popular


Today, Dee and Anand discuss the Twitter takeover, the US market's slashing, the national drop in home sales, Times Square's comeback, and Beijing's shutdown. Timeline of What Was Discussed: It's a done deal for Elon and Twitter. (1:04)  The Stock Market is in a free fall! (17:24)  Are people finally accepting real estate might go down?! (37:25)  PepsiCo, satisfying your needs. (39:17)  Ad Break: mParticle. (43:25)  Is Time Square making its comeback?! (45:35)  Interest in the elite colleges is higher than ever! (50:21)  Group Chat Shout Outs. (1:00:07)  Related Links/Products Mentioned  Elon Musk's Twitter plans are a huge can of worms  Stock Market Falls Ahead of Alphabet, Microsoft Earnings  Beijing Orders Citywide Covid-19 Testing as Fears of Lockdown Spark Panic-Buying  Robinhood to Cut 9% of Staff After Hyper-Growth Period  Home prices jumped nearly 20% in February, but slowdown may be coming, S&P Case-Shiller says  Sales of New U.S. Homes Drop to Lowest in Four Months  PepsiCo raises revenue outlook as earnings beat estimates despite higher costs  mParticle  Times Square Plots Its Comeback, and It Looks Like Las Vegas  To Get Into the Ivy League, ‘Extraordinary' Isn't Always Enough These Days  Flamingo Distributors (@flamingo_distributors) • Instagram  Connect with Group Chat! Watch The Pod #1 Newsletter In The World For The Gram Tweet With Us Exclusive Facebook Content We're @groupchatpod on Snapchat

Banking Transformed with Jim Marous
Marcus Acquires Fintech Firms to Become Dominant Banking Power

Banking Transformed with Jim Marous

Play Episode Listen Later Apr 26, 2022 37:41


In the past six years, Marcus has used an acquisition strategy to create a digital platform for consumer loans, credit cards, high-yield savings, automated investing, as well as providing tools to help consumers manage their finances. Most recently, Goldman Sachs completed the acquisition of GreenSky, growing the customer base of Marcus to over 13 million customers. With a no-fee, interest bearing checking account expected still in 2022, Marcus wants to be the primary bank for millions of people. Swati Bhatia, partner and head of direct-to-consumer business at Marcus is our guest on the Banking Transformed podcast. Swati discusses the continued product expansion of Marcus by Goldman Sachs, and how Marcus intends to become a dominant force in the retail banking. This episode of Banking Transformed is sponsored by Microsoft: See how Microsoft can help to unlock new opportunities at speed through innovative business models, deliver differentiated customer experiences across channels, products and services, and redefine new ways of working. More at Microsoft.com/financialservices This episode of Banking Transformed is sponsored by mParticle. mParticle believes that better decisions start with better data. Cleanse, visualize, and connect your customer data from any source or system to any API. Better data, better decisions, better outcomes. Visit mparticle.com for more.

Banking Transformed with Jim Marous
Simplifying Bank Marketing in the Age of Complexity

Banking Transformed with Jim Marous

Play Episode Listen Later Apr 12, 2022 42:44


Financial marketing has become increasingly complex as data and technology provides the opportunity for instant, personalized engagement. As consumer attention spans shorten, and the world becomes cluttered with noise, bank marketing must adjust accordingly. Choice proliferation and the exponential pace of change creates a combustible combination of complexity. Opportunities for simple banking experiences resonate, with greater loyalty and revenues being the reward. I am excited to have James Robert Lay, founder and CEO of the Digital Growth Institute on the show today. James Robert shares how banks and credit unions can simplify the marketing process with market-leading results. This episode of Banking Transformed is sponsored by Microsoft: See how Microsoft can help to unlock new opportunities at speed through innovative business models, deliver differentiated customer experiences across channels, products and services, and redefine new ways of working. More at Microsoft.com/financialservices This episode of Banking Transformed is sponsored by mParticle. mParticle believes that better decisions start with better data. Cleanse, visualize, and connect your customer data from any source or system to any API. Better data, better decisions, better outcomes. Visit mparticle.com for more.

Group Chat
Who's It Gonna Be? | Group Chat News Ep. 618

Group Chat

Play Episode Listen Later Apr 6, 2022 73:27 Very Popular


Today, Dee and Anand are joined by NFT GOAT GMoney. They sit down to discuss GMoney's Crypto & NFT journey and tips for people jumping into the new world. Dee and Anand then discuss today's top stories from Elon Musk's Twitter takeover and Howard Schultz's $20B move for Starbucks to Kanye's official withdrawal from Coachella. Timeline of What Was Discussed: A Group Chat exclusive interview with the Godfather of NFTs, GMoney. They discuss why he stays anonymous, how he got into crypto, and tips for people getting into the space. (1:02)  Ad Break: mParticle. (36:45)  There is a new chief in town over at Twitter, Elon Musk. (39:14)  Starbucks CEO, Howard Schultz, is back on a mission! (45:08)  GoPuff may go puff. (46:54)  The private markets are getting really ugly. (49:30)  Nothing goes up except mortgage payments. (51:50)  The impact of Kanye pulling out of Coachella. (1:01:40)  Group Chat Announcements. (1:11:06)  Related Links/Products Mentioned  mParticle  Elon Musk will join Twitter's board of directors | Engadget  On His First Day Back as CEO of Starbucks, Howard Schultz Made a Highly-Controversial $20 Billion Decision — Inc.  Gopuff laying off 3% of its global workforce  Gopuff Is Close to Raising $1 Billion With No IPO in Sight  Fast shuts doors after slow growth, high burn precluded fundraising options  30-year fixed mortgage crosses 5% — CNBC  Kanye West Pulls Out of Coachella — Variety  MY NAME IS KATHY CREWNECK SWEATSHIRT – Shop New Republic  Connect with GMoney!  Twitter: (@gmoneyNFT)  Connect with Group Chat! Watch The Pod #1 Newsletter In The World For The Gram Tweet With Us Exclusive Facebook Content We're @groupchatpod on Snapchat

Group Chat
Who's It Gonna Be? | Group Chat News Ep. 618

Group Chat

Play Episode Listen Later Apr 6, 2022 73:27


Today, Dee and Anand are joined by NFT GOAT GMoney. They sit down to discuss GMoney's Crypto & NFT journey and tips for people jumping into the new world. Dee and Anand then discuss today's top stories from Elon Musk's Twitter takeover and Howard Schultz's $20B move for Starbucks to Kanye's official withdrawal from Coachella. Timeline of What Was Discussed: A Group Chat exclusive interview with the Godfather of NFTs, GMoney. They discuss why he stays anonymous, how he got into crypto, and tips for people getting into the space. (1:02)  Ad Break: mParticle. (36:45)  There is a new chief in town over at Twitter, Elon Musk. (39:14)  Starbucks CEO, Howard Schultz, is back on a mission! (45:08)  GoPuff may go puff. (46:54)  The private markets are getting really ugly. (49:30)  Nothing goes up except mortgage payments. (51:50)  The impact of Kanye pulling out of Coachella. (1:01:40)  Group Chat Announcements. (1:11:06)  Related Links/Products Mentioned  mParticle  Elon Musk will join Twitter's board of directors | Engadget  On His First Day Back as CEO of Starbucks, Howard Schultz Made a Highly-Controversial $20 Billion Decision — Inc.  Gopuff laying off 3% of its global workforce  Gopuff Is Close to Raising $1 Billion With No IPO in Sight  Fast shuts doors after slow growth, high burn precluded fundraising options  30-year fixed mortgage crosses 5% — CNBC  Kanye West Pulls Out of Coachella — Variety  MY NAME IS KATHY CREWNECK SWEATSHIRT – Shop New Republic  Connect with GMoney!  Twitter: (@gmoneyNFT)  Connect with Group Chat! Watch The Pod #1 Newsletter In The World For The Gram Tweet With Us Exclusive Facebook Content We're @groupchatpod on Snapchat

Banking Transformed with Jim Marous
Can Traditional Banks Keep Up With Payments Transformation?

Banking Transformed with Jim Marous

Play Episode Listen Later Mar 29, 2022 41:10


The increasing scale and pace of change has been a constant characteristic of the payments landscape, driven by rapidly changing customer expectations and new technologies. The ability to deliver on these expectations, however, is still very much work in progress. Payments is an important element of a bank's overall value proposition. More than ever, financial institutions must adapt new partnership strategies and operating models, while focused on building unique differentiation. Our guest on the Banking Transformed podcast is Matthew Wilcox, President of Digital Payments and Data Aggregation at Fiserv. He discusses the evolving opportunities and challenges available in today's payments ecosystem. This Episode of Banking Transformed is sponsored by FIS  From super apps and crypto to embedded finance and financial inclusion, we're a long way away from the world of cash and checks. That's why FIS has reimagined The Global Payments Report. The Global Payments Report makes it easy to understand what your consumers want now – and in the future.  FIS experts talk through the trends transforming payments and what they mean for your business. FIS also gives you an in-depth view of how consumers pay when shopping online and at the point of sale in more than 40 markets, along with the latest insights into real-time payments trends.  Discover how the latest payments technologies could affect your business. Get your report today by visiting fisglobal.com/gpr. This episode of Banking Transformed is sponsored by mParticle.  mParticle believes that better decisions start with better data. Cleanse, visualize, and connect your customer data from any source or system to any API. Better data, better decisions, better outcomes. Visit mparticle.com for more.

Paleo Ad Tech
35. Michael Katz – double-clicking on InterCLICK and Yahoo

Paleo Ad Tech

Play Episode Listen Later Mar 22, 2022 30:51


Michael is co-founder and CEO of mParticle, a customer data platform (CDP) that launched in 2013, after he sold his ad network InterCLICK to Yahoo and worked there for (almost) a yearMore

Paleo Ad Tech
35. Michael Katz – double-clicking on InterCLICK and Yahoo

Paleo Ad Tech

Play Episode Listen Later Mar 22, 2022 30:51


Michael is co-founder and CEO of mParticle, a customer data platform (CDP) that launched in 2013, after he sold his ad network InterCLICK to Yahoo and worked there for (almost) a yearMore

The Sales Evangelist
Why Your Sales Forecast is Not Accurate and How to Fix It | Nabeil Alazzam - 1542

The Sales Evangelist

Play Episode Listen Later Mar 21, 2022 28:22


Creating a valuable and accurate sales forecast is dependent on your ability to anticipate the success of sales. So how does the founder and CEO of forma.ai Nabeil Alazzam motivate and drive his team to maintain momentum? Through sales incentives! Using sales incentives and data-driven forecasting, Nabeil encourages his salespeople to reach specific and measurable objectives. How Nabeil defines sales forecasting: It depends on whether the forecast is for a team leader or a representative. As a leader, it's taking data across the team and using it to aggregate results. On the rep level, accuracy is critical. If you're confident which accounts close, you can better visualize what else is needed to do to hit a target number. Common forecasting mistakes: Being overconfident with deals without a data-driven element to justify the belief. Instead, utilize checkpoints throughout the sales process to know if a prospect will move forward. Another common mistake is that a lack of nuanced checkpoints leads to overprioritizing a fast-cycle sales prospect. As a sales rep, use data to allocate time free of bias towards the accounts most likely to close (without taking the speed of the sales cycle into account.) Segmentation and forecasting go hand-in-hand. Use data when thinking about an audience cluster. A checklist sales reps have for different groups of people can and should look different depending on the best likely outcome for each group.  For managers, don't think of data points as averages across the board. Understand your different customer segments and establish guidelines within each audience as data points. Start data-driven forecasting: Forecasting is a crawl, walk, run approach. When running, you can automate the segmenting approach. In the crawl, it's simply acknowledging that people buy differently and may need different buying propositions. Think about the types of clients you serve and what success looks like with each of those groups, segmenting by sector, growth stage, and the number of employees. Think about the forecasting method and sales practice you should apply to each (and create data points based on these audiences.) How can incentives help our forecasting? Incentives drive behavior. And, ideally, better salespeople get paid more. If you can't set forecasting successfully, you can't allocate the proper incentives to the right salespeople. If you start to novice a prospecting segment is beginning to lag, you can be specific in your incentive to correct your trajectory. The goal should be to design incentive structures so the rep understands how much time they should allocate to that goal without detracting from the overall performance. Connect with Nabeil on forma.ai and reach out on LinkedIn. This episode is brought to you in part by LinkedIn Sales Navigator. The Great Resignation has become the Great Reshuffle, meaning it can be difficult for sales professionals like you to find leads and close deals. Luckily, Sales Navigator from LinkedIn is here for you! Sales Navigator from LinkedIn is the only tool that uses real-time alerts and up-to-date insights to help you know when prospects are ready to buy. And, with over 30 advanced filters, sales professionals can quickly find genuine leads with the intent to purchase. Gain the advantage of accurate, quality lead generation data from LinkedIn Sales Navigator. You can get a 60-day free trial of Sales Navigator at www.LinkedIn.com/TSE.  This episode is brought to you in part by Skipio. Are you sick of crickets? As a salesperson, the pain of reaching out with phone calls or emails and not receiving a response is real. But all text messaging is not created equal. 85% of people prefer text over email and phone calls because they want to engage in a conversation, not listen to bots. Be more like people and start having conversations that end in the conversions you want. Try Skipio at www.Skipio.com. This episode is brought to you in part by mParticle. Are you tired of wading through thousands of open sales positions to find the one perfect for you? Well, look no further. mParticle is one of the leading independent customer data platforms out there, and they're looking for motivated remote sellers (just like yourself.)  With top-name clients from Spotify and Burger King to Airbnb, we don't want you to let this opportunity go to waste! For more information and to view open positions, go to https://www.mparticle.com/careers/. This course is brought to you in part by the TSE Sales Certified Training Program, designed to help new and struggling sellers master sales fundamentals and close more deals. Help elevate your sales game and sign up now to get the first two modules free! You can visit www.thesalesevangelist.com/closemoredeals or call (561) 570-5077 for more information. We value your opinion and always want to improve the quality of our show. Complete our two-minute survey here: thesalesevangelist.com/survey. We'd love for you to join us for our next episodes by tuning in on Apple Podcast, Stitcher, or Spotify. You can also leave comments, suggestions, and ratings for each episode you listen to!  Read more about sales or listen to audiobooks on Audible and explore their huge online library. Register now to get a free book and a 30-day trial. Audio provided by Free SFX and Bensound. Other songs used in the episodes are as follows: The Organ Grinder written by Bradley Jay Hill, performed by Bright Seed, and Produced by Brightseed and Hill.

The Sales Evangelist
The Things Every Seller Must Know About Forecasting | Donald Kelly - 1541

The Sales Evangelist

Play Episode Listen Later Mar 18, 2022 15:20


Today's episode of The Sales Evangelist launches a new series on forecasting! When it comes to forecasting, there are a ton of strategies and tactics you can use to develop a solid background on it. In this episode, Donald discusses the three things you must know about forecasting before starting. But first, what is forecasting?  In essence, it's your ability to predict what will happen in the future. As a sales professional (and especially as a sales manager), you must be able to estimate how your team will perform throughout the week, month, and quarter.  Without forecasting, you'll have no idea if you'll achieve your sales goals! Know your data. How many calls lead to a conversation, a demo, and, ultimately, a sale?  Understanding your sales figures and statistics leads to an accurate forecast. Your pipeline is tied directly to your forecast, and if you put inadequate or insufficient data into a forecast, you'll get bad predictions in the outcome. Respect the process. Some prospects might want to skip conversations and move directly into a demo, a proposal, or a review. But are they even worthy of a demo, or will the sale benefit them? If they don't fit the criteria of a client for your company, you'll be wasting valuable time. Don't do the demos just because someone is interested; use data-driven forecasting to identify the indicators you need to make that decision.  You need more than you think you need. Even if you've done everything perfectly throughout the sales process, a deal still might not close. If the data tells you to close forty deals to meet a target, put sixty in your pipeline. Because while they might all close, you can't guarantee it.  The takeaway? You need more prospects and a more robust pipeline than you might initially think. Put extra in now to avoid scrambling at the end of the quarter. This episode is brought to you in part by LinkedIn Sales Navigator. The Great Resignation has become the Great Reshuffle, meaning it can be difficult for sales professionals like you to find leads and close deals. Luckily, Sales Navigator from LinkedIn is here for you! Sales Navigator from LinkedIn is the only tool that uses real-time alerts and up-to-date insights to help you know when prospects are ready to buy. And, with over 30 advanced filters, sales professionals can quickly find genuine leads with the intent to purchase. Gain the advantage of accurate, quality lead generation data from LinkedIn Sales Navigator. You can get a 60-day free trial of Sales Navigator at www.LinkedIn.com/TSE.  This episode is brought to you in part by Skipio. Are you sick of crickets? As a salesperson, the pain of reaching out with phone calls or emails and not receiving a response is real. But all text messaging is not created equal. 85% of people prefer text over email and phone calls because they want to engage in a conversation, not listen to bots. Be more like people and start having conversations that end in the conversions you want. Try Skipio at www.Skipio.com. This episode is brought to you in part by mParticle. Are you tired of wading through thousands of open sales positions to find the one perfect for you? Well, look no further. mParticle is one of the leading independent customer data platforms out there, and they're looking for motivated remote sellers (just like yourself.)  With top-name clients from Spotify and Burger King to Airbnb, we don't want you to let this opportunity go to waste! For more information and to view open positions, go to https://www.mparticle.com/careers/. This course is brought to you in part by the TSE Sales Certified Training Program, designed to help new and struggling sellers master sales fundamentals and close more deals. Help elevate your sales game and sign up now to get the first two modules free! You can visit www.thesalesevangelist.com/closemoredeals or call (561) 570-5077 for more information. We value your opinion and always want to improve the quality of our show. Complete our two-minute survey here: thesalesevangelist.com/survey. We'd love for you to join us for our next episodes by tuning in on Apple Podcast, Stitcher, or Spotify. You can also leave comments, suggestions, and ratings for each episode you listen to!  Read more about sales or listen to audiobooks on Audible and explore their huge online library. Register now to get a free book and a 30-day trial. Audio provided by Free SFX and Bensound. Other songs used in the episodes are as follows: The Organ Grinder written by Bradley Jay Hill, performed by Bright Seed, and Produced by Brightseed and Hill.

Banking Transformed with Jim Marous
Reimagining Money Experiences in Banking

Banking Transformed with Jim Marous

Play Episode Listen Later Mar 15, 2022 42:06


Over the past several years, my team at the Digital Banking Report has asked financial institutions globally what their primary objective was. Overwhelmingly, it has been to create better customer experiences. The problem is that creating a great experience is no longer enough. Consumers are looking for financial advocates and ways to achieve better financial outcomes. They expect their financial partners to use insight available to provide the path for a secure financial future. I am excited to have Jane Barratt, Chief Advocacy Officer at MX Technologies on the Banking Transformed podcast. Jane will discuss how data and insight can transform banking into emotional relationships that can impact people, organizations, and communities. This Episode of Banking Transformed is sponsored by FIS From super apps and crypto to embedded finance and financial inclusion, we're a long way away from the world of cash and checks. That's why FIS has reimagined The Global Payments Report. The Global Payments Report makes it easy to understand what your consumers want now – and in the future.   FIS experts talk through the trends transforming payments and what they mean for your business. FIS also gives you an in-depth view of how consumers pay when shopping online and at the point of sale in more than 40 markets, along with the latest insights into real-time payments trends.   Discover how the latest payments technologies could affect your business. Get your report today by visiting fisglobal.com/gpr. This episode of Banking Transformed is sponsored by mParticle. mParticle believes that better decisions start with better data. Cleanse, visualize, and connect your customer data from any source or system to any API. Better data, better decisions, better outcomes. Visit mparticle.com for more.

The Sales Evangelist
The Entry Point to Closing More Deals | Phillip Stutts - 1540

The Sales Evangelist

Play Episode Listen Later Mar 14, 2022 33:41


While mastering closing is critical, understanding how to open with a data-driven approach is a powerful component to help find and complete more deals. In today's episode of The Sales Evangelist, Donald is joined by author and founder of Win BIG Media Phillip Stutts to discuss the proper ways to begin prospecting.  The average American sees up to 10,000 ads every day.  Ipso facto, how is your messaging breaking out of the clutter? The correct entry point for salespeople is to create a deeper connection with the prospect and understand what moves them. Whether it's a B2B or B2C company, Phillip makes each of his clients dive into their customer base to understand more about them and their values. The point isn't to manipulate; it's to use that understanding to create a deeper connection that closes more deals. What can a sales rep start to gain that understanding? Phillip partners with a major data analytics company to create custom data reports. If you have $7500-10000 to spare, this is high-quality data for a few audience segments that matter. If that's a little out of your price range, just figure out more data on what's going on. That could be surveys sent to your clients or running small ad campaigns on Google or Facebook. Phillip's five steps to using that data: What moves them? You've done this by collecting data about your audience. Build out a sales plan. Before jumping into tactics, build a plan that integrates your collected data. Create the brand. The key point - this happens after determining what moves your audience and creating a sales plan. Testing your messaging and branding to refine for your audience. Finally, sell, pitch, or market (because you've now eliminated all the risks.) Phillip's major takeaway? This is the most disruptive moment in human history, and the best companies are the ones that stand out and think differently. To get in contact with Phillip, visit his website, phillipstutts.com. Or, to start the conversation on what data analytics might look like for your company, visit phillipstutts.com/insights. Check out his book, The Undefeated Marketing System, on Amazon. This episode is brought to you in part by LinkedIn Sales Navigator. The Great Resignation has become the Great Reshuffle, meaning it can be difficult for sales professionals like you to find leads and close deals. Luckily, Sales Navigator from LinkedIn is here for you! Sales Navigator from LinkedIn is the only tool that uses real-time alerts and up-to-date insights to help you know when prospects are ready to buy. And, with over 30 advanced filters, sales professionals can quickly find genuine leads with the intent to purchase. Gain the advantage of accurate, quality lead generation data from LinkedIn Sales Navigator. You can get a 60-day free trial of Sales Navigator at www.LinkedIn.com/TSE.  This episode is brought to you in part by Skipio. Are you sick of crickets? As a salesperson, the pain of reaching out with phone calls or emails and not receiving a response is real. But all text messaging is not created equal. 85% of people prefer text over email and phone calls because they want to engage in a conversation, not listen to bots. Be more like people and start having conversations that end in the conversions you want. Try Skipio at www.Skipio.com. This episode is brought to you in part by mParticle. Are you tired of wading through thousands of open sales positions to find the one perfect for you? Well, look no further. mParticle is one of the leading independent customer data platforms out there, and they're looking for motivated remote sellers (just like yourself.)  With top-name clients from Spotify and Burger King to Airbnb, we don't want you to let this opportunity go to waste! For more information and to view open positions, go to https://www.mparticle.com/careers/. This course is brought to you in part by the TSE Sales Certified Training Program, designed to help new and struggling sellers master sales fundamentals and close more deals. Help elevate your sales game and sign up now to get the first two modules free! You can visit www.thesalesevangelist.com/closemoredeals or call (561) 570-5077 for more information. We value your opinion and always want to improve the quality of our show. Complete our two-minute survey here: thesalesevangelist.com/survey. We'd love for you to join us for our next episodes by tuning in on Apple Podcast, Stitcher, or Spotify. You can also leave comments, suggestions, and ratings for each episode you listen to!  Read more about sales or listen to audiobooks on Audible and explore their huge online library. Register now to get a free book and a 30-day trial. Audio provided by Free SFX and Bensound. Other songs used in the episodes are as follows: The Organ Grinder written by Bradley Jay Hill, performed by Bright Seed, and Produced by Brightseed and Hill.

The Sales Evangelist
How to Mentally Prepare for a Successful Discovery Call | Isaac Ho - 1539

The Sales Evangelist

Play Episode Listen Later Mar 11, 2022 27:20


The best way to have a great discovery call is by mentally preparing for the call beforehand. But what's the best way to do this? In today's episode of The Sales Evangelist, Donald is joined by sales and mindset coach Isaac Ho to discuss his strategies and tricks to prepare for a successful discovery call.  Mental preparation can be the difference between an okay and a great call.  People often make decisions that fuel a latent belief they're not even aware they have. Sales is just a transfer of energy. If you're unprepared for a call or meeting, you transfer the wrong energy to the prospect or client. If you've done no research or prep about a company before a meeting, you must spend time and energy learning about the org rather than come to the meeting with thoughts to the table. When you enter a meeting, be curious. While a prospect will give you an understanding of their problem, they could be missing something that completely changes the situation. How does Isaac mentally prepare for a discovery call? Be clear about what's going on inside of yourself. What is your intention with the call? It's not just to sell something, it's to be curious and learn what the client needs. Don't talk to people to just match them to a particular solution; that ignores the prospect's thoughts about the situation. People buy from a salesperson when they understand their problems better than anyone else.  How to come mentally prepared to your next discovery call: Especially if you sell your own product or service, leave your baggage at the door. Don't take responses personally. You'll start responding to rejections as they argue directly with you. Accept that you can do everything right, and some people still won't move. So stop making someone's decision about you.  Understand the difference between a shadow (when you suppress something about yourself and then project that into the call) and a trigger (when you overreact to a problem not yet dealt with.) To get in touch with Isaac, visit his website, isaachocoaching.com, or connect with him on LinkedIn. This episode is brought to you in part by LinkedIn Sales Navigator. The Great Resignation has become the Great Reshuffle, meaning it can be difficult for sales professionals like you to find leads and close deals. Luckily, Sales Navigator from LinkedIn is here for you! Sales Navigator from LinkedIn is the only tool that uses real-time alerts and up-to-date insights to help you know when prospects are ready to buy. And, with over 30 advanced filters, sales professionals can quickly find genuine leads with the intent to purchase. Gain the advantage of accurate, quality lead generation data from LinkedIn Sales Navigator. You can get a 60-day free trial of Sales Navigator at www.LinkedIn.com/TSE.  This episode is brought to you in part by Skipio. Are you sick of crickets? As a salesperson, the pain of reaching out with phone calls or emails and not receiving a response is real. But all text messaging is not created equal. 85% of people prefer text over email and phone calls because they want to engage in a conversation, not listen to bots. Be more like people and start having conversations that end in the conversions you want. Try Skipio at www.Skipio.com. This episode is brought to you in part by mParticle. Are you tired of wading through thousands of open sales positions to find the one perfect for you? Well, look no further. mParticle is one of the leading independent customer data platforms out there, and they're looking for motivated remote sellers (just like yourself.)  With top-name clients from Spotify and Burger King to Airbnb, we don't want you to let this opportunity go to waste! For more information and to view open positions, go to https://www.mparticle.com/careers/. This course is brought to you in part by the TSE Sales Certified Training Program, designed to help new and struggling sellers master sales fundamentals and close more deals. Help elevate your sales game and sign up now to get the first two modules free! You can visit www.thesalesevangelist.com/closemoredeals or call (561) 570-5077 for more information. We value your opinion and always want to improve the quality of our show. Complete our two-minute survey here: thesalesevangelist.com/survey. We'd love for you to join us for our next episodes by tuning in on Apple Podcast, Stitcher, or Spotify. You can also leave comments, suggestions, and ratings for each episode you listen to!  Read more about sales or listen to audiobooks on Audible and explore their huge online library. Register now to get a free book and a 30-day trial. Audio provided by Free SFX and Bensound. Other songs used in the episodes are as follows: The Organ Grinder written by Bradley Jay Hill, performed by Bright Seed, and Produced by Brightseed and Hill.

The Sales Evangelist
How To Properly Conduct a Discovery Call & Not Scare Away Your Prospect | Jeremy Miner - 1538

The Sales Evangelist

Play Episode Listen Later Mar 7, 2022 33:44


Discovery calls are thought to be a challenging element for almost any salesperson. But what if we were to tell you there's a way to see more success with them? In today's episode of The Sales Evangelist, Donald is joined by the founder of 7th Level Jeremy Miner to discuss discovery call techniques that don't scare away your prospect (because we don't want that, trust me.) What makes a bad discovery? Sellers are taught the selling “ABC's - Always Be Closing. But with today's cautious buyers, this strategy doesn't always come across well. To be great at sales, skip the C and learn the ABD's of selling - Always Be Disarming. What triggers a prospect to buy or not to buy? Salespeople trigger behaviors by what they're asking (and, more importantly, what they aren't asking.) Salespeople frequently come across as too enthusiastic, talking about their solution too early in the conversation.  While you should be excited about what you sell, it shouldn't be the point that it comes across as fake. Keep the joy internal.  According to behavioral science, prospects subconsciously pick up on nonverbal cues in the first 7-12 seconds of conversation. If you come across as aggressive, needy, or attached and don't know the right questions, it triggers the brain to get rid of you. It's not them; it's you. Come across as neutral, unbiased, and calm. Ask the right questions at the right time to encourage a prospect to open up to you. Don't focus on making the sale. Instead, focus on determining if your solution can help. Jeremy's advice? Never start a conversation by asking someone how they're doing - it's a disingenuous greeting.  Instead, start the meeting and get to business. Spend the first meeting determining if their organization is even a company that fits what you're able to do. If you enter the conversation assuring them that you're going to solve their problem, you'll never find out if that's true. Stay unbiased. Learn the right questions that trigger people to be pulled in. When Jeremy first started sales, he struggled. It took practice and time learning to understand how to perform well. Most objections you get are triggered by you, the salesperson. When the conversation starts, you need to determine their current state and where they want to go. As a salesperson, you need to show prospects the gap between where they are and where they want to go and reveal that gap. Selling is all about change. But human beings don't like change (even though we say we do.) To learn more about what Jeremy does, join Jeremy's Facebook sales group (with over 15,000 members) to receive free training, resources and more. This episode is brought to you in part by LinkedIn Sales Navigator. The Great Resignation has become the Great Reshuffle, meaning it can be difficult for sales professionals like you to find leads and close deals. Luckily, Sales Navigator from LinkedIn is here for you! Sales Navigator from LinkedIn is the only tool that uses real-time alerts and up-to-date insights to help you know when prospects are ready to buy. And, with over 30 advanced filters, sales professionals can quickly find genuine leads with the intent to purchase. Gain the advantage of accurate, quality lead generation data from LinkedIn Sales Navigator. You can get a 60-day free trial of Sales Navigator at www.LinkedIn.com/TSE.  This episode is brought to you in part by Skipio. Are you sick of crickets? As a salesperson, the pain of reaching out with phone calls or emails and not receiving a response is real. But all text messaging is not created equal. 85% of people prefer text over email and phone calls because they want to engage in a conversation, not listen to bots. Be more like people and start having conversations that end in the conversions you want. Try Skipio at www.Skipio.com. This episode is brought to you in part by mParticle. Are you tired of wading through thousands of open sales positions to find the one perfect for you? Well, look no further. mParticle is one of the leading independent customer data platforms out there, and they're looking for motivated remote sellers (just like yourself.)  With top-name clients from Spotify and Burger King to Airbnb, we don't want you to let this opportunity go to waste! For more information and to view open positions, go to https://www.mparticle.com/careers/. This course is brought to you in part by the TSE Sales Certified Training Program, designed to help new and struggling sellers master sales fundamentals and close more deals. Help elevate your sales game and sign up now to get the first two modules free! You can visit www.thesalesevangelist.com/closemoredeals or call (561) 570-5077 for more information. We value your opinion and always want to improve the quality of our show. Complete our two-minute survey here: thesalesevangelist.com/survey. We'd love for you to join us for our next episodes by tuning in on Apple Podcast, Stitcher, or Spotify. You can also leave comments, suggestions, and ratings for each episode you listen to!  Read more about sales or listen to audiobooks on Audible and explore their huge online library. Register now to get a free book and a 30-day trial. Audio provided by Free SFX and Bensound. Other songs used in the episodes are as follows: The Organ Grinder written by Bradley Jay Hill, performed by Bright Seed, and Produced by Brightseed and Hill.

Group Chat
Jean-Yuhs | Group Chat News Ep. 604

Group Chat

Play Episode Listen Later Mar 4, 2022 91:03


Today, Drama, Dee, and Anand, discuss soaring gas prices, Kanye's misadventure, Amazon's beating by… Amazon, Russian oligarchs, and Roman Abramovich's sale of Chelsea FC. The team also drops their Winners, Losers, and Content Recommendations. Additionally, Dee and Anand speak to and learn from Michael Katz of mParticle. Also, make sure to check out our March Madness bracket.   Timeline of What was Discussed: A Group Chat exclusive interview with Michael Katz of mParticle. They discuss dealing with growing pains and figuring things out, the nuts and bolts of mParticle, why SaaS companies are highly valued, and the value in the execution. (1:10)  Books are OUT! (31:27)  Buy, sell, buy, sell! (40:12)  Gas prices are out of control! (43:08)  Why the stock market DOESN'T make sense. (44:39)  The Kanye fandom is REAL! (49:44)  The health effects of TikTok. (56:26)  The Russian oligarchs are losing BIG! (1:05:32)  Winners, Losers, and Content Recommendations. (1:13:34)  Group Chat Shout Outs. (1:29:53)  Related Links/Products Mentioned  Amazon is shutting 68 retail stores, ending Amazon Books, 4-star and Pop Up shops  MARKET INSIDER Stocks making the biggest moves midday: Best Buy, Kroger, Burlington and more  China Declared Its Russia Friendship Had ‘No Limits.' It's Having Second Thoughts.  Americans are warned to budget for $5-A-GALLON gas as oil prices surge during Russian invasion of Ukraine and US national average rises to $3.61 - up $1 from a year ago  Gap shares rise after retailer issues strong earnings guidance, despite weak revenue outlook  Kanye West slammed over ‘disgusting' music video burying Kim Kardashian's boyfriend Pete Davidson alive  The Kings of Kanye's Instagram  States launch probe into TikTok's effect on kids' health  Roman Abramovich, Russian owner of Chelsea FC, to sell club after Ukraine invasion  Russian billionaires lose $80 billion in wealth  Once Upon a Time in Russia: The Rise of the Oligarchs―A True Story of Ambition, Wealth, Betrayal, and Murder – Book by Ben Mezrich  Ben Mezrich (@benmezrich) | Twitter  Fanatics Raises $1.5 Billion With $27 Billion Valuation  Elon Musk activates Starlink in Ukraine  Peloton Ex-CEO Sells $50 Million of Stock to Firm Linked to Michael Dell  Super Pumped (Official Series Site) Watch on Showtime  High-Quality CBD Products for Sale - Colorado Cannabinoids (Promo Code - “groupchat” at checkout for 20% off)  Connect Michael and mParticle!  Email: mkatz@mparticle.com  Twitter: @mkatz0630  mParticle  Contact  Connect with Group Chat! Watch The Pod #1 Newsletter In The World For The Gram Tweet With Us Exclusive Facebook Content We're @groupchatpod on Snapchat

Group Chat
Jean-Yuhs | Group Chat News Ep. 604

Group Chat

Play Episode Listen Later Mar 4, 2022 91:03


Today, Drama, Dee, and Anand, discuss soaring gas prices, Kanye's misadventure, Amazon's beating by… Amazon, Russian oligarchs, and Roman Abramovich's sale of Chelsea FC. The team also drops their Winners, Losers, and Content Recommendations. Additionally, Dee and Anand speak to and learn from Michael Katz of mParticle. Also, make sure to check out our March Madness bracket.   Timeline of What was Discussed: A Group Chat exclusive interview with Michael Katz of mParticle. They discuss dealing with growing pains and figuring things out, the nuts and bolts of mParticle, why SaaS companies are highly valued, and the value in the execution. (1:10)  Books are OUT! (31:27)  Buy, sell, buy, sell! (40:12)  Gas prices are out of control! (43:08)  Why the stock market DOESN'T make sense. (44:39)  The Kanye fandom is REAL! (49:44)  The health effects of TikTok. (56:26)  The Russian oligarchs are losing BIG! (1:05:32)  Winners, Losers, and Content Recommendations. (1:13:34)  Group Chat Shout Outs. (1:29:53)  Related Links/Products Mentioned  Amazon is shutting 68 retail stores, ending Amazon Books, 4-star and Pop Up shops  MARKET INSIDER Stocks making the biggest moves midday: Best Buy, Kroger, Burlington and more  China Declared Its Russia Friendship Had ‘No Limits.' It's Having Second Thoughts.  Americans are warned to budget for $5-A-GALLON gas as oil prices surge during Russian invasion of Ukraine and US national average rises to $3.61 - up $1 from a year ago  Gap shares rise after retailer issues strong earnings guidance, despite weak revenue outlook  Kanye West slammed over ‘disgusting' music video burying Kim Kardashian's boyfriend Pete Davidson alive  The Kings of Kanye's Instagram  States launch probe into TikTok's effect on kids' health  Roman Abramovich, Russian owner of Chelsea FC, to sell club after Ukraine invasion  Russian billionaires lose $80 billion in wealth  Once Upon a Time in Russia: The Rise of the Oligarchs―A True Story of Ambition, Wealth, Betrayal, and Murder – Book by Ben Mezrich  Ben Mezrich (@benmezrich) | Twitter  Fanatics Raises $1.5 Billion With $27 Billion Valuation  Elon Musk activates Starlink in Ukraine  Peloton Ex-CEO Sells $50 Million of Stock to Firm Linked to Michael Dell  Super Pumped (Official Series Site) Watch on Showtime  High-Quality CBD Products for Sale - Colorado Cannabinoids (Promo Code - “groupchat” at checkout for 20% off)  Connect Michael and mParticle!  Email: mkatz@mparticle.com  Twitter: @mkatz0630  mParticle  Contact  Connect with Group Chat! Watch The Pod #1 Newsletter In The World For The Gram Tweet With Us Exclusive Facebook Content We're @groupchatpod on Snapchat

Selling In Color
Closing Out The Season | Donald Kelly - 052

Selling In Color

Play Episode Listen Later Feb 24, 2022 5:39


We've come to the end of another season of Selling in Color! In this season's finale, Donald touches on some of the great episodes and looks forward to what's coming next for the podcast. A look back on some great episodes: Nia Lewis shared how she overcame her imposter syndrome. Janice B. Gordon discussed the racial inequalities of sales teams in the U.K. Jerry Brooner told us how he builds diverse sales teams. Stephanie Chung shared her experience with high-ticket selling. Natasha Hemingway explained how crucial it is for us to invest in ourselves. Jason Bay taught us great email tips and strategies. All of these folks gave their input, but what's the main takeaway from this season? Always look to tell new stories, learn new tips, and find new strategies. A look forward to what's to come: Moving forward, Selling in Color is shifting shift a little bit, moving more towards a storytelling style rather than purely direct interviews.  If you haven't done so, connect with Donald on LinkedIn and tell him what you want to hear more about. Whether that's highlighting brands, tech expansion, or the Great Reshuffle, we'd love to hear what you want. We'll be back the first week of April for the launch of the next season. We can't wait to see you as we share more strategies, stories, and tips for people of color to use as we get the success we deserve. This episode is brought to you in part by Skipio. Are you sick of crickets? As a salesperson, the pain of reaching out with phone calls or emails and not receiving a response is real. But all text messaging is not created equal. 85% of people prefer text over email and phone calls because they want to engage in a conversation, not listen to bots. Be more like people and start having conversations that end in the conversions you want. Try Skipio at www.Skipio.com. This episode is brought to you in part by mParticle. Are you tired of wading through thousands of open sales positions to find the one perfect for you? Well, look no further. mParticle is one of the leading independent customer data platforms out there, and they're looking for motivated remote sellers (just like yourself.)  With top-name clients from Spotify and Burger King to Airbnb, we don't want you to let this opportunity go to waste! For more information and to view open positions, go to https://www.mparticle.com/careers/. This course is brought to you in part by the TSE Sales Certified Training Program, designed to help new and struggling sellers master sales fundamentals and close more deals. Help elevate your sales game and sign up now to get the first two modules free! You can visit www.thesalesevangelist.com/closemoredeals or call (561) 570-5077 for more information. We value your opinion and always want to improve the quality of our show. Complete our two-minute survey here: thesalesevangelist.com/survey. Join us for our next episodes by tuning in on Apple Podcast or Spotify. You can also leave comments, suggestions, and ratings for each episode to help us understand what you want to hear.  Audio provided by Free SFX and Bensound. Other songs used in the episodes are as follows: The Organ Grinder written by Bradley Jay Hill, performed by Bright Seed, and Produced by Brightseed and Hill.

Selling In Color
10 Things You Must Consider Before Leaving Your Sales Job | Donald Kelly - 051

Selling In Color

Play Episode Listen Later Feb 15, 2022 15:34


We're in The Great Reshuffle - a time where many people leave their jobs in pursuit of another. While you might want to move on to your next adventure, are you sure you've done everything you should before leaving? Find out on today's episode of Selling in Color the ten things you must consider before leaving your current job.  Don't leave a job and make them regret hiring you in the first place. Who knows what life holds; you might want to rejoin that company again! When it comes to employment, don't burn bridges.  If you're working within the same industry, the word can travel. And that can be damaging to your career if you leave on a negative note. People leave because of flexibility and money - they like the opportunity for growth or adaptability inside the company. People don't want to be stagnant. Ten things to consider before leaving: Don't burn bridges. (We're better than that.) Give a two-week notice. Think about it from an employer's perspective; the least you can do is equip your manager to be their best. Give your boss the news. Of course, you don't need to give them your life story, but explain that it's time for you to move on. Depending on the company's size, recommend someone to take your spot. Make it easy for the next person coming in; let them know next steps, prospects, and future deals. Give a resignation letter. It doesn't have to be complicated; you can find examples online. It's formal, but it sets the standard as a professional. Think about your team members. Connect coworkers on LinkedIn with other strong professionals. Give back the company's belongings; you have bigger fishes to fry. Think about your benefits. You might have a 401K, vacation days, or life insurance that you might need. Are you able to switch it over? Speaking of vacation days, take the days you earned! The best time to find a new job is when you currently have one. Wait until you have signed the offer letter and have secured income before leaving your old job behind. When it's all said and done, this is about your mental health and well-being. Do something you appreciate and enjoy doing. Oh, and happy Black History Month! Make sure to connect with Donald on LinkedIn for more great content. This episode is brought to you in part by Skipio. Are you sick of crickets? As a salesperson, the pain of reaching out with phone calls or emails and not receiving a response is real. But all text messaging is not created equal. 85% of people prefer text over email and phone calls because they want to engage in a conversation, not listen to bots. Be more like people and start having conversations that end in the conversions you want. Try Skipio at www.Skipio.com. This episode is brought to you in part by mParticle. Are you tired of wading through thousands of open sales positions to find the one perfect for you? Well, look no further. mParticle is one of the leading independent customer data platforms out there, and they're looking for motivated remote sellers (just like yourself.)  With top-name clients from Spotify and Burger King to Airbnb, we don't want you to let this opportunity go to waste! For more information and to view open positions, go to https://www.mparticle.com/careers/. This course is brought to you in part by the TSE Sales Certified Training Program, designed to help new and struggling sellers master sales fundamentals and close more deals. Help elevate your sales game and sign up now to get the first two modules free! You can visit www.thesalesevangelist.com/closemoredeals or call (561) 570-5077 for more information. We value your opinion and always want to improve the quality of our show. Complete our two-minute survey here: thesalesevangelist.com/survey. Join us for our next episodes by tuning in on Apple Podcast or Spotify. You can also leave comments, suggestions, and ratings for each episode to help us understand what you want to hear.  Audio provided by Free SFX and Bensound. Other songs used in the episodes are as follows: The Organ Grinder written by Bradley Jay Hill, performed by Bright Seed, and Produced by Brightseed and Hill.

Selling In Color
Changing The Email Game | Jason Bay - 050

Selling In Color

Play Episode Listen Later Feb 8, 2022 22:33


Emails are critical for successful salespeople. In today's episode of Selling in Color, Donald goes over his favorite email tips, tricks, and best practices with all-star guest Jason Bay, co-owner of Blissful Prospecting. Changing the email game Engaging in the “murder by numbers approach” of sending 1,000 emails to land five appointments impacts the customer quality. To work with a specific group of customers, show them you're their peer. Don't be the spam-sending stranger, be the friendly (but informative) industry peer. You'll send less mail with this account-based approach, but the return will be better.  Think of it as going to the gym. If you go with a plan for the session, you'll be more efficient than if you just wing it.  Do prospecting preparation on the front end, so you don't spend time with ill-fitting prospects.  Jason's video tips: People avoid video because they worry about how they'll appear. But working around that fear leads to better open rates and conversion, so it's an ideal strategy. Look directly into the camera to maintain eye contact with the recipient.  Use quality equipment and proper lighting.  Smile! Create the sense that working with you is enjoyable.  Limit your video to 30 seconds or less. Prepare bullet points of what you'd like to say rather than prepare an entire script. Connecting with video: You're not going to sell a prospect over the phone or through email or LinkedIn. Your job is to sell them on the appointment. When choosing a video platform, consider tools that flow with what you already use. Utilize screen-sharing to convey complex topics or show specialized data. Make the experience as enjoyable as possible!  Loom is a Google Chrome extension that's a little clunky but effective. Soapbox has a free version that is very capable and of good quality. AB test everything, including different areas of your email sequence. Prioritize prospecting based on who is most engaged with your outreach.  “Changing The Email Game” Resources: Connect with Jason at blissfulprospecting.com/Donald, where he has put together essential tools to get you started in video prospecting. You'll find a PDF, a script, and the flow for recording that will move you toward changing the email game. Check out Loom, Soapbox, BombBomb, or Hubspot for video capability that meshes with your existing workflow. This episode is brought to you in part by Skipio. Are you sick of crickets? As a salesperson, the pain of reaching out with phone calls or emails and not receiving a response is real. But all text messaging is not created equal. 85% of people prefer text over email and phone calls because they want to engage in a conversation, not listen to bots. Be more like people and start having conversations that end in the conversions you want. Try Skipio at www.Skipio.com. This episode is brought to you in part by mParticle. Are you tired of wading through thousands of open sales positions to find the one perfect for you? Well, look no further. mParticle is one of the leading independent customer data platforms out there, and they're looking for motivated remote sellers (just like yourself.)  With top-name clients from Spotify and Burger King to Airbnb, we don't want you to let this opportunity go to waste! For more information and to view open positions, go to https://www.mparticle.com/careers/. This course is brought to you in part by the TSE Sales Certified Training Program, designed to help new and struggling sellers master sales fundamentals and close more deals. Help elevate your sales game and sign up now to get the first two modules free! You can visit www.thesalesevangelist.com/closemoredeals or call (561) 570-5077 for more information. We value your opinion and always want to improve the quality of our show. Complete our two-minute survey here: thesalesevangelist.com/survey. Join us for our next episodes by tuning in on Apple Podcast or Spotify. You can also leave comments, suggestions, and ratings for each episode to help us understand what you want to hear.  Audio provided by Free SFX and Bensound. Other songs used in the episodes are as follows: The Organ Grinder written by Bradley Jay Hill, performed by Bright Seed, and Produced by Brightseed and Hill.