Podcasts about pipeline generation

This episode features an interview with Avi Bhagtani, CMO at Digitate, a company that leverages machine learning and AI to intelligently manage IT and business operations.Avi discusses their success with regional, curated events and how they are investing in AI experiments. He also shares insights into how they are leveraging AI to optimize the website. Key Takeaways:Many successful events are curated, smaller and regional. Marketers who can meet their customer expectations and create networking opportunities with peers will pull ahead. The world of the traditional funnel is gone. The buyer journey is much more user dependent. Buyers have more agency and the journey has become very fast. The speed that generative AI can move when it comes to updating the website and launching ABM campaigns is already astonishing, and will only get better. Marketers should be leveraging these tools to move faster. Quote: “In the last one year, we have experimented with at least 12 to 15 new tools, either for finding our prospects or distilling our signals or increasing productivity with AI, right? Some of them have worked. Some of them have failed miserably, just the nature of the business today. But fortunately, we are doing this going in all eyes wide open, right? We know that some of these things are just gonna work. Some of these things have, you know, they have a little bit of a longer runway that they need to give you the results you want. Some of these just don't work, right? So that's where the majority of the investments are focused on today.”Episode Timestamps: *(03:07) The Trust Tree: Finding every avenue to intercept prospects*(09:06) The Playbook: Consistency of messaging over time*(31:31) The Dust Up: Answer what marketing will do for other functions*(33:48) Quick Hits: Avi quick hitsSponsor:Pipeline Visionaries is brought to you by Qualified.com. Qualified helps you turn your website into a pipeline generation machine with PipelineAI. Engage and convert your most valuable website visitors with live chat, chatbots, meeting scheduling, intent data, and Piper, your AI SDR. Visit Qualified.com to learn more.Links:Connect with Ian on LinkedInConnect with Avi Bhagtani on LinkedInLearn more about DigitateLearn more about Caspian Studios

This episode features an interview with Bruce Cleveland, author of the best-seller “Traversing the Traction Gap" and CEO of Traction Gap Partners, a Market Engineering advisory firm.In this episode, Bruce outlines why most startups fail and explains market engineering, a term he coined  to represent the ideas around category design. He shares insights into creating a category and what goes into startup success. Key Takeaways:Market engineering involves the ideas around category design or redefinition thought leadership to create a category.There are distinct advantages to being a category leader; the category leader generates about 76% of  all the profits from a category. While there is a first-mover advantage, there are also some associated challenges.Thought leadership is an essential component of creating a category. People want to be around peers they admire, so gathering the right people together leads to an eventual tipping point that makes it easier for a company to sell.Quote:  One of the reasons that you need to actively be involved in the thought leadership part of category creation is people wanna hang out with other people who they think are smart, who have some cool ideas. And that I think happens with companies as well. So eventually some companies kind of climb out of the morass, the cacophony of, fighting the marketing battle and begin to emerge as the thought leaders in those. And then they collectively gather more people and more people. And finally there's a tipping point where that company is perceived as the category leader. And so it becomes really easy for those companies to then sell more.Episode Timestamps: *(02:26) The Trust Tree: Traversing the Traction Gap *(07:31) The importance of category design*(26:05) Thought Leadership in category creation*(35:39) How to evaluate startupsSponsor:Pipeline Visionaries is brought to you by Qualified.com. Qualified helps you turn your website into a pipeline generation machine with PipelineAI. Engage and convert your most valuable website visitors with live chat, chatbots, meeting scheduling, intent data, and Piper, your AI SDR. Visit Qualified.com to learn more.Links:Connect with Ian on LinkedInConnect with Bruce on LinkedInLearn more about Traction Gap Partners or Traversing the Traction GapLearn more about Caspian Studios

This episode features an interview with Armen Najarian, CMO at Sift, an AI-powered fraud platform delivering identity trust for leading global businesses.Armen has 10 years of experience as a CMO across a variety of fraud prevention, digital identity, and cybersecurity organizations. He discusses how word of mouth and a strong brand has allowed them to become a leader in their space and also gives insight into Sift's top source for demand generation.Key Takeaways:It is riskier not to take risks. Marketers need to be willing to try something unconventional. If it fails, the world goes on. Giving your customers access to your data, if it answers important questions for them, can be a key driver of demand. Understand what your customers are curious about and what questions they are asking. If you can find a way to provide answers, the ROI will be significant. Quote:  ”Those that aren't taking risks are the ones taking risks, is the way I would look at this. Like we have to take risks -you know, it's gotten so noisy and some of the tried and true tactics like organic search, right, which is completely flipped on its head right now. Every CMO has a responsibility, anyone in marketing really, has a responsibility to really rethink the logic for what they're doing and take some risks.”Episode Timestamps: *(02:29) The Trust Tree: 10 years of CMO experience*(09:19) The Playbook: Answering your customers biggest questions*(38:24) The Dust Up: To create a category or not *(42:32) Quick Hits: Armen's quick hitsSponsor:Pipeline Visionaries is brought to you by Qualified.com. Qualified helps you turn your website into a pipeline generation machine with PipelineAI. Engage and convert your most valuable website visitors with live chat, chatbots, meeting scheduling, intent data, and Piper, your AI SDR. Visit Qualified.com to learn more.Links:Connect with Ian on LinkedInConnect with Armen on LinkedInLearn more about SiftLearn more about FibrLearn more about Caspian Studios

This episode features an interview with Alison Lange Engel, CEO of Ceros, a company that provides tools and services that empower companies to create interactive content with unparalleled ease and efficiency, driving customer engagement.In this episode, Alison discusses the power of interactive content and how to differentiate your brand amidst increasing noise. She and Ian dive into the importance of being unique and how creativity is a competitive advantage. Key Takeaways:Creativity is a competitive advantage, even more so as copying assets gets easier with AI. CMOs need to get their teams off the treadmill and make space for creativity, inspiration and ideation. The sea of sameness is real, especially in B2B, and the world continues to get noisier. You have to disrupt and have conviction behind your big bets; check box marketing won't cut it anymore. Originality is as important as ever, but teams have to find ways to do more with less and won't succeed if they are only trying to differentiate themselves through words, tone, or processes.Quote:  You're going to miss the opportunity to differentiate and tell a unique story, right, if you have your team on a treadmill constantly. And that's how most people feel. But, as a leader, you've got to create space for it and find inspiration. Encourage your team to bring ideas. We would bring magazine clips in. People would bring in their pets. People brought in old, you know, pictures, family mementos, what matters to them. You've gotta get to the heart and soul of what you're trying to do to kind of unlock your team and have your company, you know, feel fresh, feel modern, and have people take risks, right? Great companies take risks and you have to kind of create that environment to do that. The brands that don't, are in trouble and the brands that do are the ones that win.Episode Timestamps: *(05:50) The Trust Tree: Experiences over static content*(25:36) The ROI of creativity*(36:29) Advice for CMOs on creativity and boldnessSponsor:Pipeline Visionaries is brought to you by Qualified.com. Qualified helps you turn your website into a pipeline generation machine with PipelineAI. Engage and convert your most valuable website visitors with live chat, chatbots, meeting scheduling, intent data, and Piper, your AI SDR. Visit Qualified.com to learn more.Links:Connect with Ian on LinkedInConnect with Alison on LinkedInLearn more about CerosLearn more about Caspian Studios

This episode features an interview with Jen Rapp, CMO at Superside, an AI-powered creative service, trusted by 500+ top brands. Jen has over 20 years of experience developing and executing marketing strategies for high-growth companies, with a particular focus on working alongside entrepreneurial leaders to scale.She discusses selling the vision and how doing good impacts marketing, sharing her lessons from her time at Patagonia and DoorDash. She also discusses winning on meta through quality creative and driving qualified leads through virtual summits. Key Takeaways:Don't sleep on meta ads. If your ICP is on Instagram, those ads can be some of the cleanest and most effective ads to drive pipeline, especially if you have quality creative. Virtual Summits, or essentially a stack of webinars, are a great way to get emails and drive pipeline if you are truly offering great content. Sell the vision, not the product. A focus on features, instead of stories, is rarely the way to go. Quote:“  I would not have said this a year ago, when I first joined the company - number one is our meta, paid meta spend. I came to this company and I saw how much we were spending on Meta, and I was like, whoa, what the hell are these people doing? They're making mistakes left and right. Nope. We drive a majority, or a lot, I shouldn't say a majority, a lot of our qualified pipeline through our Meta spend. Our Meta spend also acts as our top of funnel awareness driver.  When we turn off meta, we basically turn off the ability of our SDRs and our BDRs to convert people to SQLs. It is invaluable. So number one, my marketing team is like rallied around creating incredible creative for Meta.”Episode Timestamps: *(03:51) The Trust Tree: Making sure customers have confidence in you*(12:12) The Playbook: The power of Meta ads*(33:10) The Dust Up: Standing up to brilliant founders*(41:01) Quick Hits: Jen's Quick HitsSponsor:Pipeline Visionaries is brought to you by Qualified.com. Qualified helps you turn your website into a pipeline generation machine with PipelineAI. Engage and convert your most valuable website visitors with live chat, chatbots, meeting scheduling, intent data, and Piper, your AI SDR. Visit Qualified.com to learn more.Links:Connect with Ian on LinkedInConnect with Jen on LinkedInLearn more about SupersideLearn more about Caspian Studios

This episode features an interview with Steve Rotter, CMO at DeepL, a global communications platform powered by Language AI.In this episode, Steve shares with us the power of a small uplift to your website when you see large scale website traffic, and the importance of pushing your point of view over your product features. He also dives into the value of brand in avoiding churn. Key Takeaways:Small changes to the website can have a small uplift, and when you are dealing with large-scale website traffic, that can have a big impact on the business. For large enterprises, don't underestimate the value of small optimizations on the website. People churn products, they don't churn from valued brands and communities. Make sure to invest in your brand accordingly. Explaining your POV over pushing your features, allows you to demonstrate the outsized impact of your product more effectively. Quote:  Brand is critical. My general sense is, people churn from products, they don't churn from communities, they don't churn from brands with personalities that they enjoy. So, we spend a lot of time looking at that in terms of, you know, what is the voice, what is the language, what is the identity of the brand?Episode Timestamps: *(04:11) The Trust Tree: People churn from products, not brands and communities *(24:13) The Playbook: Explain your point of view, over pushing all your features*(39:22) Quick Hits: Scott's Quick HitsSponsor:Pipeline Visionaries is brought to you by Qualified.com. Qualified helps you turn your website into a pipeline generation machine with PipelineAI. Engage and convert your most valuable website visitors with live chat, chatbots, meeting scheduling, intent data, and Piper, your AI SDR. Visit Qualified.com to learn more.Links:Connect with Ian on LinkedInConnect with Scott on LinkedInLearn more about DeepLLearn more about Caspian Studios

In this episode of The HealthTech Marketing Show, guest host Mark Erwich leads a deep dive into pipeline optimization and deal acceleration, featuring expert insights from healthcare tech marketing leaders Amy Swanson and Michael Passanante. They discuss the essential strategies for aligning teams around pipeline goals, the use of collaborative scorecards for performance measurement, effective buyer engagement tracking, and the evolving roles of business development representatives (BDRs). They also explore how marketing teams can influence pipeline acceleration, customer retention strategies, and the importance of brand building as part of a holistic approach to pipeline management.Key Topics Covered:"Introduction (00:00:00)"“Integrating Pipeline Goals with Strategic Planning (00:04:35)”“Measuring Marketing Influence on Opportunities (00:06:21)”“Creating and Utilizing a Collaborative Scorecard (00:07:56)”“Identifying and Engaging the Buying Committee (00:12:13)”“Role of BDRs in Pipeline Generation (00:14:05)”“Marketing's Role in Pipeline and Alignment Across Teams (00:18:11)”“Translating Pipeline Goals into Marketing Metrics (00:19:42)”“Leveraging Technology to Enhance Sales Velocity and Engagement (00:21:06)”“Balancing Customer Retention and Pipeline Generation (00:23:07)”“Marketing's Contribution to Pipeline Acceleration (00:25:35)”“Final Recommendations for Marketing Leaders (00:28:30)”Resources:Sales Enablement Tool: https://www.paperflite.com/Are you interested in learning more about the challenges of pipeline optimization? This detailed blog post explores the topic in greater depth.Connect with me: https://www.linkedin.com/in/adamturinas/Subscribe to The HealthTech Marketing Show on Spotify or watch us on YouTube for more insights into marketing, AI, ABM, buyer journeys, and beyond!

This episode features an interview with Jenny Force, VP of Global Demand Generation at Meltwater, a company with a suite of solutions that spans media, social, consumer, and sales intelligence. Jenny discusses her experience launching the company's first big summit, as well as the work they have done to automate their inbound process to maximize each MQL.Key Takeaways:Launching a new big initiative and then proving ROI to the executive team requires careful positioning and careful measurement against KPIs.Automating the process for inbound leads through tech removes manual human intervention and puts the sellers into positions where they can do their job at a more impactful level.Imbuing campaigns with humor, while a little scary, can cause a big lift in engagement.Quote: We've been really investing and not just spending more money to get more MQLs. It's making, not to sound cliche, but every MQL count. It's about automating the process. Here at Meltwater, we're a 20-year-old company, we're very sales-centric and there's a lot of energy that used to be put behind outbound. So, it was changing the narrative around inbound. Until we totally make this change as a business where everyone in the business is shouting to get an inbound lead and are super excited about it, it's how can I get every single lead responded to in under an hour without any delays? And it's been a bit of a journey to put the right tech in place to automate those processes that we can, take out that manual human intervention and then put the sellers into the business so they can actually sell. So, I've got some tech around instant meeting scheduling, self-serve demos, a conversational email that we've put in. And honestly, I feel like that has already had such an impact on our conversion rates. I wouldn't get rid of it.Episode Timestamps: *(06:03) The Trust Tree: Improving inbound efficiency and increasing deal velocity*(14:32) The Playbook: Launching a summit and investing in automation *(45:53) The Dust Up: Changing inbound KPIs to get a seat at the table *(49:30) Quick Hits: Jenny's quick hitsSponsor:Pipeline Visionaries is brought to you by Qualified.com. Qualified helps you turn your website into a pipeline generation machine with PipelineAI. Engage and convert your most valuable website visitors with live chat, chatbots, meeting scheduling, intent data, and Piper, your AI SDR. Visit Qualified.com to learn more.Links:Connect with Ian on LinkedInConnect with Jenny on LinkedInLearn more about MeltwaterLearn more about Caspian Studios

This episode features an interview with Luke Arno, CRO at Transcend, a privacy platform that empowers brands to enhance regulatory stances and improve customer relationships through data transparency, consent, and control.Luke dives into the different marketing strategies needed when you are prioritizing data privacy and aiming to only engage with prospects who opt in. He also discusses making the sales function an advisor and consultant to potential customers. Key Takeaways:One size fits all messaging is not successful and does more damage than good. It needs to go. Marketing while prioritizing data privacy is a different ball game and requires a series of calculated investments based on the target market. Empowering your sales leaders as thought leaders, and asking them to act as advisors, makes them very valuable at events. Quote: “ How do we most effectively deliver thought leadership or ask the right questions from our customers about the problems they're solving? And we invest deeply in enabling our sales force  to be subject matter experts, and then therefore we rely on them to help scale, to meet our customers and open up the conversation in a trusted environment. Hence the name of the segment, the trust tree. But that whole process requires sales rep to put their sales position down and, effectively, ship the paradigm for how they think about engaging customers as more of a consultant or an advisor.  So, we try and delight our customers with a sales free experience, but we do rely deeply on the employees we hire at every function to effectively manage the conversation as a trusted advisor.”Episode Timestamps: *(07:47) The Trust Tree: Thoughts on marketing strategy from a CRO  *(21:52) The Playbook: The psychology of prospecting*(37:03) The Dust Up: Show up prepared to articulate your position*(40:45) Quick Hits: Luke's quick hitsSponsor:Pipeline Visionaries is brought to you by Qualified.com. Qualified helps you turn your website into a pipeline generation machine with PipelineAI. Engage and convert your most valuable website visitors with live chat, chatbots, meeting scheduling, intent data, and Piper, your AI SDR. Visit Qualified.com to learn more.Links:Connect with Ian on LinkedInConnect with Luke on LinkedInLearn more about TranscendLearn more about Caspian Studios

In this short segment of the Revenue Builders Podcast, we revisit the discussion with Parm Uppal, CRO at Benchling, to discuss the critical shift from measuring sales activities to tracking accomplishments. Parm shares insights on setting clear expectations for reps, training them for high-impact meetings, and aligning their daily actions with business outcomes. The conversation explores strategies for reaching economic buyers, adapting to shifting funding landscapes, and simplifying sales execution for maximum effectiveness.KEY TAKEAWAYS[00:00:26] The power of simplifying expectations for sales reps.[00:01:19] Training reps for high-impact meetings to close deals.[00:02:13] Why accomplishments matter more than activity metrics.[00:03:16] Aligning rep performance with business goals using a proven framework.[00:04:52] Adapting to shifts in funding and decision-making authority.[00:05:45] Setting clear expectations: the three-to-four things reps must always know.[00:07:07] Keeping sales execution simple and focusing on small wins.QUOTES[00:01:45] “If we know these are the toughest meetings, we have a duty as leaders to be training reps for them.”[00:02:32] “If you got an EB meeting, chances are you already have a champion. To get a champion, you probably did proper discovery.”[00:04:07] “Are you the chief problem officer, or are you just running deals? Your sales strategy depends on how well you define the problem.”[00:05:45] “I want my reps to wake up and immediately know the three to four things I expect from them—without having to write them down.”[00:07:24] “We keep it simple: What's the biggest red flag in MEDDIC today, and who do we take the Three Whys to?”Listen to the full conversation through the link below.https://revenue-builders.simplecast.com/episodes/data-driven-decision-making-with-parm-uppalEnjoying the podcast? Sign up to receive new episodes straight to your inbox:https://hubs.li/Q02R10xN0Check out John McMahon's book here:Amazon Link: https://a.co/d/1K7DDC4Check out Force Management's Ascender platform here: https://my.ascender.co/Ascender/Force Management is hiring for a Sales Director. Apply here: https://hubs.li/Q02Zb8WG0Read Force Management's eBook: https://www.forcemanagement.com/roi-of-sales-messaging

This episode features an interview with Gaurav Agarwal, COO and Revenue Leader at ClickUp, an all-in-one productivity platform that replaces all individual workplace productivity tools with a single, unified platform. Gaurav shares his thoughts on keeping your content strategy relevant and the iteration and testing needed to go viral. He also discusses maintaining a blend of B2B and B2C tactics to achieve scalable success.Key Takeaways:Content strategy and going viral is much more about consistency and iteration than it is about the spark of one amazing ideas. Rigorous and experimentation leads to long-term ROI. To stay relevant in marketing, you have to keep up to date on generational trends and new formats of reaching people. You can't get comfortable being a great marketer in an outdate channel. You have to keep bets in your portfolio that have an asymmetric upside, which you can only do if you are willing to take on a certain amount of risk. Don't get too excited about immediate ROI. Quote: A huge part of perfecting craft is you want to stay relevant.  I know amazing marketers  who are gods of Facebook and building viral content on Facebook.  And they fought the short form vertical video format with TikTok so much. They looked down upon it because they thought that this is cringy, this is shot on an iPhone. And I'm like, why are you doing this to yourself? Like, do you not want to be culturally relevant in the next decade? So, a huge part of a great team is staying hungry and not thinking that you've arrived because content, media, consumer preferences, even software is a generational business.  You have to stay on with the formats of what the future is and keep moving towards that direction versus be so happy that I'm this amazing marketer on Facebook. Dude, like your time is up. Facebook pages don't get any distribution anymore. Episode Timestamps: *(03:29) The Trust Tree: Size of audience and LTV should drive your marketing strategy *(11:18) The Playbook: Strategic iteration to go viral on social *(38:03) The Dust Up: Adapt content to different channels and stay true to your brand ethos *(43:52) Quick Hits: Gaurav's quick hits Sponsor:Pipeline Visionaries is brought to you by Qualified.com. Qualified helps you turn your website into a pipeline generation machine with PipelineAI. Engage and convert your most valuable website visitors with live chat, chatbots, meeting scheduling, intent data, and Piper, your AI SDR. Visit Qualified.com to learn more.Links:Connect with Ian on LinkedInConnect with Gaurav on LinkedInLearn more about ClickUpLearn more about Caspian Studios

Getting AEs to self-prospect is fun: AEs will complain, procrastinate, and straight up not do it.In todays episode, we share some simple tricks to get account executives excited and motivated to self prospect (hint: it's about $).(00:00) - Introduction (03:12) - AI in Sales and Self Prospecting (05:41) - Challenges of Self Prospecting (07:57) - Incentives for Self Prospecting (11:43) - Pipeline Generation and Commission Strategies (16:53) - Navigating AE and SDR Roles (17:43) - Impact of Self-Prospecting on Performance (18:50) - Incentivizing Prospecting Targets (23:01) - Team-Based Incentives and Collaboration (26:33) - Testing and Adjusting Incentives (28:34) - Simple and Effective Incentive Ideas (29:52) - Visual and Tangible Incentives (31:42) - Incentives for High-Value Deals This episode is brought to you by Everstage - the highest-rated Sales Commissions Platform on G2, Gartner Peer Insights, Trustradius with over 2,000+ customer reviews. Some of their customers include leading brands like Diligent, Wiley, Trimble, Postman, Chargebee etc.,You can go to https://www.everstage.com/revenue-formula to check out Everstage and mention Revenue Formula to unlock a personalized Sales Compensation Strategy Session with Everstage's RevOps experts—crafted for enterprise teams to maximize performance.Never miss a new episode, join our newsletter on revenueformula.substack.com

In this episode of the Revenue Builders Podcast, host John McMahon and John are joined by Christopher Vik, Chief Revenue Officer at Leapwork. Chris shares his journey through various sales leadership roles before delving into the state of pipeline generation today. He emphasizes the ongoing need for consistent pipeline generation, detailing how AI and shifting markets impact this critical activity. Through personal anecdotes, Chris outlines the five key components of building a robust pipeline generation culture. He discusses the intricacies of recruiting A-players, stressing the importance of preparation, values, and alignment with company needs. This episode provides a comprehensive look at refining both sales and recruitment processes to enable revenue expansion.ADDITIONAL RESOURCESLearn more about Christopher Vik:https://www.linkedin.com/in/christophervik/Read Force Management's Guide to Increasing Company Valuation: https://hubs.li/Q038n0jT0Enjoying the podcast? Sign up to receive new episodes straight to your inbox: https://hubs.li/Q02R10xN0HERE ARE SOME KEY SECTIONS TO CHECK OUT[00:02:00] Pipeline Generation: Is It Still Alive?[00:02:25] Building a Pipeline Generation Culture[00:04:01] The Five Mechanisms of Successful Reps[00:15:53] The Importance of Preparation in Pipeline Generation[00:24:26] Recruitment and Building a Dream Team[00:33:00] Leveraging AI and Tools for Pipeline Generation[00:35:01] Leveraging Thought Leaders for Sales[00:35:32] The House Party Analogy for Warm Introductions[00:38:21] Tailoring the Challenger Approach[00:43:30] Importance of In-Person Meetings[00:46:14] Creating an Invisible Fence in Sales[00:49:02] Connecting Systems for Sales Success[00:53:37] Recruiting the Right Sales Reps[01:03:27] Defining and Living by Your ValueHIGHLIGHT QUOTES[00:02:00] "Pipeline generation is not dead; it's about evolving the methods with new tools like AI."[00:03:33] "You can build a business on pipeline generation, but it has to be sustainable and strategic to avoid burnout."[00:16:56] "Preparation leads to attitude. If you're really prepared, you have a better attitude."[00:50:01] "Everyone loves to be led, provided you can take them to a place they can't get to on their own."[01:04:03] "As a leader, you need to know your values and articulate them; it helps build a strong, values-driven culture."

This episode features an interview with Ural Cebeci, SVP Marketing at Braze, a customer engagement platform that allows any marketer to collect and take action on data from any source, so they can creatively engage with customers in real time, across channels.Ural shares his perspective on the challenges and hesitations surrounding personalization, and his thoughts on how to move forward. He also dives into understanding digital body language and customer signals.Key Takeaways:A good demand strategy requires two things: GTM alignment and having the infrastructure to understand the business through data. To have a strong brand, you need healthy, long-term customer relationships, which requires understanding digital body language and customer signals. Marketers have valid hesitations around personalization, due to compliance and data privacy issues, and fear of eroding customer trust. As a result, using channels to continually get consent from customers adn actually delivering value is key. Quote:   ”In the end, in order to have a strong brand, you need to have healthy and long -term customer relationships. And we all acquire customers, users, through campaigns, but then retaining them really means connecting with the human behind that anonymous user or anonymous visitor. And that brings back the whole digital body language. Like we understand what that user is signaling, like what is at the surface versus what they are saying with their engagement, like what they say and collect that data and then like use that to drive better and more meaningful customer relationships.”Episode Timestamps: *(03:55) The Trust Tree: Understanding the business through data*(11:46) The Playbook: Any channel is cuttable, you need to understand your marketing mix*(25:59) The Dust Up: Alignment and committing to the same idea*(27:43) Quick Hits: Ural's quick hitsSponsor:Pipeline Visionaries is brought to you by Qualified.com. Qualified helps you turn your website into a pipeline generation machine with PipelineAI. Engage and convert your most valuable website visitors with live chat, chatbots, meeting scheduling, intent data, and Piper, your AI SDR. Visit Qualified.com to learn more.Links:Connect with Ian on LinkedInConnect with Ural on LinkedInLearn more about BrazeLearn more about Caspian Studios

In this episode of the Revenue Builders Podcast, hosts John McMahon and John are joined by Parm Uppal, the Chief Revenue Officer at Benchling. Parm shares his journey through various sales and executive roles, illustrating his approach to using data as a cornerstone for the development and coaching of sales teams. They delve into the intricacies of simplifying vast amounts of data to draw actionable insights and avoid overwhelming sales reps. The conversation also explores the importance of distinguishing between skill and knowledge issues among reps, hiring the right sales leaders for startups, and maintaining a clear focus on the ideal customer profile (ICP). Parm gives practical advice for newly appointed CROs, stressing the importance of a 90-day listening tour and aligning with cross-functional teams. Additionally, the discussion touches on the impact of AI tools in sales processes and the evolving role of data in modern sales strategies. This episode offers a treasure trove of insights and best practices for sales leaders at various stages of their careers.ADDITIONAL RESOURCESLearn more about Parm Uppal:https://www.linkedin.com/in/parmuppal/Read Force Management's Guide to Increasing Company Valuation: https://hubs.li/Q038n0jT0Enjoying the podcast? Sign up to receive new episodes straight to your inbox: https://hubs.li/Q02R10xN0HERE ARE SOME KEY SECTIONS TO CHECK OUT[00:01:05] Introducing Parm Uppal: Career Highlights[00:01:54] Using Data to Develop Sales Reps[00:03:45] Simplifying Data for Effective Coaching[00:05:09] Identifying and Solving Sales Problems[00:07:30] Leading Indicators and Coaching Strategies[00:10:36] Balancing Data and Observation in Sales[00:23:29] Adapting to Buyer Changes and Market Shifts[00:35:30] Building the CRO Scorecard[00:36:58] The Importance of a 90-Day Listening Tour[00:38:48] Commanding the Plan and Talent[00:41:08] Key Metrics for Success[00:48:15] Challenges in Recruiting and Retention[01:01:34] Emerging Tools in SalesHIGHLIGHT QUOTES[00:02:15] "You can't just walk into that conversation with an opinion because everybody's got an opinion."[00:02:37] "We have so much more data nowadays. If you don't simplify it, and you don't take a step back... it can overwhelm you."[00:19:55] "It's activity with accomplishment versus activity without purpose."[00:31:00] "You can't cookie-cutter sales methodologies from one context into another without understanding the unique market dynamics.

Julian Teixeira is the Chief Revenue Officer at 1Password, where he has grown B2B revenue over 8x and scaled a team of more than 450 in go-to-market. 1Password set the record for the largest raise in Canadian history at the start of 2022 and has raised nearly $1B in capital throughout his time with the company. Prior to 1Password, Julian served as the head of global sales at Lightspeed Commerce, a company he helped scale from startup to IPO and through over 10 acquisitions throughout his decade-long tenure.  In Today's Episode We Discuss: 04:27 Sales Lessons from Scaling to $1BN in ARR 05:20 How to Create and Master a Sales Playbook 07:53 Lessons on First Sales Hires 09:41 Setting Goals and Targets for Sales Teams 13:22 The Reality of Tech Sales Today 16:19 Evaluating and Managing Sales Reps 19:07 Outbound Prospecting and Pipeline Generation 22:22 Hunter vs. Farmer Sales Models 24:15 Compensation and Specialization in Sales Teams 28:56 Outbound vs Inbound Sales 32:47 Pipeline and Deal Reviews 37:37 Sales Tech Stack and Tools 38:40 Maintaining Sales Morale 44:55 Are Remote Sales Teams Less Effective 46:44 Final Thoughts and Advice This episode is brought to you by Capchase, helping SaaS companies grow without dilution. Learn more at capchase.com/20vc  

This episode features an interview with Emma Robinson, B2B Marketing Lead at Canva, a global online visual communications platform on a mission to empower the world to design.In this episode, Emma dives into Canva's shift from individual to enterprise functionality, sharing her thoughts on the inherent value of investing in brand at any stage. She also dives into the increasing importance of word-of-mouth and avoiding the sea of sameness in B2B marketing. Key Takeaways:Brand and creative help you to get potential buyers thinking and feeling, and help you differentiate among a sea of sameness in B2B marketing, and pushes buyers towards action. While analyst relations are still important, word-of-mouth and peer-driven buying are increasingly important, potentially reducing some of the importance of analyst reports. Traditional SEO is changing, and having high-quality, insight rich content with an authentic point of view will be important. Quote:  Traditional SEO is probably changing somewhat. I mean, most of us who have searched something in recent times will not necessarily be searching just in Google. So, finding ways to make sure that our content will be trained by an LLM in the right ways, you know, people still need answers, but they're getting them in a very different way now.  Image search and, you know, tech search  and all these different things that will inevitably change what we know  as traditional SEO. So, I think for that, it's again, back to the point about being grounded in really good quality content, like colored content that has a point of view that does feel less AI oriented and more  really rich in insights insights, for example, like primary research, those types of things, but that's still going to stay. And then I think influencer marketing and things like podcasts and so forth, like all of those sort of authentic moments are going to matter in kind of the new world. So, we're definitely rethinking our search strategy there, and so more to come on that.Episode Timestamps: *(03:33) The Trust Tree: Changing perceptions and moving into enterprise*(23:16) The Playbook: Thinking and feeling to action *(39:53) The Dust Up:  Do you invest in brand equity for the long term? *(43:53) Quick Hits: Emma's Quick HitsSponsor:Pipeline Visionaries is brought to you by Qualified.com. Qualified helps you turn your website into a pipeline generation machine with PipelineAI. Engage and convert your most valuable website visitors with live chat, chatbots, meeting scheduling, intent data, and Piper, your AI SDR. Visit Qualified.com to learn more.Links:Connect with Ian on LinkedIn: https://www.linkedin.com/in/ianfaison/Connect with Emma on LinkedIn: https://www.linkedin.com/in/emma-robinson-mtkg/Learn more about Canva: https://www.linkedin.com/company/canva/Learn more about Caspian Studios: https://www.linkedin.com/company/canva/

This episode features an interview with Jean-Christophe Pitié, CMO and Chief Partner Officer at Contentsquare, an experience intelligence platform that helps you gain a deep understanding of your customers' whole online journey.In this episode, Jean-Christophe shares his approach to merging brands while minimizing friction and negative impact. He also discusses the future of SEO and how they are experimenting with influencing LLMs.Key Takeaways:The future of SEO may shift to thinking about how to influence LLMs, and what they say about your brand. While it's currently unclear how to do this, it will likely become increasingly important in the coming years.When merging multiple brands, move slowly and very carefully monitor your work to look for friction and negative impacts.Investing in the martech stack is uncuttable since data is essential to the modern marketer.Quote: We did two major acquisitions in the last two years, and we had three websites under three brands. So we are going through this major rebranding, combining and merging the three brands and phasing out two of the three brands. And so I would say that's a massive project and experiment too. It's like, how do you merge these brands and which have followers, minimizing the business impact, minimizing customer friction? Break things along the journey, so you have to take things. So this, you can identify what you bring to customer journeys or customer flow you're breaking. And as you shift the traffic, for example, SEO, as you start to rebuild SEO, it takes time. Paid search, you cannot do it all. So we said the main learnings are, we knew that would be things breaking and it's happening. So take it slowly, monitor, monitor, monitor very quickly. And we have a weekly committee where we monitor how it's going and the transition is happening. So yes, be slow and patient. Don't break things, or as little as possible.Episode Timestamps: *(03:04) The Trust Tree: Useful organizational design structures *(08:57) The Playbook: Influencing LLMs*(31:51) The Dust Up The challenge of monetization*(33:54) Quick Hits: JCP's quick hits Sponsor:Pipeline Visionaries is brought to you by Qualified.com. Qualified helps you turn your website into a pipeline generation machine with PipelineAI. Engage and convert your most valuable website visitors with live chat, chatbots, meeting scheduling, intent data, and Piper, your AI SDR. Visit Qualified.com to learn more.Links:Connect with Ian on LinkedInConnect with Jean-Christophe on LinkedInLearn more about ContentsquareLearn more about Caspian Studios

This episode features an interview with Drew Chapin, CMO at Certinia, a platform that connects all aspects of services operations, from services estimation and delivery to customer success management and financial planning and accounting. In this episode, Drew discusses monitoring buying signals and generating the right traffic to your website. He also dives into inheriting a rebrand and some of the nuances of marketing in a private equity owned company. Key Takeaways: Cold calls, cold emails and the days of expecting someone to fill out a form to get content are over. B2B marketers need to stop making friction or blockers.Nothing fails like success. If you just continue to execute what has worked in the past, you're going to miss innovation opportunities. Aspire for a champagne flute funnel over a martini glass funnel. Maybe not as many leads are coming in at the top, but they are higher quality and converting and much higher rates through the funnel. Quote: “85 percent of the time the buyer will go with the first vendor that they contact. So, building that trust with the buyer over time is critically important. And so, you know, in the old days, you put a form in front of every piece of content and we would optimize around the contact information.  And then you'd pass that along to some BDR and they would just be banging their head against the wall, calling people who weren't on the buying committee. They weren't ready to talk to a salesperson, you know, and it just was waste so much waste. And so what we're trying to do now is we're trying to monitor the activity at the target account level and look for buying signals”Episode Timestamps: *(02:51) The Trust Tree: Stretching the dollar in a PE-owned company*(06:28) The Playbook: Generating quality traffic to the website *(24:28) The Dust Up: Proving ROI to the board *(26:59) Quick Hits: Drew's quit hits Sponsor:Pipeline Visionaries is brought to you by Qualified.com. Qualified helps you turn your website into a pipeline generation machine with PipelineAI. Engage and convert your most valuable website visitors with live chat, chatbots, meeting scheduling, intent data, and Piper, your AI SDR. Visit Qualified.com to learn more.Links:Connect with Ian on LinkedIn: https://www.linkedin.com/in/ianfaison/Connect with Drew on LinkedIn: https://www.linkedin.com/in/chapindrew/Learn more about Certinia: https://www.linkedin.com/company/certinia/Learn more about Caspian Studios: https://caspianstudios.com/

This episode features an interview with Melton Littlepage, the CMO at 1Password, a password manager trusted by businesses and consumers alike. In this episode, Melton shares his thoughts on building big bets into your budget and how the lightning strike strategy can increase awareness, even on a limited budget. He also talks about how he's structured his team to create harmony with sales and the importance of focusing on expansion marketing. Key Takeaways:The lightning strike strategy, spending a large portion of your marketing budget on a message over a number of weeks, can increase awareness better than spreading your budget evenly across the  year. CMOs can be very focused on acquisition, but they should not forget to focus on expansion marketing and the value they can generate there. One-on-one sales and marketing partnerships can help ensure both teams are on the same page and operating in harmony.Quote:  I'm a huge believer in lightning strikes. Lightning strikes are so important to us. If you're not familiar with the lightning strike concept in marketing, it's when you align the entire business, everything about the business where you could possibly project the message into the market, the website, all digital marketing, organic, social, paid social, the sales behavior, your presence at an event, everything in this tiny period of time says one thing. And you say it in deafeningly loud. You deploy 25 or 30 or 40 percent of your marketing budget into a window of time that could be just one or two weeks. And you absolutely blast your way into awareness inside your target buyer audience. This goes against the nature of the CMO, right? The CMO, like we all have these spreadsheets of targets where I need to deliver exactly this many MQLs consistently month in and month out with a little bit of seasonality built in and I can't afford variability. Like I definitely can't miss a month. And I don't know if a lightning strike is going to move the needle and so I peanut butter spread my budget evenly. But the problem is unless you have a massive budget, and most of us don't have a massive budget, then you're constantly below the visible line. You're just relegating yourself to being below the visible line.”Episode Timestamps: *(06:52) The Trust Tree: Leveraging solution marketing as you move to enterprise selling *(23:05) The Playbook: Lightning strikes and increasing awareness *47:00) The Dust Up: Navigating CEO-decisions *(49:00) Quick Hits: Melton's Quick HitsSponsor:Pipeline Visionaries is brought to you by Qualified.com. Qualified helps you turn your website into a pipeline generation machine with PipelineAI. Engage and convert your most valuable website visitors with live chat, chatbots, meeting scheduling, intent data, and Piper, your AI SDR. Visit Qualified.com to learn more.Links:Connect with Ian on LinkedInConnect with Melton on LinkedInLearn more about 1passwordLearn more about Caspian Studios

Carlos Delatorre is one of the legendary go-to-market leaders of the last 20 years. Today, Carlos is the Chief Revenue Officer (CRO) at Harness, where he oversees global sales and go-to-market (GTM) operations. Before Harness, Carlos was the CRO @ MongoDB and Navan. Carlos is also an investor with a portfolio including the likes of Modern Treasury and Starburst to name a few.  In Today's Sales Masterclass We Discuss: 03:48 The Art and Science of Sales 04:42 How to Hire Sales Talent 06:26 How to Build a Sales Team 15:28 Why Every Sales Rep Should do Pipeline Generation  19:45 How the Best Reps to Pipeline Generation 21:34 Biggest challenges of Pipeline Generation 22:44 Pipeline Generation Success Stories 34:59 Sales Metrics and Conversion Rates 35:32 Customer Acquisition Strategies 37:17 Evaluating Sales Performance 39:14 Effective Sales Training 43:10 Pipeline Generation and Deal Reviews 45:05 Maintaining Sales Team Morale 46:20 Verticalized Sales Playbooks 48:37 Addressing SaaS Churn Rates 49:49 Discounting and Deal Slippage 52:02 Transitioning to CEO Role 54:15 Hiring Mistakes and Sales Rep Evolution 57:03 In-Person vs. Remote Sales Teams 57:55 Account Management Strategies 01:02:47 Creative Sales Tactics 01:04:12 Final Advice for Sales Leaders 01:04:46 Adapting Sales Strategies During Crisis    

This episode features an interview with Alex Saric, CMO at Ivalua, a company that empowers businesses to effectively manage all categories of spend and all suppliers, increasing profitability, improving ESG performance, lowering risk, and improving employee productivity. In this conversation, Alex shares his insights into pitching to and engaging with analysts, and how Ivalua has lead in reports since he joined the organization. He also dives into the ways he supports his team in building a dynamic website and when events with significant impact aren't measurable in terms of ROI. Key Takeaways:There is a strategy to sharing your value with analysts in order to lead in their reports. Sharing strategically chosen customer stories and assessing what influences each analyst can go a long way. In addition to the basics of creating a great website and tracking traffic, you need to create a dynamic website. Empowering your team to make minor changes and request major changes can allow you to adjust quickly and improve your website strategy. There is a tendency to focus on fixing problems, but don't forget to also assess how to improve and scale what is working well. Quote:  Yes, I'll say when I joined,  we at the time were not a leader in almost any of these reports that were out there. I think we had broken into one. In the  7 years, and knock on wood, I don't want to jinx myself, we've been the leader in every single report from Gartner and Forrester since then. And I'd say, you know, what I really did, it was probably one of my first priorities, given how important it is in our industry, I reached out to the analysts, started meeting one-on-one with the key analysts there. And of course, you know, I'm going to tell them my pitch,  but they're smart enough to know take it with a grain of salt. I think the important thing is to start introducing them to customers because that's where you get a lot of credibility, if the customers back up what you're saying. And you can be very strategic. So, you know, I was very careful in, the competitor that was kind of the top competitor at the time, making sure I introduced the analyst to customers that had switched from that competitor, which would privately both talk about us, but also kind of badmouth,  their past vendor and that really helped kind of flip the switch and start building credibility what I was saying was actually true. And also improving the rankings. And besides the rankings, they're also influencing a lot of deals behind the scenes and I think they start recommending us a lot more after that. Episode Timestamps: *(03:27) The Trust Tree: Structuring the team to tap into regional expertise *(09:27) The Playbook: Engaging with analysts and leading in reports *(33:34) The Dust Up: Healthy tension with other functions*(34:42) Quick Hits: Alex's quick hits Sponsor:Pipeline Visionaries is brought to you by Qualified.com. Qualified helps you turn your website into a pipeline generation machine with PipelineAI. Engage and convert your most valuable website visitors with live chat, chatbots, meeting scheduling, intent data, and Piper, your AI SDR. Visit Qualified.com to learn more.Links:Connect with Ian on LinkedIn: https://www.linkedin.com/in/ianfaison/Connect with Alex on LinkedIn: https://www.linkedin.com/in/alexsaric/Learn more about Ivalua: https://www.linkedin.com/company/ivalua/about/Learn more about Caspian Studios: https://caspianstudios.com/

This episode features an interview with Liz Carter, CMO at Reputatio, a company helping brands understand and improve their reputations. In this conversation, Liz discusses the differences between brand and reputation and the current challenges of building trust with today's consumers. She also shares her thoughts on experimentation within tight budgets.Key Takeaways:Brand is not synonymous with reputation, Your brand is who you aspire to be, while your reputation reflects how consumers perceive you based on their experiences. Bridging the gap is essential for success.When budgets are tight, think about how you can do small experiments and how you can best leverage them, but keep experimenting. With AI and misinformation, it is a challenging time to to build consumer trust in the marketplace, and brands should be paying special attention to how they are perceived by target audiences. Quote: In an environment where budgets are getting cut and things are being tightened or whatever, you know, you have to think about like, is now a time for experimenting with big dollars or is it time for little experiments and what can you get out of that? And so, I mean, again, it's a balancing act of knowing sort of what's happening in the market or in your business specifically at a given time and how and when to sort of look for those opportunities.Episode Timestamps: *(08:17) The Trust Tree: The difference between brand and reputation *(14:07) The Playbook: Bringing crazy ideas to your CFO *(34:41) The Dust Up: Alignment and clear expectations *(35:57) Quick Hits: Liz's quick hits Sponsor:Pipeline Visionaries is brought to you by Qualified.com. Qualified helps you turn your website into a pipeline generation machine with PipelineAI. Engage and convert your most valuable website visitors with live chat, chatbots, meeting scheduling, intent data, and Piper, your AI SDR. Visit Qualified.com to learn more.Links:Connect with Ian on LinkedIn: https://www.linkedin.com/in/ianfaison/Connect with Liz on LinkedIn: https://www.linkedin.com/in/liz-carter-a9842a2/Learn more about Reputation: https://www.linkedin.com/company/reputation-com/about/Learn more about Caspian Studios: https://caspianstudios.com/

This episode features an interview with Calen Holbrooks, VP of Demand Gen at Airtable, the no-code app platform that empowers people closest to the work to accelerate their most critical business processes. In this episode, Calen shares with us how she thinks about “big C and little c community” and why it is important to invest in, even when it is harder to measure. She also dives into her approach to accessible content and how they increased their conversion rates through a homepage refresh.Key Takeaways:We know that people are consuming content in a binge-like format; we should let them binge! While sales' desire to gate content is understandable, ungating is a no-brainer, especially given all of the data we have now. Investing in community pays dividends and drives intent. While some community investments are more measurable than others, it doesn't mean you should not invest in those less-measurable communities. The homepage is crucial, and refreshing it to tweak the way Airtable told their story resulted in a 25 percent conversion increase. Quote: “ I'm surprised at how  slow organizations have been to adopt some of this, ungate 80 percent of what you're doing strategy. Maybe I shouldn't be surprised, like, I get it. The processes with marketing to BDR to sales handoffs require a lot of this sort of traditional lead flow of things. Not to point fingers, but I do blame a little bit on the sales side and sort of  what they need to be why we can't do that. But it seems like a no-brainer when we have the amount of data that we have today… When we know everybody is scrolling and consuming content in a binge-like format, like, let them binge!”Episode Timestamps: *(03:53) The Trust Tree: The evolution to enterprise selling *(21:26) The Playbook: Investing in community and tracking account propensity *(34:23) The Dust Up: Demand gen versus brand araguments *(41:42) Quick Hits: Calen's Quick HitsSponsor:Pipeline Visionaries is brought to you by Qualified.com. Qualified helps you turn your website into a pipeline generation machine with PipelineAI. Engage and convert your most valuable website visitors with live chat, chatbots, meeting scheduling, intent data, and Piper, your AI SDR. Visit Qualified.com to learn more.Links:Connect with Ian on LinkedInConnect with Calen on LinkedInLearn more about AirtableLearn more about Caspian Studios

This episode features an interview with Lyndsey Rojas, CMO at IFS Ultimo, a SaaS enterprise asset management solution, focused on maintenance & safety and well known for a rapid deployment, ease of use and an unparalleled time to value. In this episode, Lyndsey dives into leveraging partner marketing to move from a regional to a global player and making sure communication is transparent to maintain 98 percent customer retention. Key Takeaways:Investing in your team, particularly with all the rapid changes in tech and AI, is uncuttable. It's essential to equip your team to use new technologies and to be strong storytellers.Transparency through the full buyer's journey helps reduce friction in the customer experience by setting accurate expectations, ultimately resulting in high customer retention.Partnerships are especially valuable during times of budget constraints because it allows you to do more with less and helps companies move from regional players to global brands.Quote: Search, paid search and social, they keep changing the game on us. The algorithm changes, cookie lists, all these things keep changing. It keeps us on our toes, and it is like a game you play. You know, you think, oh, I'll pull this lever, and maybe the cost-per-click will go down. And,  it's not something that you can figure out one time and be okay with it.  But, for us, like most B2B tech companies I think, it is the number one traffic generator for our website. It is the top two lead generator for us. So, it is something that we absolutely have to stay on topEpisode Timestamps: *(02:35) The Trust Tree: Authentic communications and creating efficiency for customers *(12:55) The Playbook: Doing more with less through partnerships *(32:40) The Dust  Up: Setting objectives with sales *(33:45) Quick Hits: Lyndsey's Quick Hits Sponsor:Pipeline Visionaries is brought to you by Qualified.com. Qualified helps you turn your website into a pipeline generation machine with PipelineAI. Engage and convert your most valuable website visitors with live chat, chatbots, meeting scheduling, intent data, and Piper, your AI SDR. Visit Qualified.com to learn more.Links:Connect with Ian on LinkedInConnect with Lyndsey on LinkedInLearn more about IFS Ultimo Learn more about Caspian Studios

This episode features an interview with Louise Clements, CMO at WorkJam, the world leader in the digital frontline workplace, revolutionizing how HQs and their frontline workforces work together.In this episode, Louise discusses why she is no longer looking at attribution and is instead focusing on intent. She also dives into how she is using AI to automate and improve their marketing efforts and managing joint ownership of the funnel with sales. Key Takeaways:AI makes marketing better by giving the team more time to reflect and think. CMOs should be investing in automation. Marketing is increasingly owning go-to-market and jointly owning the funnel with sales. This is a bit of an evolution, and it allows you to focus on influence over attribution. Obsessing over first and last touch attribution is not useful. CMOs should focus on driving intent. Quote: “One thing that we've done is we've sort of stopped worrying about first touch and last touch attribution. I don't care. Is it ultimately working? You can drive yourself insane, worrying about specifics. Instead, it's looking at how all of those channels connect. And I think one of the greatest things in the last couple of years is, we've got these fabulous new tools. As B2B marketers, whether you use Sixth Sense or Demandbase or whatever, you can go in and understand intent in a way that we never could. So ,what I'm looking at is, are we driving intent? And then, let's time box that campaign and everybody who came in or who we touched. I want to understand what's the time lag? Are they going to come back? And I'm looking at things like that way more.”Episode Timestamps: *(03:41) The Trust Tree: The power of investing in PR *(15:28) The Playbook: Focus on driving intent *(41:05) The Dust Up: Agencies and fighting over scope*(42:30) Quick Hits: Louise's quick hits Sponsor:Pipeline Visionaries is brought to you by Qualified.com. Qualified helps you turn your website into a pipeline generation machine with PipelineAI. Engage and convert your most valuable website visitors with live chat, chatbots, meeting scheduling, intent data, and Piper, your AI SDR. Visit Qualified.com to learn more.Links:Connect with Ian on LinkedInConnect with Louise on LinkedInLearn more about WorkJamLearn more about Caspian Studios

This episode features an interview with Millie Hogue, VP of Marketing at Hakkōda, a modern data consultancy that helps companies harness cloud platforms and AI capabilities.In this episode, Millie discusses the power of co-marketing with major partners like Snowflake, personalized one-to-one advertising strategies and optimizing tech stacks to maximize ROI.Key Takeaways:Marketers are wasting an extraordinary amount of budget on unused tech spend. Part of a CMO's strategy should include making sure they are optimizing on their investments in tech. If you want to partner with big organizations like Amazon and Snowflake, building a reputation for quality and reliability can help you compete for their attention and become a go-to partner for execution.Shift from the mindset of optimizing for productivity, and optimize for impact. Quote: “I was reading an article the other day about marketing budgets and where everyone's allocating and how all of that is shifting. And marketing technology was the big thing that kind of kept coming up. And the takeaway from that was that right now, if you ask CMOs, they had a whole survey for 2024 Q1, about 50 percent of our tech stack is actually being utilized right now. So, of our technology investments, half, and that was so striking to me as someone who works in a data and technology space and knowing where this kind of industry is headed. There is no way that marketing is going to continue to exist if we have that much inefficiency in our technology spend. So, I think when I'm looking at strategy, not just for my next two quarters, but for my next three years, that's a huge piece of it. How do you invest in the right tooling and make sure that it's actually being adopted by your team? Because it looks a lot like we're kind of failing as an industry at that right now.”Episode Timestamps: *(02:53) The Trust Tree: The power of comarketing*(21:39) The Playbook: Deanonimizing website traffic, intent data and personalized marketing *(41:38) The Dust Up: Marketing and sales should not be fighting over attribution*(43:40) Quick Hits: Millie's quick hits  Sponsor:Pipeline Visionaries is brought to you by Qualified.com. Qualified helps you turn your website into a pipeline generation machine with PipelineAI. Engage and convert your most valuable website visitors with live chat, chatbots, meeting scheduling, intent data, and Piper, your AI SDR. Visit Qualified.com to learn more.Links:Connect with Ian on LinkedInConnect with Millie on LinkedInLearn more about HakkōdaLearn more about Caspian Studios

This episode features an interview with Susanne Rodriguez, CMO at Auvik, a cloud-based IT management platform that reduces friction and increases agility.In this episode, Susanne talks about how they think about growing market share by getting customers to switch to Auvik and their big investments in community. She also discusses the future of paid search and why they are focused on authentic forums like Reddit. Key Takeaways:Despite the “paid search is dying” narrative, paid search remains a high ROI channel. Continue leveraging search but prepare for shifts by building a presence in other forums like Reddit and focusing on authentic community building.Campaigns focused on switching customers over from competitors can be part of a strategy to gain market share. Categorizing potential customers into "easy switchers," "difficult switchers," and "non-switchers” can help target campaigns.Auvik saw success with their rapid response campaigns, partially because they so specifically catered the reward to their target customer, which attracted qualified prospects and encouraged meaningful product engagement.Quote: “  I mentioned Reddit as part of a, one of our three paid channels that are uncuttable, but we also have a really large effort to build awareness and conversation and community in Reddit more organically. And that's just because, as we talk about the future of search and search disappearing, if we think about where Google could potentially drive people, it's to these forums like Reddit. And so we're working hard to build our presence there organically, too. Reddit's tricky, though. You have to be authentic on Reddit in a way that you don't have to be on any other platform. They will call you up.”Episode Timestamps: *(02:26) The Trust Tree: Getting customers to switch from competitors *(10:14) The Playbook: Paid search and authentic forums *(27:34) The Dust Up: Get aligned and come armed with data *(29:38) Quick Hits: Susanne's quick hits Sponsor:Pipeline Visionaries is brought to you by Qualified.com. Qualified helps you turn your website into a pipeline generation machine with PipelineAI. Engage and convert your most valuable website visitors with live chat, chatbots, meeting scheduling, intent data, and Piper, your AI SDR. Visit Qualified.com to learn more.Links:Connect with Ian on LinkedInConnect with Susanne on LinkedInLearn more about AuvikLearn more about Caspian Studios

This episode features an interview with Emily Campbell, CMO at Blackline, a leading provider of cloud software that automates and controls critical accounting processes.In this episode, Emily discusses their shift to lifecycle marketing and her focus on doing fewer things better to drive efficiency. She also dives into her approach to experimentation, and how she's allocating 50% of her budget to experiments as a way to future proof their organization. Key Takeaways:It's important to understand how the customer behaves at each stage of the buying journey and to build lifecycle campaigns accordingly. A connected content strategy that builds on itself is an important component of lifecycle campaigns and streamlines retargeting efforts. Experiments are a way to future-proof the marketing organization, and pushes the team to try new ideas and to take calculated risks. Quote:  “It's probably more like 50 percent of our budget is for experiments this year. I really think about that as an investment in future-proofing our marketing organization. And I want to make sure that the team doesn't get super comfortable in what they're doing. So, I think that innovation really helps push them outside of their comfort zones. But I think we need to be testing new ideas. We need to be taking the, I'll say, calculated risks. We don't want to be throwing money away, but we need to learn what works and what doesn't. And, you know, one of the things that I'm trying to bring to the team is a sense of, we're going to celebrate successes and failures because those failures provide as much learning as the successes, if not more. And so we are very focused on fail fast, learn fast, try more. And, again, still fewer things better, but try new things that we haven't had a lot of experience with in the past.” Episode Timestamps:*(02:27) The Trust Tree: Lifecycle campaigns and understanding customer behavior*(12:11) The Playbook: Relevant content at the top of the funnel*(33:43 ) The Dust Up: Competitors that advertise on your key terms *(35:35) Quick Hits: Emily's Quick HitsSponsor:Pipeline Visionaries is brought to you by Qualified.com, the #1 Conversational Marketing platform for companies that use Salesforce and the secret weapon for pipeline pros. The world's leading enterprise brands trust Qualified to instantly meet with buyers, right on their website, and maximize sales pipeline. Visit Qualified.com to learn more.Links:Connect with Ian on LinkedInConnect with Emily on LinkedInLearn more about BlacklineLearn more about Caspian StudiosBlackline Customer Look Book

This episode features an interview with John Schneider, CMO at Betterworks, a performance management solution HR professionals rely on for increasing employee engagement, manager efficiency, and business impact.In this episode, John shares insights into how he transformed Betterworks' content strategy to cut lead costs by 65% and why establishing a trusted sub-brand has been crucial to their success. He also talks about the importance of strategic experimentation and understanding the multidimensional levers in marketing. Key Takeaways:By focusing on a content-first approach rather than paid-only channels, you can significantly reduce lead acquisition costs. BetterWorks achieved a 65% reduction in cost per lead over John's time as CMO for the company.There are benefits to building a sub-brand to house content that resonates with your audience. It can help differentiate the company and attract significantly higher engagement. Strong content can engage the full buying committee across personas. Making quality, accessible thought leadership content engages a company at multiple touchpoints, resulting in an easier sales process. Quote: “You have to realize in marketing, you are absolutely not playing checkers. You're playing chess and you're probably playing some multidimensional version of chess. And you can't expect immediate results from everything you do. If it was easy to do what you're going to go do, they would not have hired you because the former person would still be there. And all those things have probably been tried in different capacities. And what is really important is to balance the tension between taking action but also doing it in a quality way and with some strategic foresight. And that's where the experimentation really comes in, understanding the scenarios and the outcomes. It's good to experiment and it's okay not to know what the outcome will be, but you need to know which lever you're pulling or you're not going to have a result that you can then fix against.”Episode Timestamps: *(04:12) The Trust Tree: Auditing when you step into a new role *(23:23) The Playbook: Content as the lifeblood, shared through a sub-brand*(35:37) The Dust-Up: Having a say in pricing and packaging *(38:37) Quick Hits: John's Quick Hits   Sponsor:Pipeline Visionaries is brought to you by Qualified.com. Qualified helps you turn your website into a pipeline generation machine with PipelineAI. Engage and convert your most valuable website visitors with live chat, chatbots, meeting scheduling, intent data, and Piper, your AI SDR. Visit Qualified.com to learn more.Links:Connect with Ian on LinkedInConnect with John on LinkedInLearn more about BetterworksLearn more about Caspian Studios

This episode features an interview with Shannon Duffy, CMO at Asana, the enterprise work management platform that connects company-wide goals, strategic initiatives, and the execution of work in one place.In this episode, Shannon discusses their evolution from product-led growth to targeting enterprise clients, and the challenges and successes of expanding up market. She also shares her thoughts on thinking beyond the data.Key Takeaways:While data-driven decisions are critical, marketers should trust their intuition when the data isn't conclusive or when exploring new market directions. This flexibility allows for creativity and risk-taking, especially when data lags behind rapid market changes or emerging client needs.Moving from product-led growth to targeting enterprise clients isn't just about scaling product features; it demands a shift in how marketing teams understand customer pain points. It's essential to align messaging to resonate with decision-makers who prioritize company-wide impact and long-term strategic value.Personalized outreach can make a significant difference, but it can be a challenge to create campaigns that feel personalized yet can scale across multiple accounts. Achieving this balance helps each client feel uniquely addressed without overloading marketing resources.Quote: “I do think a lot of PLG companies have a lot of data and so that's good in a lot of ways because the data can help guide you. Everyone's like, yeah, no kidding, Shannon. The flip side of that though is, sometimes the data can't tell you everything. And that's when, if you've been doing enterprise marketing for a long time, or you have a background there, there is some pattern matching that needs to be layered over the data, if that makes sense. Like there are certain things that work, and so how do you take the data to guide you, but you don't wait for the data to tell you everything when you know there are tried and true things that work? For example, Asana now has a live in person event. Asana had never done that before, and there was no data I could point to that says, yes, this event will be successful. There just wasn't. So a little bit of it was like a trust fall of pattern matching of enterprise software selling, enterprise software marketing, being like, this will work. It will start small and we will build. And we did. And so last year we did our first event ever, had 150 people. This year we're doing it in New York. We're going to have a thousand, right? Like those are the things that like the data can't help you, so you need to be mindful of what the data will, but also trust sort of the enterprise marketing playbook for things that will make a big difference.”Episode Timestamps:*(02:43) The Trust Tree: Cultivating relationships with different personas *(29:44) The Playbook: Brand is the only thing that helps with both PLG and enterprise markets*(41:23) The Dust Up: Challenge your long-held assumptions*(43:45) Quick Hits: Shannon's Quick HitsSponsor:Pipeline Visionaries is brought to you by Qualified.com, the #1 Conversational Marketing platform for companies that use Salesforce and the secret weapon for pipeline pros. The world's leading enterprise brands trust Qualified to instantly meet with buyers, right on their website, and maximize sales pipeline. Visit Qualified.com to learn more.Links:Connect with Ian on LinkedInConnect with Shannon on LinkedInLearn more about AsanaLearn more about Caspian Studios

This episode features an interview with Mary Wells, CMO at Cloudera, a software company that empowers organizations to transform complex data into clear and actionable insights. In this episode, Mary discusses her maniacal focus on strong foundations and operational efficiency, and how it allows her to experiment and take calculated risks. She also dives into her focus on simplified, consistent messaging and why CMOs need to tap into their inner CIO. Key Takeaways:Ruthlessly prioritizing foundations and operational excellence, especially with budgets, allows you to optimize, experiment, and take calculated risks. CMOs need to tap into the inner CIO. CMOs have a tech stack and their organization is an expensive line item for a company. Scaling back and leaning into data and reporting gives the CMO a seat at the table and insights into what their customers need. Mix matters to your audience. Do fewer things, but do them bigger and better, aligning behind one marketing strategy to find your customers where they are in the buyers' journey.Quote:  ”The other strategy is what we're not doing and cutting down on the quantity. What we want to do are fewer things, but bigger and better. By breaking down these silos, we're able to do that, so that when I wake up on a Wednesday, like today, I don't have 50 marketing things happening today. Everybody in marketing now has one playbook and together we're making it happen. And with the strategy though, again, it's not just events, it's not just hands-on labs. Mix matters, and knowing where a prospect or a customer is in the buyer's journey lots of times helps me and the team gauge where we need to dial up and down. Sometimes it's video, sometimes it's a deep dive technical presentation, sometimes it's an event, digital, et cetera. And the idea is that mix matters based on the audience.” Episode Timestamps: *(05:37) The Trust Tree: Prioritizing operational excellence *(18:21) The Playbook: The value of comms*(35:10) The Dust Up: Practice the pause – different day, different person*(38:27): Quick Hits: Mary's Quick Hits Sponsor:Pipeline Visionaries is brought to you by Qualified.com, the #1 Conversational Marketing platform for companies that use Salesforce and the secret weapon for pipeline pros. The world's leading enterprise brands trust Qualified to instantly meet with buyers, right on their website, and maximize sales pipeline. Visit Qualified.com to learn more.Links:Connect with Ian on LinkedInConnect with Mary on LinkedInLearn more about ClouderaLearn more about Caspian Studios

On today's episode I sit down with Jamie Walker, CMO of KeyFactor, to explore the strategic marketing initiatives that fueled the company's growth from $15 million to $100 million in ARR. Jamie shares her insights on the importance of predictable marketing strategies and how balancing short-term wins with long-term goals can drive success. She also dives into the significance of cross-functional collaboration and building a high-performing marketing team that adapts to the evolving needs of the business. Tune in to hear Jamie's perspective on: KeyFactor's Growth: How the company leveraged a strong product-market fit to scale rapidly. Marketing Predictability: The role of SEO and forecasting in generating a predictable pipeline. Cultural Integration in M&A: How to navigate and blend different company cultures during mergers and acquisitions. Data-Driven Decisions: How data guides product focus and growth strategy. Investing in People: Why employee satisfaction and strategic planning are key for future success. Join us for this episode filled with valuable lessons on scaling, leadership, and marketing strategy from one of the industry's top CMOs! Jamies Linkedin Profile Chapters 00:00 Introduction to KeyFactor and Jamie Walker 03:02 Strategic Priorities for Growth 05:47 The Importance of Predictability in Marketing 08:53 Long-Term vs Short-Term Wins 11:49 Cross-Functional Collaboration and Trust 15:09 Building a High-Performing Marketing Team 30:33 Radical Candor and Accountability in Growth 32:49 Blending Cultures: Education and Training 34:41 Reshaping Company Values and Messaging 38:35 The Long-Term Impact of Culture on Growth 42:44 Strategic Planning for Future Growth 46:20 Motivation and Goal Setting 48:43 Learning from Success and Failure 51:34 Balancing Work and Family Life 55:23 Trust as a Key Quality in Leadership

This episode features an interview with Niki Hall, CMO at Five9, a company that provides cloud contact center solutions, facilitating billions of customer engagements annually for 2,500+ customers.In this episode, Niki discusses the role of a CMO as a business professional first, and how important it is for them to bring customer insights into the overall company strategy. She also dives into her approach to experimentation and enhancing authentic marketing with the customer voice. Key Takeaways:CMOs should see themselves as business professionals first, and marketing professionals second. As a business professional, they need to be honest about what is not going well, so while you need to highlight wins, you can't focus too heavily on what is going well.CMO's need to bring out insights to inform strategy, anticipating future issues that could arise. It's essential to use customer insights to inform overall business strategy.Experiments are important, and you can pilot and prove new ideas at a small scale for proof of concept. Leaders should invest in and encourage experimentation.Quote: “ Pilot, prove, scale. So, I always ask my team to try new things, pilot it, prove it at a smaller scale. Once we've proven it out, then let's scale it globally. So, I've always set aside money for experiments and encourage my leaders to do that.”Episode Timestamps: *(03:09) The Trust Tree: Having the right ingredients as a company *(14:02) The Playbook: Having a clear, differentiated message *(37:12) The Dust Up: Grounding in common understanding *(39:25) Quick Hits: Niki's Quick Hits Sponsor:Pipeline Visionaries is brought to you by Qualified.com, the #1 Conversational Marketing platform for companies that use Salesforce and the secret weapon for pipeline pros. The world's leading enterprise brands trust Qualified to instantly meet with buyers, right on their website, and maximize sales pipeline. Visit Qualified.com to learn more.Links:Connect with Ian on LinkedInConnect with Niki on LinkedInLearn more about Five9Learn more about Caspian Studios

This episode features an interview with Karl Van den Bergh, CMO, Gigamon, a company that helps enable IT organizations to eliminate security blind spots, optimize network traffic and reduce tool costs, enabling them to better secure and manage their hybrid cloud infrastructure. In this episode, Karl talks about shifting from a lead model to a demand unit model, the impact of investing in brand when budgets are tight, and balancing awareness with demand. He also talks about his approach to content, creating something that stands out and that people either love or hate. Key Takeaways:Transitioning from a lead-based model to a demand unit model can better align with complex B2B buying processes because it allows for more accurate targeting of entire buying committees.Maintaining brand investments during economic downturns is a way to seize opportunity to win market share. Companies that continue to invest in brand awareness during tight budgets will emerge stronger when the market recovers.Leveraging humor in campaigns, and embracing that some people will love it and some will hate it, is more memorable and can have better results than content that blends in. Quote: “We said, look, I'd rather put something out there that people either love or hate, as long as it's done, again, it can't be offensive, but people love or hate. I'd rather have something that stands out than something that's bland that no one would object to. And sure enough, as I said, it way outperformed benchmark.”Episode Timestamps: *(04:30) The Trust Tree: Shifting from a lead-based model to a demand unit model *(20:26): The Playbook: Put out content people will love or hate *(38:06) The Dust-Up: Authentic Dialogue*(39:47) Quick Hits: Karl's Quick HitsSponsor:Pipeline Visionaries is brought to you by Qualified.com, the #1 Conversational Marketing platform for companies that use Salesforce and the secret weapon for pipeline pros. The world's leading enterprise brands trust Qualified to instantly meet with buyers, right on their website, and maximize sales pipeline. Visit Qualified.com to learn more.Links:Connect with Ian on LinkedInConnect with Karl on LinkedInLearn more about GigamonLearn more about Caspian Studios

Like the go-to-market team at Cybr Donut, are you struggling to build a strong sales pipeline and wondering how to utilize events effectively? Do you want to know why your customers choose your products and leverage that to boost sales? Join us in this episode as we explore practical strategies that can help your sales and marketing teams hit your revenue targets faster.In this conversation we discuss:

This episode features an interview with Allison Breeding, CMO, Apptio, an IBM Company that provides data insights that empower leaders to make smarter financial and operational decisions. In this episode, Allison talks about shifts that have stuck around post-covid, getting really clear on personas, and pushing the envelope through experimentation. Key Takeaways:It's worth pushing the envelope and trying out-of-the-box approaches. If you're not pushing the boundaries a little bit, you're not trying hard enough. When the market is turbulent and shifting, you have to be able to adjust your value prop and positioning to endure. Apptio made a big shift into digital marketing during COVID. Then, when the market plunged after hitting a high, they were able to shift to allow for continued success. Focus groups, and feedback from partners, prospects and employees, can inform the direction that you need to go in and support your efforts to understand your value proposition. Quote: “We've been doing a lot of really fun kind of guerrilla, out of home concepts, outside of events. Getting our hands slapped every now and then, but that's okay. If we're not getting in trouble, we're not pushing the envelope enough. But yeah, we're kind of trying to own the spaces that people are kind of in the mindset of thinking about our product in. And so whether that's airports or outside of event venues, on taxi cabs, on trains, that sort of thing around the events that we're participating in.”Episode Timestamps:*(03:45) The Trust Tree: A bottom-up and top-down approach*(17:35) The Playbook: Spending money fast and utilizing events *(32:31): The Dust Up: Navigating the founders' mentality*(34:58) Quick Hits: Allison's Quick Hits  Sponsor:Pipeline Visionaries is brought to you by Qualified.com, the #1 Conversational Marketing platform for companies that use Salesforce and the secret weapon for pipeline pros. The world's leading enterprise brands trust Qualified to instantly meet with buyers, right on their website, and maximize sales pipeline. Visit Qualified.com to learn more.Links:Connect with Ian on LinkedInConnect with Allison on LinkedInLearn more about ApptioLearn more about Caspian Studios

This episode features an interview with Dorian Kendal, who is a former CMO and a multi-time marketing leader. Most recently, Dorian served as CMO at Netflify, a platform for developers to build highly-performant and dynamic web sites, e-commerce stores and applications. In this episode, Dorian discusses his non-traditional path to the CMO role, his experience restructuring teams for an enterprise focus, and the value of partner programs. He shares his thoughts on why you should avoid checklist marketing. Key Takeaways:Moving from product-led growth to an enterprise focus requires more targeted, “surgical” campaigns.Evangelist and influencer programs can drive long-term pipeline growth more effectively than short-term, paid media strategies.Over-reliance on SEM (Search Engine Marketing) can stifle creativity and drain budgets without delivering proportional returns. Redirecting resources to SEO, community engagement, and innovative campaigns like events can offer better long-term ROI.Quote: “I'm very anti-checklist marketing, I call it, where you just have, every campaign you're like, here's the eight things we need to do, and you just check them off. Because it just sucks creativity out of the process. And I think that we oftentimes, instead of finding really unique ways to attract audiences and engage them, we sometimes just fall back on stuff. And search engine marketing, I've always felt it's been like the easiest thing for people to be like, you know, we're gonna do a campaign. Well, of course, what's our SEM budget? So I think sometimes just sucks creativity out of the process.”Episode Timestamps: *(03:59) The Trust Tree: Restructuring to target enterprise customers*(13:23) The Playbook: Investing in search optimization over search engine marketing *(35:45) Quick Hits: Dorian's Quick Hits  Sponsor:Pipeline Visionaries is brought to you by Qualified.com, the #1 Conversational Marketing platform for companies that use Salesforce and the secret weapon for pipeline pros. The world's leading enterprise brands trust Qualified to instantly meet with buyers, right on their website, and maximize sales pipeline. Visit Qualified.com to learn more.Links:Connect with Ian on LinkedInConnect with Dorian on LinkedInLearn more about Caspian Studios

This episode features an interview with Karen Budell, CMO, Totango + Catalyst. Totango and Catalyst recently joined forces to build a leading customer growth platform that helps businesses protect and grow revenue, providing businesses with a united platform that drives recurring revenue success and measurable growth.In this episode, Karen talks about leading a marketing team through a merge. She talks about the importance of customer success and investing in the full marketing “bowtie” to focus on retaining customers.Key Takeaways:Post-merger, marketing teams need to harmonize the brand and messaging, the product, the tech stacks and more. While this is a challenging process, it allows you to take the best from each company and present a unified brand that fosters trust. Start with outcome-based conversations when talking to prospects to make sure you understand their objectives before you complete the sale. Your customers' success is your success. Don't just invest in the marketing funnel. Invest in the full marketing “bowtie”. Retaining and growing current customers is very important. Quote: “We stood up a sales enablement and go-to-market enablement role and function within the marketing org. So reporting up to me, but a dotted line to the CRO's organization. And part of the reason that I thought that that was a great fit and was so successful was because you really want to make sure that your frontline team understands who your target audience is and what your galvanizing story and narrative is all about. So, being close to the marketing team that was working on that messaging and positioning and the programs and events really helped create a nice bridge and reinforce the partnership that we had with our sales team.”Episode Timestamps: *(4:18) The Trust Tree: Outcome-based conversations with customers *(16:02) The Playbook: Updating the website post-merger*(33:24) The Dust-Up: CMOs that come from a brand focus*(39:59) Quick Hits: Karen's quick hits Sponsor:Pipeline Visionaries is brought to you by Qualified.com, the #1 Conversational Marketing platform for companies that use Salesforce and the secret weapon for pipeline pros. The world's leading enterprise brands trust Qualified to instantly meet with buyers, right on their website, and maximize sales pipeline. Visit Qualified.com to learn more.Links:Connect with Ian on LinkedInConnect with on Karen Budell on LinkedInLearn more about Totango + CatalystLearn more about Caspian Studios

This episode features an interview with  Laura Beussman, Senior Vice President of Marketing at CallRail, an intelligence platform that helps businesses track and attribute each lead to their marketing journey and use real-time insights to optimize their marketing. In this episode, Laura discusses their marketing strategy as a pure-play PLG where marketing generates all the leads, and how they reach prospects through a sub-verticalized approach. She also shares how they are leveraging AI for better SEO results. Key Takeaways:A sub-verticalized approach can improve efficiency and return on investment, helping to ensure that you are accurately speaking to customer needs. Learn about the sub-verticals in your market.Leveraging AI in your content efforts can really improve your SEO results, by allowing you to create more content that is specifically catered to sub-verticals in the market.When marketing takes full responsibility for generating all leads, it eliminates the tension with sales by offering clarity, improving operational efficiency and allowing sales to focus on closing deals.Quote:“ One of the ways that the team is really capitalizing on AI is on SEO content. Again, as a PLG, SEO is very important for us. And with those verticalized go-to-market strategies, we needed to create a high volume of content to support not just the verticals, but the sub verticals. So, we have developed a strategy on creating that SEO content that leverages AI. Now, it's not that the AI writes the content from top to bottom with no human assistance, but what we do is we educate the AI tools on our content guidelines. We create a robust draft of an outline. AI then converts that into an article. Our content team edits, and makes sure it's reflective of our brand and our voice before we publish. What we've been able to do with that, though, is triple the amount of SEO content we're able to produce. And what that means is that we're able to be really hyper targeted, really hyper verticalized, and we're actually ranking better. And it's not that we're ranking better because the articles are significantly better. It's because they are able to be more specific, because they are able to be more targeted and sub verticalized. That allows them to rank better as well.”Episode Timestamps:*(03:34) The Trust Tree: Operating in a marketing-led lead generation model *(17:25) The Playbook: Using hyper-targeted content to boost visibility and conversion rates*(36:14) The Dust-Up: Making sure sales feels supported by marketing *(39:08) Quick Hits: Laura's Quick Hits  Sponsor:Pipeline Visionaries is brought to you by Qualified.com, the #1 Conversational Marketing platform for companies that use Salesforce and the secret weapon for pipeline pros. The world's leading enterprise brands trust Qualified to instantly meet with buyers, right on their website, and maximize sales pipeline. Visit Qualified.com to learn more.Links:Connect with Ian on LinkedInConnect with Laura on LinkedInLearn more about CallRailLearn more about Caspian Studios

This episode features an interview with Michael Freeman, VP of Marketing, Airbase, a procure-to-pay solution that simplifies purchasing.In this episode, Michael discusses smart SEO strategy and the importance of investing in the distribution of your content. He also talks about how, while marketers are incentivized to demonstrate that they are generating pipeline, they still have to pursue the high ROI tactics that are difficult to measure and predict. Key Takeaways:If you create content, customers will not just come; they may never even find it. SEO is a core ingredient from the start, not an afterthought, and you need to find people with the language they use, understanding their intent. Marketers are charged with generating pipeline and proving it, but they need to avoid neglecting high ROI tactics that may be difficult to quantify or predict. Don't just feed the content beast; make sure you are creating quality content purpose that has a genuine impact on your audiences. Quote: “I've been at a lot of companies where there was just a mentality of feed the beast on the blog. And we don't do that here. Every post has a specific objective and purpose that we're trying to meet. Sometimes there's just some corporate brand stuff we need sales to be able to point to or use for other purposes, but 95, 96 percent of what we publish has a specific objective and purpose from a traffic or leads perspective. And we've done the research upfront to say, yes, we have a reasonable chance to achieve that objective before we commit the resources on that piece of content.”Episode Timestamps: *(04:14) The Trust Tree: Be smart about paid search *(18:59) The Playbook: SEO and good content strategy *(48:43) The Dust Up: Inheriting a bad website *(51:11) Quick Hits: Michael's Quick Hits Sponsor:Pipeline Visionaries is brought to you by Qualified.com, the #1 Conversational Marketing platform for companies that use Salesforce and the secret weapon for pipeline pros. The world's leading enterprise brands trust Qualified to instantly meet with buyers, right on their website, and maximize sales pipeline. Visit Qualified.com to learn more.Links:Connect with Ian on LinkedInConnect with Michael on LinkedInLearn more about AirbaseLearn more about Caspian Studios

This episode features an interview with Heidi Bullock, CMO at Tealium, a customer data platform that connects customer data across web, mobile, offline, and IoT so businesses can better connect with their customers.In this episode, Heidi highlights the essential role of brand in B2B marketing and the effectiveness of the pod structure in marketing organizations. She also dives into the need for marketers to be proactive and come to the table with a point of view.Key Takeaways:In a competitive market, it is all about creating preference, and you do that through your brand. B2B marketers need to invest in the brand.Marketing needs to come into conversations with sales with a point of view and they need to do their homework. They can't just wait to be told what to do.Everything runs more smoothly if you consolidate signals and create summaries of intent.Quote: Marketing can't be the order taker. It really has to be the salesperson that's the quarterback, but marketing has to come in with a point of view. Like, hey, you're talking to a lot of people in the pharma space, let's make sure that we're doing X, Y, and Z. We've got this amazing workshop. We have this great piece of content. Come in with a viewpoint versus like, hey, just wait and have somebody tell me what to do. Everything goes better if you can consolidate signals, and then the marketer has a strong point of view and does their homework.Episode Timestamps: *(02:50) The Trust Tree: The benefits of a pod structure*(18:00) The Playbook: Reducing the friction*(38:30) The Dust Up: Working with product teams, focusing on the user*(41:22) Quick Hits: Heidi's Quick HitsSponsor:Pipeline Visionaries is brought to you by Qualified.com, the #1 Conversational Marketing platform for companies that use Salesforce and the secret weapon for pipeline pros. The world's leading enterprise brands trust Qualified to instantly meet with buyers, right on their website, and maximize sales pipeline. Visit Qualified.com to learn more.Links:Connect with Ian on LinkedInConnect with Heidi on LinkedInLearn more about TealiumLearn more about Caspian Studios

This episode features an interview with Cristy Garcia, CMO, impact.com, a partnership management platform that automates business partnerships, at scale.In this episode, Cristy shares the do's and don'ts of marketing, and the primary reason for failed partnerships. She also discusses the evolution and importance of using influencers in marketing, and what it's like marketing to marketers.Key Takeaways:Influencers have been around for awhile, but they became even more important during the pandemic. If you aren't working with influencers as a marketer, you're being left behind. When partnerships fail, it is most often due to lack of communication. Make sure to be very clear about payments, expectations, and what you are promoting. You can generate significant revenue through partnerships, for some companies, as high as 28 percent of their total revenue.  Quote: “If you're not working with influencers right now as a marketer, you're left behind. This is happening now. The rise of influencers, they've been around for a long time, I spoke at mommy blogger conferences back in 2012, so it's not new. But what is new is sort of the heightened awareness and demand for influencer content. And I think it all happened around the pandemic when people were at home with their phones, creating social interaction, buying things online, and the influencers really took off.”Episode Timestamps:*(3:06) The Trust Tree: The rise of commerce content*(14:20) The Playbook: THe dos and don'ts of partnerships*(35:55) The Dust Up: Knowing your worth*(37:28) Quick Hits: Cristy's quick hitsSponsor:Pipeline Visionaries is brought to you by Qualified.com, the #1 Conversational Marketing platform for companies that use Salesforce and the secret weapon for pipeline pros. The world's leading enterprise brands trust Qualified to instantly meet with buyers, right on their website, and maximize sales pipeline. Visit Qualified.com to learn more.Links:Connect with Ian on LinkedInConnect with Cristy on LinkedInLearn more about impact.comLearn more about Caspian Studios

In this episode, Chris Beall gives us a manufacturing-inspired blueprint for supercharging your sales pipeline. Chris breaks down the process into actionable steps, from refining your contact lists to calibrating your sales team's performance. He shares a powerful Excel technique for rapidly improving list quality and introduces the concept of "Flight Schools" to perfect those crucial first 7 seconds of cold calls.  By treating pipeline generation as a precision manufacturing process, complete with quality control measures and continuous improvement cycles, Chris offers CSOs, sales managers, and reps a systematic approach to boost conversions and minimize wasted effort. Listen to this episode, "Calibrating Your Sales Machine: Techniques for Optimizing Pipeline Generation." Listen to the full Mental Models series here.

In this weeks' Scale Your Sales Podcast episode, my guest is Anne Pao. Anne is 5 times Startup Operator, Heart-forward Leader, Mother, Startup Advisor and Board Member. Anne is founder/CEO of Ignite Consulting, a fractional GTM strategy and RevOps firm that partners with startups to install and scale a unified GTM foundation. In today's episode of Scale Your Sales podcast, Anne offers a unique perspective honed through her experience as a buyer in over 500 deals. Anne shares the types of conversations that have shaped her approach as a sales leader and Chief Revenue Officer (CRO). Delve into the importance of understanding the viewpoints of various stakeholders, both internal and external, to effectively communicate the value and return on investment of your product or service. Welcome to Scale Your Sales Podcast, Anne Pao.   Timestamps: 00:00 - Driving Revenue Growth to Effective Sales Leadership 05:42 - Analyzed, quantified, and presented business case successfully. 06:27 - Developed ROI plan for software implementation and adoption. 10:45 - Understanding buyers and mitigating risks for success. 15:25 - Essential skills for exceptional sales performance. 16:02 - Seeking baseline competence, focus, strategy, and measurability. 19:55 - Interview process focuses on skills and alignment. 22:26 - Recruiters stress test skills and decision-making process. 27:29 - Ignite Consulting, one year old, offers go-to-market services. 29:16 - Need alignment, operating cadence, and team support.   https://www.linkedin.com/in/annepao/   Janice B Gordon is the award-winning Customer Growth Expert and Scale Your Sales Framework founder. She is by LinkedIn Sales 15 Innovating Sales Influencers to Follow 2021, the Top 50 Global Thought Leaders and Influencers on Customer Experience Nov 2020 and 150 Women B2B Thought Leaders You Should Follow in 2021. Janice helps companies worldwide to reimagine revenue growth thought customer experience and sales. Book Janice to speak virtually at your next event: https://janicebgordon.com LinkedIn: https://www.linkedin.com/janice-b-gordon/ Twitter: https://twitter.com/JaniceBGordon Scale Your Sales Podcast: https://scaleyoursales.co.uk/podcast More on the blog: https://scaleyoursales.co.uk/blog Instagram: https://www.instagram.com/janicebgordon Facebook: https://www.facebook.com/ScaleYourSales And more! Visit our podcast website to watch or listen.  

This episode features an interview with Clare Dorrian, CMO at SugarCRM, a CRM that helps marketing, sales, and service teams finally get a clear picture of each customer's journey. In this episode, Clare talks about gaining clarity on your strategy and ensuring that it is not based on conjecture, advising marketing leaders not to sacrifice data-backed decisions for speed. She also discusses the importance of investing in reputation management and her approach to content.Key Takeaways:You need to focus on profitable growth, and remaining both efficient and effective, especially as a lean marketing team.People buy from people, investing in events is very important, as is investing in reputation management.Don't drive strategy based on conjecture; keep your team honest about goals and what needs to be done.Quote: “I think that this comes back to getting crafty when you are a lean, mean team. We think about big rock pieces of content…the way that we approach content is to break down those insights and map themes, topics that those insights have and will uncover, and we're in the middle of this right now, by the way this piece of research, into social media soundbites, webinars, into short form, long form, and multiple formats, and with a perspective that will resonate to each of our core buying groups. So that we get the most out of the research that we're doing. We're approaching content in a way where we're trying to uncover insights that we can then package in many, multiple ways to educate. When people are at the top of the funnel to reinforce that the challenge that they're having, or that we're expressing to us when they become a prospect is shared by many others and they are not alone,  but also into door openers for our sales team to give them reason to reach out, to give them reason to connect as well.”Episode Timestamps:*(06:53) The Trust Tree: Focusing on profitable growth as a private-equity-backed company*(15:25 ) The Playbook: The importance of investing in reputation management *(34:39) The Dust Up: Rebrand tensions and using your community to validate the right choice *(38:15) Quick Hits: Clare's Quick HitsSponsor:Pipeline Visionaries is brought to you by Qualified.com, the #1 Conversational Marketing platform for companies that use Salesforce and the secret weapon for pipeline pros. The world's leading enterprise brands trust Qualified to instantly meet with buyers, right on their website, and maximize sales pipeline. Visit Qualified.com to learn more.Links:Connect with Ian on LinkedInConnect with Clare on LinkedInLearn more about SugarCRMLearn more about Caspian Studios

This episode features an interview with Smita Wadhawan, CMO at SimplePractice, a leading practice management software company for health and wellness professionals.In this episode, Smita discusses the importance of keeping your customers at the center and incorporating their voice. She also dives into educating the customer about the value of your product and then showing up for them through that product.  Key Takeaways:Customer feedback should be taken very seriously and it is worth creating a formal process to give customers a chance to share their thoughts. It's important to arm yourself with data and examples when trying to sell your ideas internally, or you won't be able to push them through.The website can serve as your sales function and you should experiment with how the website can “work harder for you”.Quote: “So I would literally think of the marketing strategy as the full funnel from building the right product to getting the product in the hands of our customers, to making sure they use the product and get the most value out of it. And then last but not the least using our communications and our creative to tell the stories which put our customers front and center. We don't use models. We don't use actors. All our creative is telling authentic stories and they are all our customers. That is something that's really key to our brand, always honing in on our customer and having them do the storytelling for us.”Episode Timestamps:*(4:43) The Trust Tree: Fulfilling your obligation to your customers, who rely on your product*(15:42) The Playbook: Customer referrals as the largest source of acquisition*(34:45) The Dust Up: Advocating for staff to support conversion rates on the website*(38:03) Quick Hits: Smita's Quick Hits Sponsor:Pipeline Visionaries is brought to you by Qualified.com, the #1 Conversational Marketing platform for companies that use Salesforce and the secret weapon for pipeline pros. The world's leading enterprise brands trust Qualified to instantly meet with buyers, right on their website, and maximize sales pipeline. Visit Qualified.com to learn more.Links:Connect with Ian on LinkedInConnect with Smita on LinkedInLearn more about SimplePracticeLearn more about Caspian Studios

This episode features an interview with Kris Rudeegraap, Co-CEO, Sendoso, the leading gift sending platform that helps companies stand out by giving them new ways to engage with customers throughout the buyer's journey.Kris talks about the value and the future of gifting, diving into how AI will enhance gifting efforts and creative ways companies use gifting to build trust with their customers. Key Takeaways:Gifting allows companies to engage with their customers in creative ways throughout the buying journey, helping them stand out from the competition.Utilizing data allows companies to send the right gift to the right person, and to be thoughtful with timing, messaging and the location it is sent to. The future of gifting will be enhanced by AI and will be automated.  Quote: “How AI can affect, what is the right gift to send? So, I think the plethora of data that we're sitting on from tens of millions of sends and what we're having access to through a lot of really interesting data that we've built from AI, but also through data that's available through third party enrichments. We'll be able to say, hey, does Kris like golfing? Or does Kris like tennis? And so there's interest graphs that we've built that will really help decide, okay, Kris gets this, it's going to resonate with him more. Then it's like, okay, where's the best place to send it?Is it his house? Is it an office? So, we can use data for that. We can say the timing, is it good to send it today for this prospect, or do we think that timing when they just went to your website, looked at your pricing page, and we want to trigger that. So, there's different reasons why you want to have timing be important.The message. So, we launched last year, a gift message rider, either the e-gift message or the handwritten note message. And so now we can craft a better message than, say, an SDR can write, by using AI. And I think writing is a key area there. So all that will make it easier to get the right gift to the right person and drive better results.”Episode Timestamps:*(37:26) Quick Hits: Kris's Quick HitsSponsor:Pipeline Visionaries is brought to you by Qualified.com, the #1 Conversational Marketing platform for companies that use Salesforce and the secret weapon for pipeline pros. The world's leading enterprise brands trust Qualified to instantly meet with buyers, right on their website, and maximize sales pipeline. Visit Qualified.com to learn more.Links:Connect with Ian on LinkedInConnect with Kris on LinkedInLearn more about SendosoLearn more about Caspian Studios

Today's episode welcomes Deepinder Singh Dhingra, Founder & CEO of RevSure AI. They're on a mission to improve predictable revenue growth through Predictive AI for Pipeline Generation for B2B SaaS companies.Deepinder has spent over 20 years in big data analytics and machine learning in multiple industries - but mostly serving the Fortune 500 in both B2B and B2C. A few years ago he saw a market opportunity in B2B SaaS, as the way we run GTM motions nowadays is much more complex and has more glaring inefficiencies - and he set out on a mission to solve them.The dark funnel is becoming brighter by the day. As AI-powered GTM tools evolve, our understanding of the exact customer journey and ability to pinpoint signals increases by the day - which is quickly becoming a huge competitive advantage for revenue teams. The technology that Deepinder has built looks at all available customer touchpoints across the GTM motion and auto-harmonizes the data. Their end-users see an end-to-end view of the entire funnel across all GTM functions and they get a full view of which parts of the process are driving outcomes, and where bottlenecks arise. This is a true gamechanger for GTM teams, as there's a ton of guesswork in revenue teams, especially if data is scattered across sales, marketing and CS.No approach is perfect. Some marketing channels still can't be tracked - especially when it comes to offline conversations or awareness generated by influencers. Deepinder speaks on the only ways to attribute influencer interactions - looking at engagement data from posts or events, as well as the classic approach of unique CTA links.Tune into the full episode to learn more on the modern way of GTM attribution! Connect with Deepinder - https://www.linkedin.com/in/deepinder-singh-dhingra-66bb54/Connect with Alan - https://www.linkedin.com/in/alan-j-zhao/Want to convert your website visitors instantly? Try Warmly for free - https://warmly.ai/ (02:29) - Integrating all parts of the customers journey (04:08) - Tracking from top-of-the-funnel to deep-funnel (04:55) - How much information can we truly get from a lead? (07:05) - Auto-harmonizing your GTM data (08:05) - End-user data visualization (13:19) - Influencer interaction attribution

In today's episode, we dissected the transformative approach of Consistent Performance Optimization (CPO) in sales, advocating for a shift from rare, significant overhauls to frequent, incremental improvements. By adopting this methodology, sales teams can achieve significant gains, with a potential 26% increase in pipeline generation over a year through bi-weekly optimizations. We highlighted the critical need for a clear process, data-driven decisions, and the assembly of a dedicated team to implement these consistent adjustments. This strategy not only enhances efficiency and agility but also aligns sales efforts closely with rapidly changing market demands and buyer behaviors.______________________________________________What will it take to innovate your sales organization for the modern buyer and consistently stay at the forefront with technology and AI?Pre-order the book for access to exclusive content and The Innovative Seller Community: Book: https://www.jakedunlap.com/the-innovative-sellerCommunity: https://www.jakedunlap.com/the-innovative-seller-community______________________________________________DM or book time with Jake to discuss your current sales processes and best practices: https://savvycal.com/Jake-Dunlap/innovative-seller-live______________________________________________AI Unleashed: https://bit.ly/ai-unleashed-seriesAI Sales Prompt Pro: https://skaled.com/insights/ai-sales-prompt-pro/AI Sales Accelerator Workshops: https://skaled.com/insights/ai-sales-accelerator/Custom GPTs for Sales: https://skaled.com/insights/custom-gpts-for-sales/Workshop + Prompt Pro: https://bit.ly/accelerator-and-prompt-pro______________________________________________Sign up for the Modern Leader newsletter for more tips and talks from Jake:Email: https://skaled.com/modern-leader-sign-upLinkedIn: https://bit.ly/modern-leader-newsletter______________________________________________Follow Jake:LinkedIn: https://linkedin.com/in/jakedunlapInstagram: https://instagram.com/jake_dunlap_Twitter: https://twitter.com/jaketdunlapWebsite: https://jakedunlap.com