Podcasts about Salesforce

American software company

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    Latest podcast episodes about Salesforce

    Squawk on the Street
    Alphabet and Apple Shares Surge on Google Antitrust Case Ruling 9/3/25

    Squawk on the Street

    Play Episode Listen Later Sep 3, 2025 43:18


    Carl Quintanilla and Jim Cramer engaged a wide-ranging discussion about market reaction to the Google antitrust case: Shares of Alphabet surged after a federal judge ruled that Google does not have to divest its Chrome browser or Android operating system. Apple shares also jumped sharply after the judge said Google can continue to make payments to the iPhone maker for default browser placement. Also in focus: The global bond sell-off, Cook vs. Trump and what Fed Governor Waller told CNBC about Fed independence, Macy's shares soar as part of Wednesday's earnings parade, Ford monthly auto sales rise, gold's record run, Salesforce earnings preview. Squawk on the Street Disclaimer

    Tony Katz + The Morning News
    Tony Katz and the Morning News 2nd Hr 9-3-25

    Tony Katz + The Morning News

    Play Episode Listen Later Sep 3, 2025 26:26 Transcription Available


    Salesforce replaced thousands of support jobs with AI agents. Tim Walz, Randi Weingarten, and Colbert show are terrible. Jerry Garcia ties for sale. U.S. Treasury Warns Of $312 Billion Chinese Laundering Dark-Money Network For Mexican CartelsSee omnystudio.com/listener for privacy information.

    Tony Katz + The Morning News
    Tony Katz and the Morning News Full Show 9-3-25

    Tony Katz + The Morning News

    Play Episode Listen Later Sep 3, 2025 81:15 Transcription Available


    How many people were shot last night in Indianapolis? Trump to send National Guard into Chicago. McDonald’s reintroducing its Extra Value Meals. The state of Illinois literally has a website that teaches illegals how to evade ICE, provides hotlines, and offers legal help. Former Chicago Mayor Lori Lightfoot slams Trump's plan to send the National Guard to the city as a "manufactured crisis". New redistricting map for Indiana? Salesforce replaced thousands of support jobs with AI agents. Tim Walz, Randi Weingarten, and Colbert show are terrible. Jerry Garcia ties for sale. U.S. Treasury Warns Of $312 Billion Chinese Laundering Dark-Money Network For Mexican Cartels. Fed up with his social media accounts being taken down, Indianapolis attorney Mark Zuckerberg is suing Meta over accusations that he's impersonating the Facebook founder who shares his name. Jerusalem Prayer Breakfast coming to Indy next week. US Strikes Venezuela Drug Boat. Why is Wall Street doing so well while main street struggles. Senator Dick Durbin blames Indiana for Illinois' problems. See omnystudio.com/listener for privacy information.

    Closing Bell
    Closing Bell Overtime: Salesforce Earnings & C3.AI Leadership Shake-Up; BlackRock's Fall Outlook 9/3/25

    Closing Bell

    Play Episode Listen Later Sep 3, 2025 43:42


    Alphabet and Apple lead tech stocks higher but the Dow closed lower for a third-straight day. Market analysis with Barbara Doran from BD8 Capital and Keith Lerner, Co-CIO of Truist Wealth. Earnings from Salesforce along with American Eagle, Figma, and C3.AI. DA Davidson's Gil Luria provides immediate Salesforce earnings reaction while BlackRock's Gargi Chaudhuri, Chief Investment and Portfolio Strategist for the Americas, shares the firm's fall investment outlook. Major leadership as C3.AI announces a new CEO, with founder Thomas Siebel and incoming CEO Stephen Ehikian joining for a First On CNBC interview. 

    The Modern People Leader
    253 - The AI Vendor Checklist Every HR Leader Needs: Pilar Muner (VP of People & Talent, ChartHop)

    The Modern People Leader

    Play Episode Listen Later Sep 2, 2025 86:26


    Pilar Muner, VP of People & Talent at ChartHop, joined us on The Modern People Leader.We covered:- Why fractional work isn't always the burnout cure-all it's made out to be-How ChartHop is using AI to power HR workflows in-house- The AI vendor checklist every HR leader needs — what to ask, what to watch for, and how to cut through the hypeIf you're evaluating AI tools for your people team, this episode will give you a practical lens on security, data integrity, and what to prioritize in vendor selection.---- Sponsor Links:

    The Retail Pilot
    The Saks Effect: Leading the Next Chapter of Luxury With Marc Metrick

    The Retail Pilot

    Play Episode Listen Later Sep 2, 2025 37:32


    What does it take to lead an iconic luxury brand into the future while navigating industry disruption, shifting consumer expectations, and bold strategic moves? For Marc Metrick, CEO of Saks Global, it is about scale, innovation, and putting the customer at the center of every decision. From steering Saks through its $2.7 billion acquisition of Neiman Marcus Group to launching “The Art of You,” Marc is redefining what luxury retail looks like in a digital-first world.In this episode of The Retail Pilot, we explore how Saks is transforming its business model, leveraging data and partnerships with Salesforce and Amazon, and building a new vision of personalization that resonates with today's luxury consumer.In this conversation, Marc shares:• The strategic logic behind combining Saks, Neiman Marcus, and Bergdorf Goodman into one powerhouse• How “The Art of You” is taking personalization beyond buzzwords to create truly individualized shopping experiences• The role of technology, AI, and data in modernizing operations and elevating the customer journey• What partnerships with Amazon and Salesforce have unlocked in terms of scale, efficiency, and innovation• How Saks is rebuilding trust with vendors and strengthening relationships with brand partners• Why the US is poised to be the fastest growing luxury market in the world• His optimism about a new generation of digitally native, experience driven luxury consumersWhether you are a retail executive, brand strategist, or simply fascinated by the future of luxury, this episode offers a rare inside look at how one of the industry's most influential leaders is reshaping the way we think about scale, personalization, and the customer experience.If you enjoyed this conversation, follow and rate the show and share this episode with someone who is curious about the future of luxury retail. The next big insight could be one listen away.Hosted by Ausha. See ausha.co/privacy-policy for more information.

    Capital Markets Quickie
    [203-25] Capital Markets Quickie: Jobs, Earnings, Crypto, and Geopolitics: A Volatile Week Ahead

    Capital Markets Quickie

    Play Episode Listen Later Sep 1, 2025 2:12


    The August U.S. jobs report, tech earnings from Broadcom and Salesforce, and possible SEC action on crypto ETFs headline a busy week. Geopolitical shifts and India's economic agenda add to the mix.➡️ Just a quick reminder, Capital Markets Quickie is brought to you by AMF Capital AG, Asset Management Frankfurt, your leading provider for individual investment solutions and mutual funds. Visit https://www.amf-capital.de for more information.>>> Make sure to check out my newsletter "Cela's Weekly Insights":https://endritcela.com/newsletter/>>> You can subscribe here to our YouTube Channel “MVP – Main Value Partners”:https://www.youtube.com/@MainValue>>> Visit my website for more information:http://www.endritcela.com>>> Follow me on LinkedIn:https://www.linkedin.com/in/endrit-cela/>>> Follow me on Instagram:https://www.instagram.com/endritcela_official/Disclaimer for "Capital Markets Quickie" Podcast:The views and opinions expressed on this podcast are based on information available at the time of recording and reflect the personal perspectives of the host. They do not represent the viewpoints of any other projects, cooperations, or affiliations the host may be involved in. "Capital Markets Quickie" does not offer financial advice. Before making any financial decisions, please conduct your own due diligence and consult with a financial advisor.

    PULS BIZNESU do słuchania
    Nowy rok szkolny, kolej wąskotorowa, KDP i AI. PB BRIEF

    PULS BIZNESU do słuchania

    Play Episode Listen Later Sep 1, 2025 20:47


    1 września 2025 – to dzień powrotu do szkół dla 4,6 mln uczniów w Polsce, w tym 203 tys. z Ukrainy. Rynki czekają na dane o zatrudnieniu w USA, wyniki Broadcom i Salesforce oraz decyzje Fed. W PB Brief porozmawiamy także z wiceministrem infrastruktury Piotrem Malepszakiem o przyszłości PKP PLK, kolei wąskotorowych i kolei dużych prędkości.

    Leveraging AI
    219 | Google's ‘Nano Banana' crushes image gen, Salesforce AI breach, Meta's brain drain + Midjourney deal, XAI's ‘Macro Hard,' and more AI news for the week ending on August 29, 2025

    Leveraging AI

    Play Episode Listen Later Aug 30, 2025 50:39 Transcription Available


    Check the self-paced AI Business Transformation course > https://multiplai.ai/self-paced-online-course/ Is AI about to replace your design team, your video team… and maybe your job?This week's episode is a masterclass in both excitement and existential dread. From Google's hilariously-named (yet wildly powerful) Nano Banana model to major shifts in enterprise AI, Isar Meitis pulls back the curtain on the biggest news, breakthroughs, and business implications in AI from the past week.In this session, you'll discover:What the heck is Nano Banana and why it's a game-changer in image/video generationThe 3 major gaps in AI-generated visuals and how close we are to closing themWhy AI-native startups hit $18.5B in revenue and what that means for legacy companiesThe truth behind job loss vs. job creation in the age of AIMorgan Stanley's bold $920B AI forecast for the S&P 500Real-world enterprise AI use cases (yes, one reduced a 15-week process to 10 minutes)Scary security lapses in major LLMs, and the surprising players working to fix itRobots learning just by watching videos and what that means for your operationsAI lawsuits, government deals, and macro-level power plays shaping the futureAbout Leveraging AI The Ultimate AI Course for Business People: https://multiplai.ai/ai-course/ YouTube Full Episodes: https://www.youtube.com/@Multiplai_AI/ Connect with Isar Meitis: https://www.linkedin.com/in/isarmeitis/ Join our Live Sessions, AI Hangouts and newsletter: https://services.multiplai.ai/events If you've enjoyed or benefited from some of the insights of this episode, leave us a five-star review on your favorite podcast platform, and let us know what you learned, found helpful, or liked most about this show!

    On The Tape
    No Bounce, No Bueno: Hidden Cracks in Bitcoin & the “Risk On” Facade

    On The Tape

    Play Episode Listen Later Aug 29, 2025 37:32


    Dan Nathan and Guy Adami of the RiskReversal Podcast discuss various market metrics, including the S&P 500 trading at an all-time high, the VIX, the US Dollar Index, and US Treasury yields. Nvidia's earnings report is a focal point, with expected high but moderating growth rates. They also analyze stocks like Microsoft, Taiwan Semiconductor, Palantir, Salesforce, Adobe, and Broadcom, considering their earnings and market expectations. There's a discussion on the pressure being exerted on the Federal Reserve to lower interest rates, with concerns about the institution's independence. They also touch on market comparisons to historical metrics, the importance of gold, and commentary on Bitcoin's trajectory. —FOLLOW USYouTube: @RiskReversalMediaInstagram: @riskreversalmediaTwitter: @RiskReversalLinkedIn: RiskReversal Media

    Three Cartoon Avatars
    Marc Benioff Predicts Half of Conversations Will be With AI Agents Next Year

    Three Cartoon Avatars

    Play Episode Listen Later Aug 29, 2025


    Logan is joined by Marc Benioff, the legendary co-founder and CEO of Salesforce, for a wide-ranging conversation on the rise of AI in enterprises. Marc explains how Salesforce has become the testing ground for its own “agentic” technology, using AI agents to handle customer support, boost sales, and transform marketing. He also shares his perspective on what's hype vs. reality in the AI race, the opportunities for startups, and why the future is about humans and agents working together. (00:00) Introduction and Salesforce's Lead Management (00:35) Reflecting on the Last Eight Months (01:14) The Impact of AI on Salesforce Operations (02:15) AI's Role in Customer Support and Sales (03:45) Salesforce's Vision for an Agentic Enterprise (05:00) Public Market Sentiment and AI Adoption (06:15) Salesforce's Data and Application Foundations (08:13) The Future of CRM and ITSM Markets (12:57) Managing Agents and Human Workers (17:45) Salesforce's Growth and AI Product Line (19:38) Pricing Models and Customer Success Stories (23:26) The Role of AI in Different Market Segments (28:51) Salesforce Ventures and Startup Investments (36:05) Advice for Young Professionals and Future Trends (41:04) Dreamforce Executive Producer: Rashad Assir Producer: Leah Clapper Mixing and editing: Justin Hrabovsky Check out Unsupervised Learning, Redpoint's AI Podcast: https://www.youtube.com/@UCUl-s_Vp-Kkk_XVyDylNwLA

    The Financial Exchange Show
    Does Nvidia finally have real competition from China?

    The Financial Exchange Show

    Play Episode Listen Later Aug 29, 2025 38:32 Transcription Available


    Chuck Zodda and Mike Armstrong discuss how the future of the Fed came to rest on Lisa Cook. Alibaba creates AI chip to help China fill Nvidia void. Why the S&P 500 could be at risk of a 10% to 20% pullback if ether falls behind bitcoin again. Paul LaMonica, Barron's, joins the show to chat Salesforce's difficult year. Zuckerberg's AI hires disrupt Meta with swift exits and threats to leave.

    The Salesforce Admins Podcast
    What Is True to the Core Deep Dive?

    The Salesforce Admins Podcast

    Play Episode Listen Later Aug 28, 2025 16:34


    Today on the Salesforce Admins Podcast, we talk to LeeAnne Rimel, Senior Director of Admin and Developer Strategic Content at Salesforce. Join us as we chat about True to the Core Deep Dive and how it will give Salesforce Admins more chances to engage with product leaders, ask questions, and influence the roadmap. You should […] The post What Is True to the Core Deep Dive? appeared first on Salesforce Admins.

    IT Privacy and Security Weekly update.
    257.5 Deep Dive. The Super Intelligent IT Privacy and Security Weekly Update for the week ending August 26th 2025

    IT Privacy and Security Weekly update.

    Play Episode Listen Later Aug 28, 2025 19:04


    Organizations today face escalating cyber risks spanning state-sponsored attacks, supply chain compromises, and malicious apps. ShinyHunters' breaches of Salesforce platforms (impacting Google and Farmers Insurance) show how social engineering—like voice phishing—can exploit trusted vendors. Meanwhile, Russian actors (FSB-linked “Static Tundra”) continue to leverage old flaws, such as a seven-year-old Cisco Smart Install bug, to infiltrate U.S. infrastructure. Malicious apps on Google Play (e.g., Joker, Anatsa) reached millions of downloads before removal, proving attackers' success in disguising malware. New technologies bring fresh vectors: Perplexity's Comet browser allowed prompt injection–driven account hijacking, while malicious RDP scanning campaigns exploit timing to maximize credential theft.Responses vary between safeguarding and asserting control. The FTC warns U.S. firms against weakening encryption or enabling censorship under foreign pressure, citing legal liability. By contrast, Russia mandates state-backed apps like MAX Messenger and RuStore, raising surveillance concerns. Microsoft, facing leaks from its bug-sharing program, restricted exploit code access to higher-risk countries. Open-source projects like LibreOffice gain traction as sovereignty tools—privacy-first, telemetry-free, and free of vendor lock-in.AI-powered wearables such as Halo X smart glasses blur lines between utility and surveillance. Their ability to “always listen” and transcribe conversations augments human memory but erodes expectations of privacy. The founders' history with facial recognition raises additional misuse concerns. As AI integrates directly into conversation and daily life, the risks of pervasive recording, ownership disputes, and surveillance intensify.Platforms like Bluesky are strained by conflicting global regulations. Mississippi's HB 1126 requires universal age verification, fines for violations, and parental consent for minors. Lacking resources for such infrastructure, Bluesky withdrew service from the state. This illustrates the tension between regulatory compliance, resource limits, and preserving open user access.AI adoption is now a competitive imperative. Coinbase pushes aggressive integration, requiring engineers to embrace tools like GitHub Copilot or face dismissal. With one-third of its code already AI-generated, Coinbase aims for 50% by quarter's end, supported by “AI Speed Runs” for knowledge-sharing. Yet, rapid adoption risks employee dissatisfaction and AI-generated security flaws, underscoring the need for strict controls alongside innovation.Breaches at Farmers Insurance (1.1M customers exposed) and Google via Salesforce illustrate the scale of third-party risk. Attackers exploit trusted platforms and human error, compromising data across multiple organizations at once. This shows security depends not only on internal defenses but on continuous vendor vetting and monitoring.Governments often demand access that undermines encryption, privacy, and transparency. The FTC warns that backdoors or secret concessions—such as the UK's (later retracted) request for Apple to weaken iCloud—violate user trust and U.S. law. Meanwhile, Russia's mandatory domestic apps exemplify sovereignty used for surveillance. Companies face a global tug-of-war between privacy, compliance, and open internet principles.Exploited legacy flaws prove that vulnerabilities never expire. Cisco's years-old Smart Install bug, still unpatched in many systems, allows surveillance of critical U.S. sectors. Persistent RDP scanning further highlights attackers' patience and scale. The lesson is clear: proactive patching, continuous updates, and rigorous audits are essential. Cybersecurity demands ongoing vigilance against both emerging and legacy threats.

    Crónicas de Salesforce con Sara Hernandez #ENESPAÑOL
    #96 Freelance #Salesforce: Lo que necesitas saber para triunfar

    Crónicas de Salesforce con Sara Hernandez #ENESPAÑOL

    Play Episode Listen Later Aug 28, 2025 44:44


    ¿Pensando en dar el salto al freelance dentro del ecosistema Salesforce? En este episodio nos acompaña Grisell Cabrera exploramos todo lo que necesitas para triunfar: desde las motivaciones reales y los beneficios hasta las habilidades concretas, errores comunes y estrategias para conseguir y retener clientes.¿Qué cubrimos en el episodio?✅​ Beneficios de ser freelance.✅​ Skills imprescindibles.✅​ Comunicación con stakeholders.✅​ Habilidades blandas clave.✅​ Tips prácticos.Podrás encontrarnos en Spotify, Apple Podcast y Google Podcast

    The Backstory on Marketing
    AI and Marketing Insights

    The Backstory on Marketing

    Play Episode Listen Later Aug 28, 2025 33:38 Transcription Available


    AI and Marketing are reshaping how companies engage with customers. In this episode of the Backstory on Marketing and AI, we dive into how customer experience (CX) and AI-enabled Market Research create real-world business impact.Key topics include:Why personalization at scale is essential.How startups fail without product-market fit.The importance of customer journey mapping.Legal challenges around AI-driven personalization.Insights from Amazon, Netflix, and Salesforce.How AI reduces support tickets and increases profitability.CX ensures customers remain at the center of every decision. AI provides tools to make it happen at scale. Companies that embrace both will see stronger loyalty, organic growth, and a clear competitive advantage.This conversation offers practical insights for marketers, entrepreneurs, and leaders navigating today's fast-moving digital landscape.Connect on LinkedIn: https://www.linkedin.com/in/franckardourel/Click here to view the video: https://www.youtube.com/watch?v=gfBEu-j1IJA

    Transformed Sales
    Building a Specialized Sales Force for Success | Brian McGee | Field Sales Unscripted | E163

    Transformed Sales

    Play Episode Listen Later Aug 27, 2025 32:05


    In this conversation, Brian McGee shares his extensive experience in sales, particularly in the medical technology sector. He discusses the evolution of the healthcare industry, the complexities of selling in a multi-stakeholder environment, and the importance of specialized sales teams. Brian emphasizes the need for effective communication, tailored training, and a customer-centric approach to selling. He also reflects on the future of medical technology and the importance of innovation in driving sales success.Connect with Brian on LinkedIn: https://www.linkedin.com/in/brian-mcgee-2692647/We hope you enjoyed this episode. Like, comment, and subscribe to never miss a new episode of Field Sales Unscripted! Connect with Wesleyne on LinkedIn https://www.linkedin.com/in/wesleyne/Discover how Transformed Sales helps field sales teams grow from the inside out by shifting mindsets and building lasting skills. Visit transformedsales.com to learn more.Serious about shifting your sales team's performance?Book your 30-minute call and get the clarity and strategy you've been missing. https://calendly.com/transformedsales/30-min-sales-strategy-callConnect with Wesleyne on LinkedIn https://www.linkedin.com/in/wesleyne/Discover how Transformed Sales helps field sales teams grow from the inside out by shifting mindsets and building lasting skills. Visit transformedsales.com to learn more.Serious about shifting your sales team's performance?Book your 30-minute call and get the clarity and strategy you've been missing. https://calendly.com/transformedsales/30-min-sales-strategy-call#fieldsales #salesleadership #mentorship #salescoaching #careerdevelopment #professionalgrowth #salesperformance #salesstrategy #leadershipmindset #timemanagement #accountability #remoteteams #salessuccess #teambuilding #personalgrowth #salestips #motivation #resilience #coachingculture #salesmanagementField Sales Unscripted, presented by Wesleyne Whittaker, is a podcast for ambitious sales professionals, frontline leaders, and field sales managers who want real, practical conversations about what it takes to succeed in today's sales environment. Each episode explores personal career journeys, tactical selling strategies, and the mindsets that drive high performance. From mentorship and leadership to time management and team development, the show delivers actionable insights to help you grow personally and professionally - no fluff, just straight talk. Whether you're leading a team, building client relationships, or navigating change, this is your go-to resource for field sales success.

    Salesforce Commerce Cloud Innovations
    122: How to Think About AI as a Business Process Optimizer, Featuring Rob Smith, Global VP of Technology, OSF Digital

    Salesforce Commerce Cloud Innovations

    Play Episode Listen Later Aug 27, 2025 40:18


    Rob Smith, Global VP of Tech at OSF Digital, is with us to discuss the innovative concept of agentic commerce. This episode delves into how AI is reshaping customer experiences, highlighting OSF Digital's partnership with Salesforce to push boundaries in the retail space. From the bold move to overhaul their chatbot with an AI agent to the challenges and opportunities presented by AI in e-commerce, Rob offers insights into how platforms like Amazon and Shopify are adapting to these changes.  Learn about the critical role of business analysis and automation in leveraging AI effectively and explore success stories from brands like North Collective and Absa Bank, which demonstrate AI's potential to enhance customer interactions and generate revenue. Show Highlights: The partnership between OSF and Salesforce Examination of emerging trends in e-commerce The importance of business analysis and process optimization for successful AI integration AI's potential to enhance commerce at every touchpoint, including customer service, product returns, and personalized consumer experiences The necessity for brands to quickly adapt to AI advancements to remain competitive in the fast-paced digital commerce landscape Follow and Review: We'd love for you to follow us if you haven't yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We'd love it even more if you could drop a review or 5-star rating over on Apple Podcasts. Simply select “Ratings and Reviews” and “Write a Review,” then a quick line with your favorite part of the episode. It only takes a second, and it helps spread the word about the podcast. Supporting Resources: Rob Smith: LinkedIn - https://www.linkedin.com/in/robdsmith/ | OSF Digital - https://www.linkedin.com/company/osf-digital/  Learn more about Agentforce for Commerce: https://www.salesforce.com/commerce/ai/  Join the Commerce Cloud Community Unofficial Slack: https://sforce.co/commercecrew *** Episode Credits If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at https://emeraldcitypro.com. Let them know I sent you.

    Create and Grow Rich Podcast
    Episode #144 Move. Think. Rest.: Redefining Productivity to Enhance Brain Capital with Dr. Natalie Nixon

    Create and Grow Rich Podcast

    Play Episode Listen Later Aug 27, 2025 55:12


    In a world obsessed with hustle, Dr. Natalie Nixon invites us to rethink what it truly means to be productive. Drawing from her latest book, Move. Think. Rest., she offers a fresh, human-centered framework for work—one that integrates motion, reflection, and recovery as the fuel for creativity, innovation, and sustainable success.As burnout, remote fatigue, and digital overload rise, Dr. Nixon shares how leaders and teams can cultivate space for strategic thinking, resilience, and imaginative growth. This isn't about doing more—it's about doing what matters, better.

    The Good Leadership Podcast
    Helping Leaders to Create Workplaces Where People Feel Appreciated and Valued Part II with Chris Littlefield & Charles Good | The Good Leadership Podcast #247

    The Good Leadership Podcast

    Play Episode Listen Later Aug 27, 2025 22:32


    Today, we are joined by Chris Littlefield.Christopher Littlefield is an International and TEDx Speaker, an Expert in Employee Appreciation, Workplace Culture and the founder of [Beyond Thank You](http://www.beyondthankyou.com/). He has trained thousands of leaders, across six continents, on how to understand what their people want and need to be at their best. His clients include Accenture, Boston Medical, Lebanese Postal Service, MIT Sloan School of Management, Reserve Bank of Australia, Salesforce, the U.S. Army, the United Nations, and more. His work has been featured in New York, Inc, Mindful, and British Psychologies Magazines, and profiled in Harvard Business Review. Chris is a regular contributor to Forbes (https://www.forbes.com/sites/christopherlittlefield/?sh=532bbc1e7924) and Harvard Business ReviewIn this conversation, we explore practical strategies for helping employees overcome their reluctance to share what they're proud of, and Chris provides actionable frameworks for building stronger remote team culture. He reveals the difference between authentic pride and hubristic pride, and shares his proven four rules for successful remote team activities that have helped countless organizations maintain connection and engagement.Key topics include:-How to help employees share their accomplishments without feeling like they're bragging-The distinction between authentic pride and hubristic pride in workplace recognition-Why leaders should focus on shining light on their team members' successes-The four rules of successful remote team activities: connection before content, the one-six rule, variety and surprise, and consistency and ritual-Practical activities like the three W's check-in and small victories practice-Using reflective recognition to draw out what employees are truly proud of-Creating psychological safety where team members feel comfortable sharing achievements-Building rituals and consistency while maintaining variety in virtual team engagementWhether you're managing remote teams, looking to improve team engagement, or seeking practical ways to implement recognition in your organization, Chris's insights provide proven frameworks for creating more connected and fulfilled workforces.Chris Littlefield's Company: https://beyondthankyou.com/75+Team Building Activities for Remote Teams Book: https://www.amazon.com/Team-Building-Activities-Remote-Teams-ebook/dp/B088ZS1B56?ref_=ast_author_mpb-Website and live online programs: http://ims-online.comBlog: https://blog.ims-online.com/Podcast: https://ims-online.com/podcasts/LinkedIn: https://www.linkedin.com/in/charlesgood/Twitter: https://twitter.com/charlesgood99Chapters:(00:00) Introduction(01:00) Tool: Helping Employees Share What They're Proud Of(04:00) Technique: Understanding Authentic vs. Hubristic Pride(08:00) Tip: Shining Light on Team Members Instead of Yourself(09:00) Tool: The Four Rules of Successful Remote Team Activities(11:00) Technique: Connection Before Content and the One-Six Rule(13:00) Tip: Adding Variety and Surprise to Virtual Meetings(14:00) Tool: Consistency and Ritual in Remote Team Engagement(16:00) Technique: The Three W's Check-In Practice(18:00) Tip: Using Reflective Recognition in One-on-Ones(20:00) Tool: Practical Takeaways for Better Recognition(21:35) Conclusion#CharlesGood #ChrisLittlefield #TheGoodLeadershipPodcast #RemoteTeamEngagement #WorkplaceRecognition #AuthenticPride #VirtualMeetings #TeamCulture #EmployeeEngagement #ReflectiveRecognition #RemoteLeadership #WorkplaceAppreciation #TeamConnection #VirtualActivities #RecognitionStrategies #RemoteTeamBuilding #EmployeeMotivation #WorkplaceCulture #TeamManagement #ConflictPrevention

    Renegade Thinkers Unite: #2 Podcast for CMOs & B2B Marketers
    473: Data Sync or Sink: How Does Your Tech Stack, Stack Up?

    Renegade Thinkers Unite: #2 Podcast for CMOs & B2B Marketers

    Play Episode Listen Later Aug 26, 2025 35:48


    Think your tech stack is working for you? Think again.  After analyzing 100 stacks from the CMO Huddles community, Ryan Koonce of Growth Bench exposes what's broken, what's bloated, and what to do instead. From misfiring attribution models to misused tools like Google Analytics and Salesforce, this episode offers a fast, practical reset for any CMO serious about smarter growth.  What You'll Learn:  Why Salesforce isn't always the answer  The fatal flaw in Google Analytics you can't ignore  The real reason attribution is still a mess  What “great” data access looks like for marketing teams  For the rest of the conversation, visit our YouTube channel (CMO Huddles Hub) or click here: [https://youtu.be/wRWHIrzsD68]. Get more insights like these by joining our free Starter program at cmohuddles.com.  For full show notes and transcripts, visit https://renegademarketing.com/podcasts/ To learn more about CMO Huddles, visit https://cmohuddles.com/

    Lift-Off With Energizing Results

    Episode Summary Amy Eliza Wong is the founder of Always On Purpose®. She is an executive leadership coach, author, TEDx speaker, and facilitator working with organizations such as Berkshire Hathaway, PwC, LinkedIn, Salesforce, and more. Amy offers transformative leadership development and cutting-edge communication strategies to executives and corporate teams around the world. Who's your ideal client and what's the biggest challenge they face? What are the common mistakes people make when trying to solve that problem? What is one valuable free action that our audience can implement that will help with that issue? What is one valuable free resource that you can direct people to that will help with that issue? What's the one question I should have asked you that would be of great value to our audience? When was the last time you experienced Goosebumps with your family and why? TEDxStandford Get in touch with Amy: Website, LinkedIn Timing Validation Focus Validate your strategic timing with precision using the KAIROS assessment system. Book your 30-minute KAIROS Strategic Assessment (€147) and transform intuition into data-driven confidence. When you know exactly WHEN to move, not just HOW, transformation becomes inevitable. http://strategy.uwedockhorn.com/

    Sales Game Changers | Tip-Filled  Conversations with Sales Leaders About Their Successful Careers

    This is episode 785. Read the complete transcription on the Sales Game Changers Podcast website. In this episode of the AI for Selling Effectiveness Podcast (a sub-brand of the Sales Game Changers Podcast), host Fred Diamond is joined by Gina Stracuzzi, host of the Women in Sales Leadership Podcast and President of the Center for Elevating Women in Sales Leadership, along with Zeev Wexler, to spotlight two groundbreaking events this October: October 9 – Women in Sales Leadership Elevation Conference (Tysons Corner, VA) A full-day, in-person event exploring how women can lead with courage, clarity, and conviction in an AI-driven sales world. Expect insights on leveraging AI for career growth, policy and ethics, strategy, and frontline stories from women already breaking barriers. Keynote speaker Dr. Margie Warrell, author of The Courage Gap, will challenge attendees to find their voice in the AI revolution.

    The Marketing Movement | Ignite Your B2B Growth
    Why Revenue isn't the right Metric

    The Marketing Movement | Ignite Your B2B Growth

    Play Episode Listen Later Aug 26, 2025 34:17


    Matt Sciannella hosts Dale Harrison in a three part summer event series to cover the intricacies of Brand and Performance marketing. This is the first part of the final event: covering where Marketing ROI fails, and digging into the problems with measuring Revenue. Dale and Matt get into the conventional approaches to calculating marketing ROI, highlighting their limitations and presenting a more comprehensive framework. The discussion sets the stage for a robust understanding of marketing's true impact on a business's financial health.Throughout the episode, Matt and Dale critique traditional metrics used by major platforms like Facebook, HubSpot, and Salesforce, arguing that these models fail to capture the real contributions of marketing efforts. They stress the importance of focusing on gross margins rather than revenue, and present a compelling argument for using contribution margin as a more accurate representation of marketing's ROI. The conversation also touches on the historical neglect of brand marketing in favor of performance marketing, particularly in the B2B sector, and the repercussions that this shift has had on long-term business value.Episode topics: #marketing, #demandgeneration, #brand, #B2BSaaS, #digitalmarketing #ROI #return #investment______Subscribe to Stacking Growth on Spotify and YouTubeLearn More About Refine LabsSign Up For Our NewsletterConnect with the hosts:Matt SciannellaDale Harrison

    Stories With Traction
    #161: Sex, Secrets & Sales: The Dark Side of High Achievement

    Stories With Traction

    Play Episode Listen Later Aug 26, 2025 43:59


    5-Day Storytelling ChallengeWhether you're looking to boost sales, enhance marketing, or captivate audiences in meetings, this challenge is for you.To sign up, go HERE.Habits of Sales Champions Keynote. In this episode, Matt Zaun sits down with Ian Koniak, founder and CEO of Untap Your Sales Potential, for a raw and powerful conversation about what it truly takes to succeed in business — and in life — when the spotlight fades.Ian opens up about his journey from being Salesforce's #1 enterprise account executive to hitting rock bottom in a battle with hidden addictions that nearly destroyed his family. He explains how that wake-up call, confession, and complete surrender reshaped his definition of success and fueled his mission to help other high achievers do the inner work, not just the outer hustle.In addition, they talk about:✅ The hidden dopamine traps that drive high performers to destructive habits.✅ Why many top achievers secretly struggle, and how to break the cycle before you hit rock bottom.✅ How to rewire your brain for sustainable success through a “dopamine detox” and daily disciplines.…and so much more!BIOSIan Koniak is the founder and CEO of Untap Your Sales Potential, where he helps high-performing sellers and sales leaders master their mindset, habits, and selling skills to reach new levels of income and impact, all while preserving what matters most. A former #1 enterprise account executive at Salesforce, Ian's coaching and speaking have inspired thousands to unlock authentic, sustainable success.Matt Zaun is an award-winning speaker and storyteller who empowers organizations to attract more clients through the art of strategic storytelling. Matt's past engagements have driven significant sales increases for over 300 organizations, ranging from financial institutions to the health and wellness industry. 

    Cyber Security Headlines
    Farmers Insurance also hit by Salesforce breach, UpCrypter phishing campaign, Pakistan hits Indian government agencies

    Cyber Security Headlines

    Play Episode Listen Later Aug 26, 2025 8:20


    If Salesforce flutters its wings in San Francisco... How is this still tricking people? From tagging to bagging Huge thanks to our sponsor, Prophet Security Security teams are drowning in alerts - many companies generate upwards of 1000 or more alerts a day, and nearly half go ignored. That's where Prophet Security comes in. Their AI SOC platform automatically triages and investigates alerts, so your team can focus on real threats instead of busywork. Faster response, less burnout, and lower risk to your business. Learn more atprophetsecurity.ai.  

    ITPM Podcast
    ITPM Flash Ep87 RIP SAAS?

    ITPM Podcast

    Play Episode Listen Later Aug 26, 2025 12:11


    ITPM Flash provides insight into what professional traders are thinking about in the markets RIGHT NOW! In this episode, Edward Shek dives into the cracks forming in the SaaS business model and what it could mean for major players like Salesforce (CRM). From commoditization of code and AI-driven efficiency pressures to the dominance of hyperscalers swallowing entire markets, the moat around many software companies is vanishing fast. We look at examples like GoDaddy, Wix, and Duolingo to show how pricing power is collapsing, before turning to Salesforce itself—where slowing growth, high CapEx, and a reliance on efficiency gains raise big questions about valuation. With the market crowded on the long side, we explore a November put spread structure that targets a 20% de-rating and a potential 450% return if the bear case plays out.

    Coach2Scale: How Modern Leaders Build A Coaching Culture
    Coach, Don't Chase: How Matrixed Leaders Scale Teams Without Losing Their Edge with Shane Hughes

    Coach2Scale: How Modern Leaders Build A Coaching Culture

    Play Episode Listen Later Aug 26, 2025 43:24


    Scaling teams inside matrixed organizations is rarely about speed alone. Shane Hughes, Head of Customer Success at LinkedIn and former Salesforce executive, argues that real growth comes from slowing down to coach with intention, aligning stakeholders early, and focusing relentlessly on customer value. In this conversation, he shares how leaders can avoid the trap of “chasing renewals” and instead build advocacy from the start by connecting adoption to measurable business outcomes.Shane also pulls from his experience leading teams that grew revenue from millions to billions to highlight what separates managers from true coaches. He explains why curiosity is the foundation of influence, how consistency compounds impact, and why high performers act more like consultants than communicators. Whether you're a CRO, frontline manager, or rep aiming to lead, his lessons offer a clear path to scaling without losing your edge.Key Takeaways1. Renewals are won early, not saved late – Retention isn't about heroics at the end of a contract; it's about shaping value in the first months after a deal closes.2. Adoption does not equal value – Usage is necessary but meaningless unless it connects to the customer's defined business outcomes.3. Curiosity drives advocacy – The best customer success leaders don't just communicate; they ask sharp questions that reframe problems and uncover hidden opportunities.4. Coaching beats chasing – Managers who focus on coaching their teams to think like consultants create consistent impact, while those who chase activity confuse motion with progress.5. Slow down to speed up – Scaling in matrixed organizations requires alignment and influence across stakeholders; patient lobbying accelerates outcomes later.6. Consistency compounds – Small, repeatable practices in coaching and customer engagement build long-term trust and measurable growth.7. Leaders must coach across, not just down – True leadership requires influencing peers and executives in addition to managing direct reports.

    Talent Hub Talk
    Building a product on Salesforce within a niche industry with Greg Jarrett

    Talent Hub Talk

    Play Episode Listen Later Aug 26, 2025 52:24


    In this week's episode of Talent Hub Talk, we catch up with Greg Jarrett, Founder of STACK.aero, which is a business operations technology, custom-built for Brokers and Charter Sales teams within the aviation industry, utilising the Salesforce platform. Greg shares his journey from an early career outside of tech to becoming the Founder of an aviation-focused technology business. He reflects on the moment he spotted a gap in the market, the leap into entrepreneurship, and the unique challenges of building a product as a non-technical founder. Greg discusses how he navigated early decisions about product development, why he chose Salesforce as the foundation for his solution, and the steps he took to go from zero coding skills to building his own product. He also opens up about how his relationship with Salesforce has evolved, the technical and non-technical hurdles faced along the way, and the realities of scaling a company in a niche market. We explore Greg's perspective on the AI revolution and how he's preparing his business for the next wave of innovation. Finally, he shares his vision for the future, including how building a product on Salesforce differs from developing for end-users or delivering consultancy work. You can follow Greg here: https://www.linkedin.com/in/gregstackaero/ You can find out more about Stack.aero here: https://www.stack.aero/   You ca find more content from us at Talent Hub, here: LinkedIn@ https://www.linkedin.com/company/talent-hub-global/ YouTube@ https://www.youtube.com/@talenthub1140 Facebook@ https://www.facebook.com/TalentHubGlobal/ Instagram@ https://www.instagram.com/talenthubglobal/ Twitter X @ https://twitter.com/TalentHubGlobal   We hope you enjoy the episode!

    The CyberWire
    A farmers market of stolen data.

    The CyberWire

    Play Episode Listen Later Aug 25, 2025 22:12


    Farmers Insurance discloses a data breach affecting over a million people. Agentic AI tools fall for common scams. A new bill in Congress looks to revive letters of marque for the digital age. Cybercriminals target macOS users with the Shamos infostealer. New Android spyware masquerades as antivirus to target Russian business executives. CISA seeks public comments on SBOM updates. A major third party electronics manufacturer reports a ransomware attack. Salesforce patches multiple vulnerabilities in its Tableau products. Over 370,000 user Grok conversations were accidentally indexed by Google. Ben Yelin examines the UK's decision to drop digital backdoor requirements. WIRED gets duped by an AI author. Remember to leave us a 5-star rating and review in your favorite podcast app. Miss an episode? Sign-up for our daily intelligence roundup, Daily Briefing, and you'll never miss a beat. And be sure to follow CyberWire Daily on LinkedIn. CyberWire Guest Ben Yelin from University of Maryland Center for Cyber Health and Hazard Strategies joins to discuss the U.K. dropping ‘back door' demand for Apple user data. Read the article Ben discusses. If you enjoyed this conversation and want to hear more from Ben, check out our Caveat podcast here. Selected Reading Farmers Insurance Data Breach Impacts Over 1 Million People (SecurityWeek) "Scamlexity": When Agentic AI Browsers Get Scammed (Guardio) Bill would give hackers letters of marque against US enemies (The Register) Fake macOS help sites push Shamos infostealer via ClickFix technique (Help Net Security) New Android malware poses as antivirus from Russian intelligence agency (Bleeping Computer) CISA Requests Public Feedback on Updated SBOM Guidance (SecurityWeek) Electronics manufacturer Data I/O reports ransomware attack to SEC (The Record) Salesforce patches multiple flaws in Tableau Server, at least one critical (Beyond Machines) 370,000 Grok AI chats leaked after being indexed on Google (Cyber Daily) How WIRED Got Rolled by an AI Freelancer (WIRED) Audience Survey Complete our annual audience survey before August 31. Want to hear your company in the show? You too can reach the most influential leaders and operators in the industry. Here's our media kit. Contact us at cyberwire@n2k.com to request more info. The CyberWire is a production of N2K Networks, your source for strategic workforce intelligence. © N2K Networks, Inc. Learn more about your ad choices. Visit megaphone.fm/adchoices

    Cracks Podcast con Oso Trava
    #346. Andres Morales - Marketing, la Industria de Creadores, Dejar tu Carrera Corporativa y Ser Socio de tu Hijo

    Cracks Podcast con Oso Trava

    Play Episode Listen Later Aug 25, 2025 121:31


    Dime qué piensas del episodio.Mi invitado de hoy es Andrés Morales, @andres.moralesa ex director de mercadotecnia y comercial de Bachoco y hoy cofundador de Grupo RobeGrill.Después de más de 15 años construyendo una de las marcas más icónicas de México, Andrés tomó una decisión que pocos se atreven: dejar la seguridad de la vida corporativa para asociarse con su hijo de 17 años y emprender un negocio en un terreno completamente nuevo, el de los creadores de contenido.Hoy Andrés y yo hablamos de qué aprendió al pasar de ejecutivo a emprendedor, cómo ha sido la experiencia de ser socio de su hijo, qué se necesita para construir un negocio de contenido que trascienda las redes, y cómo ve el futuro de la industria de los influencers.Sigue Cracks Podcast en YouTube aquí."Cuando tú crees en ti, alguien va a creer en ti."- Andres MoralesComparte esta frase en TwitterEste episodio es presentado por Diri Movil la compañía de telefonía que te permite tener 2 líneas en un solo plan y por Salesforce, el CRM de IA número uno en el mundo y su nueva solución, Agentforce.Qué puedes aprender hoyCómo funciona el negocio de los creadores de contenidoLa historia del marketing de BachocoCómo subir en un mundo corporativo*Este episodio es presentado por Diri Móvil, Este episodio es presentado por DIRI MÓVIL, la primera telefonía en México que te permite tener dos líneas activas al mismo tiempo en un solo plan.Puedes tener una línea para tu negocio y otra personal, o simplemente sumar una más sin cambiar la que ya usas.Esto es posible gracias a su tecnología DUA: una segunda eSIM que opera en una red distinta a la principal.Así puedes usar dos WhatsApps, separar tus mundos, y manejar todo desde un solo teléfono, de forma práctica e intuitiva y tener 24 gigas en tu línea principal y 10 gigas en la secundaria por $339 pesos al mes.Y lo mejor: puedes probarlo gratis por 7 días con una eSIM de prueba en www.diri.mx/cracks. Además, si portas tu número este verano, recibes triple de gigas por un año.*Este episodio es presentado por Salesforce, el CRM de IA número uno en el mundo.Su nueva solución, Agentforce, no es simplemente un asistente digital. Es una suite de agentes autónomos diseñada para trabajar codo a codo con los equipos humanos, combinando datos unificados y capacidades avanzadas de IA para llevar a cabo tareas de forma autónoma o colaborar con los empleados en tiempo real. Salesforce integra todos tus datos en un solo ecosistema de IA. Los agentes de Agentforce pueden analizar y actuar sobre la información de cada cliente de manera segura y confiable, transformando cada rol y flujo de trabajo para alcanzar una escala operativa sin precedentes.Revoluciona tu negocio con Salesforce en cracks.la/agentforce Ve el episodio en Youtube

    New Models Podcast
    Preview | Exocapitalism, the Book - Marek Poliks & Roberto Alonso Trillo (NM90) 2025

    New Models Podcast

    Play Episode Listen Later Aug 25, 2025 30:55


    This is a preview — for the full episode, subscribe: https://newmodels.io https://patreon.com/newmodels https://newmodels.substack.com Theorists Marek Poliks & Roberto Alonso Trillo (co-hosts of the Dis.integrator pod) come on New Models to talk us through their highly anticipated new book, Exocapitalism: Economies with Absolutely No Limits, which is out this month from Becoming Press. Through their radical rethinking of capitalism — its indifference to human scale, its endless appetite for complexity, its rapacious transformation of everything into betting surfaces — Marek and Roberto relieve us of old Leftist frameworks, supplying a decoder ring for the growing incoherence of everyday contemporary life. Exocapitalism: Economies With Absolutely No Limits (Becoming Press, 2025) https://becoming.press/exocapitalism-economies-with-absolutely-no-limits-(2025)-by-marek-poliks-roberto-alonso-trillo Authors: Marek Poliks & Roberto Alonso Trillo https://www.marekpoliks.com/ https://robertoalonsotrillo.com/ https://open.spotify.com/show/4AcGAXHIdRu1toaZYnK3kB Foreward: Charles Mudede Afterward: Alex Quicho Art & Design: Palais Sinclaire Illustrations: Avocado Ibuprofen Names cited: AMD, Amazon/AWS, Amanda Askell, American Express, BlackRock, Bogna Konior, Charles Mudede, ChatGPT, Citadel, Cortical Labs, Daniel Felstead & Jenn Leung, David Graeber, DraftKings, Dunkin', SNAP (US food stamps), Elena Esposito, Gilles Deleuze & Felix Guattari, GUS (Global University Systems), Helen Hester & Nick Srnicek, Hilton Worldwide, Jürgen Habermas, K Allado-McDowell, Karl Marx, Kraft Singles, Luciana Parisi, Luigi Mangione, Nick Land, Nvidia, OpenAI, Ray Brassier, René Benko, Robinhood, Salesforce, Silvia Federici, SpaceX, Starbucks, TSMC

    Corporate Escapees
    631 - From Scattered Docs to AI-Powered Knowledge with Aaron Edwards

    Corporate Escapees

    Play Episode Listen Later Aug 25, 2025 31:20


    Why you should listenAaron Edwards reveals how to create custom AI agents for customer support that achieve 60-70% resolution rates out of the box, dramatically reducing support team workload and costs.Learn how DocsBot provides a flexible, cost-effective alternative to expensive enterprise solutions like Salesforce's AgentForce.Discover innovative lead generation strategies using intent-based SEO and free AI tools that can capture high-quality leads in today's challenging SEO landscape.Are you tired of watching your support team drown in tickets while your knowledge gets scattered across different systems and people's heads? I keep hearing the same frustration - enterprise AI solutions promise everything but cost more than most SMBs can justify. In this episode, I talk with Aaron Edwards, founder of DocsBot, who shares exactly how to create powerful custom AI agents for both customer support and internal knowledge access at a fraction of the cost. We dive into real-world use cases, discuss why flexibility matters more than fancy features, and explore marketing strategies that actually work in today's crowded AI landscape. This conversation will show you how to make AI work for your business without the enterprise price tag.About Aaron EdwardsAaron Edwards is Building & growing DocsBot and Imajinn.ai to $1m ARR. He is also the Co-founder Infinite Uploads (acquired). Previously CTO of WPMU DEV. Sharing his soloprenuer journey building and marketing an AI SaaS.Resources and LinksDocsbot.aiUglyrobot.devAaron's LinkedIn profileAaron on X: @UglyRobotDevGet DocsBot FREE for 1 month hereReplicateN8nLovablePrevious episode: 630 - The Death of Hourly Consulting: From Time-Selling to Value-Selling in the AI Age with Isar MeitisCheck out more episodes of the Paul Higgins PodcastSubscribe to our YouTube channel: @PaulHigginsMentoringJoin our newsletterSuggested resource

    Embracing Erosion
    Suyog Deshpande: Webless Co-Founder & CEO on Building an LLM-Native Web, Lessons from Enterprise Tech, and the Future of Agentic Discovery

    Embracing Erosion

    Play Episode Listen Later Aug 25, 2025 33:27


    On this episode of Embracing Erosion, Devon sits down with Suyog Deshpande, the Co-Founder and CEO of Webless. Before starting this company, Suyog spent years at some of the most respected names in enterprise tech - Amplitude, Salesforce, and Samsara - helping shape products and go-to-market strategies at scale as a product marketing leader.In their conversation, they explored what an LLM-native web might actually look like in practice—how companies should think about becoming “LLM-ready,” what metrics will matter in a world beyond pageviews and clicks, and how safety and trust need to be built into agent-driven experiences. Suyog also shared lessons from his time in “big tech” that inform how he's approaching this transformation, and we talked about the roadblocks and signals that will determine whether this shift takes hold. Enjoy the conversation!

    Today in Health IT
    2 Minute Drill: Salesforce Breach, CEO Deepfakes, and Otter AI Lawsuit with Drex DeFord

    Today in Health IT

    Play Episode Listen Later Aug 22, 2025 4:48 Transcription Available


    This week's cybersecurity updates cover three critical stories: Workday discloses a data breach connected to ongoing Salesforce compromises by the Shiny Hunters group, CEO impersonation scams using deepfake technology surge past $200 million in Q1 losses, and transcription service Otter AI faces a class action lawsuit over alleged mishandling of sensitive meeting data. Drex emphasizes the importance of security awareness training, multi-factor authentication, and establishing "trust but verify" cultures that protect employees who take extra verification steps.Remember, Stay a Little Paranoid X: This Week Health LinkedIn: This Week Health Donate: Alex's Lemonade Stand: Foundation for Childhood Cancer

    Win Win Podcast
    Episode 130: Driving GTM Success With a Unified Platform

    Win Win Podcast

    Play Episode Listen Later Aug 22, 2025


    According to research from Salesforce, 69% of sales reps say they’re overwhelmed by the number of tools they must use. So, how can you reimagine your tech stack and GTM strategy to maximize efficiency across your teams?Riley Rogers: Hi, and welcome to the Win-Win podcast. I’m your host, Riley Rogers. Join us as we dive into changing trends in the workplace and how to navigate them successfully. Here to discuss this topic is Kate Curtis, senior product Marketing manager of Enablement at Kevel. Thank you so much for joining us. Kate, I’d love if you could start just by telling us a little bit about yourself, your background, and your role at Kevel. Kate Curtis: Great. Yeah, so I’m Kate Curtis. I’m based out of Boston and working with enablement here at Kevel, which is a retail media cloud service platform, and I just recently came on, but I’ve had a very diverse background in terms of working in different companies in different verticals. I actually got my start out of college working in a box office for nonprofit arts, anywhere from opera, theater, dance, you name it. I think it was a masterclass in doing everything with nothing and it. Gave me the ability to think about how to sell things in a way that aren’t naturally able to sell when you can actually sell artistic creativity by showing people the possibility. That was one of the first lessons I got that got me hooked into enablement, and so how do we talk about things? Whether it’s about a product you’re selling or something, you’re convincing somebody to read a book. How do you talk about things in a way that catches them, that enlightens them, that brings value to them? It was a grassroots kind of situation where you had very little, very little money and had to get creative, and so I took those skills and. Started making my way into advertising, working for other ad tech companies like Criteo, Amazon, and now here at keval. And the uniqueness of it is everybody struggles with the same things no matter what your business is. RR: I love how you connected the dots from beginning to end working in a nonprofit initially and an arts focused nonprofit. You learn to be scrappy. You learn how to communicate with people well. You just have to. So I think part of the reason we’re excited to have you here is you have a really great wealth of experience. Kind of across a lot of different disciplines that we’re very excited to dig into. And on that note, we kind of have a lot of ground to cover today. So excited to jump right into it. So first question for you, as a marketing leader, what are some of the key go-to-market initiatives that you’re focused on driving for your business? KC: Yeah. If you ask any enterprise leadership, they’re going to say, sell, sell, sell. Get it out there. Get it in front as many people as possible. Get those dollars. A, B, C. Always be closing to me as somebody who comes from a background, particularly I am a child of two public school teachers. It starts with education. You can’t sell unless you believe in it yourself, unless you understand how it works. And that gives you the capability to be able to take a story to the table and solve for a customer. Tell them not just how the features and functionality work, but so what? What is this gonna do at the end of the day? So the real priorities for go to market is let’s start with educational foundation, and that’s whether you are building something out yourself internally, whether it’s coaching or you’re building out playbooks. Finding something to be able to reach a myriad of learning personalities so that they feel confident. Being able to understand themselves and tell their own story versus read off of let’s say a sales script or speaker’s notes on a deck. From there, it’s being able to give them something that they can take to a customer that isn’t built from within. And I say that by meaning. How do we keep whatever our content is, whether it’s a video, it’s a one pager, it’s a deck, what have you, how do we ensure that we are showing the value of product? But that’s not where the conversation starts. The conversation should start from how do we. Have those conversations with people to find out why we’re actually meeting today, and then being able to work backwards into the functionality of the platform where that. We bring in the education layer, right? That’s where we bring it in. We can sit here and talk hypotheticals of what you can solve for for a customer, but at the end of the day, you’ve gotta be able to show the proof. So if being able to allow people to feel confident to talk about something that they can solve for understanding a customer’s needs, and then being able to provide them that proof. Is something that we’ve really focused on. So how do we make sure they have the education? How do we make sure they have the go-to market right materials? And how do we make sure that they stay aligned and then continuously learning from them, from the data of did it work? ’cause we’re all making assumptions about what the market is like and who our customers are and what they’re struggling with. But if you don’t lean into the data and validate and challenge things, then it that go to market time is just gonna get longer. And less impactful. And at the end of the day, that dollar is gonna take much longer time to come in the door. And so really starting from the basics. RR: Yeah, I really admire that education first approach. I think that’s a great philosophy, but I know that it’s also kind of, it’s hard to drive at scale. You’re trying to do a lot of things to build confidence, to build that alignment, to get reps ready to go and sell meaningfully. And so I know that’s a big challenge that I’m sure you and literally everyone else is dealing with. So I know that one of the ways that you’re kind of combating that challenge is through. Go to market efficiency. I’ve seen you frame it as operating leaner, faster and smarter. So I’d love if you could walk me through the building blocks that you and any other GTM team would need to kind of bring that philosophy of efficient execution to life. KC: Yeah. Again, starting from. Getting it right from the start. So we started off, we’ve had enablement surveys running for the past couple of quarters internally to be able to understand where people are struggling, not just with content needs, but where they are lacking in feeling confident about certain messaging or products or ICPs. Really understanding across the board what are the big gaping holes, what are the areas that we can lean on the little less into, and. Starting off with something like that, to be able to kind of add that data to again, be able to not only just understand, but measure quarter over quarter is incredibly helpful to how we kinda got started in isolating what’s the biggest areas of opportunity versus long-term goals. And from there it was about, I heard loud and clear when I came in. I can’t find anything. I don’t know if it’s up to date. I don’t understand how to talk about it. I can’t find answers to my questions. And again. Tale as old as time. Everybody has that problem no matter how big and how much money you have in the bank. And so that’s where I lean into tools and that’s where I brought in Highspot, is the idea is like we need to start from a clean slate before we can even go to market. Otherwise we’re just gonna keep repeating the same issues over and over. So this was a great opportunity for us to kind of start clean and enter into a tool. I know that everybody and their mom has a thousand tools across the business, and the names just get funnier and funnier the more you adopt them. But the idea of this is what I was trying to impress upon them is we have so many rich channels of content, whether it’s discussions happening in Slack or it’s things that are happening in HubSpot, or you know, all this rich content built by multiple different departments living across the ether. And they’re so rich in what they can provide and insight and education and just quick answering of questions and being able to help our teams become strategic advisors versus salespeople. And so being able to ingest that into one tool rather than replicating another tool was a great opportunity to say, I’m gonna help you find what you need faster. That, and then as my customer got ’em. They said fantastic. And I’m not saying it’s easy as that to get a hundred percent adoption, but that the fact of the matter is of being able to give them back time into their week to do their job was problem one that we were solving for. The next was finding my champions. So finding those people. That’ll drink the Kool-Aid with me, and so I had a lot of one-on-ones, which is exhausting at first, but as we say in sales juice, it’s worth the squeeze. After we got started doing the one-on-ones people, it was like they saw the light, specifically looking at digital sales rooms, being able to have something that didn’t just benefit the salesperson but became an effective tool to help them. At when the deal was closed, to be able to hand that over to the existing business team and everything’s there, and they’re able to then build upon that and it becomes this one stop shop for a customer lifecycle versus these different stages that we see customers in. It becomes a partnership versus just a deal commitment. And then. I’m a mom, I realize I get my kid to do things when I, you know, reward them. So I actually started building out some spotlights. So most recently called out some of the, the salespeople that got really creative in the digital sales rooms about not just taking the. Templates I built out with some of our standard content, but really thought about it and really engaged with the tool. And out of the digital sales room was the first one they built 60% of the material was engaged with by customers. And to be able to see something like that where we’re still building materials in real time was incredibly. Informative and helps like to feed how we should start rebuilding these rooms. So showing their other sales team members look what they’re able to do and look at the conversations they’re able to elevate. Cited that little bit of competition with their other salespeople. But I, the, I created an award called, I Got 99 Problems, but a Pitch Ain’t Won. And now that is my enablement award I give out for spotlights that are all hands when I’m calling out people for certain things. And as cheesy as it is, you know, it brings people back into the conversation and people actually text and said, how can I get the next one? So it’s, it’s a lot of different ways of looking at it. Again, at the end of the day, yeah, they’re my teammate, but they’re also my customer. How am I gonna make them successful? What are the same discovery questions we ask? And then as I’m doing that, being able to champion that out. It’s being seen by other members of the business and they want their stuff seen too. So you’ve got product in there with like release notes, which, so we build out an RSS feed, so all the release notes are constantly feeding in there. Everybody is getting a benefit from it, depending on what. How they’re engaging with Highspot and we’re unsiloing all of this information and helping people find the answers, speak more confidently in real time, using AI to help make things faster and learning with data. ’cause data doesn’t lie. RR: Amazing. I love that you’re kind of marrying the functionality with the fun part of it, because that’s how you kind of drive adoption is you need to prove, hey, this helps your workflow and then also. You get a benefit by using it, and maybe it’s a little silly, but it’s also fun. I kind of wanna touch on something interesting you said, which is the struggle that so many teams face of dozens of tools with increasingly ridiculous names that your sellers all need to keep track of, click into, figure out. So I’d love to know a little bit more about what. The difference a unified platform makes for your team. So could you talk to me a little bit about how that centralized source of truth is improving efficiency and helping you better drive your initiatives? KC: Yeah. Great example is we have another tool that we use for our RFPs. So whenever a request for proposal comes in, there’s a whole other separate tool that most people don’t even know about and it actually is managed by a team of some of our engineers and it has over 2, 400. Questions asked by customers and RFPs with validated answers anywhere from the high level down to the nitty gritty. And so what I’ve done is I’ve connected that tool into Highspot, and so using copilot. People can go in and say, you know, what kind of ad formats can I use? And that’s probably not in a deck. It’s probably not in a one pager or maybe not into the detail or granularity you need. But because it can scrape that, it is able to scrape that data, give the information the answer back to the person in real time, and then point to the source. So if they need to dig in a little bit deeper, and what I like about that is the recommendations as well. So even if they’re answering a question, if I’m on a call with a customer. I guarantee you, no one on this team, unless they’ve been here for a while, could be able to answer that spitfire. The idea is that I’m enabling that person to find that question without having to go to a Slack and give that little intermission of time. That could be more conversation with the customer. They can find it in real time. They can provide the answer of the most basic level, and because it makes recommendations of other content that’s related to it, it helps them continue and evolve on that conversation In terms of discovery. So, okay, you’re looking for the different formats. Where do you typically like to serve your ads? What kind of ads do you like to serve? How do you like to do targeting? It helps to really drive the conversation and then at the same time, give you those things that you could put into the digital sales room. ’cause you know that that was impactful and maybe informative to them. So really thinking about where would I go for certain things that. Either people know about. So Slack, we are getting a little hacky and we are exporting some slack threads that are specifically around questions that come to our support teams. And so. As we can get that content in. It’s a little dirty because it’s an export from Slack, but the amount of conversations that are happening in there and dialogues about our customers and things that they’re asking about or struggling with, it’s such rich information that standardly wouldn’t exist in an enablement platform. And while it is not a deliverable, it is a resource. And so, you know, as people are having conversations, they’re able to find answers. They’re able to at the same time, educate themselves. Uh, in a self-service fashion, and it’s interesting to us to be able to go into those search channels and be able to see what people are asking so that we, it again helps us better understand where our content gaps are. Being able to reduce the amount of things that are open for you to be able to find what you need in a way that we keep it in controlled chaos, as I like to say, has been incredibly helpful. We were able to get answers to an RFP within the first week of launching Highspot. So it’s the idea of thinking out of the box of what this tool is meant to do in standard form of how we make sure people find content. I think it’s about how we make sure people find what they need. In real time and ensure that they’re confidently able to understand it and that we’re constantly looking for other areas to help feed into the platform and give them something that maybe they didn’t even know they were looking for. RR: Those are such great examples. I really enjoyed hearing about how you have created a space for so many conversations. That maybe would just happen in a little bubble, but now the entire organization has visibility into that, which is just incredible and I’m sure saves your engineering team and your support team a lot of time and a lot of slacks we’re working on it. I think that actually feeds very well into the next question, which is, you know, a key part of efficiency is alignment and synchronized collaboration. So I know you’re working closely with, like you said, product engineering, sales teams all across the organization. So beyond maybe what you’re doing so far in the platform, what are some best practices that you have for aligning GTM KC: teams? I think a really specific thing is kind of going back to what I mentioned at the beginning, is I did a road show before we signed and after we signed with key stakeholders from these teams, and none of them knew what Highspot was. So I was able to come in from an approach of what keeps you up at night, what are you struggling with, what can I help you with? What will make you look good? Again, the same thing. I would go to a customer. It doesn’t matter if it’s a car, if it’s hammer, if it’s software. The only reason I will come on board if it’s something that provides value or impact to me. So it was going to those teams and finding out. What are they struggling with? And a lot of it was they have so much documentation and so many things they want to get to everyone. But much like everybody, it lives on Google Drive or it lives in a doc portal that people don’t log into. It doesn’t give room for context or clarity. So again, like going to product and, and them saying, we have all of this stuff that’s out there that. Roadmaps and release notes that really could impact renewals or really could change the game in terms of customers that maybe didn’t think we were in the place right for them previously. But now we have all these things that we didn’t imagine. It’s being able to have those kind of things out there that help elevate the products and work that they’re doing. Going to our marketing team. I mean, you know, marketers, they are content churning themes. They are writing and delivering so much stuff and it just, you know, unless it’s through social channels or through campaigns, you don’t really have any data on that. So how can we start leaning into what’s working in marketing and not just elevate that to make sure it’s getting used, but get that feedback and more importantly. These are often the unsung heroes, right? The, the people who are creating content. There’s never a name on there that says Kate created that. They churn out the piece of content. It goes out there, it does what it does. And if it does well, then we celebrate as a team, which is great. But at the end of the day, I think we all like the validation of the work we do. And so I started another award called, um, I’m not just a Player. I crush a lot. And that’s for our content creators. And so it’s being able to go in and look at the content that, specifically I’m looking at digital sales rooms right now. One piece of content is being used very frequently and it’s being engaged with majority of the time. And it’s something that’s not even new and it’s actually a URL from our site, but it’s a blog post. And so being able to. Elevate that to that person who did that work a while ago that was probably long and forgotten and say, Hey, it’s still kicking and it’s doing well, is a really great opportunity for me to have that kind of buy-in from them too. Then the sales side. Honestly, getting that reporting metrics with pitches in digital sales rooms was the carrot on the stack. We are, you know, we’re in our, our business specifically is remote first, so we don’t have a sales floor. We have basically a tight network of salespeople that are extremely talented and very close knit, but they are across the world, and so being able to have. Something that they could learn off of each other and be able to get a little bit of a better understanding of how to direct their conversations. A better understanding of what works for different personas or markets to expedite that go to market and closing, uh, of deals faster that, I mean, it’s something they’ve never had before. It’s something that helps them become leaders within their own groups and being able to show them that value again, like. What keeps you up at night? The deal you’re struggling to curl? Yeah, let’s work on that. Let’s give you some space to be able to create a unique environment for your customer that becomes a collaboration and gives you insight and intel to how to better gauge the next conversation or prioritize your book of business. So really at the end of the day, it wasn’t about selling Highspot itself as a platform. It was about starting from how can I help you do better? What are you struggling with? And then mapping it back to the functionalities of Highspot and building out use cases for them and being able to say, we can deliver on this. And we do. And we are. RR: I gotta say, I love, as you’re explaining this, hearing the marketer brain churning of like, what stories am I gonna tell these folks to get them bought in? What is the value for you? How am I gonna tell this story? I see how it works. KC: It’s, it’s not rocket science. I wish I could come with a magic secret, but really we’re humans at the end of the day, and really, we are looking to, to prove our value and to excel at what we do. And so how can we find the unique ways to help people do that? RR: Yeah, and I think it’s that kind of empathy, that human first approach of like, I know that you’re just, you just wanna do a good job, and I’m here to help you do that. That’s gonna win. You buy in every single day more than any other strategy. KC: It’s the credit. I’m not coming here. To try to force this down your throat or make you do another tool. Let’s think differently about this. This is a partnership with us because when you do well, we all do well, which is cheesy as it sounds, but it’s true. RR: Yeah, absolutely. Switching gears a little bit, you kind of touched on this a little earlier, but I’d like to kind of dig into it because you know it wouldn’t be the Win-Win podcast if we didn’t talk about ai. So I’d love to know, a lot of businesses are, of course, using AI to improve efficiency, and I know that you’ve started to dabble in that a little bit with Highspot. So I’d love if you could kind of walk us through your current AI strategy and some of the ways that you’re using AI in Highspot to support your teams. KC: Yeah, we’ve just started again. We launched about end of June and then I went on vacation for two weeks ’cause that’s how you successfully kick off a new software. Um, but we launched in June and we launched with a very big launch event of a new product that we were rolling out with. So the timing was quite nice. And the idea behind this was, again, trying to, to show to the team that this isn’t a. Content repository. It’s not a dam, this is not a folder. Like this is going to be something that is we’re going to build on and teach as well. At the same time you’re gonna teach it. We started with leaning into, uh, just the search bar functionality, and that’s where I came in and started asking people in the surveys like, where do you go when you have a question? Don’t tell me a person’s name. Where do you go when you have a question? And really starting to source that kind of information to, to live out there. And sometimes it was. As we’d mentioned before, another platform that maybe this content lived in our support software, what have you, or maybe it was a Wiki, how do we start finding that information to be able to provide at the same time and answer those questions? And so starting really simplistic with that, it really is you got to breadcrumb people into a new platform. Otherwise they’re drinking from the fire hose and they’re not absorbing anything. To be able to solve for X pretty quickly. Was a nice way to start in. A, getting people to adopt the AI functionality of being able to surface information or content. B. Start teaching it. Vernacular and start giving the feedback of whether answers were right or not and start building that at scale. I then opened up into the full copilot feature and started showing them it’s smarter than chat GPT, because it’s really honed in only on us. So you know that your messaging is in there. And I was, don’t just ask a question of saying, what is yield forecast? Get that and say, okay. You can also do this, you can say, write a message to a retail persona, because we have our personas built into the platform, content across the board with bullet points of what the value props that are important to their outcomes. And in real time during the demo, it built the template for it. It was completely on point. I said, copy, paste that. Go BDR, go. And then from there it’s, it’s about leaning into where the AI copilot is within the tools itself. So. You know, if I am coming on board to Keble and I’m starting off, oftentimes people are gonna point you go look at these slides, go look at these PDFs, da, da, da. But having that copilot feature there to be able to ask a question rather than have to go to my manager and ask questions and it scrapes the content to be able to provide me an answer, is such an efficiency for that person to be, again, like self-service enabled, but also takes that kind of. I don’t wanna call it low value opportunity for a manager. It’s, it’s obviously they’re there for questions, but this gives it space for when they do have their one-on-ones to go into really distinct questions and really distinct trainings and coachings they need to be focusing on versus understanding a platform solution. And then from there that having that knowledge check that’s in there as well. Like that’s to me, another thing I don’t have to build out. As another training tool, like that’s a just off the bat kind of training tool. Those are the kind of things we’re currently leaning in. Again, we’re only almost two months in, but the fact of the matter is, is it’s already proving its value in terms of elevating what we are ingesting into the tool, into something that is solving for a problem. That has been on every single enablement survey since it started as one of the biggest issues is I need an education I can’t find. What I’m looking for. RR: Well, as you’re kind of iterating down the line, ’cause I know as you said, only like two months or so into this and there’s always room for improvement, figuring things out, all of that fun stuff. I’d like to know if you could share where you’re going. What do you think may be the next step in you and your AI vision, and how do you think that strategy might evolve over time? KC: It’s a really great question. We, as a company use AI to drive efficiencies at scale without taxing our teams. So finding business efficiencies, being able to build something more into AI within Highspot, that becomes almost like another me or another presence of a product engineer or you know, a sales. Guidance tool, which I know you guys are working on, I think soon we’ll be delivering. But how do we replicate support networks or feedback or guidance or recommendation? How do we elevate that and again, iterate? How do we constantly build on the value of this tool and how we are creating a smaller gap between the first start of a customer conversation? To not just closing of a deal, but how do we get smarter about what we’re saying? How do we get smarter about discovery questions? What are the hidden gems of things that we should be bringing up? How, how are we using AI to elevate our conversations, to onboard people faster, to really make sure that we are leaning in the right direction with the customer? And at the end of the day, showing the value. And you know, it’s sometimes hard in these situations to show value. It takes time, but what are the ways that we can show value? And I think a lot of the features that the AI even currently are doing are really starting to check that box. But I’m constantly, I am a self-proclaimed nerd. What more can we do? How can we get hacky with it? What are things that we can think about that are existing that we could think about from a different lens? And I really do think it’s about. Thinking in a world where I think a lot of us are still working remote or hybrid and we don’t have that sales floor, we don’t have our manager sit in two seats down. Product is not, you know, on the second floor, how do we create a situation where we can create a digital office or digital network where we’re able to have whatever content or information or what have you. ’cause we all know you can pretty much put darn near everything into a Highspot. How do we make it so that. It takes it off the paper. And how can AI help us with that? RR: Well, I really enjoyed that vision. I think you’re thinking about it from like every angle. I think you and the team are obviously doing some really cool things with Highspot so far that I feel like I haven’t heard from too many of our customers. You’re creating a really wonderful digital office, and so I can’t wait to see kind of how it evolves and gets more connected over time as you bring more things in. I would like to maybe, you know, we talked a little bit about the future and we jumped ahead. Maybe walk back a little bit into the past because. You know, you’re still early in your journey, like you said, but we’ve heard some really great things from your account team so far. For instance, after launching Highspot, you had it just one week. You had already driven 83% adoption. So I’d love to know, and I’m sure our listeners would love to know too, how did you do that? How did you drive such early adoption? How did you get reps excited? I know you touched on it a little bit, but if you have maybe like a, a step by step or anything for us. KC: So I will be completely honest that this is not my first rodeo. I actually, in working at Criteo, which is another ad tech company, I started off in sales there. I was an account strategist and we were working with large books of business and we were working with complex software that was constantly evolving and. Again, tale as old as time. Oh, this deck is outta date. God, you know, it’s, it’s that same thing, and I worked my way up into creating a head of enablement role for the idea that the same premise I began with is we need to declutter. We need to lean in technology that doesn’t duplicate, that uns silos and provides that layer of education, provides the clarity of the message and provides the trust in what you are sharing is accurate up to date and you feel confident in doing it. And so I rolled it out there. I think we had like 1200. People using it at that space that included more than sales. ’cause I will say I don’t see this as just a sales enablement platform. This is a unified space for a business. As I said, the adoption goes beyond the salespeople using it. It goes into the business. Aligning and using this as a single source of truth for how people are going to be approached with information or finance answers. And so that started there as well. And then, uh, my most recent company I work with was a company called Tulip. They are into another services software, and they had the same, it’s the same issue. It was a very complex product that was very niche for each customer, and it was a little wild west in terms of what content was being built. It wasn’t that it was wrong, it was just how are we learning from it? What if so-and-so’s got a deck that’s killing it and we’re not using it? And so being able to come to them and say, let’s create this as a collaborative space versus let’s, you know, it was a much smaller organization, so less of like wrangling the cats and more of like, let’s learn from each other and let’s, then that’s where the digital sales rooms really became key because there was so much information provided. How do you keep tabs on that? And again, here at Kevel it was, we’ve got a lot out there we’re, it was kind of a combination of the two actually. We’re a very niche platform that is wonderful in the fact that it’s flexible and allows the customer to do a thousand different things to solve for their problem, but that also means there’s a thousand different things you need to understand. So how do we get our hands around the thing and how do we learn from each other because we’re a smaller group. And so I think both from a background of sales. From a background of learning, those were the situations very different in terms of what we were going against. But at the end of the day, it really came down to that value prop is what keeps you up at night. And I know it sounds really simple, but I will constantly lean into that. It’s hard to do at scale, but I think you can find a couple of things, particularly looking at the larger business working at Criteo. It’s not different. How much money is in your bank, how, how, you know big your business is. We’re all going to try to service the same customers and we’re probably all struggling with similar things. So what can I do for you? That’s primarily been, and it’s, it’s, it’s a lot of upfront work, but once you get ’em, you get ’em and they believe in it, and then they become your champions. You’ve got a product that’s there for life. RR: Yeah. Well, thank you for breaking that down for us. I think, you know, sometimes with problems like these, it’s like this is such a big issue. I have no idea how I can even wrap my head around it. But just having that, what am I dealing with? Why is it an issue? Where do I wanna go? And just being able to walk through that kind of thought experiment is so helpful. KC: And don’t do it alone. Get that champion. I’m a one woman team and I have a kid, and she’s, she’s needy, so don’t do it alone. Find those champions, find those people that you know are trusted in their internal teams and have them be boots on the ground. RR: Absolutely. Aside from, you know, one week immediate, it feels like success for you guys. I’d love to know, since implementing Highspot, what. Business results have you seen, do you have any wins that you could share or accomplishments that you’re particularly proud of? KC: Yeah, our sales cycles are a little long, so it’ll be a little bit before we actually see kind of attributed revenue to things. But what I can see in looking at the data is I am seeing that people are engaging with multiple pieces of content that has never been engaged with before. We’re learning a lot from it. Primarily, I’ll say, being able to see the information from certain digital sales rooms of what customers are engaging with. And so we’re looking at those, not just the view through rates, but the multiple times viewing and the downloading. It’s giving us the ability to move faster in terms of, okay, they’re at stage one. This is what was impactful at stage one, everybody. Stage one. Let’s use these pieces of content to have these conversation. Okay, stage two, these are really helpful here and. Perfect for emea. I think without being able to present numbers quite yet, I can physically see these sales teams collaborating more and understanding what’s impactful at each stage to each customer to be able to. Streamline their conversations a little bit better to be able to have a little more outcome focused or feature focused ways of what’s important to them right now and what kind of collateral do they want to ingest at this point in the sales cycle. And I think ultimately my prediction is that this is going to help expedite the time to close of sale is because we’re going to get smarter about who cares about what. How they want to see that information. And then from there, being able to lean more into what actually moves along to a sale. Additionally, we’re from at least an internal standpoint, we’re seeing the engagement by the teams in terms of the content and how often they’re logging in. And we’ve seen a 25% increase in time spent in Highspot month over month. At this point. We know that there will be business results. But we know it’s not just about that. So we’re working our way there, but at the same time, while people are adopting it and we’re seeing that, we’re also still able to get those little learning insights that are going to help drive the business in incremental ways. And that’s been incredibly helpful to show to leadership as well, to be able to show them that they’re using the tool, customers are engaging in the tool, and we’re able to get that intel and be able to have these more fruitful conversations. And we’ll start seeing the benefits of this. The more we engage, the more we sound, the more we we dig in. RR: Well, I’m really glad to hear that you’re seeing those early wins that will over time compound into some of those things that you’re looking for, and you’re seeing those successes that you can take back and be like, look, we’re doing what we want to. It just takes a little time to build there, so we’ll have to check back with you down the line and see how things are going. I’ve just got one last question for you, which is that I’d love to know if you could share the biggest piece of advice you would have. For other marketing leaders who are looking to improve GTM efficiency and maybe find those hacky solutions for it. KC: Again, I’m not gonna blow your minds with this, but I think a lot of us tend to not engage with people so much as more as we used to when we were in offices, and I found that. People are most often, I mean, we’re always willing to talk about ourselves, right? And we most often will go to the negative of things that we are struggling with. And it really was sitting down with these either key stakeholders or these who I consider the sales team my customers. It’s really sitting down and having conversations with them. RR: Amazing. Well, I think, you know, you said it’s not mind blowing advice, but I think sometimes that’s what you need. You need the reminder that these are the things that work. Do them. Yeah. So I think that’s fantastic advice to close with. I have to say thank you so much for joining us. It has been such a pleasure to chat with you. Thank you. To our audience, thank you for listening to this episode of the Win-Win podcast. Be sure to tune in next time for more insights on how you can maximize anything that success with Highspot.

    The Salesforce Admins Podcast
    The 5-Step Framework To Help You Navigate Agentforce

    The Salesforce Admins Podcast

    Play Episode Listen Later Aug 21, 2025 21:26


    Today on the Salesforce Admins Podcast, we talk to Kate Lessard, Lead Admin Evangelist at Salesforce. Join us as we chat about the new Agentforce Adoption Framework and her new YouTube series, “Kate Clicks Through It.” You should subscribe for the full episode, but here are a few takeaways from our conversation with Kate Lessard. […] The post The 5-Step Framework To Help You Navigate Agentforce appeared first on Salesforce Admins.

    How We Got There
    How We Got There: Sean Lewis, Director of Partnerships at Vicasso and Serviceblazer User Group Leader for AMER

    How We Got There

    Play Episode Listen Later Aug 21, 2025 37:18


    I am joined by ⁠Sean Lewis⁠, Director of Partnerships at Vicasso and the Serviceblazer User Group Leader for AMER.   We talk about his journey from customer support to sales to partnerships and everything in between. When he was selling, a Salesforce AE sent them a referral to a F100 company that really opened his eyes to the value of the partnership. Now Vicasso has two FTEs focused on partnerships to drive further top of the funnel growth. The partner team at Vicasso focuses on Salesforce AEs, SEs and leaders but has started to explore SI partnerships as well since Vicasso no longer provides SI work as part of their business as a pure ISV. Sean shares an incredibly valuable learning around focus when it comes to coselling with Salesforce.  One time they found that one Service Cloud RVP has 5x the number of existing accounts and were only in 5% of their total accounts. Hyperfocus means Sean and his team knows where they will provide value to them.If your app helps add value to Service Cloud users, the Serviceblazer community events might be worth your time to check out. Here is a link to ⁠join the serviceblazer slack community⁠.We talk a bit about Chris Voss' book called ⁠Never Split the Difference⁠, which is a sales classic everyone can get value out of. And Sean calls out ⁠Matt Kravitz⁠ as a great person to follow to learn about service cloud.And thanks again to ⁠Jon Schultz⁠ for the recommendation to have Sean on!This episode is brought to you by ⁠⁠⁠⁠⁠Invisory⁠⁠⁠⁠⁠. Invisory is designed to meet you where you are: in your cloud marketplace journey through a strong go-to-market strategy that helps drive prospect and co-sell opportunities with Salesforce, AWS, Microsoft, and Google.  v2

    The CyberWire
    Undoing the undo bug.

    The CyberWire

    Play Episode Listen Later Aug 20, 2025 32:06


    Microsoft releases emergency out-of-band (OOB) Windows updates. Trump targets NSA's leading AI and cyber expert in clearance revocations. A breach may have compromised the privacy of Ohio medical marijuana patients. Cybercriminals exploit an AI website builder to rapidly create phishing sites. Warlock ransomware operators target Microsoft's SharePoint ToolShell vulnerability. Google and Mozilla patch Chrome and Firefox. European officials report two cyber incidents targeting water infrastructure. A federal appeals court has upheld fines against T-Mobile and Sprint for illegally selling customer location data. Authorities dismantle DDoS powerhouse Rapper Bot. On our Industry Voices segment, we are joined by Matt Radolec, VP - Incident Response, Cloud Operations, and Sales Engineering at Varonis, speaking about ShinyHunters and the problems with securing Salesforce. Microsoft Copilot gets creative with compliance.  Remember to leave us a 5-star rating and review in your favorite podcast app. Miss an episode? Sign-up for our daily intelligence roundup, Daily Briefing, and you'll never miss a beat. And be sure to follow CyberWire Daily on LinkedIn. CyberWire Guest On our Industry Voices segment, we are joined by Matt Radolec, VP - Incident Response, Cloud Operations, and Sales Engineering at Varonis, who is speaking about ShinyHunters and the problems with securing Salesforce. You can hear more from Matt here. Selected Reading Microsoft releases emergency updates to fix Windows recovery (Bleeping Computer) Trump Revokes Security Clearances of 37 Former and Current Officials (The New York Times) Highly Sensitive Medical Cannabis Patient Data Exposed by Unsecured Database (WIRED) AI Website Builder Lovable Abused for Phishing and Malware Scams (Hackread) Warlock Ransomware Hitting Victims Globally Through SharePoint ToolShell Exploit (InfoSecurity Magazine) High-Severity Vulnerabilities Patched in Chrome, Firefox (SecurityWeek) Russia-linked European attacks renew concerns over water cybersecurity (CSO Online) T-Mobile claimed selling location data without consent is legal, judges disagree (Ars Technica) Officials gain control of Rapper Bot DDoS botnet, charge lead developer and administrator (CyberScoop) Copilot Broke Your Audit Log, but Microsoft Won't Tell You (Pistachio Blog) Audience Survey Complete our annual audience survey before August 31. Want to hear your company in the show? You too can reach the most influential leaders and operators in the industry. Here's our media kit. Contact us at cyberwire@n2k.com to request more info. The CyberWire is a production of N2K Networks, your source for strategic workforce intelligence. © N2K Networks, Inc. Learn more about your ad choices. Visit megaphone.fm/adchoices

    The Product Marketing Experts
    Canva Ecosystem Marketing, Indy Sen on Product Marketing KPI's

    The Product Marketing Experts

    Play Episode Listen Later Aug 20, 2025 35:07


    [00:01:00] - When you think about your own journey, what pulled you into product marketing in the first place, and how has that perspective evolved across Salesforce, Box, MuleSoft, Google Cloud, and now Canva?[00:06:00] - Can you unpack what your LinkedIn bio quote means: "A good platform is a good story and a good story is also a good platform"?[00:10:00] - Two-part question:In some ways this means that the company has to be at a certain level, right? Early stage startups aren't really gonna have ecosystems - is that something you look for in your next role?What is ecosystem? Break it down - what does ecosystem marketing entail, maybe your day-to-day or week to week of what that's like to be an ecosystem marketer?[00:17:00] - Let's talk about building a product marketing team in a global environment, multiple offices around lots of time zones. How do you approach that? How do you even think about that? And has anything changed in how you think about this coming out of Covid?[00:22:00] - What's one piece of advice that you wish you had earlier in your product marketing career? Or what would you wish you could go back and tell yourself 10, 15 years ago?[00:30:00] - What's inspiring you right now, outside of marketing, maybe outside of Canva?Want more insights from Indy? Check out her Sharebird Profile.Looking to connect? You can find Indy here on LinkedIn.

    Cyber Security Today
    Cybersecurity Breaches: Salesforce, Workday, and Critical Infrastructure Hacked

    Cyber Security Today

    Play Episode Listen Later Aug 20, 2025 9:04 Transcription Available


    In today's episode of 'Cybersecurity Today,' hosted by Jim Love, we cover several key issues in the cybersecurity landscape. Firstly, a breach involving Workday and social engineering attacks targeting Salesforce customers is discussed. Next, the risks posed by a recent Windows update potentially causing data corruption on SSDs and HDDs are highlighted. We also delve into a critical infrastructure breach where Russian hackers remotely accessed a Norwegian dam's control system. Additionally, the episode covers Google's vulnerabilities in its AI and Gmail services, and finally, Apple's significant privacy victory against the UK's backdoor encryption mandate. The episode concludes with a call for listener support through donations to sustain the program. 00:00 Introduction and Headlines 00:23 Workday Data Breach Explained 02:15 Windows Update Issues 04:05 Norwegian Dam Cyber Attack 05:49 Google's Security Challenges 07:12 Apple's Privacy Victory 08:19 Conclusion and Listener Support

    The Daily Scoop Podcast
    Department of Energy national labs study DeepSeek; A major shakeup in the Pentagon's AI enterprise

    The Daily Scoop Podcast

    Play Episode Listen Later Aug 20, 2025 6:39


    The China-based artificial intelligence model DeepSeek isn't available for widespread use at the Department of Energy, but approval of some elements may be possible following a study by two of its national labs, an agency IT official said Tuesday. DeepSeek's launch has prompted congressional proposals to rein in its use in government and proactive bans by several federal agencies, including DOE. But during a panel at a FedScoop-produced Salesforce event, Bridget Carper — the agency's deputy CIO for architecture, engineering, technology and innovation — said the model has still been studied by two DOE national labs. Carper said the agency allowed two of its labs — which she didn't identify — to look at the system “because there's value in testing the open models. There's value in understanding the performance. How does it actually compare?” The separate labs looked at the model to see if they could do comparisons with alternatives they had, Carper said. Those studies also took place with guardrails. They were controlled, sanctioned and fully documented, she said. And ultimately, they found some potential benefits. The Office of the Under Secretary of Defense for Research and Engineering is taking over the “authority, direction, and control” of the Pentagon's Chief Digital and AI Office, according to new guidance issued last Thursday by Deputy Secretary of Defense Stephen Feinberg that presents an accelerated plan to disrupt and transform how the emerging technology is adopted across the Defense Department and military. Feinberg wrote in a memorandum to Pentagon leadership, combatant commanders, and defense agency and DOD field activity directors that “by aligning the CDAO under the USD(R&E), we create a powerful innovation engine that can deliver Al superiority from laboratory to battlefield.” The CDAO had previously been a direct report to the deputy SecDef. DefenseScoop obtained a copy of the directive from a source who requested anonymity to share it last Friday, after others alerted the publication of its creation. A defense official subsequently acknowledged the memo's existence in an email — noting that the CDAO will continue to execute all current statutory responsibilities without interruption during this transition. The defense official said the realignment is “the next step in making a uniform, AI-first push for the [DOD],” adding that it won't create additional review layers or bureaucratic processes. The Daily Scoop Podcast is available every Monday-Friday afternoon. If you want to hear more of the latest from Washington, subscribe to The Daily Scoop Podcast  on Apple Podcasts, Soundcloud, Spotify and YouTube.

    30 Minutes to President's Club | No-Nonsense Sales
    Build a Sales Team That Hits President's Club Every Year | Marcus Chan | Lead Ep. 331

    30 Minutes to President's Club | No-Nonsense Sales

    Play Episode Listen Later Aug 19, 2025 38:20


    Sales leadership expert Marcus Chan reveals the exact systems and rhythms that turn average reps into Presidents Club winners. From personal success blueprints to “Real Play Fridays,” you'll learn how to build trust, reduce turnover, and create a culture of consistent high performance.

    Supermanagers
    How Motive Uses 1,000+ AI Agents to Boost Productivity by 50% with Maddie Engelmeier

    Supermanagers

    Play Episode Listen Later Aug 19, 2025 40:33


    In this episode of This New Way, Aydin sits down with Maddie Engelmeier, AI leader at Motive, to dive deep into how her team is transforming employee productivity with AI. Motive has set an ambitious company-wide goal: boost productivity by 50%. Maddie shares the three-tier strategy behind this initiative, showcases real AI agents in action—from self-assessment tools to executive account summaries—and explains how Motive fosters an AI-native culture across 100,000 customers and 1.3 million drivers.From using Glean to power performance reviews, to leveraging Notebook LM for instant enablement videos, Maddie gives a behind-the-scenes look at how AI is not just saving time but elevating effectiveness across the company.Timestamps0:00 – Setting the stage: Motive's ambitious 50% productivity goal1:04 – Maddie introduces Motive and her role leading AI initiatives3:12 – The three-tier AI adoption framework (democratization, automation, transformation)6:51 – Why Motive adopted Glean and how it evolved from search to an agentic platform8:08 – Demo: Self-assessment agent for performance reviews13:06 – How Glean pulls from Slack, Drive, Gmail & more to save recall time15:19 – Probing reflection questions vs. copy-paste AI output19:02 – Over 1,000 unique runs: thousands of hours saved in one cycle19:27 – Stakeholder feedback agent explained21:21 – Shifting from recall to reflection and effectiveness23:50 – Demo: Executive account summary agent for customer insights27:55 – Scaling AI internally: AI labs, Genius Bars & Slack communities31:00 – Why AI is enhancing—not killing—creativity32:07 – Notebook LM demo: from docs to enablement videos in seconds35:27 – How weekly “snippets” create accountability and unblock teams36:00 – Agents growing faster than employees—future of work projections38:05 – Scaling adoption with big, relevant use cases39:09 – Maddie's outlook: building comfort with experimentation and collaborationTools & Technologies MentionedGlean – AI-powered enterprise search and agentic workflow builder, securely connected to company data sources.Notebook LM – Google's AI notebook that now generates enablement videos instantly from documents.Salesforce, Slack, Google Drive, Gmail, Confluence – Data sources integrated into Motive's AI agents for recall and analysis.Subscribe at⁠ thisnewway.com⁠ to get the step-by-step playbooks, tools, and workflows.

    The CyberWire
    Workday's bad day.

    The CyberWire

    Play Episode Listen Later Aug 18, 2025 26:56


    HR software giant Workday discloses a data breach. Researchers uncover a zero-day in Elastic's EDR software. Ghost-tapping is an emerging fraud technique where cybercriminals use NFC relay attacks to exploit stolen payment card data. Germany may be on a path to ban ad blockers. A security researcher documents multiple serious flaws in McDonald's systems. There's a new open-source framework for testing 5G security flaws. New York's Attorney General sues the banks behind Zelle over fraud allegations. The DOJ charges the alleged Zeppelin ransomware operator and seizes over $2.8 million in cryptocurrency. Tim Starks from CyberScoop discusses the overlooked changes that two Trump executive orders could bring to cybersecurity. Bots build their own echo chambers. Remember to leave us a 5-star rating and review in your favorite podcast app. Miss an episode? Sign-up for our daily intelligence roundup, Daily Briefing, and you'll never miss a beat. And be sure to follow CyberWire Daily on LinkedIn.CyberWire Guest Today we have Tim Starks from CyberScoop discussing the overlooked changes that two Trump executive orders could bring to cybersecurity. Selected Reading HR giant Workday discloses data breach after Salesforce attack (Bleeping Computer) Researchers report zero-day vulnerability in Elastic Endpoint Detection and Respons Driver that enables system compromise (Beyond Machines) Ghost-Tapping and the Chinese Cybercriminal Retail Fraud Ecosystem (Recorded Future) Is Germany on the Brink of Banning Ad Blockers? User Freedom, Privacy, and Security Is At Risk. (Open Policy & Advocacy) How I Hacked McDonald's (Their Security Contact Was Harder to Find Than Their Secret Sauce Recipe) (bobdahacker) Boffins say tool can sniff 5G traffic, launch 'attacks' without using rogue base stations (The Register) New York claims Zelle's shoddy security enabled a billion dollars in scams  (The Verge) US Seizes $2.8 Million From Zeppelin Ransomware Operator (SecurityWeek) Researchers Made a Social Media Platform Where Every User Was AI. The Bots Ended Up at War (Gizmodo) Audience Survey Complete our annual audience survey before August 31. Want to hear your company in the show? You too can reach the most influential leaders and operators in the industry. Here's our media kit. Contact us at cyberwire@n2k.com to request more info. The CyberWire is a production of N2K Networks, your source for strategic workforce intelligence. © N2K Networks, Inc. Learn more about your ad choices. Visit megaphone.fm/adchoices

    The Thoughtful Entrepreneur
    2257 - Insights on AI, Social Media Strategies, and Client Engagement from Azarian Growth Agency's Hamlet Azarian

    The Thoughtful Entrepreneur

    Play Episode Listen Later Aug 18, 2025 22:58


    Data-Driven B2B Growth in 2025: Insights from Hamlet Azarian of Azarian Growth AgencyIn this episode of The Thoughtful Entrepreneur, Josh Elledge talks with Hamlet Azarian, CEO of Azarian Growth Agency, about how B2B companies can accelerate growth in 2025 using real-time data, AI integration, and signal-based marketing strategies. Hamlet explains how his team helps founder-led startups and mid-market companies break through revenue plateaus by aligning marketing and sales processes with timely, personalized outreach. This conversation reveals the specific tactics, tools, and mindset shifts businesses need to stay competitive in today's fast-changing landscape.Leveraging Signals, AI, and Authenticity for Sustainable GrowthHamlet emphasizes that the traditional, linear sales funnel is being replaced by signal-based marketing, where businesses act on real-time indicators like industry news, contract awards, or leadership changes within target accounts. This approach enables highly relevant outreach that improves conversion rates and strengthens relationships. Azarian Growth Agency uses platforms like Clay, combined with CRMs such as HubSpot or Salesforce, to capture and act on these signals efficiently.Beyond signals, Hamlet shares how his agency has been “AI-first” since 2020, embedding artificial intelligence into marketing and sales workflows for everything from prospect research to content creation. By building “core files” containing brand guidelines, customer personas, and case studies, AI outputs remain accurate, on-brand, and strategically aligned. Human oversight ensures AI acts as a co-pilot, not a replacement, preserving quality and authenticity.For SaaS founders, Hamlet recommends a founder-led social media strategy to generate excitement and credibility before launch. By openly sharing the product journey—including both wins and challenges—leaders can build trust, encourage audience engagement, and create anticipation. Combined with Azarian Growth Agency's selective onboarding process and complimentary exploratory audits, this authenticity-driven approach sets the foundation for long-term, sustainable growth.About Hamlet AzarianHamlet Azarian is the CEO of Azarian Growth Agency, a B2B marketing consultancy specializing in data-driven growth strategies. With a focus on real-time engagement, AI integration, and scalable processes, Hamlet has helped startups and mid-market companies across industries accelerate revenue growth and optimize marketing performance.About Azarian Growth AgencyAzarian Growth Agency partners with B2B companies to deliver predictable, scalable growth through data enrichment, automation, and signal-based marketing. Their services include marketing strategy, AI integration, sales enablement, and founder-led brand building. The agency works selectively with clients to ensure strong alignment and measurable impact, offering free exploratory audits to identify high-value growth opportunities.Links Mentioned in this EpisodeAzarian Growth Agency WebsiteHamlet Azarian on LinkedInEpisode HighlightsWhy traditional funnels are being replaced by signal-based marketing.How AI can accelerate marketing and sales without replacing human judgment.The importance of core files to

    Sales Lead Dog Podcast
    Drew Regan: The End-to-End AI Playbook for Sales Leaders

    Sales Lead Dog Podcast

    Play Episode Listen Later Aug 18, 2025 42:59


    Unlock the secrets to revolutionizing your sales strategy with the power of AI! Join us as we sit down with Drew Regan, Global Leader, CRM Modernization & AI Solutions at Microsoft, who brings fresh insights from his recent move from Salesforce. Discover how AI is not just a buzzword but the backbone of a seamless, efficient work environment, helping businesses consolidate data and obliterate silos. With Microsoft's cutting-edge applications like Azure, Outlook, and Dynamics, you'll learn how to harness AI for dynamic, streamlined processes that transform mundane tasks into strategic opportunities. Say goodbye to the drudgery of manual data entry and hello to a new era of CRM efficiency. We tackle the common frustrations of sales professionals burdened by traditional CRM systems and unveil how AI and automation, through platforms like Microsoft's Dynamics 365 and Salesforce, are game changers. Imagine freeing up valuable time to focus on building customer relationships instead of logging information. Our conversation underscores the value of a unified platform that eliminates complexity and boosts productivity, all while keeping the focus on what truly matters—driving business success through meaningful customer interactions. As we explore the future of AI in sales, witness firsthand the immense potential of AI-driven tools like Microsoft's Copilot and Dynamics. These technologies drastically cut down the time and effort needed for tasks like preparing QBR presentations, empowering sales teams to prioritize strategic deals. From enhancing decision-making with precise data analytics to automating routine tasks, AI is reshaping modern business practices. You'll hear real-world examples of how AI optimizes field service operations and meeting preparations, paving the way for a more productive and successful future. Don't miss out on learning how AI is not just a tool but a strategic partner in revolutionizing your sales processes. Drew Regan is a Global Leader and Principal Business Program Manager based in Charleston, South Carolina, guiding organizations of all sizes to modernize CRM with an AI-first approach across all stakeholders. With a strategic mindset and passion for innovation, Drew helps businesses transform with speed to stay ahead of the competition and drive measurable impact by deploying productivity and automation across their entire operation. As a strategic and trusted partner, Drew leads customers through the AI-driven shift from legacy CRM systems to modern, intelligent enterprise platforms, enabling smarter engagement and scalable growth. His programmatic approach, collaborative leadership, and results-oriented mindset empower teams and customers to thrive in today's dynamic digital landscape.   Quotes: "AI isn't just a buzzword—it's becoming the backbone of a seamless and efficient work environment, helping businesses obliterate silos and consolidate data."  "With Microsoft's cutting-edge applications like Azure, Outlook, and Dynamics, AI is transforming mundane tasks into strategic opportunities, paving the way for modern sales success."  "Say goodbye to the drudgery of manual data entry and hello to a new era of CRM efficiency where AI and automation become game changers."  "The true power of AI lies in its ability to automate routine tasks, allowing sales teams to focus on what truly matters—building meaningful customer relationships and driving business success."    Links:  Drew's LinkedIn - https://www.linkedin.com/in/drew-regan-01272b7/ Microsoft - https://www.microsoft.com/en-us/ Find this episode and all other Sales Lead Dog episodes at https://empellorcrm.com/salesleaddog/ 

    Microsoft Business Applications Podcast
    The Truth About Power Platform in Global Mega Projects

    Microsoft Business Applications Podcast

    Play Episode Listen Later Aug 18, 2025 25:33 Transcription Available


    The Tech Blog Writer Podcast
    3387: How Tableau's Srinivas Chippagiri Thinks About Responsible AI and Cloud Systems

    The Tech Blog Writer Podcast

    Play Episode Listen Later Aug 17, 2025 31:41


    What does it take to build intelligent systems that are not only AI-powered but also secure, scalable, and grounded in real-world needs? In this episode of Tech Talks Daily, I speak with Srinivas Chippagiri, a senior technology leader and author of Building Intelligent Systems with AI and Cloud Technologies. With over a decade of experience spanning Wipro, GE Healthcare, Siemens, and now Tableau at Salesforce, Srinivas offers a practical view into how AI and cloud infrastructure are evolving together. We explore how AI is changing cloud-native development through predictive maintenance, automated DevOps pipelines, and developer co-pilots. But this is not just about technology. Srinivas highlights why responsible AI needs to be part of every system design, sharing examples from his own research into anomaly detection, fuzzy logic, and explainable models that support trust in regulated industries. The conversation also covers the rise of hybrid and edge computing, the real challenges of data fragmentation and compute costs, and how teams are adapting with new skills like prompt engineering and model observability. Srinivas gives a thoughtful view on what ethical AI deployment looks like in practice, from bias audits to AI governance boards. For those looking to break into this space, his advice is refreshingly clear. Start with small, end-to-end projects. Learn by doing. Contribute to open-source communities. And stay curious. Whether you're scaling AI systems, building a career in cloud tech, or just trying to keep pace with fast-moving trends, this episode offers a grounded and insightful guide to where things are heading next. Srinivas's book is available on Amazon under Building Intelligent Systems with AI and Cloud Technologies, and you can connect with him on LinkedIn to continue the conversation.

    Smart Agency Masterclass with Jason Swenk: Podcast for Digital Marketing Agencies
    How to Scale an Agency by Simplifying Your Offer and Niching Down with Nate Freedman | Ep #826

    Smart Agency Masterclass with Jason Swenk: Podcast for Digital Marketing Agencies

    Play Episode Listen Later Aug 17, 2025 27:36


    Would you like access to our advanced agency training for FREE? https://www.agencymastery360.com/training What happens when you stop chasing $30K projects and start solving real problems for smaller clients in a way that actually works? Today's featured guest had been building $32,000 websites for mid-market companies. On paper, it looked like success. But in reality, he felt stuck—unfulfilled and back in a corporate-style grind that didn't align with the kind of work or life he truly wanted. When he took a step back, he realized something important: the clients he really wanted to serve were already reaching out. These were smaller, $300K businesses with many of the same challenges agencies see across the board—but without the bloated complexity. So he made a bold pivot. He simplified his offer, created a productized service, and returned to his roots—helping people in a way that felt meaningful, scalable, and sustainable. The result? Less stress, more impact, and a business model built around freedom, not friction. Nate Freedman is the founder of TechPro Marketing and creator of MSP Sites, a productized service built specifically for Managed IT Service Providers. After years of working in high-ticket agency engagements, Nate made a bold pivot—focusing on volume, automation, and scalable coaching for small IT firms. That shift helped him grow from a $20K/month agency to a $2.5M+ business serving over 100 clients with a tight, dialed-in model. We'll explore his early missteps, the aha moment that changed everything, and the system he built to serve a niche audience at scale—without losing his soul. In this episode, we'll discuss: Pivoting to MPSs as the perfect fit. Creating a low-ticket offer. Productizing with a purpose. Subscribe Apple | Spotify | iHeart Radio Sponsors and Resources This episode is brought to you by Wix Studio: If you're leveling up your team and your client experience, your site builder should keep up too. That's why successful agencies use Wix Studio — built to adapt the way your agency does: AI-powered site mapping, responsive design, flexible workflows, and scalable CMS tools so you spend less on plugins and more on growth. Ready to design faster and smarter? Go to wix.com/studio to get started. Impostor Syndrome and the Accidental CEO Nate's background wasn't in marketing strategy or enterprise consulting. He was a self-taught internet nerd who cut his teeth writing affiliate articles and selling photo recovery software online. He studied accounting, not realizing when he picked that career that being an online marketer was an option. Right out of college, his first job was at an accounting firm, an experience he promptly hated. He felt exposed and like a fish out of water. This is a feeling he recognized years later when, the more his agency took on large, complex clients like Salesforce, the more he felt like a fraud. He was working with large corporations and felt like an impostor. It just wasn't the right fit for him. “I was putting on a kind of a facade. Like, I was pretending to be someone I wasn't… and it just wasn't me.” That realization drove Nate back to his roots: helping people who reminded him of himself. From Big Clients to Bigger Misalignment Nate didn't start small. Like many digital agency owners, his early focus was on winning big projects—$10K, $20K, even $32K website and marketing packages. And sure, those checks looked great at first… until a very good client sent him the dreaded email: “Nate, when are we going to generate leads from this?” That one question—posed by a well-meaning client already $32K in—flipped the switch. Nate realized that delivering work isn't the same as delivering results. The more he moved upmarket, the more he felt like he was back in the corporate world he hated. High-maintenance clients. Long sales cycles. No real alignment. He wasn't building relationships. He was building a façade. Finding His People: MSPs as the Perfect Fit Nate's breakthrough came when he niched down into the MSP (Managed Service Provider) space. These were former tech guys turned business owners—scrappy, smart, and stuck in the same ways agency owners often are. They didn't need $30K marketing retainers. They needed help generating leads, converting visitors, and staying in business. Nate made a gutsy move. He ditched his high-ticket proposals and started sending BombBomb videos to leads who had previously ghosted him: “You turned down my $20,352 proposal. Here's my new one: $2,000 a month, and I'll help you generate leads. I don't even know exactly what I'll do yet. I just want to help you grow.” That transparency worked. Five early adopters signed on, and Nate never looked back. Scaling a Low-Ticket, High-Impact Model What started as a simplified offer became a flywheel. Over seven years, Nate scaled his agency to over 100 monthly clients, all paying around $4,200/month. But growth at that level brings churn. With just 3% monthly churn, he'd have to invest more on sales and onboarding and close three new clients a month just to break even. However, focusing on growing this way meant turning away 75% of leads who were not at least $1 million in revenue that could afford the expense. And most of the businesses reaching out to his agency were at 200K-300K. Nate felt he could service those clients without a big investment in human resources. This sparked the next evolution: MSP Sites. The new offer targeted those MSPs doing $200K–$300K/year. These folks couldn't pay $4K/month… but they desperately needed help. So Nate reverse-engineered a low-cost, high-value offer that started at $200/month and eventually grew to include: Custom-designed websites Human chat agents CRM and booking automations On-demand courses and live office hours Weekly coaching and a client-only community He went from being “just another agency” to becoming an all-in-one marketing partner for small MSPs—at a price they could actually say “hell yes” to. Productizing with Purpose: Lessons from the Pivot This shift to a productized offer came with unexpected lessons, as Nate was confronted with a question from his past work making $32K websites or a $200 website: “Where are the leads?” He realized that whether he was going after the high end or low end of the market, he still had to provide an end result for clients. Low ticket doesn't mean low impact. He has to answer that question while still providing an affordable service, so he started layering in automation, coaching, and a structured experience This slightly raised the price to $300/month, but clients not felt like they were part of a premium program. Nate wanted to help clients not just have a website, but also generate leads, drive traffic, and close the deal. By adding live calls, email support, and a live event, Nate turned MSP Sites into more than a tool—it became a tribe. Once the service was upgraded and clients could get their website set up even faster, the problem was that now they all looked the same. Nate knew his clients deserved better, so he removed the one-click deploy and now ensures each website is custom-designed to look amazing. Of course, this also led to a rise of the set up fee, but clients were more than happy to pay for a better design. Finally, on-demand courses and live office hours were the finishing touch for his new offer and he was finally helping clients much more and building the business he really enjoys. Market Share > Margins (When You're Playing the Long Game) At some point, most agency owners fantasize about selling. Nate's no different—but he's thinking a few moves ahead. Instead of relying on private equity, his bet is on strategic acquisition by a larger company in his own niche. “The best multiple I'm going to get is from someone who wants more market share.” That's why he's focused on volume at the low end. Every small client is a slice of market share. And if you can build community, coaching, and brand loyalty into your offer, you're not just a service provider—you're infrastructure. The Next Frontier: Launching a Mastermind With 300+ paying clients, Nate's building something many agency owners should be thinking about but don't: a mastermind for your niche. Why? Because clients already trust you. They're already getting value. And when you get them in a room together—virtually or physically—magic happens. Better yet, Nate doesn't need to be the guru. The best masterminds don't revolve around one person—they're facilitated, not taught. When the room is full of practitioners, the value is in the conversations. Do Right By People (and You'll Win) Scaling isn't just about tech, pricing models, or marketing hacks. It's about people. Nate credits a huge part of his growth to partnering with E2M Solutions, which removed the HR complexity of managing a dev team in-house. More importantly, it aligned with his core value: “Do right by people. If you do that, no one's going to say anything bad about you. Even when you make mistakes.” It's simple, but in a crowded industry full of overpromising and under-delivering, that integrity stands out—and scales. Do You Want to Transform Your Agency from a Liability to an Asset? Looking to dig deeper into your agency's potential? Check out our Agency Blueprint. Designed for agency owners like you, our Agency Blueprint helps you uncover growth opportunities, tackle obstacles, and craft a customized blueprint for your agency's success.