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5 skills that will make any freelancer ultra-hirable and profitable

CMMA Blog

Freelancing is a balls to the wall, pride-swallowing siege and these days, it seems everyone is fighting it out for business. How do you make that business yours? One way is to solve the problems clients have (the ones they called you about) and then go even further by solving the ones they haven’t even thought about yet. That’s when you become an advisor clients can’t live without rather than a freelancer they can replace tomorrow.

Every freelancer should seek to be as hirable and desirable as possible in today’s competitive marketplace. Here are 5 of the most coveted skills as well as where you can hone them for free/next to free:

Network and Information Security

With hackers making headlines, it’s no surprise that people who can combat this threat increase their desirability. Whether you’re primarily a writer, video producer, website developer, or designer, being able to offer clients additional peace of mind is priceless. Especially for small businesses, who may not have a team dedicated specifically to security, your expertise adds value and makes you an essential team member. Coursera offers Information Security: Context and Introduction Coursera,  LinkedIn Learning offers IT Security Foundations: Network Security , and Udemy offers The Complete Cyber Security Course: Network Security .

Instagram API

There are a lot of ways to use Instagram’s API from turning a website into a living museum to converting sales. Often, companies spend a lot of time creating and posting content, but fail to convert views into action. Add knowledge of Instagram API to your resume and you can become a conversion superhero. Learn more at Consuming the Instagram API  by LinkedIn Learning and Build a Photo Web App Using Instagram API (cape not included).

WordPress 

With 50,000 new WordPress sites  added daily, the Internet is basically one big WordPress matrix. Even if it’s not their core business, content creators who can build, update, or fix WordPress sites will keep businesses from having to hire additional people. Saving clients money is one surefire way to get in their good graces. Complete WordPress Training for Beginners is a free course that will absolutely give you a return on your time invested.

SEO 

The only thing as constant as change is change itself…and SEO. A clever behind-the-scenes glut of the right words doesn’t get results anymore. SEO has gotten much more sophisticated and tough to crack. The real key is increasing traffic organically. Having the tools to have an intelligent conversation on the subject and being able to point clients toward solutions makes you extra valuable. HubSpot offers a free course  and Udemy offers SEO Training Academy: Learn Search Engine Optimization .

Sales Funnels 

Sales funnels are a key to converting all that organic traffic into action. If you already have some knowledge of landing page design and content strategy, ClickFunnels (or something similar) is a great way to take your skills to the next level. You can learn enough about ClickFunnels (which seems to be the tool of the moment) to get you started with Udemy’s course here .

Bottom Line  

If you want to have an edge in the marketplace, it’s time for you to learn some of the most marketable skills of 2018 : This is how to make all the dolla dolla bills, y’all.

Note:  General Assembly’s course matching service  offers guidance on courses you may benefit from. Additionally, we used this article  (where you can find skills we didn’t mention) for many of the resources above.  

 

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The next time you work an event or a production, tell your supervisor you love working with the PayReel team .

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CMO Confessions Ep. 3, Megan Heuer of SiriusDecisions

ABM

Hi, and welcome once again to CMO Confessions, our bi-weekly podcast at ON24 exploring what it really means to be a leader in today’s business world. I hope you all are enjoying the series and are drawing some inspiration from our guests’ wealth of experiences.

In this episode, we have SirusDecisions’ Vice President of Research, Megan Heuer . Megan was kind enough to shares with us her insights on what goes into a successful customer lifecycle, how organizations ought to approach account-based marketing and her secret cooking Twitter account . Coincidentally — and it is an actual coincidence — we’re “officially” releasing this episode during SiriusDecisions Summit 2018, the organization’s annual B2B marketing bash in the middle of the desert in Las Vegas. If you’re not at SiriusDecisions Summit (which is going on now), I highly recommend giving this episode a listen, as it provides a good deal of insight into why SiriusDecisions is modifying its demand waterfall and its anticipating marketing trends. (I also recommend checking out this Q&A with Sirus’ Senior Research Analyst, Cheri Keith .)

If you’re at SiriusDecisions Summit, be sure to stop by booth #109 and say hi to the ON24 crew. A number of us (including me) will be out and about at the conference, taking in the sights, sounds and lessons.

Finally, if you’d like to our first batch of episodes back-to-back (and why wouldn’t you?) I’d suggest you head on over to our podbean site here. You can also check us out on both iTunes and Google Play as well.

Without further ado, welcome to CMO Confessions. Let’s chat .

Transcript:

Joe Hyland: 

Hello, and welcome to CMO confessions, a weekly B2B sales and marketing podcast that explores what it really means to be a marketing leader in today’s business world. I’m Joe Hyland, CMO here at ON24, and this week joining me is Megan Heuer who leads the SiriusDecisions research and advisory organization. Megan, how you doing today?

Megan Heuer: 

I’m doing great. Thanks so much for having me as a guest.

Joe Hyland: 

Yeah, this is fantastic, thanks for giving us the time. Well, you’re doing some pretty cool things over there — you lead a team of exceptional analysts. I can say, in a truly genuine way, because we work really closely with you guys. And I think your mission is to help clients apply data-driven insights and best practices to the real world priorities, so they can deliver exceptional growth and customer experiences. So that’s the boilerplate and I would love to hear from you [on] what it really means to run this practice and what you’re doing on a day-to-day basis to help your clients.

Megan Heuer: 

Absolutely well, thanks for asking because I’m really excited about what we’re doing. I’ve been doing — and I say that, I’ve been doing this for, going on, 10 years — and the thing that I think is really exciting about where we are now as a company is in the way that we want to help leaders within B2B organizations is to help them understand exactly what “good” looks like. When you really think about it, there’s so many things that you can know about the behaviors of companies that outperform others — the ones that really get to the higher gross, get to the higher profitability.

There are behaviors that you can measure that say, “What do they do? How much do they invest? How do they do things? Who do they hire?” And we really want to get to a place where we have the data underlying every one of our recommendations — and we’re well on our way to it — to be able to say, “When companies outperform here are the things they do. And increasingly, what we’re building are playbooks, that tell organizations what it takes to grow faster and smarter than everybody else.”

Joe Hyland: 

Yeah, I love that. How do you — and this is going to be a weird question, because I think you’re right in what you just said: more and more companies, particularly given the market opportunities, are trying to fine-tune both sales and marketing, really understand the demand waterfall, which we can talk about at some point in the discussion, and really supercharge growth — what do you recommend to your clients in terms of balancing the day-to-day pressures of growth — which I have to tell you we very much feel here at ON24 — with building something, that’s built to last and really working on the brand and bringing value to clients versus just focusing on, you know, how many MQLs and pipelines did you build that day?

Megan Heuer: 

Well, here’s the interesting thing about that, and it’s a really good question because we get that a lot from our clients, like, “Hey, man. I just need to execute, like, don’t tell me to do all the strategy nonsense.” And I get that, but here’s the thing: when we look at the data, at the fastest growing companies, one of the areas that they invest in is planning. They actually have a longer-term technology roadmap than their peers. They actually do more in terms of thinking about where they should invest in why they should invest there. They’re actually thinking earlier about supporting a great post-sale customer experience than their lower-growth peers.

So, all of those things — having a great brand that’s driven by a great customer experience that is supported by employees that are inspired and engaged and have great messaging —all of those things come together in a growth business that’s really successful. It’s actually not either/or, it’s that some of the things we think slow us down are actually, when done right, and not too heavily, are the things that help us get there faster.

Joe Hyland: 

Yeah, I love that answer. One of the reasons I went into marketing was [because] I was a psychology minor —  the art of persuasion, which is always fascinating to me — and I think you’re right. While we can use data, while we can harness data, while we can run a lean organization that makes smarter and smarter decisions to drive growth — at the at the end of the day, it’s the story that we’re telling, it’s the value we’re bringing to market that’s going to lead to those results. And I think smart marketers understand that balance.

Megan Heuer: 

Yeah, amen to that. I mean, if it was me running the show in a marketing organization, one of the biggest investments I would make is finding, cultivating, harvesting and amplifying the stories my customers were telling about their experience and the value they were getting. And, really, just the things that whatever it is I sold was helping them to do. That is why people buy. You know, our data set, hands down, 80 percent of the reason B2B buyers — and this is over many years with thousands of buyers — say they make their choice, is based on their own direct experience with the company or the experience they hear about from other people.

80 percent! Price wasn’t even close. Even value of the offering or kind of fit of the offering for their needs — not even close. It’s all about experience, and I think that is a game changer on B2B, we just have to do a much better job of harnessing it.

Joe Hyland: 

Yeah, I think that’s brilliant. I was talking to Jeff Rohrs, who is the CMO over at Yext, recently and he had an interesting comment, which was most people think B2C, it’s more of an emotional decision, right? You’re pulling at someone’s heart string to make a consumer decision or consumer-related decision, because it’s their personal life. But he argued that it’s the opposite. In a B2B purchase it’s more of an emotional decision because someone is ultimately voting with their role, their job. They’re putting their, perhaps, career on the line, and that might sound extreme, but I think it’s a fair point. And you have to have real conviction for a purchase, so whether that’s experience you’ve had with a company, or through a peer — these are not just, you know, transactional decisions — these are decisions that that ultimately deal with someone’s livelihood, their own career.

Megan Heuer: 

You know you’re so right and the minute we forget about that, you know, when somebody chooses to make, particularly a big investment, in a solution for B2B, whether it’s services, whether its technology, they are really putting a lot on the line. You know, they’ve had to go to bat for you and you’ve got to make that so easy for them and so not scary for them to say, “I really trust that this is going to be the solution that does the right thing and I’m not going to end up — six months, nine months from now — really worried about whether or not my boss trust me anymore.” And that’s a big deal. That’s a big responsibility, right? For providers.

Joe Hyland: 

I love that you just said “trust.” I couldn’t agree with you more. There needs to be trust, there needs to be a relationship there. I want to I’d love to hear your thoughts on marketers, whether they’re owning the whole thing, or they’re partnering with the customer service team, on owning the customer life cycle. Because, in a SaaS world — where it’s nice to acquire a customer, but the goal is to retain them over a long period of time, hopefully for their entire lifetime — how do you see marketing shifting from owning acquisition and messaging and brand through the entire life cycle and owning a relationship post-signature?

Megan Heuer: 

Oh, my favorite topic. I actually think this is pretty much the biggest opportunity marketing organizations have right now, especially in SaaS and recurring-revenue companies of any kind. But you could kind of argue any business really needs to make its business to hold on to the customers they have — so that you’ve got this efficient lower cost and all those good things, but that’s the different soap box. Marketing’s role in post-sales — so, I can tell you what it should be and I can tell you what it is based on the data that we’ve seen.=

Joe Hyland: 

Perfect.

Megan Heuer: 

Based on a study that we did of about 600 B2B customers — we interviewed them about “What do you want in the post-sale environment versus what do you get?” Right? So, what are they seeing today? And the really interesting thing about that is those buyers basically pointed to things like online content, events, webcasts, customer stories; many of the same things that marketing produces really, really well for presale were exactly what customers wanted, albeit with different content to help them at different stages after they buy.

But they wanted the things that marketing does really well, right? And what were the things they weren’t getting? All of the things marketing does really well. In particular, content was a big miss, and those online interactions that marketing has been expert at for a really long time — really big miss. And that’s where marketing really needs to become part of the revenue engine both pre and post-sale. And just as our data shows us that, in the pre-sale, it’s basically a 50-50 split at every stage of buying — early, middle and late — in terms of buyers saying whether they want, essentially, marketing-led activities versus sales-led activities. It’s a partnership, according to the buyer, right? Now, what we actually do in sales and marketing is not necessarily that balanced at all stages, but the buyer saying they want that 50/50 split.

Turns out, in terms of sales content — and actually sales content is even in there in the post-sale — but in terms of marketing-led interactions versus access to service environments or relying on the products, they really want that same kind of balance with the things that marketing brings to the table. The trouble is very few B2B marketing organizations have invested appropriately in customer engagement resources, content, people who know how to do that — messaging that supports it. It’s really all about cross-sell and upsell after people buy — it’s not about helping them get value from what they have. And when marketing organizations do say “Hey, I need to team up with my customer success folks. I need to team up with my account managers. I need to make sure that I’m anticipating the things that my service team is going to get before they get them so that people can get self-serve and don’t have to pick up a phone, or go click to chat, whatever.” All of those things marketing can do for an incredible value make the post-sale life-cycle more profitable, but they’re just not doing it now. And it’s a big miss, but also an incredible opportunity.

Joe Hyland: 

Yeah, I am beyond passionate about what you just talked about for a lot of the same reasons that you described. We do — so I will compliment us here, and then, I will eviscerate us at the same time — we do a great job creating content for — I’ll be really honest here — for prospective customers. We create incredibly compelling content on the role of webinars. I can get these great results, we highlight our customers to show the use cases, how they’re using webinars and creative ways make etc., etc. I think we do a phenomenal job there. And we very much care about our customers. We would we would be nowhere without them, but on the marketing side, I think we’ve kind of abused that relationship. And, so, we’ve highlighted our customers really to bring on new customers versus doing what you just said. And we found that out, somewhat the hard way, because we have a whole bunch of customers who come to webcast that we have or road-shows that we have, which are really targeted at prospective customers — and so many of our customers said, “Oh, that was the most amazing content. You guys had such creative ideas you highlighted so many unique use cases examples. You name it. I really wish I had that on a day-to-day basis because I have all these challenges coming up with creative webcasting formats, etc.”

And in that moment, I realized, boy, we’ve done a really shitty job of continuing to tell these powerful stories to our customers. So, we think we’re customer-centric, but are we in marketing? So, we’re creating a whole new division which is going to be on customer life cycle, which is meant purely to make sure our customers are successful because — I mean, you’re right the economics are simple, of course — ultimately, if our customers don’t stick around we won’t have a company. And I think we need to shift the way we’re doing things. So, I’m pretty excited about it, but I think you’re right: a lot of companies aren’t doing that, and neither were we.

Megan Heuer: 

Well, I’m so happy to hear you’re investing there because it’s just the right thing to do, the smart thing to do. And, by the way, it’s really fun. I mean that’s great work to do as a marketer.

Joe Hyland: 

Yeah, it’s true. So, it’s interesting, even though I said we haven’t invested in it enough, every year at the start of the year I’m asked by our sales team, or my boss, our CEO, “what’s the big focus this year?” And every single year the big focus is highlighting our customers because — you said it before in your research — people buy from peers. So, I think you said 80 percent of decisions were based on a positive experience a purchaser had had either with the company themselves or through heard through a peer. Surprise, surprise: every company has great things to say about themselves. But if you have a customer, or an unbiased person say, “Boy ON24, or SiriusDecisions, boy are they a first-class company!” That’s trust, and that comes with a higher-level recommendation and consideration, right? So, for me, if you have happy customers and you can highlight them in pretty transparent ways, you’re on the road to some great marketing.

Megan Heuer: 

Oh, my goodness, yes. You know, and I think the opportunity there is to also make sure that you’ve got a systematic way to identify who those happy customers are and giving them a way to help them shine. You can tell their story and they can be a little bit famous, too. I think there’s so many good things that come out of that orientation.

Joe Hyland: 

Yeah, and you’re right. It’s different for different industries, of course, but we’re marketing to marketers. I mean, the vast majority of our customers are in the marketing department and most are in demand generation. It’s easier to highlight marketers. Marketers kind of want the limelight on them and they want to be the stars for a moment. My last company was in the procurement space and I have to say the procurement department was a little more shy to tell those stories. So, depending on your industry, it can be easier or harder.

Megan Heuer: 

No doubt, and you know, I’ll tell you, even in regulated industries we’ve seen luck with this. But one other thing that we found with the post-sale world, and our data has pointed to this, but we’ve also been able to sort of get it down to a science, is think about all that we know about how buyers buy and mapping out the buyer’s journey and knowing exactly what they want to consume. Because we’ve gotten all this great data. Marketing organizations that are really doing well, are, you know, “data’s our friend,” and they’re using it well, and they have it down to a fine science, like you said, it’s really you can know what you need to do. Well guess what? You can do that in the post-sale, too! And we do not see enough people using that same rigor to define, “What are the steps that my customer goes through? What do they at each of those steps?”

And, actually, they miss really even the most important thing, during the buying cycle, we identify buying for personas, right? “Who’s our buyer. What are they need? What’s different about them? What part do they play in the purchase?” Well, we don’t do it after they buy. We don’t start to say, “Who are our customer personas and what do they need after they buy?” That has nothing to do with making a purchase decision, right? “What do they need from us, and where do they like to go to get that?” And as part of that process of defining your customer personas, just like you do buyer personas, and defining their journey, as they work with you, you can at each stage of that journey, identify the ways that they’re probably going to be willing to tell a good story to others.

So, you can create this great virtuous cycle of providing the right resources for those customers, but also making requests of them to help you with your marketing as they go through that journey in just a systematic of a way as we do for the buying cycle today.

Joe Hyland: 

Yeah, that’s a great point, you’re right. It comes down to having a dedicated focus, post-signature. Because the relationship can change, but it can change in a positive way, and then then you can really embrace that.

Megan Heuer: 

Oh, absolutely.

Joe Hyland: 

All right, let’s turn to your ABM practice because I think ABM is a fascinating topic for a couple reasons. First, I remember, how many years ago is this? Fifteen years ago, when I was in marketing programs, my CMO, I was at a server company not too far from where you where you work, in Maynard, Massachusetts. In the old deck headquarters, a company called Stratus Technologies, and my CMO said to me, “Hey Joe, we’re gonna hire someone to do something brand-new, really exciting. It’s called account-based marketing, and we’re only going to go after, or, only going to focus on five or ten companies and these are very large organizations that we think we can sell a lot of product into.” And that was my first experience with ABM. Now, out here in San Francisco, you can’t walk one block without seeing an advertisement for the hottest trend in in marketing, which is which is ABM — and which has only been around for five years, which of course, is not true. So, one, I’d love to hear about the practice and what you guys are doing — and I’m sure you’re advising clients in some great ways — but I’d also I’d also love to get your perspective on ABM done well, and how a lot of people get ABM wrong.

Megan Heuer: 

Good questions. Well, in terms of how we’ve approached it as a business, like you, both my boss, Tony Jaros — who leads all of our product organizations and he’s been with Sirus from the beginning, so 15 years-plus — he and I worked together many years ago at a company called the Peppers & Rogers Group that was all about identifying customer value and customer needs and really using that to power or have that data-driven strategy underneath your marketing focus areas. And, of course, what does that point you to, but an account-based strategy? So, we’ve been doing this for a very long time — the 15-20 years that it’s been around. So, when he came to Sirius, and then when I came to Sirius, we both agreed that this was an area that we needed to continue to publish and focus on because we’re both big believers in the fact that it really, really works. And in B2B it’s inescapable, so for the last 15 years really, we’ve had content in the SiriusDecisions library. And, for the last ten that I’ve been here, I’ve helped to build that. And, for the last five plus, we’ve had a dedicated practice around it.

And the dedicated practice around it was really designed to say “How do we bring some rigor to how people buy account-based marketing within B2B? How do we encourage them to adopt it?” Because we know how successful it can be, but then also “How are we a little bit more flexible than some of the ways the market had been thinking about it?” I think historically the market really thought about it as, for some people at least, the large account model, right? About these big strategic accounts. Of course, you’re doing custom things to win them, that’s not really it. There’s a lot of different ways you can say “I know the universe of accounts that I need to go after, or the business, and then, therefore, that tells me some different things that I may need to do as a marketer and also in support of the sales organization and their go-to-market strategy.”

And we really approached it from that concept of saying, “It’s not just about your largest strategic accounts. You might have a named count list, you might have a vertical list that’s very defined within a particular area.” So, what you really want to do is go back to your go-to-market model, the B2B company — and this gets that your point about ABM done well versus not so much.

ABM done well begins with simply looking at “Who do we sell to?” And really knowing who’s in your addressable market, and I don’t use that in kind of the general product orientation sense of, “Well, we sell the company’s over, you know? $50 million dollars.” Okay, that’s not an addressable market, that’s the phone book. Does such a thing still exist? That’s not helpful, right? What you need to do is say, “Who is our buyer?” And that may look different depending on different segments of the market — you may have strategic accounts, you may have named accounts, you may have SMB, you may be all over the place in terms of the different accounts — but I would define most companies not to be able to narrow that down to a list of account names.

Once you have that list of account names, and you know how your sellers are organized against pursuing those accounts, you can say, “Okay, this tells me a lot about the kinds of account-based marketing, the kinds of demand I need to create as a marketing organization.” It’s a math problem. “Who do I need to reach?” And once you have that foundation in place, you can then define the appropriate approach to demand. That may be strategic accounts, that may be what we call “named account marketing,” which is really ABM at scale, it may be something a little lighter, what I would call more “marketing to accounts” than “account-based marketing,” because you’re not really you’re saying, “Hey, this is my target list of accounts,” but you’re not necessarily changing your messaging based on actual information about each account. But that’s okay, right? For a bigger segment of the market, that may be the right thing to do.

What we’ve identified is really a range of different demand creation styles that suit all different go-to-market models, all different types of accounts. And the trick for every company is to figure out what the right balance of those approaches is and then that’s what you put in place. That’s what you resource and you up-skill to and you come up with the right tactics to support. And you work in partnership with your sellers in a much more meaningful way — and that’s ABM done well.

Joe Hyland: 

And done horribly?

Megan Heuer: 

Ha-ha! Done horribly is when you call it account-based marketing, but basically you say, “I’ve got a list of accounts. I haven’t really thought about why I want to win those accounts, or even if it’s likely that they have any interest in talking to me, and I’m going to simply send messages to them based on what I want them to know, not based on what I think they need, not based on who they are, not based on anything else, but I’m just going to send stuff because they’re my target accounts, and I’m going to put ads in front of them, and I’m going to do all these other things.” That is not account-based marketing, that’s marketing to accounts, but that’s also kind of foolish in this day and age because there’s an awful lot you can know about your accounts before you ever try to talk to them. And, to me, it’s kind of a shame if you do that and call it account-based marketing. You’re just missing an opportunity.

Joe Hyland: 

Yeah, I love this notion of marketing to accounts versus account-based marketing. I don’t know if you’ve if you’ve written any thought leadership pieces or even just a simple perspective on it —I think it’s a great point. I mean there’s there’s a massive difference — a huge chasm — between one and the other.

Megan Heuer: 

I agree and there’s a place for both, but I actually came up with that concept a couple of years ago, basically on a rant, because I was really sick of seeing people call things account-based marketing. I’m like, “Not so much, you’re targeting accounts all right, but there’s a whole lot of things you’re not doing that you could be.” Hence, the marketing to accounts versus account-based marketing. I’m trying not to sound overly judgmental. Even though I am.

Joe Hyland: 

That’s why I ask. No, I think there’s a lot of misinformation in the market, right? There’s a huge difference between everyone you can sell to, what’s your addressable market versus who’s your ideal customer profile. So, for us, we have, I dunno, there’s 250 or 300 thousand companies we can sell to, and I assure you we don’t have that many customers, yet, but we have a much more focused group. And you’re right, it needs to be down to the names where we say, “Boy, these are companies we feel strongly that we should be partnering with or should be using us for as part of their tech stack.” And if you can’t name them, it’s not part of an ABM strategy.

And I’ve spoken with a lot of sales reps who say, “I want to do ABM to these 10,000 accounts.” And I said, “That’s different.” Like, we can’t have customized messaging for 10,000 accounts unless it’s just a little trick that we use with off-site advertising where we put their name in an ad, which I have mixed feelings on, personally.

Megan Heuer: 

Well, you know it’s funny, I agree with you now based on the state of the art, but I’ll be interested to see as AI and Predictive Analytics and other kinds of technology gets better and better and the quality of the data that B2B marketers are creating and maintaining becomes better and better to support those tools. There may be a time when you could say, “You know what? I could use some form of real account-based marketing based on what I know to a pretty large number of accounts.”

Most companies aren’t there yet, but you got at the exact issues. It really can just simply start with saying, “It’s not my theoretically addressable market, it’s my practically addressable market.” Who’s in that? And that’s really the heart of our new demand unit waterfall, right? It begins with, what is your practically addressable market because in a realistic way, who do you consider to be the people that you can sell to? Now, how do you begin to measure how well you’re doing at engaging them and closing them?

Joe Hyland:

Okay, you brought up something — I’m really glad you brought up — it’s kind of — I don’t, do you have any sports or hobbies that you partake in or that are part of your life?

Megan Heuer: 

Well, I’m a big cook. I love cooking.

Joe Hyland: 

Okay, cool.

Megan Heuer: 

I’m actually godawful, of course, but I love cooking.

Joe Hyland: 

I can’t think of a good analogy in the kitchen. It’s really interesting how a lot of brands — and this will not be relevant to a chef —change things year-to-year. It’s like [how] a sneaker changes each year, or there’s a new season and you have to get the latest model. I’m a skier and it’s amazing how little changes year-to-year with skis, but we’re marketed that we need the latest and greatest. And I think there is a misperception on the demand waterfall that every year you guys come out with a new waterfall and nothing’s different, but it’s marketed as the latest and greatest. I’d love to hear some thoughts as to what justifies the change and how you look at each different iteration?

Megan Heuer: 

Yeah, I’ll start with I really wish it were the case that there weren’t all these really cool new things that come out for the kitchen all the time where you’re like, “Really, I need a 23rd different kind of whisk! Because it’s going to make my eggs that much fluffier.” No, it’s crazy, it’s completely crazy. So, you know, happily, some cooking equipment may be less expensive than ski equipment, but it’s still so weird.

Anyhow, that said, we’ve come out with, basically, three different waterfalls in 15 years. We had our original that came out many moons ago — predates me at Sirius. Then we had what we called the “re-architected waterfall.” And that was about five years ago, and then the past year we came out with what we call the “demand unit” waterfall and the thing that I was really excited about with the demand unit waterfall is I think it’s brought together a lot of things that previous versions didn’t. Not because I don’t think we were thinking about it necessarily, but because I don’t think we, or the market, was there yet.

So, for example, when we came out with some of the original constructs in the first two waterfalls, it’s very much of a marketing process model, right? It’s all about “marketing things going in the top and marketing things come out the bottom.” But the truth is we are all about sales and marketing alignment because we know companies grow faster and are more profitable the more aligned their sales and marketing organizations are. That’s a proof-point we’ve had over many years and hundreds of companies. So, we know that works, but here we have this kind of core construct that didn’t quite go there.

The demand unit waterfall does away with all notion of marketing versus sales, or marketing and tele versus sales, is gone. It’s all one view that says we all share the audience that we need to win, our target accounts, and we both share responsibility for engaging those accounts in different ways as they progress from cold to close. So, it’s a shared sales and marketing process model, but it also brings in the thought that, you know, in the old waterfall it really began at the point of somebody raising their hand and saying, “Hey, I’m interested!” But we know, as marketers, we are able to engage those folks right from the point that we can give them a name, right? We know their accounts and then we know them, right? Um, so there’s a whole bunch of stages that the old version didn’t capture that now technology lets us do much more effectively and quantifiably. So, we’re able to start earlier, um, but we also added the concept of “you don’t begin with an infinite universe of accounts.” The previous two versions began with any account that you possibly want to engage, but it only counts that shows up as an inquiry a hand raised.

And in this version, we begin with, “What is that practically addressable market?” The market you want to go after? And then we start to measure from there to say, “How well are we doing at converting from that denominator?” That’s a really key difference. And so, the part about it being shared with sales and the part about it not beginning from, you know, “An increase showed up, a miracle occurred!” Now, you know, let the measuring begin. It’s a much more practical way of looking at the market, and it reflects the reality of the technology that’s available to us to use to do that.

Joe Hyland: 

Yeah, I love the hybrid approach with sales as well. I think there’s a lot of ways you can have sales and marketing collaboration and there’s a lot of ways to totally screw it up. Real joint ownership on goals, I think, is setting up both groups for success. So, I’m in alignment with what you guys have just released.

Megan Heuer: 

Well, I’m excited about it. You know, and we’re seeing a lot of companies and a lot of technology providers and services providers who are excited about it, too. Because it gives, I think, a really good construct and an instruction manual for how to take advantage of some of the really cool stuff that’s out there on the market and begin to be able to put it to work in practical ways that — your CFO and your CIO, not to mention your CMO, and your head of sales — are going to be very comfortable making investments in because you can show them, “Hey, here’s how it’s going to help us.”

Joe Hyland: 

Yeah, I love it. All right, well, listen, I think we’ve come to the bottom of the hour. So, Megan, I want to thank you. How active are you on Twitter? I see your Twitter handle here, @megheuer. Are you active, or you like me, and you post every six months when you’re mad at an airline?

Megan Heuer: 

Hahaha, well, I do that. But you know, actually, I have a little bit of a Twitter problem from time to time. I will be in there and quite active. I’m in there most days.

Joe Hyland: 

Oh, that’s cool.

Megan Heuer: 

Yeah, it’s definitely become a little bit of a habit.

Joe Hyland: 

Yeah, I know my wife…

Megan Heuer: 

I get a kick of it. I have a great little, you know, TweetDeck view of the world. I love it.

Joe Hyland: 

Oh, that’s cool. Yeah, my wife’s pretty active on social and makes fun of me and says, “I don’t know how you’re the head of marketing — you don’t even understand anything about social.”

Megan Heuer: 

Well, I’ll tell you, though…

Joe Hyland: 

I won’t comment on.

Megan Heuer: 

I don’t even have a Facebook page. I won’t do it. Nope.

Joe Hyland: 

Yeah, you know it’s interesting. I do. I’m so inactive. For me, I found two things. One, that it just ate a ton of time. And then, two, I ended up spending that time looking at pictures of my friends-from-20-years-ago’s children. Which was fine, it was great to see what my old friends were up to, but if you’re not really actively friends with someone I’m not sure why you’re spending so much time looking at their lives. So, I don’t know, for me, I’ve pretty much stopped.

Megan Heuer: 

Yeah, I’ve heard, it was Matt Heinz, actually, who the other day said he quit the stuff. And, like, “This is not bringing joy in my life, therefore out it goes.” And I can see that. You know, I use Twitter 90 percent professionally and occasionally, I’ll put in the random tweet for something else. I actually have a separate account where I post recipes, but I’m much less active on that.

Joe Hyland: 

Recipes account? Well what’s that account? That’s the account I want.

Megan Heuer: 

Hahaha. Well, you’ll see how long it’s been since I put anything up there, but it’s @frommegskitchen.

Joe Hyland: 

Okay, that’s cool. That sounds interesting. Anyway, Megan, this was fantastic — thank you so much. I really appreciate the time and I hope you have an awesome day. Thanks for tuning in everyone.

Megan Heuer: 

Thanks. Everybody. It’s a pleasure to be here. Thanks for enjoying our, thanks for inviting me.

The post CMO Confessions Ep. 3, Megan Heuer of SiriusDecisions appeared first on ON24 .

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ON24: GDPR Ready

CMMA Blog

I hate rules. And, I think the best marketers are those who break them.

Which is why I’m surprisingly ok with the larger mission of the EU’s forthcoming, and discussed-to-death General Data Protection Regulation (GDPR).

Yes, it’s a pain in the ass, but I fundamentally believe the challenge is one all marketers should embrace, inside or outside the EU. Let’s use the deadline of May 25th to ask ourselves some big, uncomfortable questions about the way we’re engaging with prospects. Is the interaction human? Are you getting any more besides an unsubscribe notice from your very generic email?

It’s time to take a step back and examine whether all this marketing technology is adding or taking away from the relationship we’re all relentlessly trying to build with our customers and prospects. And, of course, make sure your technology is GDPR-ready.

The good news is that ON24 has you covered on both aspects. We’ve built our platform to make engagement more human through live, on-demand and personalized experiences. And, our privacy and product experts have worked very hard to ensure the data you collect along the way is kosher with the EU’s new policy.

So, we’ve got your back, webinerds… Keep on breaking (most) rules, stop spamming, and start engaging !

The post ON24: GDPR Ready appeared first on ON24 .

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Q&A with Cheri Keith, SiriusDecisions Senior Research Analyst

B2B Marketing

ON24 held Webinar World, its annual event, in early March of this year. It’s now early May and we’re gearing up for yet another conference. Two, in fact. The first conference the SiriusDecisions Summit in sunny Las Vegas. The second is our APAC variation of Webinar World 2018. (It’s taking place on May 31 in Sydney’s Hyde Park — you can find more details here .)

Seeing as the SiriusDecisions Summit is less than a week away, we thought it’d be a great time to resurface one of Webinar World’s keynote discussions — articulated by SiriusDecisions’ own Senior Research Analyst, Cheri Keith.

As with Alex Blumberg , Laura Ramos and our ABM panel , I had the good fortune of sitting down to discuss ongoing trends in the B2B marketing space with Keith after her presentation (which you can watch a recording of here ).

What follows is a brief Q&A, lightly edited for clarity, brevity and context.

Q: 

So, the subject of your talk today was engaging modern B2B buyers and creating a marketing mix that resonates. What, in your opinion, is a good marketing mix that resonates?

Cheri Keith: 

So, I think what the data shows us is that it’s still the blend between human and non-human and still a healthy mix between self-service and actively engaged, and I think that’s really the core principle. There’s been a lot of market hype around the fact that people make up their decision about what they’re buying before they even engage you — so, like, you’re out a lot at the end of the day.

That’s not the case. People do want to be engaged with. They’re looking for opportunities for both human and non-human interaction, but human interaction is still ranking is the top way that people want to hear from us. So, I think it’s really about dispelling some of the myths that we’ve heard about the fact that people have made up their decisions before they even contact you so put out a bunch of white papers, and hope people read it. That’s just not the case. And I think that’s also why webinars are so important at the end of the day is because, sure, they can be condensed down made into a video. At the end of the day, people are still looking for it and that’s the top reason that buying processes are being stalled — because we’re not being responsive enough to people are looking to buy. Like, that’s crazy. Suhagra https://valleyofthesunpharmacy.com/suhagra/

So, the main point is not to feel that it’s out of our control by using the construct and being measured and smart as listening to people. We’re still in control of the process. Of course, the buyers are more informed — there’re so many other new delivery mechanisms — but they don’t want to talk to a robot they want to talk to you still.

Q:

So, is there a particular ratio for human versus self-service, automated engagement?

Cheri Keith: 

So, human versus non-human is 50/50 split across the board. Buyers report it’s still 50/50 and then at how involved the vendor is — so, low is self-service, high is a human had to do something — and [with] human non-human — highest is a human being involved. And it’s an active participation — that’s what people said they like. That’s what they want.

It’s so easy to get caught up in the fact that we should feel powerless, but we shouldn’t we should actually feel more empowered. Now, all the technologies, especially webinar technologies, if you think about all the data that you can pull how active someone is throughout the webinar. That’s really important, if you see someone who’s totally locked into the whole thing, how much more information is now at our fingertips to understand? But then also to be able to engage more deeply with that person to say “So you were locked in throughout the whole session. Any questions?”

We can’t always rely on people to put a question to chat — we all know that — but you learned a lot [about the person]. Or, if you can see someone stopped paying attention during a portion of [the webinar], well is that an opportunity for us to acknowledge that life happened, and someone lost into their cube? Or can we go back to them and say “Do you need more information on that? We saw you missed that part of the webinar.”

So, I think it’s opened up so many more doors for us through technology to understand more. We just need to actually be responsive to what we learn at this point.

Q: 

Interesting. I was chatting with Alex [Blumberg] earlier, and he basically said the same exact thing — they can watch where people drop off during the podcast and he’s like, you know, that’s something wrong with the story.

Cheri Keith: 

Yeah, well, it’s interesting because the study is what it was. I can’t make this up. Yeah, and at the end of the day webinars aren’t performing well — the buyers said they don’t consume them during two phases — but the fact that webinars are rated so high everywhere else throughout the data it’s showing us that the webinar is not the problem. It’s a story that we’re telling on the webinar for those two stages of the buyer’s journey. Generic Ativan https://kendallpharmacy.com/ativan.html

We’re doing a great job on the education phases, as SiriusDecisions calls it, but [for] two other phases we’re just not listening to the feedback we’re hearing. I know people have access to the information to show that people might not be consuming all the webinars at the same rate, and you know you can take that and just be like, “A bunch of little perform while so oh well.” But that still leaves us with a waste of money and time that we spend on all these other webinars. Yeah, but [also] gaps in the fact that we’re not deploying webinars for the solution and selection phases that people care about. And they want to care about it, so why don’t we rethink the stories that we’re telling during those two stages to be more effective?

Q: 

In your opinion, you mentioned towards the tail-end there are dangers in engaging outside your buyer’s preferred channels, like social media. So, what kind of dangers? Have you ever seen a situation where a B2B marketer or firm or whatever invests in a particular channel their buyers aren’t engaged in without really realizing it?

Cheri Keith: 

Oh, yeah. We hear that question all the time. I had a call with someone a few weeks ago. And social media isn’t the problem actually, I don’t think. I think it’s the fact that people talk about the trends on social media, and then we, as marketers, because we’re all on social media see it, and we’re like, “Oh my gosh. I need to redo everything I’m doing even though I’m marketing to plant managers in Ohio.” Well is social media the right channel there? Maybe it is. I don’t know; I would have to interview those people to know better.

But, yes people often start to invest in what they hear is popular. Rather than listening to their buyers, they listen to the market hype — and I think that’s the disconnect. We see it all the time — people are spending money on stuff, and they’re like, “Why doesn’t work?” But that’s why we say if you’re not using it today, maybe you should pilot it. Don’t put so much money in it.

It’s like every time you think about your appropriate tactic mix. You have what’s tried-and-true. Let’s put webinars in that category — people are very familiar with how to do that, that’s not a new concept. Maybe doing a more modern type of webinar, where you actually show video of people —  you don’t want to take all the webinars you’ve done in the past, if those have been working well, and shift them all to humans. Maybe that [webinar type] will work for your buyers; maybe it won’t. But you should start to pilot about to one or two and see how people react to it.

So, I think it’s more about smart experimentation rather than just be like, “we need to change because I heard I should change.”

Q: 

Do you develop a hypothesis when you start doing a little smart experimentation first? Is there a process that you put into that?

Cheri Keith: 

Yes, when I was on the other end of the table I always would have my hypothesis that I would share very openly with my co-workers when we would do something because I’m okay being wrong and I also viewed it as a competition, so being able to put something out there on the whiteboard, and we all take a guess every at how we think it will work.

I would always say something like that is always important. It’s not about being right, but it’s about kind of using your brain a little bit more to think about what are the possibilities, and, if things go differently, than what five of me and my four members predicted, then why is that? Is there a learning there? Is it a gap in our knowledge? Is it a gap in our knowledge as marketers or a gap in our knowledge as understanding the buyers?

Q: 

You mentioned earlier about getting sucked up in social trends. And I can imagine, from my own experience, it’s easy to re-engage in those trends when you’re trying to break that habit. Do how do you break that habit? Or do you know of any ways of identifying when you’re getting into that market hype?

Cheri Keith:

I’m a very skeptical person. As a marketer, when I was on the other end of the table, I would see it on social, and then I would get this stuff forwarded to me and would be asked, “Why aren’t we doing this?” I get them today still because everyone will say, “Oh my gosh, SiriusDecisions, why haven’t you thought about this?” Well, it’s not going to be true for everyone. Even email campaigns like didn’t all work right away. There needs to be market adoption and acceptance of the use of that tactic before it’s going to work for other things.

We get it in our home [and] our non-work lives, and we’re starting to understand it in our work lives. I think that’s an important construct to consider as well.

The way I would navigate it is, like, “I just didn’t hear from our buyers yet.” That would be the pushback I would give to my boss. And that’d be the pushback I give today. When I’m on briefings of people and new vendors and new technologies, especially. When it’s a technology that has like a tactic very closely associated with it, and they’re like, “Everything else is dead and marketing this is it.” I’m like, well, pump the brakes because that’s not how it works.

Even if it is the silver bullet, not everyone’s gonna buy the silver bullet tomorrow. And that’s just the reality of the way that the world works more than anything else. I’m always of the mindset to be, “All right, let’s evaluate it think through it, and figure out our buyers showing that behavior yet.” And if they aren’t, maybe we just watch it. But if we’re starting to see an inkling that this tactic is very similar to this other tactic we deployed, maybe we should start to test it. I think that’s what a good approach might be.

Q: 

Last question. Any books you’re reading?

Cheri Keith: 

Any books I’m reading? I’m reading a parenting book. The age of five has been hard for both my children. I think it’s called Parenting Without Screaming, and it’s about being more in touch with your child.

My children aren’t awful or anything, they’re great children, but most people talk about two and three being the hard ages because there’s a lot of it energy behind it. But when they’re at five, they’re so much more cognitively aware of what’s going on. And, sometimes, if they’re acting out, it’s not because they’re a bad child, that they’re spoiled or anything of that nature — they’re struggling to figure out the mechanism to communicate. And they might not understand that you need to like sit still and the teachers talking.

So, I’m reading about that.

Q: 

Wonderful. Thank you for your time.

The post Q&A with Cheri Keith, SiriusDecisions Senior Research Analyst appeared first on ON24 .

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Realizing engagement-driven marketing in the digital era

ADMA

This post was originally published on ADMA.com . For more information about Webinar World 2018, please click here

For marketers, data is difficult. It’s easy to get, yes, but being able to draw out any meaningful insights or actions can be an exercise in pulling the hair out of your head.

Why is extracting insights from data so stressful? There are a few theories. First, our jobs are on the line. We need to be able to provide sales with qualified leads and context to land business. Failing that, we risk our positions. Second, we’re trying to divine the wants and needs of a large group of professionals through one of the most obtuse methods ever devised — abstracted numbers and maybe a few pie charts if you’re lucky.

And these numbers, generally, don’t get any easier to read over time as most data comes from superficial, automated interactions. These interactions do little other than giving sales a phone number to cold call.

We need to change how we approach data — how we perceive our audience. Marketers need to learn to engage — not just interact — with their prospect and clients to get a better picture of what they need. Through engagement-driven marketing, marketers can find the leads ready for a sales conversation — complete with what content that particular lead interacted with last, what they may be hung up on about a solution and how sales can keep the conversation going.

Best yet, this helps marketers to tie their actions to revenue.

There are a few ways marketers can realise this engagement-driven method. For example, one of the best tools available today are webinars (coincidentally, we’re hosting a nearby event to discuss just how webinars and marketers can drive engagement). Webinars work as an engagement-marketing tool not just because they can hold an attendee’s attention for a half-hour to an hour, but because they offer audiences the opportunity to talk and interact with their hosts. In-webinar tools — like questions, polls, surveys, social media and more — give marketers the opportunity to not just make their event more interactive, but to also gauge interest and, yes, generate more data on an audience member’s content consumption habits.

At ON24, we’ve built our platform to provide marketers with a tool to engage their prospects and customers, and then turn those engagements into insights their sales team can use. Every webinar generates more than 40 data points per attendee. Combined with data over the course of a prospective or client relationship, and you’ve got a much better picture of the human behind the screen.

So how can your organisation start moving toward an engagement-driven model? It’s not just about getting a webinar tool — it’s about how your organisation approaches marketing, data and empathy with your customers. You’ll need to take-in data with a purpose, or as we call it, engagement-driven data. This is what we’ll discuss at Webinar World 2018 APAC, on May 31. Hosted at Doltone House in Hyde Park, Sydney, our day-long event will examine what it means to engage on a personal level in today’s digital world.

If you want to learn more about how to take your marketing efforts and webinar campaigns to the next level, join us and hundreds of other marketers at Webinar World at Doltone House in Hyde Park, Sydney on May 31.

Register for the free, full day event here .

The post Realizing engagement-driven marketing in the digital era appeared first on ON24 .

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CMO Confessions Ep. 4: Yext’s Jeff Rohrs

CMMA Blog

Hi folks, and welcome to another episode of CMO Confessions, our bi-weekly podcast covering all things marketing. Once again, I hope everyone listening is enjoying this series and are drawing up some inspiration from, frankly, some kick-ass marketers.

This week’s guest, Jeff Rohrs, coincidentally, is quite familiar with kicking ass. Jeff is the CMO of Yext — a leading Digital Knowledge Management organization helping marketers and brands manage their image and data in the age of voice assistants — but he also has a stunning background in the B2B sector as both a leader and a writer. He’s also one of the few marketers I know with a Juris Doctorate (read: law) degree.

Pretty accomplished, right? That’s not even the half of it. Jeff has few books under his belt, co-authoring tomes like The Everywhere Brand  and AUDIENCE: Marketing in the Age of Subscribers, Fans and Followers . Additionally, Jeff has previously served as the Vice President of Marketing Insights for Salesforce and ExactTarget.

You can find Jeff and his latest insights on his Twitter feed, @jkrohrs . Additionally, you can download his latest white paper, How Voice Search Changes Everythingright here .

Finally, if you’re interested in listening to our growing podcast series, you can find all of our episodes right here in podbean . Alternatively, you can also find us on both iTunes and Google Play stores.

Without further ado, welcome to CMO Confessions. Let’s chat .

Transcript:

Joe Hyland: 

Hello, and good day to everyone. I want to welcome you to our next episode of CMO Confessions. The idea here is this is a weekly B2B sales and marketing podcast that explores what it really means to be a marketing leader in today’s business world. I’m Joe Hyland, CMO of ON24, and joining me today, and this week is Jeff Rohrs, CMO of Yext. Jeff, great to have you here.

Jeff Rohrs: 

Thanks, great to be here.

Joe Hyland: 

Yeah, you guys are on one hell of a ride. So, a little background on the Yext and then Jeff, I think people would love to hear your perspective on the company. Yext went public this past year, a leading digital Knowledge Management Platform — the DKM space. Do you want to give give a little more background on what you guys are doing over at Yext?

Jeff Rohrs: 

Sure, so folks, you know, basically understand our mission, and we we’ve had this mission since Howard Lerman and Bryan Distelburger really kind of founded this iteration of the company. And that mission is to simply give companies control over the brand experiences that their customers have across all of the Digital Universe intelligence services they use today, be it Google or Facebook or Yelp or navigation services other things.

Our own research and the way that things are evolving showcase that the consumer has moved obviously away from the desktop. Not entirely, but their time is now majority spent on mobile, whether it’s search navigation in the moment kind of the interests, and so that means we’ve moved away from a world of ten blue links to one that’s controlled by knowledge and answers.

You know, especially now that you see the rise of voice assistance — you’re often asking it, “where should I go for lunch?” and “What is the answer to this question?” And so, we really are that platform that companies use to make sure that all of their customer-critical facts are correct in the moment, be it locations, store hours, photography that’s seasonal and fresh menu items. For doctors, you know, what insurance do they accept? And so that whole world we call digital knowledge and our space we call it Digital Knowledge Management.

Joe Hyland: 

Yeah, that’s really exciting. And, so successful that you’re able to go public so congratulations on that.

Jeff Rohrs: 

Well as anyone who’s gone public will tell you that the beginning of the ride. So that is that’s just one wonderful date, and it was a wonderful experience, last year, to go through that.  But now it’s about meeting and exceeding expectations and making sure we continue to build kind of product that our customers need to achieve their goals.

Joe Hyland: 

Yeah, and working hand to hand with with your attorneys, which, I’m sure, any marketer can attest to is it lovely experience.

Jeff Rohrs: 

I shook hands with our general counsel yesterday, because one of my deep dark secrets that I’m a recovering attorney.

Joe Hyland: 

Well, actually, you lead me into my first into my first question, which is: I know a few CMOs who also have their JD. Walk us through how that happens.

Jeff Rohrs: 

Yeah, so, this being CMO confessions, I don’t have any degree in marketing. I don’t have any degree in Business. My undergraduate at Miami of Ohio was in Mass Communications and sociology, and I did a lot of stuff around radio. So, I was a DJ at a classic alternative rock radio station called 97x.

Joe Hyland: 

Really?

Jeff Rohrs: 

Yeah, if you’ve ever seen Rain Man it’s the one where they go, “Bam, 97X the future of rock’n’roll!” It was sort of amazing experience and out of that I started a music video show on campus that ran on, kinda, local cable access and got to interview all these different artists — like Trent Reznor and Bob Mould — and, basically, [I] just caught the bug for artists and artists’ rights. And so I thought, “Well, you know, I don’t feel, graduating from college, that I’ve got enough, you know, book smarts and world smarts.” And so I decided, “I’ll go to law school to do a dual degree, so I’ll get my masters in mass communication, and  also learn how to protect artists’ rights.”

I was woefully naive, got myself in six figures of debt before it was fashionable. And then discovered I had to go practice law afterward. I, fortunately, went to a great firm by the name of Baker & Hostetler, practiced there for a couple of years doing what I lovingly referred to as “whatever-they-told-me-to law,” which was mainly litigation. And the thing that turned me was — at the end of my dual degree program, my time in Boston, I went to Boston University —  they had installed, in the mass communication department, in 1994, a state-of-the-art Mac lab — power macintoshes, like fresh off the assembly line.

And I remember Jim Lingle — the instructor, who had previously worked at Apple, hauling in, you know, carrying this very heavy one-gig hard drive — and I took the first multimedia classes involving the internet in 94 at Boston University, caught the bug, but I had to go pay those debts, so I went to the DOS world of Baker & Hostetler, and instantly realized I got to pave my way back towards technology. Which I did in a series of jobs working at LexisNexis, and then an end-to-end consulting firm that burst when the bubble burst called Future Next and then — it started out as strictly an email marketing Services firm — but it grew into a full service digital agency as I became president called Optimum. That’s where I forged our partnership with ExactTarget and Scott Dorsey the founder of ExactTarget came calling after we won Partner of the Year. And he said “Hey, would you ever consider joining us?” And I said, “Hey, for the right price, I’d consider a lot of things.” And that led to a year-long conversation and I joined there in May of 2007.

Helped build-out thought leadership, content marketing, did a lot of around our annual event connections — was really kind of a bit of a, I called myself a Jack Black/Harvey Keitel, mix — so infotainment and fixer on some stuff. Had the great pleasure of working under Tim Kopp, who was the CMO and now is with Hyde Park Ventures — and has a great blog, by the way, called CMO VC if anybody’s interested — and rode that wave going public with ExactTarget. A year later where acquired by Salesforce, right in the midst of me writing a book. And that book came out in time for Dreamforce that year. It’s amazing what Wiley publishing will do when they realize they have distribution at Dreamforce. And then, lo-and-behold, two years into the Salesforce piece, I got recruited into Yext. With good timing, because I was interested in stretching my abilities and seeing what I could do and it was a great opportunity.

Joe Hyland: 

Yeah, that’s a cool ride, but one question I have is, I think I know the answer, but I’m curious to get your take is how curated was your career path? So here, I ask because hearing it in reverse, it sounds like you had everything planned out. Did it feel that way as it was happening?

Jeff Rohrs: 

So, I will say in a broad sense, when I got to the to the law firm, I recognized pretty quickly that I was “Which one of these is not like the others?” You know, when you get your reviews as a lawyer, and the number one common is “Jeff is very creative.” That’s not meant as a compliment. You’re thinking about what you should be doing. So, I always likened it, and I always thought in my mind as this very long circuitous path that I was going to take back towards technology and communications.

And what happened, when I left from the firm to LexisNexis, it was in the mid 90s, and this was back when LexisNexis — it’s a legal research service for those who don’t know — it had installed PCS and installed software at all of the major law schools and law firms in the country. So, the model of a rep was education, sales and tech support — so, you literally crawl around on the floor to fix, when a competitor had taken out your landline, or done something, or install new software.

Well, right in the midst — less than, I think, a year, into that role — they migrated and launched Lexus.com. We would now call it, “they moved to the cloud.” So, they changed the model from the install software to cloud-based technology. So, they’d still provide the computer, but now it’s going to Lexis.com. And I got to be on some product review teams and there was a competitive product that came out — not to get to in the weeds, but, the gold standard of citation checking in the law, the way that you make sure case law is still good for you to cite in a brief is called “Shepherds.” And Lexus acquired that and that was an editorial product — thousands of editors making sure the case law was good, updating it regularly with paper updates and then they migrated to electronic. Well, Westlaw, the competitor at the time, was innovating and they came up with a product called “Keysight” that didn’t use any human editors and purported to give you the same quality that Shepherd’s had.

But the truth was it was more like the from the school of “launch and fix it afterwards.” And in law you just couldn’t have that. So, if you were relying on the information you’ve had in Keysight at the time, there was a high degree what you were relying on was wrong and that could subject you potentially to malpractice or other very, very bad outcomes. So, to cut the story short, I created some marketing selects that were competitive and compared this, and I put him up in my law firms and my fellow reps saw them, and they said, “Hey can we use those?” And I said, “Sure here’s the files.” And they used them, and then I got this call from corporate one day that said, “Hey, did you put these together?” And I’m like expecting to get like spanked, and instead they said, “Hey, do you mind if we take this program national?” And I’m like, “Okay.” So, the light bulb kind of went off.

I interviewed for a product marketing job. Got offered it for less money than I was making in the field and I began to connect the dots that, “You know what? That world wasn’t right for me, I need to go over to the agency world.” And, so, each step was a step where I knew I wanted to get to something different — explore expand my abilities — and this was when the internet didn’t have books to train you it didn’t have rules. I mean, one of the the funny footnotes to my career as I was the first person to do paid search marketing for Sherwin-Williams, the paint company. That was a client, and I was buying the word “paint” for five cents a click on Ovature and Google.

Joe Hyland: 

Ah, the good old days.

Jeff Rohrs: 

Yeah, and here’s the here’s the punchline: they canceled the program or when it ran its course. They did not renew because we were sending too much traffic to their website, and they were embarrassed about their website at the time.

Joe Hyland: 

Love it.

Jeff Rohrs: 

This is, like, early 2000s, and so I’ve seen some things, but I’m of that generation where we grew up and had to figure out the internet —and internet marketing and digital marketing and then mobile marketing and then social marketing — as we went along. And so my communications background actually was probably the best I could have, because, at its heart, marketing is how do you emotionally connect with buyers and motivate action out of that. And there is also a huge interpersonal part to it in terms of marketing and leadership about how do you actually work with people? How do you see the forest for the trees? How do you balance short and long-term thinking? All of that.

Joe Hyland: 

Yeah, I couldn’t agree with you anymore. I think great marketing is the art of persuasion. I think in this high-growth, pressure-packed world that many CMOs or marketers find themselves in uh, it’s easy to lose that vision and being able to see the forest through the trees because you have one redwood right in front of you which is, you know, “I need to increase pipeline right now or tomorrow.”  And you very much feel that being a publicly traded company where every quarter you have to release your earnings, right? Your performance. How do you weigh those two?

Jeff Rohrs: 

Great question. First, you know, I benefit by working with one of the legendary CFOs, Steve Cakebread, who was the CFO when Salesforce went public when Pandora went public. And so, you know, his team and my team worked very close together to understand the financial implications of what we do in marketing and making sure that we’re aligned so nothing is, you know, out of alignment on that quarterly basis. And so that’s a very, very critical role, but to get to the funnel part of this, right? The demand generation piece, there, I’ve been very fortunate as well as this has evolved.

When I first came onboard I didn’t focus on demand because we had a pretty good demand process in place. I needed to focus on brand, messaging, positioning, category, and, honestly, our field marketing was critically important because we were starting to move from a centralized New York sales team to one that was regional and global. And I am a firm believer that, in B2B marketing, it is a far more emotional personal sale than anything in B2C. And the reason is that your buyers have their jobs on the line. And, so, field marketing sponsored marketing owned events are critical because it allows you to connect as an individual. And a B2B buyer ultimately wants to do business with people they like, and trust, and be a part of something. And I was fortunate in my career to see that materialize at ExactTarget, with our “orange culture” and our connections user conference and our 360 user groups, and then, through the acquisition, got to come in into a mature organization in Salesforce that was still growing by leaps and bounds, and see what they had done with their, Ohana, Hawaii-inspired culture that Marc Benioff had championed. And their community.

And to see what they’re doing right now, with the Trailblazer stuff, is phenomenal — they’ve really given their community this amazing engagement. And so now to come back to “how do you balance demand in all of this?” You have to be looking at the funnel, certainly, you have to be driving enough leads and marketing influence, but also, you know, renewal, upsell, customer referral — all of that is another piece of it that, as marketing, you often share — and I share with revenue and I share with our chief customer officer.

And, so, I feel very fortunate to work with some great people in that regards. So, we have a holistic approach. That’s not to say there haven’t been fire drills, and you know, and there hasn’t been a lot of change, but each step of the change has made us better and stronger, and we’ve got, what we feel, is a pretty good team and machine built so that we can mobilize as we need to.

Joe Hyland: 

Yeah. I’m gonna go back to something you said a couple minutes ago, and truthfully is refreshing to hear, that B2B purchasing decision is emotional because I couldn’t agree with you anymore. Someone’s job, is in fact, on the line.

I’m a buyer, and I buy anything, I’m saying “I endorse this I recommended and, financially, I’m backing this.” I think a lot of people feel that on the B2C side, this is an emotional decision, but that on the B2B side it’s purely numbers — this is purely driven by ROI or a business decision And I think a lot of marketers, at least on the B2B side, are losing their way with the shift to making more data-driven decisions. Which is fantastic, I don’t think anyone would argue against using data, but I think that emotional element is as present as it ever has been because, as you said, these ultimately are decisions that impact someone’s job — and their job is their livelihood.

Jeff Rohrs: 

Sure, you know, striking that balance between the data driven and the human, emotional driven is the constant struggle I think that you have in marketing today. What we have done, and benefit from, is really aligning well with our sales and our pipeline side of the house.

So, there’s been great leadership added there and the way that I do it in my organization is I have you know direct line reports on a marketing core team. The person who owns the marketing operations demand side of that has a strong dotted line to my counterpart on the revenue side, who owns pipeline, BDR, SDR, etc. And, sometimes, you’ll see, and I saw this in my tenure, you’ll see BDR and SDR, you know that inbound-outbound layers, swing sometimes between marketing and revenue depending on the maturity of the organization, who’s who in the zoo, etc. And the key is that, that is a shared resource, no matter where it sits. They have to be on message. They have to have the right uh marketing assets. They have to have the right sales methodology. And so, that strong dotted line of that leader, she actually sits over on that leadership team, not just mine.

And that’s been a critical piece to make sure that we have that two-way street between revenue and marketing. And then we have other leaders of mine, who similarly have those strong dotted lines, reporting to other leaders in the org — some of them sitting on their leadership teams others, it’s a little bit more informal — but I have found that, A) that creates much better alignment, so there’s no “us versus them,” and B) it creates opportunities for personal growth for those leaders and their teams because they don’t just see and benefit from my experience, or what we experienced together — they benefit from greater alignment with revenue or marketing product and strategy or our experience with our CEO, and having direct project relationships with Howard Berman, our CEO.

So that’s been interesting. Because there is no one single roadmap, but in order to strike that balance I think you can’t be an insular marketing organization.

Joe Hyland: 

Yeah, I agree, and I think your point on cross-pollination is a great point. Which is having people sit in different groups and work with different groups and really live that. That’s how you get away from this bullshit of sales versus marketing — there should be alignment and it starts with the team. So, I think that’s a great point.

Jeff Rohrs: 

Well, and you need great leaders on that side of the fence who appreciate what marketing brings to the table as well. And, again, I have been very fortunate to have those kind of relationships with our revenue leadership.

Joe Hyland: 

Yeah, that’s fantastic. I wanted to go back to something you said earlier on a book you wrote, and you’ve written a couple books, right? You just released the “Everywhere Brand,” I think this past year, and then you had “Audience: Marketing in the Age of Subscribers, Fans and Followers” right at the transition between ExactTarget and Salesforce. Any other books or just those two?

Jeff Rohrs: 

Actually, Everywhere Brand is more of an e-book that we released, so I don’t want to make people think it’s a 200 to 300 page-turner. But the Everywhere Brand, or was really one of a number of things I’ve written like that over the years. So, actually, Audience, my book that I wrote that was published by Wiley, was inspired by a lot of research e-book series I did at ExactTarget called “Subscribers, Fans and Followers.” So that was great to have that opportunity to kind of punctuate that research series and the ExactTarget experience by putting that book together.

Joe Hyland: 

Okay, when I was at Kronos, we authored a few books. We did it the opposite way, and I’m curious to get your take on this. So, for us, this was an 18-month process — we were compiling all this research, and Kronos is a workforce management company, it was it was workforce management specific in the manufacturing segment — fascinating, I know — and so after 18 months we released this mammoth book. For us, then, it was, truthfully, a demand gen asset for a few years. A guy by the name of Greg Gordon authored it and we put him out on the speaking circuit. So, you’re saying you did it [write a book] the opposite way, where you had created smaller pieces of content over the year, or years, and then towards the end said “Wow, there’s enough here for to justify a larger publication a larger book.” Is that fair to say?

Jeff Rohrs: 

It is, to a degree.

So, the “The Subscribers, Fans and Followers” came out of Morgan Stewart, and I. Who’s (Morgan Stewart) now principal and founder of Trend Line Interactive, a great email consultancy based in Austin. He and I came up with this idea that — and again this would have been, like 2000, late 2008 or 2009 — “Hey there’s a lot of talk that email is dead, that’s not true. All these emerging social channels are trying to position themselves that they are the be-all, end-all. We’re old enough and experienced enough to know the truth: that everything settles into its own kind of place — and we should do some research and ask consumers how they actually view the relationships they have with brands through Twitter, through Facebook, through email, through these different channels.” And so that gave rise to the research series. And as the data came back we realized we were sitting on multiple publications, not one.

So, we split it out into —the first series, I think, was six publications with kind of a summary — 7th, and it was at that time I realized there’s a book in this Morgan, and I both did and so we started to try and pitch. But [we] couldn’t get interest, but also, we had day jobs, and it was just hard to do. But then the series took off so well with our intended audiences of the C-suite of the marketers we were pitching, and our own sales team — they were using a very successfully in their conversations — that we then expanded the series. And we started researching other things, [like] “When is your mobile Independence Day?”

That was one of the subsequent ones — that was the idea, and you might remember this — for years everybody would predict “This is the year of mobile. This is the year of mobile. This is a year of mobile.” It’s hard to believe now. And we came out with that and we said “Look, the year of mobile is when you get your smartphone because your life completely changes and here’s what that means.”

And so as that continued then finally got an inbound call from Wiley, and they said “Hey would be interested in doing this.” And so that finally served as the catalyst.

But — at the core of what I’d been doing — I created the content marketing team at ExactTarget and we were doing content marketing before there was content marketing. “Subscribers, Fans and Followers,” you know, it started kind of right around the same time that my friend, Joe Pulizzi, was really spinning up Content Marketing Institute. He and I didn’t even know each other — we lived in Cleveland, just minutes from each other, and it took Ann Handley of Marketing Profs to introduce us — and now he’s “retired,” but that’s a whole other podcast about Joe Pulizzi at some point — but it was validating to see what he was doing and what I was doing, and trying to accomplish, because we had to educate.

And that’s often what we have to do in MarTech still today, is educate. Because all you have to do is look at that [landscape] and look at — what is it? Over 5,000, 8,000 different MarTech companies today? And, so, you have to educate as to what is your space? What is the value deliver? How are you differentiated? Why should you prioritize budget for this solution over other solutions because everybody’s knocking on your door. And, so, I feel like that was a really good thing for me to latch on as a communicator as a writer and have carried that through at Yext — because “The Everywhere Brand,” that is a piece of content that’s meaningful and generates conversation.

I’m actually going to be doing a keynote at Retail Week, live, in London, shortly about that — we have another one that my colleague Dwayne Forrester did about how voice search changes everything. So, it really is tapping into the Zeitgeist that connects with our product and our value proposition but creating something of value to that reader and that marketer.

Joe Hyland: 

Yeah, key word there being “value.” It’s amazing how a lot of companies want to be everything to all people. And focus is a beautiful thing and, I mean, I know, in our space, you’re right there’s —  that one Scott Brinker diagram that everyone points to —  5,500 or 6,000 B2B MarTech companies. I mean, you need to have a carved out a niche and you need to make sure our solving a real problem, or you perish. I mean, 4,500 of those companies will fail.

Jeff Rohrs: 

Well, all credit goes to our CEO, Howard Lerman. We have an annual planning process in which we have these goals, and all the teams have goals for this planning process. We also established “un-goals,” if you will, and they clearly delineate what we aren’t. And that focus was one of the reasons I was attracted to the company because it had already demonstrated — and I joined almost three years ago now — the ability to be multi-product, but then to spin off really good ideas, technical ideas, into a separate company when it wasn’t relevant to the core mission of the company.

As I’ve seen us evolve, as I’ve seen the product that strategy team grow and cement, we still have that laser focus on what is our ultimate vision. We want to put companies in control of their information everywhere. So, the customer-critical facts. What are the things that are going to allow that person from point A to point B to discover you? Whether it’s unbranded search or branded search, whether it’s you’re on a map, or you’re in, perhaps, a service like Uber. These are all the places this stuff is to be serving. You know, whether you’re using a UI, [like] text, voice or, [even], Google now has its Google Lens that you can hold it up in the real world and you can get information about places around you. So, all this is coming so fast and furious that focus ultimately, I think, is a huge way to distinguish yourself.

Joe Hyland: 

Yeah, focus. It’s a huge way to distinguish yourself and it’s also, in my opinion, critical to running the business.

You just gave a good example, it’s critical and marketing and sales decisions — it’s sometimes what you’re not going to focus on, or not going to do — is just as important as what you will focus on. And I think it’s sometimes easy to miss that, right? When you can sell to so many people, or quote-unquote “help” so many people.

So, Jeff, just to wrap up one final question — a two-part question. What do you love most about — and this can be marketing or your current job — and what do you hate the most? What do you loathe doing?

Jeff Rohrs: 

Sure, it’s all start there. I loathe having to sort through my inbox every day and delete the unbelievably voluminous number of unsolicited emails that I get from other company’s SDRs or sales people. I have a folder called “Bad Sales Emails,” and I don’t even — I mean, I delete some of them, and then the worst of the worst I’ll throw over there— and someday, I’ll write a book. Because there are, you know, there’s the desperation tactic of, “This is the fourth time I’ve contacted you if you don’t if you don’t contact” and then it turns into the threat tactic which is, “If you don’t respond to this, I’m gonna stop talkin to you.” Okay, that’s sounds good to me.

Joe Hyland: 

That sounds funny, I never asked you to talk to me in the first place.

Jeff Rohrs:

Exactly! You know, and then there are the ones that — I showed this to a colleague yesterday — I got this inbound email that, literally, if you would print it out, it was probably three full pages. It was so intense. You just don’t have the time to do that. And so that’s why the thing I hate most because it not only takes my time, but it reminds me of the desperation and the bad marketing tactics and the things that exist out there.

And what it drives me to do is actually partner with our revenue and our rev ops team to be involved in our sales onboarding process — and we just had our sales kickoff and I was involved in some training sessions there — because I want our people to understand and feel that pain and remember the person on the other end is a human being, so why would they respond to your email if you’re not providing any value? And “Your threats mean nothing to me, you know, select the number; Do you want me to respond? You want me to respond in three weeks?” I don’t care about any of that. And the ones that do penetrate, I was asked this by a rep as well today, are the ones that convey value and are respectful and understand who I am. That’s how you kind of get through. So, that’s probably the thing I hate most.

The thing I like most is working with you know a great team. I’ve had the opportunity to do that over the course of my career, and Yext is no exception, and, honestly, kind of a pinnacle. Because, now being in this kind of a leadership position, I’m working with some talent that I see — and they already have great careers — but, you know, they have really great futures and the opportunity to empower them to learn more, to become better marketers, to become better business people, to understand the sales and marketing gamut, but also understand the customer journey and customer pain points and all of that. That is, that’s highly enjoyable and is the reason that I get up and go to work. It’s not only to achieve our goals that we’ve set from a mission standpoint — of that idea of perfect information everywhere and putting customers in control of that —but also to work with such a great group of people who inspire me and are doing amazing things and will continue to.

Joe Hyland: 

Yeah, those are two great answers. Life’s too short to work with assholes, right? So, it’s incredibly rewarding when you can help great people along their career journey. Just work with smart great people.

Jeff Rohrs: 

It absolutely is. And I want to emphasize that is not just the folks on your team, that goes down to, you know, folks on the facility staff. We have we have a killer facility staff, they are so positive. And I mentioned that because, as a marketing organization, we’re not just doing external events we’re doing internal events, too. And so you’ve got to — you’re building relationships that are going to last you a long time — and I’m always blown away by people that treat facilities staff horribly. I’m like, “I want to be friends with the person who has all the keys.” That seems to be a good relationship to have.

So, you know, it’s fun because, the organization, the other thing that we just did with our annual planning days, we had our entire crew in from around the globe and they were broken into 15 to 20 person tour groups, and there were 18 tour stops around our office, in which different groups had 10 minutes to present. Our marketing one was a brainstorm around campaigns and our “onward” theme — Onword is our annual conference — and it allowed people to see, “Oh, marketing, actually, is challenging. This brainstorming thing, like, creatively, is challenging.” But they also got to see other parts of the business in really interesting ways.

And that’s an example of — we have our fingerprints on that a little bit, that’s our CEOs vision — marketing can have an impact on the culture, and how the organization feels about itself, and how responsive it is to its folks and whether they feel empowered, and they have career opportunities as well. And, so, viewing it holistically, it’s not just about demand —although, that’s the thing you ultimately get measured on is, “Are you hitting the numbers?” — there is a much broader conversation where you can add a lot of value to the organization.

Joe Hyland: 

First of all, those are some cool ideas you guys, have and some cool things you do. Yeah, marketing gets to work on some pretty cool things, and I think getting insight into that for the rest of the company is rewarding, right?  And good for you…

Jeff Rohrs: 

We’re the guys who got to book Luke Skywalker for that last year. So, I mean, Mark Hamill isn’t the worst thing in the world.

Joe Hyland: 

Yeah — there are worse professions. Okay, Jeff, listen, this was fantastic. Thank you so much.

That’s all the time we have for this week’s episode of CMO Confessions. You can find us on Twitter at @ON24 or ON24.com. For Jeff, it is @JKROHRS or yext.com All right, incredibly exciting. Thanks so much and I’ll talk to you guys later.

Jeff Rohrs: 

Thanks a lot.

The post CMO Confessions Ep. 4: Yext’s Jeff Rohrs appeared first on ON24 .

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