Jessica Gilmartin talks about the company's shift in marketing strategy from PLG approaches to partnering with large enterprises and shares her thoughts on a hybrid approach of both PLG and SLG strategies.
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[MUSIC]
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Welcome to Demand Gen Visionaries.
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I'm Ian Faizan, CEO of Caspian Studios.
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Today, we are joined by a special guest, Jessica.
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How are you?
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>> I am great. Thank you. How are you doing, Ian?
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>> Excited to have you on the show,
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excited to chat about marketing and demand and all the really cool stuff that
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you all are doing
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and currently before we get into all that.
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What was your first job marketing?
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>> My first job of marketing was at Dell in Austin, Texas,
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and I was a brand manager for our services business.
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So I was the person trying to get you to upgrade,
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like when your laptop breaks to get you to upgrade the service.
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Incredibly annoying, but very important and high margin.
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So it was a good way to get myself introduced to marketing.
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>> Oh, that's really funny.
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What that really is,
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I agree when I worked a long time ago on a similar type of campaign for Dell
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about getting your stuff fixed, so that's funny.
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>> Yeah, maybe we worked on it together.
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>> I know, right? That was just some of the advice.
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Okay, so flash forward to today, tell us about your role at CalME.
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>> So I just joined in January, so brand new.
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I'm the Chief Marketing Officer at CalME.
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>> Have you done any interview yet or is your first one a CMO?
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>> It's my first one. I've done some written ones.
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This is my first podcast.
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>> Huzzah. Here we are. So exciting.
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>> Yeah.
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>> So tell us a little bit about your thought process coming into the role.
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>> Yeah, so I had been very fortunate to be at Asana for the past two and a
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half years,
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which is an amazing company.
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Saw it through tremendous growth during the 2020 to 2022 years.
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And this was really my first introduction to PLG SLG Hybrid.
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And it was so incredibly interesting.
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I'd have to say for anyone that has done both,
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I would say that trying to do a PLG SLG Hybrid business from marketing
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perspective
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is about 1,000 times harder than trying to do either PLG or SLG on its own.
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So I came from an enterprise marketing background,
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very traditional, reaching out to one single buyer,
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and really having to figure out how to integrate the two
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and still have that amazing bottoms up model,
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but then add on to it and integrate a top-down approach is so hard.
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It is basically like having two different marketing teams
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and two different sales teams.
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And so what I just got to actually really loved it.
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Like I love the complexity.
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I love the challenges.
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And I love the democratization of it.
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Right? So you have to really create a product that people love
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in order to be successful in a PLG motion and an SLG motion.
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And so what it was time for me to move on from Asana and sort of I had always,
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my intention had always been to move back into a CMO role.
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I had been CMO of smaller startups before.
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And so when I was looking into what my next career move would be,
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I really wanted to continue on that path.
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I really wanted to look for a company that had amazing PLG chops
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and incredible PLG motion and figure out how to build an integrated SLG
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motion on top of it because there's actually not that many people
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that have done it and seen it.
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And I thought I could bring a lot of that experience.
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And so when I was looking around, I talked to a few companies.
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And as soon as I met Tope, our CEO of Cali and heard his vision
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and understood what the company was trying to do,
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it just to me was an absolute match made in heaven.
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And I knew I wanted to come on.
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And I thought I could really make an impact and bring that value
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of having seen it at Asana, but hopefully doing it even better at Cali.
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Okay, let's get to our first segment, the Trust Tree,
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where we go and feel honest and trusted.
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And you can share the deepest, darkest,
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demand-gen and marketing secrets.
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What does Cali and Lee do?
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Who are your customers other than Castfian Studios,
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which is a customer of Cali and we love you all very much.
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So I think pretty much everybody knows what Cali does.
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So where are that link that you get every time somebody wants to schedule
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any email with you?
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And it is absolutely magical.
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We have over 10 million people that use it.
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And it works so much better than people saying,
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"Hey, I'm ready.
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I'm available Friday from 10 o'clock to 10.30 and next Saturday
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from 1 to 2 p.m."
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And it works magically.
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And I think the exciting opportunity for me and one of the reasons I joined
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was that we are that is so much more.
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Right? So we really are a scheduling automation platform
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that serves individual users as well as really large enterprises.
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And we really focus on four different types of users.
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So we focus on recruiters and we make the scheduling of really advanced
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interview paddles, incredibly, magically UV.
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Another one of our core customers are customer support folks.
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Again, who are interacting and trying to engage
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and having high volumes of conversation with their customers.
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And we make that process very easy.
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Marketers. So we make the routing of leads from to sales very easy
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and very streamlined so that sales people can get to leads quicker.
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And then the final is salespeople.
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And I think that that's probably what most people are most
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functional and familiar with from a colony perspective is it just removes
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the many back and forth between prospects and customers and our salespeople
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so that salespeople can accelerate their deal of cycles.
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And I think the most important thing that we do is we have a really safe
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and secure platform with a lot of data and a lot of automation
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and a lot of integrations with other important enterprise platforms
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so that an entire company could use Cali.
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Yeah. And so Cali obviously started as a POG company a decade ago.
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I can't remember the first time I used it.
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It was a long, long time ago.
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Had to be like seven years ago probably.
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I was pretty, pretty early.
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And now y'all are working with mid-market.
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You're working with large enterprises like Twilio and Octa and Zendesk
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and Gusto and all those sort of people.
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So how do you evolve your marketing strategy as you go up market?
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Yeah. So that's where that whole having two marketing teams comes into play.
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And I think what's really important, I think the interesting part about it is
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that
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so many companies start their journey thinking of it as two separate
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fuddles. Now I talk to so many different companies that have been moving up
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market
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and it's almost like they think about it's cannibalizing their existing
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business.
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And it's really hard not to think that way because you actually are creating
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teams
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and most companies are creating like an SLG team and a PLG team.
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And so actually fight with each other about,
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hey, what leads come to the website?
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Should we prioritize having them contact us for sales leads or should we have
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them prioritize signups?
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And then how do we prioritize when those signups occur?
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What do we do with them?
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Right? Do we risk interfering with the signup experience and having them go to
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sales?
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And so it ends up being almost like turf wars and it ends up being really
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challenging conversations
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around what we prioritize. My perspective is very different, which is it's one
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customer.
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If you take a customer-centric approach, which is we need to do what's best for
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the customer
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and create all the opportunities for the customer to do what's right by them,
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the decisions actually become very easy. And so the way that I think about it
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from a
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marketing perspective is it's always still a customer who has a problem to
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solve and our job is to
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figure out how to help them solve it. And so when they come to our website, how
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do we give them
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equal opportunities to make the decision that's right for them and to give them
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the information
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that they need, whether that is signing up for a product or whether that is
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filling out a form
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to talk to sales. And then every single step of the journey, we're again giving
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them opportunities
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to decide what's right for them and whether that is continuing their journey as
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an individual
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sign up and hopefully giving us a credit card. And they can just become very
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successful
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self-serve customers or whether it's enabling them to understand like, hey,
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there's more,
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right? There's more to Calendly. And if you're part of a larger team, maybe you
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're interested in
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talking to a sales person so you can learn more. And then maybe if you are a
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sales person that
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has a larger team on Calendly, hey, maybe you would love to get your marketing
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team involved.
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Maybe you'd like to get your recruiting team involved. You can have a larger
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conversation
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around Calendly for your entire enterprise. And so I really just see it as a
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continuum and as a
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journey, always focus on what's best with customer. Yeah, it's so interesting
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with these, with the
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enterprise accounts where, and this is something Caspian worked with Asana on
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was the sort of like
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getting in front of the CIO in a meaningful way because you have, oh, we have
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17 different teams
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using Asana, for example, or Calendly, I'm sure you have the same thing
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happening all over the place
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with sales and recruiting and all that stuff. But at some point, somebody
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starts, you know, whether
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it's in finance or in IT or wherever starts to say, wait a second, like we're
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using this company,
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like, we're using this tool all over the place. Why don't we start an up level
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of the conversation
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and when you can go to those people with that insight and say, hey, this is how
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y'all are using
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it, that's a really advantageous place to be. Oh, 100%. So I think that to me,
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two of the most
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important things that you need to be a successful PLG, SLG hybrid, number one
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is data. So really
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understanding the usage of all the teams, all the individuals within a company
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and understanding
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how those teams relate to each other. And so because that's the only way that
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you can have
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that meaningful conversation and also understand what are the companies that
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are ripe to have
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that conversation with. In one of the best and the worst parts of having PLG
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businesses, you have
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thousands, if not millions of companies to go after. That's literally the
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opportunity is endless.
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And so the only way that you can help yourselves team prioritize is to give
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them really good data
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about who are the teams that are using it and what does that mean, right? So
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like, what does that
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usage mean and how can they leverage that to have a conversation with folks in
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IT, with procurement,
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with the finance. And the second part of that, what you understand, those
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customers that are
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most ripe for expansion is how do you provide that value story? And that can
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really be challenging
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sometimes in an PLG led business because it is so focused, typically your sales
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and your
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marketers are focused on adoption. It's just focused on, hey, getting
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individual users to use it.
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It's sometimes hard to take a step back and say, if I were talking to someone
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in IT or someone in
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finance that is not a user of this product, how do I demonstrate the value? How
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do I make sure they
10:09
understand why somebody should go from 15 different individual plans to one
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broader enterprise plan,
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which generally costs more money and also has a tax on the IT team to be able
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to manage it.
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And that's, again, where you just need different capabilities from marketing
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perspective. You need
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a product marketing team that can tell that story that is able to articulate
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why your product is
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important in the tech stack and then real value. It's so easy to go to time
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savings or productivity.
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That's generally not what IT cares about, that's generally not what finance
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cares about.
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And so how do you move from a story of productivity and time savings to a story
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of business value
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and ROI? So those are two really important things from marketing perspective
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that you need as you
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move up market. It's such a great point. When I had a conversation with a
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handful of CIOs,
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like years ago, probably five years ago, and six years ago, and we were talking
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about Zoom,
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and I was like, I don't get it. I don't understand why all three of you who are
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like some of the
11:14
smartest CIOs, like why you all love this product so much? And they're like, oh
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, it's just so easy
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to manage from a CIO perspective. And they were just like, like all the other
11:28
stuff,
11:28
like all the features of functionality and all that, that was not what they
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were talking about.
11:32
They were just talking about the actual management from an IT perspective and
11:36
being able to roll
11:37
that out to their organization. And like, that's the sort of thing where it's
11:41
like those enterprise
11:42
level deals that were happening for those particular accounts had so much sort
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of such a different
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motion than what the other accounts were. And like these CIOs were treated
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really well by that
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team. And I always that always just stuck with me where it's like, the reason
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why those CIOs were
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buying is completely different than what the end user cares about, like polar
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opposite things
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that they care about. And I mean, you just articulated that exactly right.
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That's the interesting thing that we're seeing. And I saw it at Asana and I see
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it at Calumlee.
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And I think most companies are experiencing this, which is you do have this
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very healthy tension
12:18
between tool proliferation and user adoption and needs, right? So an IT leader
12:27
is very
12:27
incentivized to have the minimum number of tools. And so when they're looking
12:32
at their
12:33
tech stack and they're saying, why can't we just use X or Y? We already use
12:37
them for our email.
12:38
We already use them for our messaging. We already use them for a video. Why can
12:42
't we just use
12:43
them? They have a product and it looks like it works. And so that is their
12:47
incentive. And then
12:48
you have individual users who have very specific needs and they're generally
12:54
not met by the larger
12:57
platforms. And so you have this really interesting tension that goes back and
13:01
forth about how do
13:02
you make the right decisions for the company that both support security and
13:08
adaptability and
13:09
manageability, but also support those power users who need the more
13:14
sophisticated platforms to do
13:15
their job. And so I think it's like our job as marketers to educate the folks
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that are making
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decisions in IT and finance about why default isn't good enough and why it is
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important and it is
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valuable to the company to add another tool to their tool stack because they
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really don't want
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to do it. Any other thoughts on the POGS OG? I mean, we could literally do an
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entire episode just
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on this because there's so many different things there. I mean, any other
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things on POGS OG and how
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marketers should think about it if you are doing both and if you are moving up
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market? I'd say the
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number thing on it, and this is just very top of line for me because it's what
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I'm thinking about
13:54
now, is that it's easy to get bogged down in a lot of tweaks on the margin. And
14:00
it's easy to
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get bogged down on sort of small things that you could do or being really
14:05
reactive. And I'd say
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what I would encourage everybody to think about as they are moving up market is
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how do you make
14:12
sure that every single person on your team is laser focused on the things that
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matter the most.
14:16
If you think about the journey, make sure you document the journey from the
14:21
beginning and really
14:22
understand what are the hot spots. So if you document, how do people find you?
14:27
What do they
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do on your site? What do they do when they sign up? What do they do when they
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become a lead? What
14:32
do they do when they get to sales? How do they progress from an individual sign
14:37
up to a team
14:38
sign up to hopefully an expansion? Document all of that along with all the data
14:44
points around
14:45
conversion, rate, and size. And then just pick a couple to really focus on
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because it can feel
14:50
really overwhelming because there are so many touch points and there are so
14:54
many things that
14:54
you have to do and you've got to have a ton of engagement with the sales team
14:58
and they need
14:58
so many materials and you need to do expansion. You just see the YouTube land
15:03
and it can feel like
15:04
gosh you have to do everything but you can't. And so starting with what's the
15:08
customer journey?
15:09
Where are the areas where we feel like we have the most opportunity either from
15:13
a just pure volume
15:15
perspective or from a conversion perspective and then only do those make those
15:20
your KRs and you'll
15:21
benefit a lot of you'll give your team a lot of clarity where they probably are
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sort of
15:25
floundering a little bit because they're trying to do everything all at once.
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Yeah that's really cool. I know that one of the things which we don't really
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need to get into
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but that when you have that where the rubber meets the road on the rep saying
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is this person my
15:39
sale or not sort of thing? I know that that's something that always ends up
15:43
being a really
15:43
difficult choice for companies to make of like hey I've talked to this person
15:48
five times then they
15:49
signed up on the website or hey I can go them five times they never responded
15:55
but now they
15:56
signed up through the website and like those sort of things it's tricky it's
16:00
tricky stuff I don't
16:00
know if you have any thoughts there or we could kind of just keep going. If you
16:03
think about it you
16:04
don't really want to pay a salesperson for a deal that would have come in
16:09
anyway and so their job
16:12
should be to create new sales should not it should not be to facilitate sales
16:16
that would have come in.
16:18
So the job from a marketing and product perspective is to make it as easy and
16:22
delightful experience
16:23
as possible to sign up and if you do that then the only customers that should
16:30
be going to sales
16:31
are ones that have questions or need more you know sales enablement need more
16:36
materials and
16:38
should be signing larger deals and what you should be doing is figuring out how
16:43
do you create the
16:43
right experience the right routing the right logic so that salespeople are
16:47
talking to the highest value
16:48
customers that can close the largest deals. Getting back to some of the
16:53
organizational like org
16:55
structure stuff you mentioned earlier in your career this idea of like building
16:58
two different
16:59
sales teams two different marketing teams that whole piece is really really
17:02
challenging for most
17:03
people how do you organize your team now at Calon Lee how do you think about
17:08
doing that? Yeah so I have
17:09
a very typical team so I've got a head of contents a head of demand gen a head
17:16
of growth marketing
17:18
head of pmm head of brands so I think they are very they're set up in a very
17:22
traditional
17:23
marketing format I think the big difference is that each of them have to think
17:28
about the different
17:29
parts of the business and I think most importantly is that one of the big
17:33
things that I did when I
17:34
came is really heavily focused them on our move to enterprise it's very easy
17:38
for people to sort of
17:40
get stuck in the same type of work that they've always been doing and really
17:45
just continuing to do
17:46
the things that got us here and what I want to make sure is that we are moving
17:51
up market still
17:52
thinking about the business as two parts of the same funnel so still focus on
17:58
driving signups
17:59
but then how do we turn those signups into expansion opportunities with our mid
18:04
-market
18:04
enterprise customers? Do you work a lot on building like a sales enablement
18:08
function and those sort of
18:09
things feels like that would be a lot newer with going into mid-market and
18:12
enterprise obviously right?
18:14
Yeah so I think one of our newest teams is our solutions marketing team which
18:19
is really focused on
18:20
how do we think about specific personas and specific verticals which is very
18:24
new and
18:25
much more traditionally enterprise I feel very lucky that I inherited a really
18:30
strong team you
18:31
never know what they're going to come into when you join a company and I feel
18:35
very grateful that my
18:36
team is really strong really motivated and I think just needed a little bit
18:42
more direction in terms
18:43
of the way to go but they're all fantastic and so I'm like it was amazing I
18:48
feel very very lucky
18:50
because lots of people come into very different situations when they join the
18:54
new CMO.
18:55
And any thoughts to come into a remote only environment?
18:59
Yeah it's really hard it was so interesting when I joined Asana I also joined
19:02
during the pandemic
19:03
and that was my first remote role and I think it was actually one of the best
19:07
things that
19:07
had happened to me because my team was global I think I had teams in eight or
19:11
nine different
19:12
countries and so I actually had to learn really good habits from the beginning
19:16
and I think being
19:18
remote only is actually a real big benefit because even when you're in an
19:22
office environment the
19:23
reality is there's almost no companies in the world unless you're a teeny
19:27
startup where everybody
19:28
is actually in the same office you're always going to have contractors you're
19:32
always going to have
19:33
folks in Europe or Asia or even other parts of the country and just having the
19:39
right discipline from
19:40
the beginning of thinking about everybody with access to the same level of
19:44
information is so
19:45
incredibly important. I learned at Asana to do everything async. I don't love
19:50
doing it but I learned
19:52
to do it which is moving towards lots of written communication lots of videos
19:57
having meeting times
20:00
that sometimes you spend and do a Europe friendly sometimes you do a APAC
20:04
friendly lots of just
20:06
really thinking very deliberately about creating an inclusive environment most
20:10
people don't have
20:11
to do that and it's really easy to fall into lazy habits of just doing
20:15
everything like tapping
20:17
somebody on the shoulder and you can't do that in a remote environment which I
20:20
actually think is
20:21
really great so that it democratizes access to information for everybody in the
20:25
company.
20:25
All right let's get to our next segment the playbook this is where you open up
20:30
the playbook
20:31
and talk about the tactics that help you win. You play to win the game.
20:39
Hello you play to win the game. You don't play to just play it. What are your
20:46
three channels or
20:47
tactics that are your uncuttable budget items? So number one is clearly email
20:53
so email is the
20:54
absolute best way for you to reach customers when they have signed up and are
21:00
still considering you
21:02
versus your competitors or versus the status quo so it's unbelievably important
21:07
to have a great
21:07
email strategy and to constantly A/B test it. Number two is our webinars so I
21:13
really believe
21:14
very very strongly webinars. They are fantastic ways to think about both top,
21:19
mid and bottom of the
21:20
funnel so great from a just getting people to engage with you and to create
21:24
opportunities for
21:25
them to think about your products in a more strategic and different ways. I'm a
21:28
really big fan of
21:29
bringing in third party experts just generally helping people do their job
21:34
better and then all
21:35
the way through okay maybe you are a person that has a 20 person team so let's
21:41
give you information
21:42
about how to engage better and how to use the product better and how to think
21:47
about not just a
21:48
20 person team but hopefully for 50 people or 100 person on intercompany. Webin
21:52
ars are absolutely
21:54
must have and then the third one I don't know there's so many different
21:58
possibilities right and I'd
21:59
say Google is obviously a must have I think that's pretty standard and if all
22:03
that I need to know
22:04
that I would sort of put that in the category because it's just like you just
22:07
have to do it.
22:08
So although if LinkedIn just because I think it's been really interesting to
22:11
try some different
22:12
experiments especially if you know your persona and you can do some really
22:16
interesting experiments
22:18
there. And I'm so curious you have these distinct personas that are so
22:22
different from a business
22:24
standpoint and I'm sure that with these enterprise accounts it's an extremely
22:28
different type of a
22:29
sale because selling to recruiting and selling to sales or like you know I
22:33
guess they're kind of
22:34
similar in some ways but are just very different and so I'm curious like how do
22:37
you think about
22:38
shaping these accounts these very large enterprise accounts when they have all
22:43
these different personas
22:44
in them. So that's where you have to have that value story and that's where you
22:48
have to tell the
22:49
story of why CalME makes sense across an organization and that usually comes
22:54
down to things like
22:55
manageability and extensibility integrations with other major platforms
23:00
security is a really really
23:01
important part of it and so I think that's where you have to tell a story
23:05
around business value
23:07
and why having a recruiting team and a sales team and a support team on CalME
23:13
is better than having
23:15
a recruiting team with its own set of tools and a sales team with those own set
23:19
of tools and
23:20
marketing team with some set of tools. So it really comes down to the story and
23:23
it comes down to the
23:24
data and I think it comes down to what IT cares about which we talked about at
23:28
the beginning which
23:29
is around manageability and absolutely security is number one incredibly
23:34
critical. And you thought
23:36
some measuring success talked a lot about the sort of tactics and peace there.
23:41
So it's so interesting
23:43
I was just having this conversation with the person today who runs our paid
23:47
advertising and I think
23:48
it's so dependent upon the channel. I think what's to me what's really
23:52
important is that you very
23:55
clearly define success by channel and you don't try to mix and match. Sam who
23:59
runs our PR she's
24:00
the one that helps set this great interview up. Hello Sam. So she and I talked
24:05
a lot about what's
24:06
my definition of success for PR. To me it would be ridiculous to say the
24:09
definition of success for
24:11
PR is the number of people that come to our website number of leads and revenue
24:14
we get.
24:15
That's not how PR works right like if you get a hit in the Wall Street Journal
24:19
they're not linking
24:20
to your website and you're not expecting thousands of people to come. You
24:24
should be expecting that
24:25
you're able to tell your story in a different way to a different group of
24:29
people. And so what's
24:30
really important is that you identify what do you want to accomplish with that
24:34
channel up front
24:35
and then make sure that you have very clear objectives. In my case what I care
24:39
about is that
24:40
everybody knows Cali. I don't want more hits about Cali as a scheduling link.
24:47
What I want is for
24:47
people in IT or heads of recruiting or heads of sales to read about Cali as an
24:54
enterprise
24:55
scheduling platform. And so what I said our success looks like X number of
25:00
press articles in Y
25:02
publications telling this story and we define it up front and then we look at
25:08
the back and say
25:09
did we achieve this? Did we get into X publications and you're talking to Y
25:13
people?
25:14
And I don't care at all about the revenue from that because I know it's
25:17
indirect.
25:18
Then on the flip side you've got paid advertising and it's very clearly defined
25:23
right. So I am if
25:25
I am spending X millions of dollars on Google or Facebook or YouTube I'm
25:29
expecting very clear
25:31
result from it. So I'm expecting to see a certain number of leads that turn to
25:35
a certain number of
25:36
MQLs that turn to a certain number of opportunities that turn to a certain
25:39
number of sales and I
25:40
expect that to be recorded on every single week. And the way that I think about
25:45
it is that the
25:46
better a handle I have on those channels from a demand perspective and from a
25:52
budget perspective
25:53
the more opportunity I have to ask for money to support things that don't
25:57
directly drive revenue.
25:59
Right. So if I can show that I'm really intelligent and really thoughtful
26:02
around you give me
26:05
X millions of dollars I can give you Y result and stick to that then I can
26:09
start to ask for money
26:09
that does not have a very specific return and particularly things like brands,
26:14
billboard and
26:14
video ads and PR and influencer marketing. Those are not going to have a direct
26:20
influence on
26:21
revenue but they're really important from a long-term brand perspective. But I
26:26
need to earn
26:27
the right to ask for that money and that happens over time.
26:31
I agree. It's every time you compare apples to oranges on these stats you're
26:35
like you're never
26:36
gonna match up but someone sitting and listening to a 30-minute podcast episode
26:42
or a webinar
26:43
or reading your article in the New York Times or whatever it is is a completely
26:47
different thing
26:48
than then clicking on the net and going to the website. Not that one is better
26:51
or worse but it's
26:52
just they're very different and you need to shape the market in multiple ways.
26:56
Yeah and obviously having somebody listen to this podcast and listening to me
27:01
talk about
27:01
Calumli for 45 minutes is very different than somebody looking at a 30-second
27:08
video ad and
27:09
there's no way that you could measure them the same and I don't expect anybody
27:13
listening to this
27:14
call to be like I need Calumli right now maybe you will and I appreciate it if
27:18
you did but maybe
27:19
when a sales person reaches out or they see a new C&AD more likely to respond
27:25
because you've
27:25
heard this and you've heard the story and you understand what we're trying to
27:29
do. So it's just to me it's they're very different and I think if you try to create
27:34
exact parallels you're not going to be successful and I think you're going to
27:37
unfairly cut out
27:39
certain channels and certain tactics that could be really valuable in the long
27:43
run. I think all the time about Airbnb and I think nobody has done brand marketing
27:47
better than them
27:49
and who wouldn't want to be Airbnb and I think that's so important for people
27:53
to understand is that
27:54
you can't measure everything that they've done but man they've been successful.
27:58
Yeah on that note so Calumli just made an announcement about a new product
28:02
designed
28:03
to help better connect sales and marketing because sales marketing is forever a
28:09
pain point.
28:09
When we talk through some of the pieces here with PLG and SLG and all that
28:13
stuff
28:13
can you tell us more about the product announcement? This is brand new.
28:16
Yeah it is brand thank you new so it's called lead routing, advanced lead
28:20
routing we're really
28:21
excited about it and I think the interesting thing about this is a little bit
28:25
of a different sales
28:26
model and so it is it's less of a PLG motion and it's more directly supporting
28:31
marketers who are
28:33
trying to create better opportunities to tie leads to sales. I think the
28:37
general problem that every
28:38
marketer knows is that somebody comes to your website they fill out a form it
28:43
goes into some kind
28:44
of void somebody at some point does either manual routing or automatic routing
28:49
where they figure out
28:50
okay is this lead valuable they do enrichment they match it to sales force they
28:55
get it to a sales
28:56
person hopefully the sales person looks at it in their queue and then they e-
29:00
bell the lead and they
29:02
go back and forth five times to try to get a meeting and at that point it has
29:06
been god knows how long
29:08
and maybe the lead is still interested in talking to you or maybe they have
29:12
completely
29:13
forgotten about it so that probably is something that everybody I certainly
29:16
have experienced it
29:17
and it's probably something that everybody's experienced and so what our lead
29:20
routing does
29:21
is it eliminates all of that and it's pretty amazing so somebody comes a lead
29:25
comes to your website
29:26
it automatically links to things like HubSpot and Mercado so somebody fills out
29:31
a form and then
29:32
it on the back end it links to sales force so they can actually look up is this
29:37
an existing account
29:38
is this a lead that we want great Ian is the sales person that's responsible
29:42
for this account
29:44
and then it will automatically provide a calendar link with Ian's availability
29:49
and then the lead
29:50
can just set up time with Ian and it's just like all this magical work that
29:54
normally happen over
29:56
many days or weeks it now just happens immediately and so the customer has a
30:01
really fantastic experience
30:03
and they can talk to their sales person right away I love it it's so great I am
30:08
here for it speed
30:09
it all up speed it up talk to sales faster there's an amazing stat that 50% of
30:15
customers
30:16
go with the company that responds to them first yeah totally makes sense yeah
30:21
exactly when you
30:22
think about most customers are doing their research and they're looking at
30:27
three or four or five
30:28
different companies and they're probably reaching out to all of them in their
30:32
moment of need and
30:33
it's like whoever responds to them it gives the information it gives them a
30:36
reasonable price
30:36
they're probably going to go with and you just want to be first and it's really
30:40
hard these days
30:41
with all of the tooling and all the integrations and all of the systems that we
30:45
have to do that
30:47
yeah we want to we want to RFP recently where we submitted our proposal first
30:51
first aim better
30:52
to be honest but yeah no of course if you respond well throughout the process
30:56
like that is your
30:57
customer experience right that's the whole thing like how quickly you can book
31:01
a meeting with sales
31:01
that is your customer experience yeah it's so interesting one of the things
31:05
that I love is a
31:06
marketer is to look at a slack channel we have it as on and Cal and leave or
31:10
wins channel where
31:11
people sort of talk about sales people talk about their big wins and it's the
31:15
most interesting
31:16
thing from marketing perspective to sort of understand why you win deals and so
31:21
much of it
31:21
comes down to the experience so much of it comes down to the rapport that a
31:25
sales person builds
31:26
and the confidence and the trust that they build throughout the process making
31:30
somebody feel like
31:31
you are a partner to them and out of vendor and it starts from that very
31:35
beginning interaction to
31:36
all the way through signing the contract and hopefully pass that as well
31:41
because we're as a
31:42
customer even if it's not our money it's our company's hard earned money and we
31:48
want to be good
31:48
corporate citizens we want to be good stewards we want to make the right
31:51
decisions and having a
31:53
salesperson and having working with a company that creates that trust and
31:57
confidence is so
31:58
incredibly important how do you view your website so we have a lot of
32:02
opportunity we're really
32:04
excited about upgrading and updating our website I think our website is
32:08
incredibly good from a
32:10
sign of perspective I think it's one of the best websites from a if you go to
32:14
our website you
32:15
understand exactly what we do and we make it really easy for you to sign up I
32:18
think it's super clean
32:19
I think one of the big opportunities we have is to tell that enterprise story
32:23
and to tell
32:24
the value story and to enable people to understand that we're much more than a
32:28
scheduling link so
32:29
that's one of my very big KR's for the next quarter and probably the next few
32:34
quarters
32:35
exciting I love it that's a fun it'll be really fun to chat again in six months
32:41
or so and
32:41
hear how that journey is evolving let's get to the dust up where we talk about
32:45
healthy
32:45
tension whether that's with your board your sales teams your competitor and you
32:48
know
32:48
Jessica have you had a memorable dust up in your career
32:52
we've had a lot of them we just had one where we had company we had a
32:56
competitor reach out to us
32:58
because we were comparing ourselves to them and they were unhappy with the
33:03
comparison
33:04
and it was actually really interesting because it led us to have a lot of
33:09
really
33:09
interesting philosophical conversations around how we think about ourselves
33:13
versus competitors and
33:14
how we talk about ourselves and in my history I've always taken the high road
33:18
and I've always
33:19
been of the mind that we should share what we are why we are the best company
33:24
for the customers needs
33:25
but in a way that does not denigrate our competitors and that's always been my
33:30
philosophy and I think
33:31
that's been a philosophy that I have shared with Calendy which is hey there are
33:35
ways with which
33:37
we can educate our customers about the right approach to making decisions which
33:42
we believe is our approach
33:43
without mentioning competitors or without saying anything negative I always
33:48
believe there's room
33:50
for everybody and healthy competition is really good and so that was kind of a
33:54
very recent dust
33:55
up and I think it was like my second week of Calendy that I had to negotiate
33:58
that so that was
33:59
kind of interesting it was interesting to understand what the current value and
34:03
cultures were how my
34:04
CEO thought about it how my team thought about it and how we can allay concerns
34:09
from the sales team
34:11
around sales enablement while also being true to our values all right let's get
34:16
to our final
34:16
segment quick hits these are quick questions and quick answers just like how
34:19
quickly you can talk
34:20
to someone if you go to qualified.com qualified helps companies generate
34:24
pipeline faster tap into
34:26
your greatest asset your website to identify your most valuable visitors and
34:30
instantly start sales
34:31
conversations quick and easy just like these questions go to qualified.com to
34:35
learn more
34:35
Jessica quick hits are you ready I'm ready number one do you have a hidden
34:41
tellin' her skill that's not on your resume so when I between my first and
34:45
second year at
34:46
Wharton I spent the summer playing poker in Atlantic City so I'm I at least was
34:52
a pretty decent poker
34:53
player. Do you have a favorite book podcast or TV show you've been checking out
34:56
recently?
34:57
We just finished Magpie Murders on PBS a great book and great TV show.
35:03
What advice do you have for a first time CMO trying to figure out their
35:08
marketing or demand
35:10
gen strategy? Priorize. Great advice Jessica it's been awesome having you on
35:18
the show for our
35:19
listeners go to calonlea.com if you're a big enterprise company go talk to your
35:23
CIO and CFO
35:24
and give them the oil elbow and say hey why don't we why don't we go buy a
35:27
bunch of calonlea right
35:28
now and obviously check out a new product offering. Jessica any final thoughts?
35:33
And this is a lot of fun I really appreciate it thanks thanks so much.
35:36
Awesome well thanks again.
35:42
you