Ian Faison & Jenny Victor 39 min

The Modern CMO: A Cornerstone of Services and Success


0:00

[MUSIC]

0:08

Welcome to Pipeline Visionaries.

0:09

I'm Ian Faizan, CEO of Caspian Studios.

0:12

Today, we are joined by a special guest, Jenny.

0:15

How are you?

0:16

>> I'm good. Thank you very much.

0:17

How are you doing?

0:19

>> I am doing excellent, excited to chat about Upcore,

0:22

excited to chat about your background and marketing.

0:24

Today's show is brought to you by our friends at Qualified.

0:28

We're always brought to you by Qualified.

0:30

You can go to Qualified.com to learn more about the number one conversational

0:33

sales

0:33

and marketing platform for companies, revenues, teams that you sales force.

0:38

Let's get into it. What was your first job in marketing?

0:42

>> I feel like I'm pretty lucky.

0:45

My first job in marketing was directly out of business school,

0:49

and I was hired into IBM in their marketing leadership development program,

0:54

which meant I got a little special entrance into marketing.

0:59

It was a program designed by the then CMO, Abi Constam,

1:02

to really help people understand the different parts of marketing.

1:08

I got to start in product marketing at a recent acquisition IBM had made out

1:13

here in the Bay Area.

1:14

>> That's awesome. Yeah, I've heard of people doing programs like that,

1:19

because I spent my 400 years in the AirMe,

1:21

and they have a lot of military rotational programs for junior officers,

1:26

or NTOs, or whatever.

1:28

Anyways, those type of programs are so cool because you get to see so much

1:31

stuff,

1:32

and especially for you in your first marketing job, I'm sure that was awesome.

1:36

>> It was really neat.

1:37

They gave you a different level of visibility as a new entry into a company the

1:42

size of IBM.

1:43

>> Right.

1:44

>> You reported directly to a VP of marketing for one of the business units.

1:48

So you've got to actually go in to see a little bit more of how the marketing

1:52

was impacting the business

1:54

at a very early stage in your career, which was super cool.

1:57

>> Now you are the CMO of ApiCore.

2:00

Tell us about what it means to be CMO.

2:03

>> Well, I think for me at ApiCore,

2:07

the opportunity for CMO is really to help elevate our marketing

2:12

to be a more strategic player for the company.

2:15

But I think as a CMO in general, the role is really changing because it used to

2:20

be all about really focus on just the demand side.

2:23

But now it's really evolved into how are you impacting and driving the business

2:29

And how are you driving that connection with the market,

2:34

especially as we move into a reoccurring world?

2:37

As we move more into cloud and SaaS-type solutions, you need to worry about the

2:43

renewal.

2:44

And so you need to think more long-term about that customer engagement.

2:48

So I think really, chief marketing officers are starting to blend a lot with

2:54

the success side of the house,

2:57

and not only partner just with sales, but much more with services and success.

3:02

>> Yeah, I love how you said that making marketing a more strategic place,

3:09

because I think that for a lot of, especially in the Echo Chamber,

3:12

that is the Pipeline Visionaries podcast, where we talk about marketing all the

3:18

time.

3:19

And we don't even question its importance or its strategic function, right?

3:23

Like we just know, and we can prove that with data and otherwise.

3:28

But for a lot of companies, there isn't that function.

3:32

It's either very sales driven or very product driven or things like that.

3:35

And so coming in and making marketing strategic is something that's needed.

3:42

And it's something that a lot of CMOs come in and need to do.

3:45

>> Yeah, it is.

3:46

And it's part of the fun for me.

3:48

It's part of the challenge.

3:49

It's taking the storytelling to kind of a new level,

3:53

because you want to not only tell the story to the market,

3:56

but also to the rest of the business.

3:59

We're not just a cost center.

4:00

We're actually impacting the revenue stream.

4:03

And if you treat marketing as sort of the tip of the spear as really a part of

4:08

the revenue cycle,

4:10

then you're going to see that strategic impact.

4:12

Much more clear.

4:14

>> All right, let's get to our first segment,

4:16

the Trust Tree, where you go and feel honest and trusted,

4:20

and you can share those deepest, darkest pipeline secrets.

4:24

So what does Epicor do?

4:26

>> So we are the essential ERP partner to the world's most essential businesses

4:33

And so what this really means is that Epicor is a global leader

4:36

in delivering industry-specific ERP software.

4:40

And our customers, and who we service with this industry-specific software,

4:46

are the makers, movers, and sellers.

4:48

They're the people that make everything everyone needs.

4:51

It's the automotive industry, it's the manufacturing industry,

4:54

it's hard-line retailers, it's distribution, and building supply.

4:58

>> And so those customers, what does that buying committee look like?

5:03

What are those personas look like?

5:05

>> For us, we're really helping companies better manage their operations.

5:10

So our buyers and those buying committees tend to be those people in charge of

5:14

operations.

5:14

So they could be, depending on the type of company or size of company,

5:18

could really be the COO to VP of operations, or the CIO or technology leaders.

5:24

In some cases, those are nested under finance.

5:28

So it's usually kind of where that crosses between operations and technology.

5:34

And we serve as companies, depending on which industry, from your ACE retailers

5:41

ACE is a big customer of ours.

5:43

We have a lot of the ACE stores are running Epicor, so we have the individual

5:47

retailers.

5:47

So ACE is a great customer to large manufacturers and distributors.

5:53

So I think it's really kind of fun to see the size and breadth of company that

5:59

we work with

6:00

and who we work with across these different, really critical industries.

6:04

>> Yeah, very cool.

6:05

And how do you structure your marketing organization to go off for these

6:12

accounts?

6:13

>> So we have kind of split the marketing organization where we have a deep

6:19

industry

6:20

focus because we're such an industry-based company.

6:23

And I say that in a way that still even I'm about almost to a year in at Epicor

6:30

in this

6:31

role.

6:32

I've been at companies before that have said that their industry specific.

6:35

Typically companies have a generic platform that they've created great use

6:40

cases for certain

6:41

industries in.

6:42

We really have individual ERPs built specific to these industries.

6:47

So we have five different platforms.

6:49

We're very industry specific.

6:52

And I think that is one of our greatest differentiators because we truly know

6:56

that.

6:56

So our marketing organization has to mimic that and has to carry through that

7:00

expertise

7:00

to the market.

7:02

So my product marketing teams, my demand gen teams are very much industry

7:09

focused.

7:10

With that said, we have a global program.

7:13

So a lot of it, I do have a little bit of a hub and spoke thing for a lot of my

7:18

digital

7:18

centralized and some of my obviously brand is going to be centralized because

7:24

you want

7:24

that global unified brand and creative and ARPR, that type of activities, those

7:31

things

7:32

that we want to have a consistent global presence are centralized.

7:37

And what's your marketing strategy?

7:42

Well one of the things that we want to continue to make sure that we connect

7:47

with the market

7:49

on is that we're here to help them solve their problems today as well as their

7:54

problems for

7:55

tomorrow.

7:56

So we want to make sure and we've built our marketing program, communication

8:03

strategy,

8:03

ongoing education and engagement to really help customers through their entire

8:08

lifecycle

8:09

from prospect to ongoing and renewing customer.

8:13

So we have a brand promise that is made with you for you.

8:17

We want to make sure we embody that and how we go to message and communicate

8:20

with the

8:20

market.

8:22

So we really ensure that we help them solve today's problems and then we have a

8:26

pretty

8:26

involved educational effort and engagement efforts to make sure they continue

8:30

to learn

8:31

from us and see how they can expand and grow with us.

8:35

And we have had customers that have grown their businesses from 100 million to

8:39

over a

8:40

billion now.

8:41

They were all located initially in the US and manufacturers especially that

8:44

have then

8:45

expanded globally.

8:47

And so we want to make sure that we can continue to support as our customers

8:51

grow.

8:51

It's a really important thing for us.

8:54

And then how do you think about demand as it fits within your marketing?

9:01

So within any marketing organization, demand's pretty key.

9:04

It's usually one of the central things that you want to do.

9:08

And thinking about it is there's the demand somebody has to solve that initial

9:14

problem.

9:14

It takes them to market to find that initial solution and start to engage with

9:20

you.

9:20

What we want to help them do is identify those other demand opportunities for

9:24

other parts

9:25

of our portfolio or for other ways their business can leverage the product so

9:30

they can get greater

9:31

value from their investment.

9:33

And from our side, keep investing in EpiCorps.

9:37

So that's one of the things that we think about in terms of demand.

9:42

It's really across what they need today and tomorrow.

9:45

Okay, let's get to our next segment.

9:46

The playbook where you open up that playbook and talk about the tactics that

9:49

help you win.

9:50

What are your three channels or tactics that are your uncuttable budget items?

9:54

Well, when you talk about uncuttable budget items, the first thing that came to

9:58

isn't

9:58

quite an individual tactic, but is content.

10:02

I think content is king.

10:03

Having grown up in product marketing from that side of the organization, I

10:07

truly believe

10:08

that content is really at the center of what you're going to do.

10:11

It's going to be how you're going to convey your story.

10:13

Every tactic you have uses content.

10:16

So content to me is something that we need to continually invest in and make it

10:20

interesting

10:21

and make it compelling and make it eye-catching and consumable is really the

10:24

most important

10:25

part of that.

10:28

So that's my name, number one thing.

10:30

And you'll always hear me talk about that with my team and any of the

10:33

organizations I've

10:34

been in.

10:36

Second to that is digital.

10:38

I think the world right now.

10:40

People consume information from the palm of their hand more than anything else.

10:44

They look at their phone, they're checking their emails, they're doing

10:49

different web

10:50

searches, they're looking on social media.

10:53

So they're really, really engaged more at a digital side of things.

10:57

And I'm sure you've probably seen Forcia does their annual survey around

11:03

marketing investments.

11:05

And every year they come out with a stat that has not changed for the last five

11:08

years,

11:09

that buyers are 70, 80% of their way through their learning journey before they

11:14

engage

11:14

with a company.

11:16

People are finding that information across digital channels.

11:18

So digital is a big thing for me.

11:21

And then I'll say the third one has been kind of the most fun for me to learn

11:27

about

11:27

since joining EpiCorps are the acceleration events.

11:32

When I spoke earlier about keeping demand kind of through that lifecycle, we

11:36

can't think

11:37

of demand as ending once marketing gets something into pipeline.

11:40

And then it's sales problem.

11:41

It's often not ours anymore.

11:43

There really is a lot of work that we can do with sales to accelerate through

11:47

the sales

11:48

side of the funnel.

11:49

And we run these acceleration events where we bring prospects together with our

11:56

experts,

11:57

whether it be at our headquarters or on other sites within different cities

12:00

around the country

12:01

or the globe, to what we call leadership summits, where they actually get to

12:05

learn a little

12:06

bit more about us, about our vision, but get more hands on time around use

12:12

cases for the

12:14

product and how it can help solve their problems.

12:17

And these events have been really successful in terms of moving pipe more

12:24

quickly, which

12:25

right now has been pretty good because people have been hesitant to spend money

12:29

because

12:29

of what's happening in a microeconomic environment.

12:33

So we're accelerating those deals and seeing greater wind rates.

12:37

So I like those a lot.

12:39

I love that.

12:40

I just love the idea of acceleration in general because it's something that we

12:46

talked about

12:47

with our podcast, with the series of how it is a pipeline acceleration sort of

12:52

play, as

12:53

well as sourcing pipe and et cetera, et cetera, et cetera.

12:56

But I love the idea of acceleration because I think that you're exactly right

13:01

that where

13:01

we're at in this market where there's so many different touch points, there's

13:06

so much

13:07

education happening ahead of time, there's that 95% of people that aren't

13:11

buying.

13:11

So in order to accelerate, you have to have the accelerator in, which you're

13:15

mentioning

13:15

is like content or something digitally that they can sort of sink their teeth

13:21

into or

13:21

an event, and then you need to have the place in which they can sort of be self

13:30

-select

13:30

into a sales opportunity at some point in time.

13:34

So anyways, I like that framing.

13:36

Yeah, you know what?

13:38

It's been really interesting with it and it plays into something that I've been

13:41

seeing

13:42

more since the pandemic is the increased value of creating peer-to-peer

13:49

experiences,

13:51

whether it's peer-to-peer for prospects.

13:53

So when we have a variety of prospects in a room together, they talk amongst

13:56

themselves

13:57

too and find out what they're each looking at or what they find is interesting

14:00

or how

14:01

it's helping them with their problem or at some of our user events where we

14:05

have that

14:05

in the peer-to-peer learning there.

14:09

I feel like maybe people lost that during the COVID shutdown when we were so

14:12

virtual

14:13

and you were just capturing things from a webinar or the virtual events.

14:19

And that need now for that peer-to-peer engagement is just amplifying the

14:24

impact of our activities.

14:27

Why do you think that is?

14:28

Because I totally agree.

14:30

I think that there's a subset of people who are so choose to get back to in

14:36

person.

14:37

There's another subset that they're like, "Oh my gosh, I don't really want to

14:41

get back

14:41

to it."

14:42

But I think that it feels to me at events that there's a different type of

14:47

energy and

14:48

excitement and a willingness to learn and to try new products and things like

14:52

that that

14:53

maybe we were just that it was a little bit stale before or I don't know, or

14:57

maybe we

14:57

just got complacent, you know, right?

14:59

I don't know.

15:00

I think I could go a couple of different ways on this.

15:04

I felt like when I was paying for events prior to the pandemic, events kind of

15:10

got to the

15:10

point of being almost a boondoggle.

15:12

You had to have them in the place where people wanted to travel and they wanted

15:15

to go because

15:16

you just wanted people just wanted to get out of the office and just go to the

15:19

event.

15:19

It wasn't that they were there to really take it in and learn.

15:22

And then I think that was that.

15:24

Right?

15:25

And then when that was taken away from us, you miss that sort of interaction

15:29

and that's

15:29

where people started to learn a little bit more.

15:32

So I think some of it is that I also think we've evolved into kind of a review-

15:39

based culture.

15:40

There's not much you do today where you don't make a purchase decision where

15:44

you don't look

15:45

at reviews, whether it's personal, whether it's what restaurant to go to,

15:49

whether what

15:50

you're doing.

15:51

And I think that peer-to-peer engagement kind of follows that, getting others

15:57

opinions

15:57

on it as you go through that process.

15:59

Yeah.

16:00

I mean, that's how we think about content.

16:03

Like here at Caspian is accelerating other people's ideas and stuff.

16:07

And I think that that's events, I think that back in the day, I think they felt

16:12

so content-driven

16:13

because you couldn't really get that stuff other places.

16:16

Whereas now you can use digital content.

16:19

So like if I want to hear from Jenny, I could go read her thoughts somewhere or

16:24

I could listen

16:25

to her on some podcast or I could listen to like their company podcasts or

16:28

whatever.

16:29

And I can get that sort of the education just in time.

16:32

I don't have to wait for a year.

16:34

And then you have other people who I think do their learning once a year.

16:39

I know everyone is sort of learning all the time.

16:42

It's like, all right, I'm just going to wait until we're in bed.

16:44

I'm just going to wait until whatever dream force or whatever.

16:49

They're like, I'm just going to go, that's going to be my two to three days.

16:54

My brain's going to explode there.

16:55

And then maybe I'm going to keep up with it throughout the year.

16:58

Almost like a recertification of some kind.

17:00

Yeah.

17:01

I can see that being the case for a lot of people, especially if you think

17:04

about it in

17:05

terms of that certification.

17:07

Maybe they're attached to release cycles for things too.

17:10

Those big events that people have still tend to be anchored by what's new in

17:15

the product

17:15

too.

17:16

Yeah.

17:17

Yeah, good point.

17:18

Yeah, especially if it's a user conference and they're really dug in on that

17:22

product.

17:23

Yeah.

17:24

What type of content do you like creating?

17:29

I like thinking about content in a couple of different formats.

17:33

So one of the things that I think is always interesting for a CMO is you have C

17:38

MOs that

17:39

kind of tend towards the science and you have CMOs that tend towards the art.

17:43

I tend towards the science, which means I need to create an appreciation and

17:47

understanding

17:48

of how to manage the art side of things.

17:51

And for me, content is a great way for me to do that because the art is what

17:55

captures

17:56

your attention.

17:57

It's what makes it initially consumable.

18:00

And it's what makes it something that you want to pick up and you want to

18:04

engage in.

18:05

So for me, from a content, it's starting at the story level.

18:09

And then I think one of the most effective content pieces out there are blog

18:15

series,

18:16

really, because I think people can follow them.

18:18

They can get quick hits of information from a marketer standpoint.

18:21

You can bring in different bits and pieces through different links.

18:25

I think there's a strong storytelling capability that can lead people on the

18:30

right journey

18:31

for where they want to go to next.

18:34

Content that's most effective starts people, meets them somewhere, and takes

18:38

them on a

18:39

journey.

18:40

And I think blogs are a great way to do that today.

18:43

Yeah, I couldn't agree more.

18:46

And I think that there's that control element to being able to craft something

18:51

with a narrative

18:53

to have a beginning, middle, and end.

18:54

We have a bike as we do go and markable where it's all about content marketing.

18:59

And so much of it is just thinking about things in terms of stories and using

19:03

those Hollywood

19:04

screenwriting things, using tools like that to tell your stories, Akira's

19:11

journey and

19:12

all these other things.

19:13

I was going to say Joseph Campbell, there you go.

19:15

Yeah, it's so obvious.

19:16

And then when we write a blog post or a customer story and we never tell it in

19:20

that way,

19:21

it's like we just dump a bunch of information out there rather than just taking

19:26

the extra

19:27

10 minutes and just googling the hero's journey and being like, "Okay, can I

19:32

line up any

19:33

of this stuff here?"

19:34

Like, "Yes, no."

19:35

Or whatever.

19:36

I don't know.

19:37

Well, if you take the opportunity to think about it from the customer's

19:40

perspective or

19:40

the prospect, the consumer's perspective, our job as marketers is to help show

19:46

people

19:47

how they can be the hero in their journey, the hero at their desk and in their

19:51

business.

19:52

They can solve their problems.

19:53

And here's how we're going to help them do that.

19:56

And so I think it's very appropriate to think about the hero's journey as sort

20:01

of a writing

20:02

guideline.

20:03

Yeah, it is.

20:04

I mean, and there's all sorts of like, there's abbreviated versions of that.

20:08

There's sort of like all that.

20:10

Like it doesn't have to be the like eight different points of the story.

20:14

Right.

20:15

You can do it a bunch of different ways.

20:17

And how does that content sort of like affect those digital channels that you

20:20

were talking

20:20

about in your second uncuttable?

20:23

Yeah.

20:24

So, you know, when you think about digital, probably the one thing you land on

20:29

the most

20:30

is your initially your website is a company, right?

20:33

Like that's your digital sort of landmark that you have.

20:37

And then you want to think about the content that you have in that.

20:40

But when I think about content through all of the different digital

20:44

opportunities, it's

20:46

how are they driving it?

20:48

The frequency and volume of content you have helping drive your organic search

20:54

results,

20:55

right?

20:56

So you want to make sure that you have that content in place to tailor to drive

21:00

your organic.

21:01

Obviously, you can do whatever you want with your paid.

21:03

So that's usually helpful.

21:06

But I also think how you make the information interesting and consumable

21:11

through infographics,

21:13

through video snippets, through social interactions, that's all content to me

21:19

too.

21:20

And it's usually derivatives of some major content piece that you have or some

21:24

major

21:25

storyline that you have.

21:27

So I think the two really go, they have to go hand in hand or you can call them

21:31

yin yang,

21:32

whatever you'd like to call them.

21:34

Yin and yang.

21:36

And especially because you can track all this stuff now, right?

21:39

You know how many people have engaged with everything.

21:42

How many people downloaded the white paper or how many, you know, this person

21:46

has, you

21:46

know, clicked on these seven things.

21:48

And this account has eight different people engaged with, you know, 56 pieces

21:52

of content

21:53

over the past year.

21:55

And we're, you know, we've been in a stalled opportunity with them and then

21:59

they just open

21:59

a bunch of stuff like there's just so much more data now at the marketers

22:03

fingertips

22:04

than ever before.

22:05

And like that's how you can, you know, prove marketing's value if you're in the

22:10

business

22:11

approving it.

22:12

Well, I think the trick is figuring out how to use all that data to really make

22:16

decisions

22:17

going forward, right?

22:19

There's a ton of data that we can see now.

22:23

What is really showing a motion forward?

22:26

I think one of the things that's been most interesting to me in a change has

22:33

been the

22:34

lead capture and lead flow change from seeing all this data.

22:38

Yes, right.

22:43

It used to be that you've had the one person that you're working with.

22:48

They're your lead.

22:49

They put in Salesforce as you think.

22:50

And your team is following up with them.

22:52

But now this notion of the, was it the swarm where you can see if a whole bunch

22:58

of other

22:58

people from that business are also on your side or also looking at it.

23:01

They need not be the person you're interacting with, but it sure does give you

23:05

good visibility

23:06

considering you when you start to see the number of touches from that company.

23:11

And think about that a little bit differently versus just kind of the one to

23:16

one relationship

23:17

of lead to BDR to sales rep type thing.

23:21

And then final thing about this, just the acceleration events that you

23:24

mentioned, any

23:25

best practices there or examples of like a way that you've done that really

23:29

well?

23:30

I think the key there is making sure that you build the right audience for the

23:35

content

23:36

that you're going to show.

23:37

So thinking about all your prospects in the Chicago area probably won't work

23:43

for you because

23:44

unless you are a one product company, because then they may have too many

23:49

different interests

23:50

and you may lose people during the day.

23:52

So making sure you kind of keep that content and audience tightly aligned.

23:57

And I know that that sounds like kind of a Captain obvious statement, but it's

24:02

not always

24:03

consistent because very often marketers are measured on a volume of activity.

24:10

And I think I'd rather have one of those acceleration events with a fewer

24:13

number of people that

24:14

can be a really targeted conversation that we're going to actually accelerate

24:17

those deals

24:18

than to have a larger number of people in the room and have half of them diseng

24:23

age during

24:24

it because then you've probably decelerated those deals.

24:28

Anything that you're doing that you would say is your most cuttable budget item

24:32

or something

24:33

you're not going to be investing in or something that's maybe not working or

24:37

fading away or

24:37

just taking a pause on?

24:39

You know, I don't have a great answer to that right now because we're in the

24:43

midst of our

24:44

budget process.

24:45

Yeah, right.

24:46

I'm actually looking at all of that.

24:49

Our fiscal year ends September 30th.

24:52

And so we're just, you know, just starting to look at and do the analysis for

24:56

this past

24:57

share with what we want to, what we want to reduce and what we want to go

25:00

forward with.

25:02

Just not cut anything.

25:03

Let's just invest anything that you're excited about investing in.

25:06

It's just been.

25:08

Yeah, right.

25:09

Just been.

25:11

We used to joke and what's the worst thing that happens?

25:13

You just do it in be legends.

25:15

That's perfect.

25:18

I spent some silly money that way.

25:19

Well, you know, they say that you sent set 10% of your budget aside for

25:25

experiments,

25:26

right?

25:27

Right.

25:28

And in experiment, you can get a 10x return.

25:30

You can get a one extra turn.

25:31

You can lose it all.

25:32

But you know, if you're a, that should be, you know what, you just made, that

25:37

should

25:37

be a question.

25:38

I should add that to the, to the, what's your, what's your experimental budget

25:43

investment?

25:44

What's your 10% investment for next year?

25:49

You know what?

25:50

For us, it really depends on industry and region.

25:53

I can tell you.

25:55

Cool.

25:56

So, you know, from an international perspective, we have an opportunity to

26:02

really accelerate

26:03

what we're doing through greater investment in our channel programs there.

26:10

Channel is just a great way internationally to give you reach.

26:13

When what we're finding with our industry expertise, our focus on delivering

26:18

industry

26:18

expertise is that when we work with the channel partners in the individual

26:23

countries, like

26:24

at a country level, not a regional level, we get to deliver that level of

26:28

expertise

26:29

because they not only know the language and the culture, but they're so well

26:34

trained on

26:35

our product that they're the experts in that need for that country.

26:41

It's really been remarkable.

26:42

And so we see that there.

26:44

I think in me, America's, we're seeing some great opportunity to experiment

26:55

with some of

26:55

it is on the content side with how we're thinking about our content, especially

27:00

along the lines

27:01

of the video work that we're doing.

27:05

And so that's something that we're really trying to see how we can be kind of

27:08

cooler

27:09

and different, especially as we pull together things that we call our virtual

27:14

product tours.

27:16

So that's something that we're really doing something different in the Americas

27:21

That's really fun.

27:22

I love the idea of those type of product tours, getting people in there,

27:30

especially in other

27:31

regions.

27:32

That's cool.

27:33

Yeah.

27:34

Any other things that you're excited about or investing in or anything there?

27:40

I think one of the other things that I'm excited about with EpiCorps is EpiCor

27:47

ps has gone through

27:49

a big transformation of, you know, it's a company that's been around for a

27:53

while and

27:53

moving to the cloud and now truly moving to deliver that the software is a

28:00

service experience

28:02

and thinking about how we're going to invest in the customer success.

28:07

And for us for marketing, we do a lot of it today, but it is a little bit more

28:15

disjointed

28:16

than I would like it to be.

28:18

And I think there's a way to really partner with our services and our support

28:23

teams and

28:24

to make sure that we create a more fluid and easygoing educational experience

28:30

for our

28:30

customers.

28:32

And that's something that we're really investing in right now.

28:36

How do you view your website?

28:38

I see the website is really being a important key element.

28:44

I mentioned it earlier.

28:45

It is sort of the core of your digital strategy.

28:49

I think it is your storefront for a B2B business like we are.

28:54

And I think it's an essential piece of your go-to-market.

28:59

I think Epicor's website, since I joined, we have been undergoing a lot of

29:06

renovations,

29:07

I could say.

29:09

And shortly you will see a much deeper content-based site.

29:16

And that is something that I'm really excited about.

29:20

Very, very cool.

29:21

We'll be looking out.

29:22

Stay tuned.

29:23

Stay tuned.

29:24

Stay tuned.

29:25

With customer success being so important for marketers now.

29:30

And marketers, you know, we talked at the top of the show about this idea that

29:35

marketers

29:35

perhaps having to earn your seat at the table to be strategic.

29:39

Well, talking about marketers, marketing on the customer success side is

29:45

perhaps even

29:46

a bridge farther than a lot of folks are allowed to go at this point.

29:50

What is marketing's relationship to customer success in the sort of like post-

29:54

sale action?

29:55

I think one of the most compelling roles that marketing can play post-sale is

30:03

helping facilitate

30:05

the welcome, onboarding, and continuing education for customers.

30:12

You know, the company, once they purchase the product, they're going to go

30:15

through their

30:16

formal onboarding process.

30:17

Depending on the complexity of your product, that can involve services team.

30:21

That can be an online thing.

30:23

That can be self-service.

30:26

But knowing that you're welcome to the company, that you can be pointed to the

30:30

resources,

30:31

whether it be online communities, whether it can be upcoming user conferences,

30:35

whether

30:35

it can be educational webinar series, where the knowledge bases, those types of

30:42

things,

30:43

make sure that engagement level is there and that the customer feels welcome.

30:47

I think is a key thing.

30:49

I think making sure that you are able to communicate where to get help and

30:57

where to learn so that

30:59

they get the ultimate value realization is essential.

31:04

So there's the nice and the cool and then there's really making sure that they

31:07

're successful.

31:10

And I've done this both here and up where we're running them.

31:15

I've done it at previous companies, large and small, that when you can actually

31:19

build

31:20

a cadence of that communication, whether it be a webinar series that starts

31:26

with, here's

31:26

the new news release information, here's the tips and tricks, here's the

31:30

greatest use

31:31

cases we've seen, here's the things that we've got 10 most support tickets on,

31:36

whatever.

31:37

That just provides customers a feeling that they're engaged with and they can

31:41

always make

31:42

sure their usage of the solution is optimized and that they have the help to

31:47

make sure they're

31:48

successful in what they're doing.

31:51

And when customers have that level of engagement, even if your release gets

31:56

pushed, they tend

31:57

to not get too fussy with you because they're going to know what's coming.

32:01

We've managed expectations and that's really, I think, a role marketing can

32:06

play really

32:07

better than any other part of the organization.

32:10

When we have the systems to track what we're doing, how people are engaging

32:14

with us, what

32:15

they're taking in, and to we have the team from product marketing and demand-

32:20

gen to make

32:20

sure that we get the communications and the stories and the information out to

32:24

them.

32:25

Yeah, totally.

32:27

Very, very, very cool.

32:29

I totally agree.

32:30

I mean, and I think, as you mentioned, who is the keeper of those type of

32:35

communications,

32:37

right?

32:38

Who communicates with the customer?

32:40

I heard a great, there's a great story a while ago, many, a hundred episodes or

32:44

more

32:45

ago, where there was a very famous CEO, tech CEO, who wrote all of the product,

32:53

email,

32:54

copy himself, and there's a huge bottleneck.

32:58

So there's the downside to this.

33:00

And then the upside was that it was very refined in the way that they were

33:05

being communicated.

33:06

And I always thought about that of the CEO finds it so important to write the

33:11

product

33:12

feedback directly to their customers, of which they must have had thousands.

33:16

And I always thought, it's so funny that even in this company, the marketing

33:21

person was looking

33:22

over his shoulder that for other folks that was not a marketer, it was a

33:27

product person

33:28

who was overseeing that.

33:29

And I'm like, just the idea of mailing that list and having marketing not

33:33

involved in

33:34

it all, it sounds terrifying.

33:37

It does sound terrifying, doesn't it?

33:40

Right.

33:41

No, I think we want to have kind of, we want to have the organization who's

33:47

tasked with

33:48

managing that outbound communication, manage those outbound communications and

33:55

then do

33:55

it across the board.

33:57

Otherwise, you get in a situation where you might have cross communications

34:03

going out.

34:04

Things that are slightly positioned differently might raise confusion.

34:08

This is not, raising confusion does not help the customer experience.

34:12

So that's what you want to avoid.

34:14

Okay, let's get to our next segment.

34:16

The dust up where we talk about healthy tension, whether that's with your board

34:19

, your competitors,

34:20

your sales team or anyone else.

34:22

Have you had a memorable dust up in your career, Jenny?

34:26

Um, I think we all have.

34:30

So there's that.

34:32

You know, mine, the thing that came to mind when I saw this is really, um, I'm

34:38

out in

34:38

the Silicon Valley.

34:40

There's been to everyone.

34:41

Well, I would assume that everyone's careers take that point where you're like,

34:44

I just

34:45

want to be in that cool startup.

34:46

I'm going to go make it, make my way.

34:50

And you get caught up in the startup, this stuff at all.

34:53

And I had one of those startups, I had a founder that had just sold his company

34:59

for billions

34:59

and billions of dollars.

35:01

You were in the original Facebook office off of university, Avonie, Palo Alto,

35:06

you know,

35:06

like this is going to be it.

35:08

And so you jump in and you jump in without really knowing what the company was

35:14

going to

35:15

do.

35:16

Like it was such a good startup story that you're like, I want to be part of it

35:20

And I went into lead product marketing and I didn't really have a product.

35:25

And that's hard to do.

35:28

And so it was a lot of hard conversations.

35:31

A lot of we can't take this to market.

35:33

You want to take it to market.

35:34

There's not the right product market fit.

35:37

Um, and it just, it just needed to change.

35:40

And it was just, it was not going to work.

35:42

And I think that was one of my shorter stints in a company.

35:45

So I hate to say that the way to solve that problem was really me going to find

35:49

a company

35:50

with a viable product.

35:51

Um, but it was a really good lesson for me to think about not just the hype of

35:56

something,

35:57

but the, the true, what's, what's going to make that work?

36:03

Is that product market fit?

36:04

And that's something that I got to look for.

36:06

Yeah.

36:07

And if you're not there, like that has to be in the marketing, right?

36:09

Like that has, it has to be super aspirational.

36:11

You need to know, Hey, this is where we're going to be.

36:14

This is the future.

36:15

This is all that stuff.

36:16

Like start with us now, spend money with us now.

36:19

We'll grow with you.

36:20

We'll grandfather you in all those type of mess has very different from it's

36:24

going to

36:24

work.

36:25

And then they're like, yeah, yeah, but what is it?

36:28

What is the, what you think it's going to work with the product teams that, uh,

36:34

if you

36:34

build it, they will come worked once in a movie.

36:37

Yeah.

36:38

Exactly.

36:39

That is exactly right.

36:40

All right.

36:41

Let's get to our final segment here.

36:44

Quick hits.

36:45

These are quick questions and quick answers.

36:47

Just like how qualified.com helps companies generate pipeline quickly tapping

36:52

your greatest

36:53

asset, your website to identify your most valuable visitors and instantly, and

36:58

I mean

36:59

instantly, start sales conversations.

37:01

Quick and easy.

37:02

Just like these questions go to qualified.com to learn more.

37:06

They're our best friends in the whole world.

37:07

So go check them out at qualified.com quick hits.

37:09

Jenny, are you ready?

37:11

Okay.

37:13

What hidden talent or skill is not on your resume?

37:15

Uh, cooking.

37:17

What's your favorite thing to cook?

37:21

I am very farm to table.

37:23

I am very go find out what's fresh, whatever, and make something cool from it.

37:27

Ooh, that's fun.

37:28

Do you have a favorite non-marketing hobby that might indirectly make you a

37:32

better marketer?

37:34

Um, I would say it was, it's a hobby that has waned a little bit.

37:40

Um, but I have kids.

37:43

I spent a long time volunteering with my boys as they were growing up.

37:47

And I think the volunteering was a way that I could actually bring my marketing

37:53

skills

37:54

to like a different situation and learn a little more about how people took

37:58

them in or

37:59

how to communicate them and what to do.

38:01

And I think it made me a better marketer, especially with how to, uh,

38:06

communicate complex

38:07

things to folks who don't have any idea what you're talking about to begin with

38:13

That's your best advice for a first time CMO is trying to figure out their

38:17

marketing strategy.

38:20

Take a look at the data.

38:21

I mean, honestly, I think the biggest thing you can do is take a breath and

38:27

understand

38:28

the market, where you're headed, what's worked, and start to identify those

38:32

things that haven't

38:34

worked.

38:35

And of what are you going to keep and what are you going to dismiss?

38:41

Fantastic.

38:42

And awesome having you on the show.

38:44

Uh, we're all going to go check out, uh, Epicord.com because I'm going to have

38:49

new, some new website

38:50

stuff and, and you can check out the content, uh, any final thoughts here,

38:55

anything to plug?

38:57

Um, I think one of my final thoughts for all the marketers that are listening

39:02

to this,

39:03

see if you can find the cool stuff and make it work for you.

39:07

I think we all want the big hype and we all want the cool stuff.

39:10

We are fortunate enough to sponsor an F one car, Alpha Tori.

39:16

Um, that is so fun with drive to survive.

39:19

We've done a lot of cool, fun things with it, but we've made it meaningful in

39:23

the story

39:23

because Alpha Tori uses our product to make sure that car is ready for every

39:28

race.

39:29

Those 14,000 parts are where they need them to be.

39:31

And I think it's being able to find that cool stuff and make it work for you.

39:36

I love it.

39:37

Fantastic.

39:38

Uh, I'm glad you brought it up.

39:40

Should have asked it earlier, but it's, but so, so cool.

39:43

Um, Jenny, thanks so much.

39:45

We'll talk soon.

39:46

Great.

39:47

Thank you so much.

39:48

[inaudible] [inaudible]