automation - Demand Gen Report https://www.demandgenreport.com/tag/automation/ Tue, 12 Mar 2024 17:25:27 +0000 en-US hourly 1 https://www.demandgenreport.com/wp-content/uploads/2024/01/dgr_v3_funnel-1-150x150.png automation - Demand Gen Report https://www.demandgenreport.com/tag/automation/ 32 32 SOCi Genius Aims To Streamline Brand Engagements Across Company Locations https://www.demandgenreport.com/solution-spotlight/soci-genius-aims-to-streamline-brand-engagements-across-company-locations/8141/ https://www.demandgenreport.com/solution-spotlight/soci-genius-aims-to-streamline-brand-engagements-across-company-locations/8141/#respond Tue, 19 Dec 2023 22:01:14 +0000 https://www.demandgenreport.com/soci-genius-aims-to-streamline-brand-engagements-across-company-locations/ SOCi is a CoMarketing Cloud platform for multi-location enterprises that aims to empower businesses to automate and scale their marketing efforts across all locations and digital channels in a way that is brand directed, locally perfected and data connected. Using generative AI and machine learning, the SOCi Genius platform provides multi-location enterprises actionable insights and recommendations while automating their most important workflows at scale. With SOCi, businesses can strengthen their digital presence across local search and social pages while protecting their online reputation, driving improved customer engagement and market-leading results.

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SOCi is a CoMarketing Cloud platform for multi-location enterprises that aims to empower businesses to automate and scale their marketing efforts across all locations and digital channels in a way that is brand directed, locally perfected and data connected. Using generative AI and machine learning, the SOCi Genius platform provides multi-location enterprises actionable insights and recommendations while automating their most important workflows at scale. With SOCi, businesses can strengthen their digital presence across local search and social pages while protecting their online reputation, driving improved customer engagement and market-leading results.

The Lowdown

SOCi Genius offers AI-driven personalized engagements and a sophisticated multi-location review management system. It is designed to ensure a consistent brand voice, protect reputation and optimize ROI through customization, automation and on-brand training models. Using SOCi Genius, brands can boost efficiency while saving costs. 

Back-Of-The-Box Details

Multi-location marketers typically spend hours crafting review responses and making sure their voice is appropriate and consistent across locations. SOCi Genius Reviews takes this off their plates by performing the highly impactful but time-consuming task of writing review responses on their behalf to radically improve productivity.

Genius Social Engagements uses AI to create customized engagements that resonate with brand audiences, allowing them to focus on strategic tasks and drive more meaningful interactions. These tools combine AI with human touch, perfectly blending automation with human oversight.

Who It’s For

SOCi Genius is for multi-location enterprises operating in multiple geographical areas, often spread across cities, states or even countries. These businesses face unique challenges in ensuring consistent branding and customer experiences across all their locations.

What It Solves

SOCi Genius helps boost a business’s ROI by performing time-consuming tasks on the marketer’s behalf. SOCi Genius seeks to always be personalized and on-brand.

What Makes It Special

SOCi Genius provides more streamlined workflows for teams that has been a critical but missing element for multi-location brands. It allows brands to respond to customer engagements at scale and reclaim valuable time throughout their workdays.

Contact

SOCi

Get a demo.

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Vende Digital Teams Up With Jasper https://www.demandgenreport.com/industry-news/vende-digital-teams-up-with-jasper/8122/ https://www.demandgenreport.com/industry-news/vende-digital-teams-up-with-jasper/8122/#respond Tue, 05 Dec 2023 22:10:18 +0000 https://www.demandgenreport.com/vende-digital-teams-up-with-jasper/ Vende Digital, a B2B digital marketing agency, formed a partnership with Jasper, an AI copilot for marketing teams, to help B2B companies transform their marketing through AI tools.

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Vende Digital, a B2B digital marketing agency, formed a partnership with Jasper, an AI copilot for marketing teams, to help B2B companies transform their marketing through AI tools.

The partnership seeks to provide Vende Digital’s customers with access to enhanced content creation and optimization through Jasper’s platform to help enable more effective, scalable marketing.

“Our partnership with Jasper isn’t just about leveraging their top-tier AI platform; it’s about reinventing how businesses approach marketing,” said Paul Slack, CEO of Vende Digital, in a statement. “Jasper’s AI platform is purpose-built for business. Features like brand voice customization to match our clients’ tone and style and collaborative team workflows will allow us to help clients take their B2B marketing to the next level.”

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How AI Is Re-Shaping Automated Scheduling Processes In B2B https://www.demandgenreport.com/blog/new-research-the-impact-of-ai-on-scheduling-productivity-in-modern-work-environments/8112/ https://www.demandgenreport.com/blog/new-research-the-impact-of-ai-on-scheduling-productivity-in-modern-work-environments/8112/#respond Tue, 28 Nov 2023 15:52:13 +0000 https://www.demandgenreport.com/new-research-the-impact-of-ai-on-scheduling-productivity-in-modern-work-environments/ Inefficient scheduling is curbing productivity as one in four workers spend three to four hours a week — or half a workday — scheduling meetings alone, while HR professionals spend the equivalent of four weeks a year scheduling meetings.

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Inefficient scheduling is curbing productivity as one in four workers spend three to four hours a week — or half a workday — scheduling meetings alone, while HR professionals spend the equivalent of four weeks a year scheduling meetings.

The State Of Scheduling” — a survey report conducted by scheduling automation platform Calendly — analyzed how workers manage their time, their habits and attitudes toward meeting automation and the impact of automated scheduling on productivity, performance and relationships as AI and hybrid work become more widely adopted.

“We’re all incredibly intrigued about AI, but most professionals still haven’t used it,” said Jessica Gilmartin, CMO of Calendly, in an interview with Demand Gen Report. “Ninety-four percent of workers at large companies are curious about AI productivity tools and yet, 64% of them (57% in sales and marketing, specifically) haven’t used them. That discrepancy represents the future opportunity to reduce inefficient work if we can realize the benefits of AI.”

Practitioners Remain Bullish On AI Despite Apprehension

According to the survey report, workers haven’t had the chance to benefit from AI yet: 64% of workers at companies with more than 1,000 employees have never used AI-powered productivity tools, though 94% of them are curious.

“Given the amount of skepticism and apprehension towards AI, I was pleasantly surprised to see people are generally excited about what the technology can do to help them be more productive, connected and efficient,” said Gilmartin. “Marketers see the possibilities but they’re unsure about how to structure and organize their work and team to take advantage of the opportunities while navigating the disruption of AI.”

The Findings

For organizations and individuals who are already leveraging AI for scheduling, employees across all areas of their organizations observed different scheduling and time-management behaviors. “The State Of Scheduling” report uncovered the following insights about successful teams:

  • 61% spend three to five hours per week in meetings that contribute to company goals, compared to just 41% of those on less successful teams;
  • More than half (56%) confirmed that they have enough time in their workday to build relationships with customers, prospects and team members, compared to 43% of those on less successful teams;
  • 52% said they’re very or extremely curious about trying new AI-powered tools, compared to only 28% of those on less successful teams; and
  • 61% regularly set aside dedicated time blocks for focused work, compared to 39% of those on less successful teams.

Harnessing AI To Increase Productivity

In general, workers are curious about AI’s ability to help them focus on meaningful work and re-invest in developing their skills. This is especially important as workers are becoming increasingly disconnected. In fact, a recent Gallup survey found only 32% of workers feel engaged in their work.

“I really believe AI will complement humans and the work we do as marketers,” said Gilmartin. “It’s not about AI for AI’s sake; instead, it’s looking for ways to incorporate AI so that it adds value to your overall meeting experience in a non-distracting way.”

The Findings

Still, practitioners remain enthusiastic about AI’s potential. Specifically:

  • 30% believe AI will provide them with more time to focus more on professional development and mentoring others, while 32% would use the time to do more strategic planning and creative projects;
  • 44% believe AI will complement — not replace — human connections;
  • The top two AI capabilities workers are most excited for and trust the most are automated scheduling (49%) and meeting notes capture (56%);
  • 31% of sales and marketing professionals are intrigued by AI’s ability to enhance decision-making with data-driven insights; and
  • The top three AI-powered solutions workers are currently using are ChatGPT, Google Assistant and Microsoft Azure.

“The report shows us that the most successful of teams really do believe meetings are essential, despite the negative headlines,” said Gilmartin. “When you think about meetings and when they’re essential versus not, it’s the meeting to close a deal, to hire a candidate, to hear a customer out on their business challenges, that really matter. We know there are ways AI can drive a more efficient, more effective meeting experience, but it’s in the early days and AI isn’t going to be a cure-all. There is a huge opportunity for workers to gain time back to focus on their work that matters, and the report proves that there is a real need.”

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OfferFit Secures $25M In Series B Funding https://www.demandgenreport.com/financial-news/offerfit-secures-25m-in-series-b-funding/8103/ https://www.demandgenreport.com/financial-news/offerfit-secures-25m-in-series-b-funding/8103/#respond Wed, 15 Nov 2023 15:04:05 +0000 https://www.demandgenreport.com/offerfit-secures-25m-in-series-b-funding/ OfferFit, an automated experimentation marketing technology company, secured $25 million in a Series B funding round led by Menlo Ventures with participation from additional investors. The company plans to use the funding to scale while also investing in product development.

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OfferFit, an automated experimentation marketing technology company, secured $25 million in a Series B funding round led by Menlo Ventures with participation from additional investors. The company plans to use the funding to scale while also investing in product development.

OfferFit’s reinforcement learning AI seeks to accelerate experimentation for lifecycle marketers, as it continuously learns and adapts in response to customer actions.

“We’ll use this funding to continue to scale, of course,” said OfferFit’s Co-founder and CEO, George Khachatryan, in a statement. “But we’ll also invest heavily in our product. We’re making OfferFit quicker and easier to deploy and giving marketers more tools to leverage the insights they gain from automating experimentation.”

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3 Ways Generative AI Is Disrupting B2B Dealmaking https://www.demandgenreport.com/demanding-views/3-ways-generative-ai-is-disrupting-b2b-dealmaking/8091/ https://www.demandgenreport.com/demanding-views/3-ways-generative-ai-is-disrupting-b2b-dealmaking/8091/#respond Tue, 07 Nov 2023 15:22:12 +0000 https://www.demandgenreport.com/3-ways-generative-ai-is-disrupting-b2b-dealmaking/ 1rajasingThe first wave of generative AI is starting to crest in enterprise selling, and it's already profoundly impacted how sales teams communicate. As the waves keep coming, they're sure to change the way salespeople read and write. Soon enough, gen AI will even transform the size and composition of the team. Some sales organizations are ready to surf, and some will get dragged along the bottom.

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1rajasingThe first wave of generative AI is starting to crest in enterprise selling, and it’s already profoundly impacted how sales teams communicate. As the waves keep coming, they’re sure to change the way salespeople read and write. Soon enough, gen AI will even transform the size and composition of the team. Some sales organizations are ready to surf, and some will get dragged along the bottom.

What Generative AI Can Do Today

Enterprise selling doesn’t just mean bigger deal amounts. It means there are more dimensions in the solution, more creativity in the structure, more people involved and more approvers to satisfy. Deals aren’t defined by price X quantity, like a shopping cart on an E-commerce site, but rather through lengthy business cases, legal agreements and proposals. 

Between the digital transformation and Covid-related office closures that scattered decision-makers to remote locations, sales teams have adapted to video presentations and the written word to convey their value. In this respect, the timing of gen AI couldn’t be better.

Help Sales Teams Speak

The best teams don’t just have technical skills; they’re also expert communicators. They know how to ask the right questions, phrase responses just right and consistently build trust as they build friendships. Now, conversational intelligence tools can accelerate that process.

AI tools can process call transcriptions— now common in the post-pandemic sales process — and identify the phrases that work and those that hurt. There’s even new research that leverages AI and 2.5 million sales call transcriptions to help salespeople unfreeze stalled deals.

Help Sales Teams Read

In many procurement cycles, lengthy requests for information or proposals (RFI/RFP) still underlie the evaluation processes. Gen AI is capable of reading and synthesizing written materials to save time and identify keywords and characteristics that can help improve the proposed solution. Organizations always struggle with sales enablement, often cramming materials into an annual kick-off session and then expecting teams to be experts in its application. Gen AI can read requirements and then find the features and benefits that are most helpful across the product catalog. 

Help Sales Teams Write

There’s pride and satisfaction in delivering a substantive RFI/RFP response, but no sales team likes the process of sitting down and writing it. In fact, sales teams typically scavenge sections of old proposals and presentations to avoid writing from scratch. Gen AI can help by writing the primary proposal and by expanding into highly targeted, role-specific briefs for the various stakeholders. Roll back the calendar 20 years, and these tailored messages were likely delivered 1:1 by a salesperson. But with an expanded, functionally diverse set of decision makers operating in remote locations, you need to write more down — and gen AI is up to the task.

What Generative AI Can Do In The Future

The amount of money we’re willing to spend online, without a human to assist us, has been trending up for years. As consumers, it started with a book on Amazon, then a computer from Dell or Apple and now cars from Tesla and numerous used car sites. While there are some parallels in small business markets, most large corporate transactions still involve a degree of custom solution design and relationship assurances that, to date, only humans can provide. Or perhaps only humans were allowed to provide.

I recall a conversation I had with a major commercial insurance carrier a couple of years ago. They shared that nearly 100% of the policies they wrote with less than $25,000 in premiums were fully automated, but close to zero of the policies above $25,000 were automated. What is the difference in policies above and below $25K? Only that they were written by a different business unit that didn’t have automation objectives. 

I often call this the automation chasm: The gap in the size of business an organization is willing to play as a volume business versus the size of business it wants to personally manage and close. Properly trained and configured, gen AI is already capable of reading the customer’s requirements, synthesizing a competitive solution, drafting a proposal and answering their questions. Bots are also likely more disciplined price negotiators and can clarify legal clauses. 

The biggest barrier is that the CRO doesn’t want to beat the bot to pull the deal into the quarter on the forecast call. And the customer doesn’t want to have a steak dinner with the bot to build the relationship. Unless, of course, there’s a bot doing the buying.

As Microsoft has advised with its integration of AI in its products, AI should be “the copilot, not the autopilot.” In that role, gen AI can help the sellers produce vastly improved work products, including proposals, presentations and deal terms. Remote and asynchronous selling requires more and better content, so savvy sales organizations should take the help.


Raja Singh has designed CRM products for nearly 25 years, beginning as the Head of the Financial Services Product Line at CRM pioneer Siebel Systems and later as the SVP of Products at Vlocity. He left his role as SVP and General Manager at Salesforce to found Revolear, seeing new opportunities to leverage AI in B2B selling.

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Pipedrive ‘Automations’ Seeks To Streamline & Simplify Sales Workflows https://www.demandgenreport.com/solution-spotlight/pipedrive-automations-seeks-to-streamline-simplify-sales-workflows/8082/ https://www.demandgenreport.com/solution-spotlight/pipedrive-automations-seeks-to-streamline-simplify-sales-workflows/8082/#respond Mon, 30 Oct 2023 20:34:26 +0000 https://www.demandgenreport.com/pipedrive-automations-seeks-to-streamline-simplify-sales-workflows/ Founded in 2010, Pipedrive is a sales CRM that helps drive small business growth. Pipedrive is used by revenue teams at more than 100,000 companies worldwide, is headquartered in New York with locations across Europe and the U.S.

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Founded in 2010, Pipedrive is a sales CRM that helps drive small business growth. Pipedrive is used by revenue teams at more than 100,000 companies worldwide, is headquartered in New York with locations across Europe and the U.S.

The Lowdown

Automations is designed to streamline and simplify sales workflows. The feature seeks to empower users to easily design, customize and implement automated tasks, ranging from lead management to sales procedures. Recently, Pipedrive introduced two new features to the solution.

Back-Of-The-Box Details

The two new Automations features include:

  • Easy automation sharing, which allows salespeople to seamlessly create and share automations with any user on their account; and
  • Effortless automation ownership transfer, which allows admin users to easily transfer automations from one user to another with just a few clicks.

Who It’s For

The target users are salespeople. Pipedrive helps salespeople set up automations that adapt sequences based on specific email conditions, such as recipient clicks or replies to messages. The list view simplifies the process of finding workflows by allowing salespeople to filter, search, sort and categorize them with custom labels.

What It Solves

Pipedrive’s Automations is a robust feature designed to streamline and simplify sales workflows. The updates to Automations save time by minimizing manual labor, automating recurring tasks, maintaining consistent follow-ups and facilitating smooth communication within a company’s sales operations.

What Makes It Special

Automation plays a pivotal role in sales by offering a boost in efficiency, consistency and productivity. Sales professionals, armed with intuitive and intelligent automation tools, become catalysts for transformative change within their organizations, elevating productivity, nurturing creativity and accelerating business expansion.

Contact

Pipedrive

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6sense Breakthrough Recap: B2B Orgs Increase Pipeline To Revenue Creation By Prioritizing Automation, Communication & Alignment https://www.demandgenreport.com/industry-news/6sense-breakthrough-recap-b2b-orgs-increase-pipeline-to-revenue-creation-by-prioritizing-automation-communication-alignment/8069/ https://www.demandgenreport.com/industry-news/6sense-breakthrough-recap-b2b-orgs-increase-pipeline-to-revenue-creation-by-prioritizing-automation-communication-alignment/8069/#respond Mon, 23 Oct 2023 19:43:02 +0000 https://www.demandgenreport.com/6sense-breakthrough-recap-b2b-orgs-increase-pipeline-to-revenue-creation-by-prioritizing-automation-communication-alignment/ 6sense, a revenue AI platform that seeks to revolutionize the way B2B organizations create, manage and convert pipeline to revenue, held its fifth annual Breakthrough customer conference in Frisco, Texas from Oct. 16 through Oct. 19. The event brought together more than 1,000 sales and marketing leaders to participate in three days of immersive sessions, discussions with peers and targeted meetings aimed at identifying opportunities to address go-to-market (GTM) challenge. The event's theme was simple yet profound: “Be More.”

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6sense, a revenue AI platform that seeks to revolutionize the way B2B organizations create, manage and convert pipeline to revenue, held its fifth annual Breakthrough customer conference in Frisco, Texas from Oct. 16 through Oct. 19. The event brought together more than 1,000 sales and marketing leaders to participate in three days of immersive sessions, discussions with peers and targeted meetings aimed at identifying opportunities to address go-to-market (GTM) challenge. The event’s theme was simple yet profound: “Be More.”

With the concept of being more present, open and happy laying the groundwork, 6sense’s CRO Latané Conant opened the event with, “The Antidote To More…,” which touched on the need to redefine what marketers expect from technology, lean into a new era of intelligence and get more aligned than ever before. She explained that 95% of the buyer’s journey takes place on someone else’s website, and buyers’ penchants for anonymity — aka the dark funnel — is causing organizations to throw more resources and manpower at illuminating the darkness, which often doesn’t work.

“The typical response to the growing dark funnel is more: More marketing, more campaigns, more advertisements, more BDRS — more, more, more,” said Conant. “And then we have to keep up on the sales side: ‘Let’s get more data sources, let’s train more of the sales team, let’s find more tools, let’s make more calls!’ And you throw it all at the dark funnel, and guess what? Some success happens, but then the cycle starts again — unsuccessfully.”

It’s what Latane calls “1990s marketing” — and it’s not working. Specifically:

  • Only 7% of prospects visit websites;
  • Only 3% fill out a form; and
  • 78% of accounts predicted to be in-market are not even in an organization’s CRM.

“This ‘more, more, more’ mentality creates a poor customer and prospect experience,” said Conant. “It also impacts our employees — they’re the ultimate representation of our brand and 81% of them are burnt out. We need to break the cycle of more for our employees, for ourselves and for our prospects and customers. We need to start reimagining how we work.”

With the stage set for growth, the main topics covered at Breakthrough included:

  • Inspecting and setting clear expectations for workflows and processes is important for success;
  • Ensuring sales and marketing are aligned and triggering the right opportunities at the right time is critical for winning deals;
  • Leveraging technology to work smarter, not harder; and
  • Working as one revenue team.

1. Be More Data-Defined

Data is the lifeblood of all marketing functions, as indicated by the 71% of marketers who utilize it. However, 47% of practitioners are struggling to collect the right data on prospects due to the sheer amount of it available.

“There are many different pieces of intent data: First-party data, data from tools like 6sense and then there’s your own data,” explained Sarah Sehgal, Director of Demand Generation for digital experience platform FullStory, in an interview with DGR. “A big area for marketers is figuring out how they want to define intent and determine which area they want to look at, and then the second component is why they want to look at it and what do they do with it. Instead of getting distracted and overwhelmed by all the data, you need to focus on what your use cases are and what you’re trying to do and pull in pieces of your data from there.”

Sehgal also took the stage alongside Jen Leaver, FullStory’s former Director, ABM and Integrated Campaigns, for a session titled, “Segmentations, Scoring and Attribution — OH MY! How To Use Account-Based Intelligence To Mature Your Revenue Marketing.” In that presentation, the pair touched on the specifics of how FullStory analyzes data. Sehgal and Leaver explained how they utilize 6sense’s platform to divide all that data into different segments for better internal organization.

“Once we have data in our internal systems, we pass it over to our AI tools to get a holistic picture of both marketing-sourced and -influenced impact that our campaigns are having on revenue,” said Leaver. “We’re using all that intent and engagement data to get our campaigns up and running. It’s much easier to keep a customer than it is to acquire a new one, so we’re taking data beyond the initial prospecting sales motion and applying it to how we expand and retain our customer base.”

Intent data doesn’t have to stop at buyer-focused insights, either. According to Julie Kornerup, Marketing Associate, Intent-Driven Marketing for sales enablement and training platform Allego, another key use of intent data revolves around creating “competitor takedown campaigns.” In her session, “Revolutionize Your Intent-Based Advertising: How To Build & Scale A Retargeting Machine,” she explained that Allego utilizes technographic data to double-down on targeting competitors’ customers with as much product-related messaging as possible.

2. Be More Technologically Inclined

Given Breakthrough’s theme of being more and doing less, technology and automation were two key focuses throughout the event. Several speakers noted the role of technology in their campaigns, with the specific purpose of automating time-consuming tasks. For revenue lifecycle management solutions provider Conga, that takes the form of orchestrating outreach sequences.

“We’ve created outreach sequences based on factors such as vertical, persona, industry and intent,” said Claire Couch, Demand Generation Marketing Leader for Conga, in an interview with DGR. “Within our outreach sequences, we’ve used prompts and variables to create outreach that’s 80% core content already established and 20% personalized. That’s mixed in with some automatic steps, and we’re really trying to drive prompts for outbound prospecting.”

Couch continued that in Conga’s 1:1 and 1:few efforts, target accounts are served up advertisements with their company’s name, and then are directed to Folloze pages that are co-branded with Conga, the prospect’s company and other partners. She then explained that Conga uses the 6sense platform to surround those advertisements with omnichannel strategies, such as outreach sequences and direct mail.

“It really does take the reps effort to do that and a mix of technology to complement how we’re getting that prospecting out there,” continued Couch. “We’re ultimately using the intent and insights from 6sense and tailoring it by looking at keywords surfaced to work into the messaging. It’s building the muscle of how our reps prospect, and then seeing how we can provide tools that create more efficiency so they can conduct this outreach at scale.”

Interestingly, FullStory’s Sehgal noted that while martech spend has increased over the past few years, the utilization of it went down. With that in mind, “consolidation is going to be the future,” she explained, highlighting the importance of ensuring multiple teams — including marketing, sales, RevOps and customer success — have access to data, as it’s easier to justify spending with stakeholders when many teams are utilizing it.

3. Be More Aligned

Despite multiple speakers pointing to aligning internal teams as a key to success, the truth is that 46% still struggle with aligning sales and marketing. This, of course, leads to inconsistent messaging, lack of accountability, decreased customer experiences and wasted resources — all factors cumulate in creating more work and animosity.

“You need to create a culture that promotes open and honest communication, so when there are issues or questions about data, everyone’s comfortable to ask those questions,” said Sehgal. “This creates a space for sales to ask those questions and raise the flag of, ‘Hey, why does it say this is a strong fit account when it’s not?’”

That communication extends beyond existing processes and into the potential adoption of new strategies, tools or technologies. Couch noted that promoting internal alignment also helps with ensuring the entire organization is on the same page when it comes to new tech adoption.

“We’re all humans, and we can be resistant to change,” continued Couch. “When we launch something to, say, the broader sales organization, we like to start with a pilot group to get feedback early on. Oftentimes, we just assume we can roll something out, focus on enablement and then it’s done. Instead, you need to focus on ongoing training, feedback sessions and create focus groups to understand what’s going on.”

Expanding on the importance of communication was Matt Grebow, Sr. Manager of Enterprise Marketing for ServiceTitan, a home and commercial software. In his session, “Smarketing Besties: Building Well-Oiled Orchestrations Between Sales And Marketing,” he explained that it’s not about “perfect alignment” — instead, he suggested organizations find ways to share unique perspectives, work toward a common goal and coordinate outreach closely. 

“Our sales and marketing teams speak at least once a week and talk about what they’re seeing in the campaigns that are running and share insights,” said Grebow. “This helps us understand that we’re all working toward the same goal, and we can share different perspectives that can only tell a story when we bring them together, which creates a lot of trust. When marketing and sales outreach is not well coordinated, it can come across as spammy and annoying.”

Grebow then suggested the following outreach tips:

  • Allow marketing to take the lead when communicating with leads that need more nurturing, as it’s often not worth sales’ time;
  • When an account doesn’t have a sales director but is showing high intent, marketing should incorporate a sales perspective into the conversation to start building a relationship; and
  • Marketing and sales should work jointly on crafting outreach to existing accounts.

4. Be More Kind

Aside from the litany of marketing and sales advice practitioners shared to help attendees enhance their campaigns and internal communications, one of the event’s key takeaways was ensuring that work isn’t, well, work. 6sense’s Conant explained that she believes eight out of 10 workdays should be fun — and that doesn’t always take the shape of foosball and snacks at the office.

“You need to ask your teammates what their ‘fun factor’ is,” continued Conant. “It’s a great way to open a dialogue about how your co-workers are doing and growing.”

For Conga, Couch explained that the “fun factor” includes going all-in on launch events and other office activities to create positive associations with different activities.

“We did a ‘Taco Tuesday 6sense Fiesta’ to get our team fired up about adopting the platform,” said Couch. “It comes back to the human element of ensuring that people feel heard and helped. You need to create positive associations in the workplace so workers understand that it’s not just another thing they do — it’s how they can achieve success.”

Shifting away from workplace-based fun, the event also encouraged marketers to prioritize their “five to nine” post-work hours. Conant explained that employees can’t have fun at work and feel motivated if they’re not focusing on taking care of themselves personally.

“It’s hard to have a zest for work if you don’t have a zest for life,” Conant concluded. “When I think about the antidote to more, it’s about securing your own oxygen mask first. You need to be more present in your family, friendships and relationships. You can’t just do more — you must be more.”

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Pipedrive Enhances ‘Automations’ Feature With 2 Updates https://www.demandgenreport.com/industry-news/pipedrive-enhances-automations-feature-with-2-updates/8043/ https://www.demandgenreport.com/industry-news/pipedrive-enhances-automations-feature-with-2-updates/8043/#respond Fri, 29 Sep 2023 13:39:35 +0000 https://www.demandgenreport.com/pipedrive-enhances-automations-feature-with-2-updates/ Pipedrive, a sales CRM for small businesses, revealed two updates to its Automations feature, which is designed to help admins build and set up efficient workflows with their teams. Automations seeks to empower users to design, customize and implement automated tasks, ranging from lead management to sales procedures.

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Pipedrive, a sales CRM for small businesses, revealed two updates to its Automations feature, which is designed to help admins build and set up efficient workflows with their teams. Automations seeks to empower users to design, customize and implement automated tasks, ranging from lead management to sales procedures.

The first update was introduced to help salespeople seamlessly create and share automations with any user on their account, while the other update introduced a transfer feature to help admins transfer automations between users with a few clicks.

Additionally, Pipedrive helps salespeople set up automations that adapt sequences based on specific email conditions, such as recipient clicks or replies to messages, with a list view that allows users to filter, search, sort and categorize them with custom labels. The CRM also allows admin users to see full insights into workflows owned by other team members.

“Automation plays a pivotal role in sales by offering a substantial boost in efficiency, consistency and overall productivity,” said Pipedrive’s Chief Product Officer, Shaun Shirazian, in a statement. “Sales professionals, armed with intuitive and intelligent automation tools, become catalysts for transformative change within their organizations, elevating productivity, nurturing creativity, and accelerating business expansion. We’re excited to continue refining our powerful automation features, enabling our users to build trust with their customers as they systematically guide them through the sales journey.”

 

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Jotform Announces Availability On Salesforce AppExchange https://www.demandgenreport.com/industry-news/jotform-announces-availability-on-salesforce-appexchange/8014/ https://www.demandgenreport.com/industry-news/jotform-announces-availability-on-salesforce-appexchange/8014/#respond Mon, 11 Sep 2023 19:53:03 +0000 https://www.demandgenreport.com/jotform-announces-availability-on-salesforce-appexchange/ Jotform, an online form building platform, launched Jotform for Salesforce on the Salesforce AppExchange to help customers seamlessly integrate the form automation tool with their Salesforce accounts.

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Jotform, an online form building platform, launched Jotform for Salesforce on the Salesforce AppExchange to help customers seamlessly integrate the form automation tool with their Salesforce accounts.

Jotform is designed to assist organizations with collecting the data needed to make decisions and increase lead generation. Through its available on the Salesforce AppExchange, customers can access Jotform’s offerings, which include a no-code form builder, a new E-signature product, a mobile app builder, approval workflows, an automated report generator and more.

“We’re so excited to deliver our powerful online form automation software to the Salesforce ecosystem,” said Aytekin Tank, Founder and CEO of Jotform, in a statement. “We’ve built automation into our software to free organizations of busywork and give them more time to spend on more meaningful work.”

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Q&A With Justin Keller, Drift: Why 2023 Is A ‘Watershed’ Year For Artificial Intelligence https://www.demandgenreport.com/blog/q-a-with-justin-keller-drift-why-2023-is-a-watershed-year-for-artificial-intelligence/7997/ https://www.demandgenreport.com/blog/q-a-with-justin-keller-drift-why-2023-is-a-watershed-year-for-artificial-intelligence/7997/#respond Tue, 29 Aug 2023 20:07:52 +0000 https://www.demandgenreport.com/q-a-with-justin-keller-drift-why-2023-is-a-watershed-year-for-artificial-intelligence/ New research revealed that 91% marketers are ready to embrace the spoils of AI, labeling the technology as critically, very or somewhat important to marketing success over the next 12 months. The findings were uncovered in Drift's third annual “State Of Marketing & AI Report,” which was released in conjunction with the Marketing AI Institute.

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New research revealed that 91% marketers are ready to embrace the spoils of AI, labeling the technology as critically, very or somewhat important to marketing success over the next 12 months. The findings were uncovered in Drift’s third annual “State Of Marketing & AI Report,” which was released in conjunction with the Marketing AI Institute.

Specifically, 45% of marketers are starting to experiment with AI tools, while 29% said they’ve infused AI into their daily workflows. Looking ahead, marketers’ top uses for AI include reducing time spent on repetitive tasks, unlocking greater value from marketing technology, generating greater ROI on campaigns and accelerating revenue growth. As practitioners sift through the various applications of AI to determine where it’s most useful in their workflows, they’re turning to their CEOs/CMOs to develop AI trainings and strategies. 

To better understand how marketers can embrace AI, we sat down with Justin Keller, SVP and Head of Marketing for the conversational marketing and sales technology, to get his take on the AI landscape and the report’s findings.

Demand Gen Report: Let’s get into it: What are the primary areas that you see AI reshaping marketing workflows?

justin kellerJustin Keller: While the obvious answer is content generation — blog posts, emails, SEO and more — that’s actually one of the worst things AI’s usable for right now. While that won’t be the case forever, content will be wildly commoditized and its value will plummet precipitously unless it’s created in unique ways that AI can’t help with.

AI’s true superpower is around data usage, such as providing better segmentation and suggesting next best actions. For example, I have a webinar coming up with Jay Baer — “AI In The Fast Lane” — and we’ll receive a list of attendees and registrants afterward. Imagine giving that list to AI so it can analyze the information and say, “Of the 1,000 people who came to this event, 50 are perfectly suited for this segment based on historical context.”

DGR: Can you dive deeper into how AI automates the more mundane aspects of marketing?

Keller: AI multiplies the precious amount of human bandwidth any company has, and it’s also good for deflection. There’s a lot of noise that’s hitting websites, whether it’s people who went to the wrong website or clicked a crappy advertisement. AI can weed out that traffic and let teams focus on the most important conversations.

For example, Drift had a conversational AI solution before it was cool — it’s a four-year-old robust technology, and our customers get huge wins out of it. For example, Okta put conversational AI on their website because a huge volume of chats happen after hours and they couldn’t realistically staff it with humans. But by putting AI on their website, they were able to provide relevant, personalized experiences to more of their website traffic, and in doing so, increased the amount of pipeline they’re generating from their website by 30%.

DGR: What are some of the biggest challenges that you see marketers run into with AI, and how do you recommend they overcome them?

Keller: The No. 1 barrier to using AI is education. Marketers know it’s important, but they don’t even know where to start. However, there’s never going to be a good handbook for AI because the landscape is moving so fast and applications are evolving quickly. The best way to get over that hurdle is to embrace it and start experimenting with it as much as possible, in top-down and bottom-up motions.

In bottom-up, marketers start by using AI. At Drift, we do “hackathons” where we take actual business problems, split into groups and brainstorm about how AI could solve them. Then the other part is top-down: I read a report that said around 35% of people believe the CEO is responsible for AI transformation, while 33% think it’s the CMO. Either way, it’s the C-suite who has to say, “AI is a future part of our business, and we need to be embracing it,” and then provide a code of conduct and an outline of where AI would be most beneficial.

DGR: What would you say to people who are weary of AI taking their jobs and are hesitant to fully embrace it?

Keller: Ninety-eight percent of marketers said they’re already using AI in some way, which shows that it’s been a watershed year. We’ve been talking about marketing AI for a decade, and this is the first year it’s finally felt real. The technologies are moving so quickly that by this time next year, we’ll look back and think fondly about this part of history, because the tools we’ll be using will be more intelligent and useful than they are today.

DGR: It’s clear that AI is critical to the future of marketing. So, what does that future look like?

Keller: At the end of the day, marketers should be excited about AI. Our report found that 77% of people want to use AI to reduce time on repetitive tasks. In other words, AI is giving time back to marketers. When marketers aren’t spending time on mundane or minute tasks, it’s going to force them spend more time on capital “M” marketing, which includes studying the voice of the customer and creating amazing experiences — the activities that made them get into marketing.

For more of Justin’s insights into the rapidly evolving world of AI, register for his upcoming webinar with Jay Baer and download the full report now.

 

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