Dive into the latest episode of the B2B Go to Market Leaders podcast, where Andrew Hatfield who has a background in technology and product marketing, discusses the importance of aligning product, marketing, sales, and customer success functions for effective go-to-market (GTM) strategies. He highlights the role of product marketing in bridging gaps between these departments and ensuring that products meet market demands. Andrew also shares insights from his career journey and the challenges CMOs face in budget allocation and decision-making. 

This episode provides valuable insights into the complexities of go-to-market strategies, the importance of alignment between teams, and the benefits of continuous learning and diverse experiences in achieving professional success. Whether you’re a seasoned professional or just starting out, there are lessons to be learned from Andrew’s journey that can help guide your own path.

By embracing adaptability, strategic planning, and continuous learning, you can navigate the challenges of your career and achieve success in the go-to-market space.

Listen to the podcast here:

Improve your Go-To-Market Metrics through Positioning & Message Testing with Andrew Hatfield

Signature question: How do you view and define go to market?

Yeah. Look, I look at what we have, you know, our company has this business strategy of the things that it’s trying to achieve and the go-to-market feeds directly from that. It’s the strategy and tactical execution of, how you acquire, keep, and grow revenue-generating customers while also ensuring that you keep alignment of the metrics and the integration with that broader strategy across products, marketing, sales, and customer success. So I definitely see that go to market is an integrated piece with the overall, goals of the company. It’s not just something that’s that stand alone. I do see that in many places that it’s just marketing is off on its own. it has to be, you know, hand in glove with the overall business goals.

Yeah. And I love the fact that you called out product in there because at least 30, 40, or even 50% of the guests that I spoke with, inadvertently omit the product side of the house.

I mean, you talk about go to market, and if you omit product, that’s a big mess for me.

Yeah, no, I see it all the time. For me, I come from a technical background, so it just feels natural. But yeah, definitely, you can’t go to market without working with product, sales, or even Customer Success. It just doesn’t work. The more I do this, the more I study this field, and the more I talk to organizations that are growing and winning, the one thing that really stands out is that there is a tight alignment between those different functions. The teams that don’t have that alignment have issues. Yeah, yeah.

I mean, athletes, and often we keep hearing about marketing and sales alignment and our misalignment, if you will. Right? I mean, a lot of topics, a lot of chatter on social media and even offline forums and communities. But then how about the alignment across product marketing, sales and even supporting customer success? These are all functions that happen.

But absolutely, you know that this exact conversation of had many times in the past two months of yes, lots of people are acknowledging the need and the unfortunate reality of the the misalignment between sales and marketing. You know, like often you see sales. We hit our league goals. Yay! And you know I’m sorry. Marketing hit their league goals. 

But sales are sitting there going, I didn’t get good leads like I’ve missed my revenue number. I didn’t get opportunities from there, let alone qualified ones. And so like it’s good that we’re talking about this and that where we’re doing something about it. but similarly, we need to ensure that there’s alignment between the product and go-to-market. And, you know, like that communication has to go both ways. it’s not just product telling go to market. It’s not just go to market telling product, their partners right. Like that. 

There is this saying in product marketing that, you know, product management, builds the like, puts the product on the shelf, and product marketing gets it off the shelf, which is not great.

But in some respects, there is truth to that. Right? So, you know, you wouldn’t have a go to market without a product and you wouldn’t have a successful product without a successful go to market. So yeah, they’re equal partners just as marketing and sales are.

Yeah. And on that topic of misalignment or miscommunication, I often see product and marketing not talking often and early enough, especially when you’re looking to launch a brand new product or a major doing a major launch. It’s super important for the product. And more often than not, it’s product marketing. But the functions and teams have to work hand in hand from early on versus, hey, we’re one month out from launch, let’s pull in. Product marketing or marketing?

So many times product marketing is always fighting to get a seat at the table. And increasingly they’re being invited, which is which is awesome. I think that product marketing is the secret weapon that, more people would benefit from. and it’s not that product marketing wants to be there and take over.

Right. But there are skills that they have and, you know, the earlier in the product, you know, ideation phase that you can bring in those skills, the better. Like, there’s, there’s often this discussion about, you know, for early-stage companies, when what role should they hire first, should it be a growth marketer or a head of sales? I argue that if you don’t already know, you know your positioning, your story, your segmentation, what is it that those people are saying and to whom? So it doesn’t have to be that it’s a dedicated product marketing function, but the activities that a product marketer does need to be there. it’s like the foundations of business, right? It’s not nice to have if you don’t know who you’re selling to and, and why they should care that that that’s not it’s not optional. Yeah.

Very cool I know we’ll be getting into more of these topics in the conversation later on. switching gears and big picture conversation and more around you.

Like what’s your career journey like and what led you to what you’re doing today?

Yeah, so I actually started my career in tech. You know, my parents owned software companies. And so, I started as a programmer. I loved that. And then I really fell in love with, like, deep technical, like, operating system stuff. I became a systems engineer and moved my way through that career into solution architecture, then into pre-sales and sales overlays, and eventually into product marketing. And now here I am running our product marketing and growth agency, Deep Star Strategic. the thing that like, really drives me and like how I’ve moved through those kind of like three big bucket stages is I’ve always had this understanding that like the, the technical thing that I’m doing is to support the business. So, you know, when I was writing you know, applications. It was business apps. Not infrastructure or IT apps. And so it had a direct impact on invoicing or the ability of sales folks to, you know, process an order or find inventory.

Excuse me. and so I took that same view when I was in that infrastructure role of like, yes, the infrastructure was super important, but it supported the applications which supported the data so that the business could actually function. And, you know, taking that even further of excuse me and taking that even further to, you know, the businesses there to serve their customers problems. So like this, this theme has just really been with me the whole time. And so, I remember, you know, when I’d start working with a new salesperson in, in pre-sales or even, you know, as a sales specialist and overlay, I’d always like, sit them down first and say, look, Tim, we’ve not worked together like I hear great things about you, but I don’t work like most of the other people. Like you’re going to sit there in this meeting and think, what are you doing, Andrew? You’re going around this, you know, garden path, like get to the point.

But it’s always about how can I really uncover what I now know to be unmet needs in the jobs-to-be-done framework. So it’s really that that focus on what it is that we’re trying to do and why that matters. And I think the thing that’s really helped me be able to do that, like my overall career, like I’ve constantly been told, Andrew, you need to specialize and be like this expert in this one thing. And I’ve just always pushed back against that. I have been a really strong generalist, there are absolutely people who are better than me in every area that I touch, but I am fairly deep in many of those areas and have a good knowledge in more so that I can go and get the right resources or I can build the right team. Similarly, taking that same sort of approach to work for small businesses or work for enterprises, I’ve worked for end customers, I’ve worked for vendors, I’ve worked in the channel, and I’ve worked for the public sector.

Yeah. And so the thing that I think really sets me apart and has been able to, you know, drive my career is just having a really good understanding of my customer, of how they operate, what their lives are like, why they do the things they do, like how they do them. and that’s helped whether I’ve been in it in, you know, sales, marketing, or now as a business owner.

Yeah. No. Very cool. Yeah. I’m looking at your LinkedIn profile and as you said, right early on in your career, you started off as an engineer and then you moved on more into architect and solution architect roles. But then something happened. While you’re at Red Hat, you’re doing and playing the role of a solution architect. And then you moved more into sales, pre-sales based dev So talk to us about that transition and what prompted you or what what motivated you to make that move.

Yeah. Look, I loved my time at Red Hat. Built some really good relationships.

really interesting place. Certainly, at that time, it was going through a lot of growth. And. Yeah, like, it was just. I’ve always wanted to do more. Not that it was like, what’s the next thing? And, you know, always trying to jump, but how can I be more effective? How can I help the customer? 

More so like every time I learn something in, say, software development or in infrastructure or architecture or then into, you know, looking after, you know, a product set in a, in a country of like, how do we, you know, sell this and grow it? It just kept expanding and like, it really is that paradox of knowledge that the more I learned, the more I realized there was to learn. And I always felt that to be better, I need to know these things. And so I’m a fairly determined person, and so I just, you know, continue to, to chip away at things. And, you know, I’d go and sit with, sales, like being a pre-sales architect.

It was, obviously you supporting, account sellers. And then because of that, ability, like, I’d been learning how to sell, I was very deliberate because it’s just it wasn’t originally something I was I was good at, I learned how to do that. And, ended up, you know, being in 100% club, you know, six out of the, seven years that I was at, at Red Hat because I just like, what is it that the customer is trying to do? And how can I connect this product and this thing to that? And just being really focused on that.

Very cool. And then after Red Hat, you moved into a product marketing and marketing side of the house. but something else I noticed is at NetApp. It was a mix of like business strategy, go to market. So tell us about that role and your experience being head of cloud strategy over there.

Yeah. Well, just to make that make sense, as I was moving my career through Red Hat, I really wanted to be involved in building something.

And so, you know, I was looking at product management roles and then, like, internally and externally. and I remember distinctly being in this hotel room because I was traveling, 70% for Red Hat at that point. and I had this call with, editor Sue at, at, at the time, mesosphere then Duke, he was head of he was vice president of product management and product marketing at mesosphere. And I’d applied and, you know, made it through to the final round for, a product management role. I was just talking to him, and he’s like, Andrew, I really think you’d be more of a product marketer. And I’m like, no, no editor. And we went back and forth things like, Andrew, I really think with your, your, focus on the market that product marketing is, is really what you want. So I took the hint and got the job. And, that was a fantastic learning experience. I love working with it. It was, it was it was hard, but just fantastic.

And so, again, like the, the, the work at NetApp, similar sort of story. Right. The same sort of reasons of how can we do that, but just at more scale. Right. So, yeah, I’ve, I never felt that I was naturally good at strategy. I think I gave myself a bit of a, a hard time there that, yes, obviously I’ve learned a lot of things, but, as, as I think through, like, how I’m, relied upon, it’s largely because of that ability to see the bigger picture of how things come together. And definitely part of that is the career history I’ve had, like in those different organizations, in those different roles and the different viewpoints that have those similar aspects. So yeah, that’s that’s how we kind of ended up, being that, you know, strategy, how do we scale? How do we take a product to market?

Yeah. And when anyone talks about strategy or their role involves a lot of strategy, I go a bit crazy.

I feel a bit uncomfortable because, okay, so cool. It sounds very sexy. Very cool. Don’t get me wrong. but then how are you actually showing the value of what you’re doing for the business? So my question to you, Andrew, is like, what KPIs or what were you measured against in that role?

Yeah. Look, I agree with you that too often strategy is pontificating in your ivory tower. And definitely there there are some good things that come out of that. But strategy without execution is just, you know, talking or it’s a piece of paper that sits in the bottom drawer. So, I’ve always looked at, okay, what is it we’re actually trying to achieve while it’s hit our North Star metric, it’s. Which then leads to revenue, right? revenue is the outcome of that. Yeah. so what are the things that we know lead to hitting that North Star metric? So, like in the case of NetApp, it’s storage under management. Right. Like it’s how much capacity a customer is consuming.

And so or how do you how do you look at the leading indicator for that? While it’s the sort of applications that you support for their business, like what use cases are you aligned with? what teams are you talking to? you know, what partners are you working with? And then like, from there, obviously there’s, there’s the, the, the traditional exile’s metrics of like, pipeline. you know, share of voice. and then obviously, how much of that converts? Yeah.

Got it. Pretty cool.

And then, you decided to take a completely different route and went on your own. So talk to us about that transition and the motivation again.

Yeah, it’s cool. Like, I did have, my own business, you know, back when I was. I can’t remember now, I think around 20, doing, you know, it security and network security. And look, that was that was an interesting learning. built a decent product, but just didn’t have the business experience, I wasn’t ready.

So this time around, like, really focused on how can I apply everything that I’ve learned, you know, without, like, over boiling the ocean? Yeah. And, yeah, like, it kind of started as a, you know, working full time. And, you know, what can we do on top of things? I had started just before Covid and then, yeah, Covid hit and it’s like, oh, wow. Yeah, things aren’t exactly going to plan. how can I make sure that I’m not just completely subservient to all these other things in the market? You know, the classic rich dad, poor dad of, you know, being an employee? you know, you’re at the whim of everyone else. 

So how do you then move from employee to small business owner so that you can build a big business? Yeah. yeah. Like taking those sort of thinkings and, you know, started as a, you know, I’ll do a contract here or do a contract there and just kind of grew and grew and grew and then, you know, the needed more people.

And, you know, the company sort of grown. It was more than just me. So, yeah, like, we’ve tried to be deliberate and balance organic with, driven growth.

So got it. And what what do you guys do at, Deepstar Strategic? What are the services and what kind of clients do you work with?

Yeah. So effectively, like, if you boil it down, like we use lots of pretty words, but it’s product marketing and growth and the looping back to the beginning of this conversation, a large part of it is ensuring that go to market has that closed loop and integration across, you know, product marketing, sales, customer success with emphasis on the product to go to market side. we feel that that is definitely a strength because of, you know, in particular my background, but, similar the people that we, you know, have in our organization have those same sort of experiences. Yeah. but it’s also like that understanding of how customers buy and how it’s changing.

You know, the world is very different to 2020. Like we hear that all the time, but we kind of forget that it’s even more different than Then 2018 and 2012, and a lot of the playbooks that businesses rely on are built on the assumptions of a world that no longer exists. And so, again, aligned with background, we focus on on B2B. I don’t know a lot about B2C, so it’s B2B, it’s SaaS in the vast majority of cases. You know, we’ve got a very strong belief that the future of software is at the minute, as a SaaS delivery, and with a particular focus on, tech, SaaS, not not everything, but not necessarily like IT infrastructure, but like you’ve got a technical product. and that could be, you know, something like you have a, an aerial survey company using drones so that building management can, you know, look after their facilities, like we classify that like you’re using technology to, to build a product and a business.

Yeah. Primarily focusing on growth-stage companies. like, obviously we have a lot of interactions with earlier stage, you know, seed and really early start-ups, but a lot of like a lot of what we offer really fits that that growth stage where, okay, I’m now at a bit of scale, I’ve got some product market fit, but I’ve started to, you know, run into either some scaling problems or I’m now wanting to expand my segments or, you know, add on a new product or enter a new market or of now started to, you know, kind of hit that ceiling of, paid ads was great. And now it’s okay. That’s not enough. Right. So how do we tune that? In particular, lately, it’s been about how can we identify wasted spend so that everyone’s budgets are being cut. And often we see that you know, you know, go to market leaders, in particular, are just like, okay, your budget’s cut by 30%. We just cut everything by 30%. 

Done. Yeah. And sure that that meets your internal, direction, but we know that that’s not going to be sustainable, right? Because there’s always at least, you know, 20%, often 40% of your spend. That’s just ineffective. And the problem is a lot of companies don’t know what’s ineffective, because again, going back to this, knowing your customer, and this isn’t necessarily just an argument about attribution or recognition of, you know, credit of like who brought in the opportunity, but what works, right? 

And, you know, like I said, the way people buy now has changed. But a lot of the playbooks you look at waterfall, you know, the demand waterfall, it just doesn’t take that into account. So lately, a lot of what we’ve been doing is helping businesses apply that understanding and then identify spending that’s completely wasted. Yeah. And often they’re like, oh, I’m not sure if I want to go and cut that program and like, cool, why don’t we just

reduce it by a little bit for a couple of months? And often like nine and a half times out of ten, that program is ineffective.

There’s no change to any of the other metrics other than it going up. And so we’re able to say, look, why don’t we cut that a bit further and we’ll redirect that spending to something that is actually working will multiply that. And so, you know, helping customers with that ability to do less with less with a better result.

Yeah. And so pretty cool. So you’re helping them around their marketing budget and performance, marketing budgets, and so on. So who would you categorize or who do you see as your primary ICP the CMO, VP, marketing, growth marketer, CEO, or someone else?

Yeah. So typically we’ll focus on a B to D style, startup or that bigger enterprise where we’re working more with like a product division. at that larger side, it’s often the product, you know, revenue marketing or you know, sometimes performance or demand. Gen. Yeah. for that particular product line for the growth stage startup, you know, B2D typically it is we, we enter with the CMO and often talking with the head of sales.

Yeah. some startups still have the founding CEO, you know, sign off on everything. And so, you know, we build relationships, but most of the time the entry point is, is CMOs, for that particular, you know, service that we, we have, when we’re talking more around holistic go to market, definitely including more, you know, head of product, Chief Product Officer, as well as, you know, customer success and sales. But often that’s, a secondary engagement because like, that’s more of a it’s seen as a vitamin. I know that that is, is critical, to growth. But like immediately the pain that hurts the nail in the, the forehead that is, is, you know, keeping me up at night, which I hate that phrase, but the pain that they’re really suffering is all right. I’ve got this budget. How do I spend it to make sure that I keep my job right as a CMO and, you know, make sure that the spend is effective so that we actually generate revenue, customers, paying customers?

So yeah.

Very cool.

So, Andrew. Yeah. Thanks for walking us through your career transitions and the different motivations, as well as the services that you provide, with, your company today. on a lighter note, I mean, you’ve been through a lot. You’ve been through different stages and different roles. how does your family describe what you do for a living?

Earlier, it was Daddy living on a plane. thankfully, like, 70% of travel is over. But, you know, I even asked my wife about this, and it’s like, well, we really don’t know, but we know you get up and work insane hours and you help companies, you know, help their customers. Yeah, that’s about it. It’s like some marketing thing. so the, you know, I’ve got some, some young kids, you know, you know, 12 to 7. They’re very inquisitive. They think it’s really cool that daddy talks to lots of people around the world and, you know, balancing that business and tech and, you know, like, the kids would come to me and try and tell me about how things work on their iPad.

And I’m like, sweetie, you know, daddy used to work for the companies that build that thing, like Roblox used to be a client, like, no. So that that look on their face or like when they’re trying to tell me, like, I know there’s something wrong with the App Store and they can’t, you know, go and get an update. It’s like, daddy, do this. And it’s like, thanks, buddy. daddy used to do this stuff. So, they’re constantly amazed, which is amazing. I don’t expect them to understand everything. but yeah, like, it’s daddy does some, some cool stuff to, to help other people do their stuff. Which which I think is nice.

Yeah, that was very funny. I mean, hearing your wife or kids say, hey, that used to be on planes and he’s always traveling versus now they see the other side. Which is your app working with clients from all over the world. So that leads me to another question, which is like, where are your clients mostly based out of, and how do you manage the whole time zone difference, given that you are in Australia and in Brisbane?

So when the joke at Red Hat, even though I look after APAC, was that Andrew never sleeps, which was not true. just clever marketing. and internal, relationship management. when I left Red Hat and started working for Mesosphere and a number of other Silicon Valley, startups, you know, I’m in Brisbane, I’m in Australia. It’s an 18-hour time difference. I often joke that I’m from the future. Sadly, it doesn’t help me with the stock market. but, you know, that has challenges, right? Like America and North America is the world’s largest market. That’s where most of the tech firms are most of the people that I would look at as either clients or potential partners. And so I just decided that I’m no longer going to be a night owl. I’m going to be an early bird. And so I get up for a 4 a.m. local start to align with, you know, 10 or 11 Pacific. Yeah. and that’s worked really well. Like, I was surprised the first couple of months was really difficult.

But I’ve been doing this for six, six years now, like that, those sort of working hours, it gives me incredible freedom to work with great people, but also still have a lot of balance with, with family. Like, I go to the gym in the afternoon, 3 or 4 times a week. I can pick up the kids. so that’s really good. That actually, like, the weird working hours actually works better for our family. you know, working from home helps as well, right? In terms of the clients, look, a lot of them are in the US. some of them are, you know, every now and then, like we’ll get a European customer, which is great. That does mean it’s it’s often late hours for for face time. but, you know, one of the things, you know, when I decided, you know, deep star strategic is going to be more than kind of like a side hustle where I do some contracts and like a real business.

The, founding like philosophy was there are so many great ideas that fail because they can’t execute. And for some of that, it doesn’t matter what go to market is, it’s just not a viable product or company. Right. but those that are like, there’s still a large number that fail. And so a lot of the time it’s because you’ve got, people that are great at the thing but don’t understand or have those skills of how to actually grow the business. 

And so how can we help them? so there is like a real soft spot for an Australian audience and a lot of, you know, Australian startups like we really do like punch up and, punch above our weight. in terms of, you know, the relatively small talent pool and capital in Australia compared to North America, like we’ve got some great companies. Like there’s Atlassian, there’s there’s Canva, Safetyculture, you know, Xero, like their global brands. And often a lot of those companies as they look to scale, from Australia, want to serve a US market.

And, you know, we have a lot of experience in that. So, look, we aggressively go after and focus on the Australian market. but a lot of our clients, just through the nature of where they are, are in the US, and we find that, that again, that, that, that diversity, not just from a business risk perspective and, and revenue, but just keeping your hand on the, the pulse of what’s happening is, is really good. And obviously, the experience of having worked across Australia, Asia Pacific, and the US, is something else that differentiates us in the local market. conversely, American companies that want to enter the Asian market often, you know, North Americans kind of see Asia as just one amorphous blob that looks the same. It is very different like it’s very different to Europe. there are not just lots of countries. There are lots of time zones. there are lots of different cultures. You know, you look at, a lot of Asia, like Japan in particular.

You have to go through partners. The same in Vietnam, and Thailand, very similar in Singapore. but then interestingly, like in Japan, the customer cares about their relationship with the partner far more than the vendor. And so there’s a lot of these things that are so different to how business works in North America that, you see a lot of companies fail in the. Yeah, the Asian expansion. Yep. So, yeah, those things help too.

Yeah. No. That’s good. Good. Getting a wide perspective, starting from how you plan your day and working with the different time zones, and giving advice to folks who are looking to enter the Asian market. switching gears here, as you and I know, Andrew go to market is not just success or not just failure. It’s going to be a mix of both. So if you can share a go-to-market success story and a failure story, I’ll let you pick which one you want to go with first. Yeah.

So, a success.

so I won’t use any names. because there’s, there’s obviously details, but, you know, a large tech company that we’re working with, they were successful in their own right. They had a good and growing product that was in a cloud, you know, hyperscalers marketplace, which, you know, was good. However, the third-party marketplace introduces a lot more hurdles to an end customer. Like there’s there’s different billing, there’s different contracts, there’s different procurement. 

You can’t draw down on the cloud credits that, you know, you go and get a contract with them like it’s a separate, amount of money, you know, supports different. And so that was starting to hinder them. And so, you know, working with them, we’re like, okay, why don’t we see if there’s appetite with the, the cloud provider to make this a first-party service, which is a massive hurdle. So, you know, that that kind of snowballed and, had a lot of like, senior executive, you know, up to the point of, you know, CEO conversations between, you know, those two parties and moving big machines is really hard.

And so, just trying to make it, you know, okay, cool. Like, we’ve got this big dream, but like, let’s just, like, make sure we’re getting this done. Yeah. and so, yeah, like, last year, working with them to take that product as a first-party service. So it’s now like owned and operated by that cloud vendor, or there’s joint product and joint engineering. there are individual and joint go to market. you know, sales enablement is joint and individual. They both have sales teams, but there’s a lot of like they work together. because there’s obviously more than what that other company sells inside of, the cloud provider. like that, that that was really hard. 6  months later, there’s still a lot of work to do. This is still a teething problem, as you can imagine. Like that. That’s not an easy thing. but, you know, like a lot of those customers that were on that third-party service, you know, transitioned, which is good because, you know, enterprise companies, you can’t just, you know, announce to them that, oh, hi, we’re completely changing how you consume the product.

And can you do it tomorrow? Right. so that’s really good. So the feedback from both existing customers and net new. And so there’s good growth on that side as well. and yeah like that’s the the the growth rate is significantly higher from the the first party side to the, the marketplace, which was the goal. So things are all moving up to the right.

Very cool. And then what were your services and what did you specifically do? Was it more around alignment or, did you create content or collateral? So talk.

Yeah, a lot of so I was involved in that project. So a lot of what I was doing was around the content collateral and the joint selling efforts and that sales enablement and some of it was like helping educate customers around. Okay, so this is what’s changing why, and what you get out of it. Yeah. Other parts were okay just simply because we now have this co-engineered product. What. That opened up a whole heap of other avenues that we could, you know, build solutions for or use cases that we could serve that just weren’t available before.

And so okay what are those like identifying them and then prioritizing them both in their market opportunity and the ability of the sales teams to execute? and, you know, building, the collateral for that. So whether it was, you know, sales decks, you know, working with the revenue marketing team around campaigns, some of their other partners that they used, like, how do we involve the, the end like sales channel. partnerships that were, you know, partners, on both sides. So, yeah, a lot of the more on, the sales side, in terms of the execution.

Very cool.

And the salespeople are great Yeah.

So the other part of my question was a go-to-market failure story. And again, as you and I know, there’s nothing like a failure. It’s more of a feedback loop or a lesson. So if you can share a good idea that didn’t really pan out as planned.

Yeah. So a couple of years ago, I worked for a North American, I suppose you’d still have called them startup.

They were looking to IPO. They eventually got acquired. they had been the market leader for many years in, in IT automation. And I had some experience doing that, with a competing product at Red Hat that kind of helped dethrone that company. So it was really interesting. going to the other side of what was the leader then started to lag. I joined them because it looked like they were like trying to do some things to turn this around. And they wanted help. They wanted that, that other perspective. and so that that seemed so promising. 

And there was definitely eagerness on the south side to kind of stem that tide and tell a more modern, up-to-date story. But even with a new head of product that was very experienced, there was still a lot of reluctance on the product side to, you know, just acknowledge that the impact to technology that cloud has had and how it organizations in particular, you know, now run their ops, let alone the integration of, of dev and then DevOps.

So that was really difficult, that there’s no point in telling a story that you can’t deliver on. Like storytelling is super powerful, and it allows you to set a bigger picture that you can take your buyer or customer down, you know, nine out of ten steps, but you can’t, you know, get over your toes too far. otherwise, it’s the vaporware. And like, you lose credibility so you can set a big vision as I look. We can take you three-quarters of the way, but we’re like, in the next two quarters, we’re going to finish it. Right. And as long as you deliver on that and you’ll, upfront, that’s okay. But yeah, there was such a big difference between the stories that we wanted to tell that we, you know, you know, smart technical people that, you know, been in that segment for a long time and, you know, others in the go to market team that, you know, okay, this is what customers are telling us.

Yeah. There’s still such a big divide between that and, you know, product and engineering. what’s even more unfortunate is they had this whole new idea in a product that they had started, but it was then driven by the CTO. It was outside of product and, like dedicated engineering. And that was amazing. Like that. 

That was all around like helping infrastructure teams operate in an event-driven manner rather than a procedural which has so many possibilities. But it was really treated like a science experiment. And I’m like, hey, I know this is weird. Like, this is different, but like, there’s an opportunity here and like connecting all these dots and like, you know, showing them, you know, giving the leadership team the, the details of customer interviews that we’d had or showing them like, this is what the impact would be from a technology side and how that would translate into, you know, growth for the company. And they just didn’t see it like that. That was not the world that they were in.

And so I would count that as a failure of me to be able to, you know, lead those executive teams. But, you know, it’s it’s also hard. And this is the flip side, right, of alignment. You can’t talk about alignment and preach it and then be the one that goes rogue. Right, right. Like as much as you back yourself and you think you’re right, you know, as much as you might think that you’ve got all the information at hand, you know, often you don’t. And, you know, like I would say in this case, it’s unfortunate that that was amiss. they ended up, you know, like I said, getting acquired by a PR firm. yeah, I think there was heaps of opportunity there. And I would say that that was partly me, partly the market, approach that, that leadership wanted to take. Yeah.

Very good. Yeah. Practice what you preach definitely applies to go-to-market marketing, sales, alignment, or alignment across any functions for that matter.

And equally applies to parenting as well.

Yes, as much as you like, but I know. Yeah. yeah. Look, no one, you know, has all the answers. And like, while I do have that, that breadth of experience, the thing that it has taught me is you need the people around you and you need to take them with you, or you need to be going with them, right? Like. Like I said, you can’t go rogue, no matter how well-intentioned or justified you think you are. So.

So in terms of staying up to date, when it comes to go to market, like what people, community resources, books, podcasts, or anything for that matter, what do you lean on?

yeah. So I love to learn. I am constantly interacting with, you know, people that I think are less experienced or more experienced or smarter or, like, just I want to learn from everyone. so a lot of LinkedIn and LinkedIn and, and X or Twitter, there’s great conversations in those places.

I like to, you know, I’m, I’m a big contributor to the Product Marketing Alliance. I’m an ambassador there. And so that’s been really helpful, just getting access to a lot of other smarter people. And, you know, I kind of have a couple of podcasts that I like listening to. Like cheekily, I do quite like yours. so love that I’m here. That feels really awesome. you know, Dave get hearts, you know, exit five podcasts. Jay closes, you know, creators. but yeah, like, how can I get views and experiences from people that are adjacent to what I’m doing, that are doing the same things that I’m doing or touching and sometimes just completely different? 

Like I remember years ago, like I was I was a young adult, you know, I was at uni doing, you know, an IT degree and, software engineering and, data communications. I was a young boy that, you know, played on computers and, you know, mucked around like a little bit of games, but lots of like, how can I go and improve the Linux kernel? very aspirational.

and then, you know, like my world just revolved around tech. I was working full-time in tech as well, and like, I wanted something different. So I went and became a waiter at a busy cafe. And so even that, like, made me better. So I’ve definitely got this understanding that there’s lots to learn from outside, the field you’re in. So, you know, one of my mentors, he’s an Olympic Stadium architect, like I’ve learned so much from him. Has nothing to do with the fields that I’m in. And yet the lessons have, you know, massively multiplied my income in the last, you know, ten, 15 years. So, you know, just that appreciation that, yes, you want to take in lots of things and filter them, but also not limit yourself to your domain. So. Right.

Yeah, I’m glad you actually touched upon that point right when I asked you for resources and a community of people that you lean on, I’m glad you touched upon.

Hey, it’s just not this domain. And more often than not, I do that myself, which is I listen to the podcasts that are outside of or have nothing to do with go to market. Maybe it’s about writing, maybe it’s about presentation, maybe it’s about entrepreneurship, or maybe it’s about finance. Completely different topics, or just having fun conversations on very topics. And that’s really critical, especially to wind down and give that rest period to your brain for more ideas to formulate.

Yeah, absolutely. There are a couple of things you hit on there that I agree with, right, that you need to have that balance. Like just knowing everything about one thing makes you a dull boy. And so just personally, you know, when you’re talking with friends or trying to socialize, you’re boring, like have other interests. like, I love to barbecue, I love to cook, I love to snowboard. you know, I work out a lot with a lot of, weight training. lately, I’ve been learning about the carnivore diet.

That’s what’s been working. But, yeah, I love meat, but can’t just have steak and eggs all the time. So, like, what

else does that involve? so. Yeah, and like, like, we, we kind of, I think we’re arguing in furious agreement about you will be better at the thing you do by learning about other stuff as well, because there’s lessons that are applicable universally. Yeah, for sure.

And a final question to you is if you were to turn back the clock and go back in time, what advice would you give to your younger self on your like on day 1? If you go to market journey.

No matter how fast you’re moving, you can always move faster and learn faster. don’t try and like do everything at once. And so like in line with that. Like moving faster. do it with smaller steps and like, really focus on on connecting those dots between things. I think that’s, the thing that I would say, like I am even now, like whenever we run a new campaign, I’m amazed that it works.

I don’t think I’ll ever get over that feeling. I think it’s so weird. Like, I’ve done this a while now and I’m still amazed. Right. and, like, you know, my career, I’ve been working since 96. across all those different areas. Like, I’ve learned a lot of stuff. And even there, like, I’ll still, like, talk with my wife, like, I got, like, this much done today. and like, I, I recognize this. I don’t know how to get over this, but I’m just constantly blown away by just the, the, the the speed and the volume of output that I’m capable of achieving And, you know, I don’t expect that of everybody. Like I’m the CEO, the business owner. Like, it’s, like my baby, you know, people, you know, work hard, but, yeah, just constantly amazed by just how, how much that you’re able to get done. but, the lesson really is knowing how to identify what the right work is and just do it faster, and learn faster.

Dive into the latest episode of the B2B Go to Market Leaders podcast, where Julien Sauvage, the GVP Marketing lead at Clari delves into go-to-market strategies, emphasizing the importance of understanding the buyer’s perspective and aligning internal teams. Julien shares his career journey and insights on breaking down silos within marketing teams. He explains how he structures his marketing organization at Clari to foster collaboration and shared goals. 

The episode provides valuable takeaways on effective marketing strategies, the significance of emotional engagement, and the necessity of integrated teamwork in achieving business objectives.

Listen to the podcast here:

Collaborating With Sales For a POV That Resonates: Insights From Julien Sauvage

Signature question: How do you view and define go to market?

Yeah, I love that question. It’s a road and yet narrow I feel like. So my attempt would be to talk more about the people and the buyer. So I would I would say something like changing to me, go to market is changing how your buyer thinks and acts so that they end up identifying the problem and find you as the solution. They choose you, they keep you and they’re happy with you.

Right? I love yeah, I love the succinct way, the the way you describe it. I mean, I love the fact that first of all, you start with the buyer. That’s number one, right? It’s not about internal people and functions and so on.

Yes, those are important. But you start with the buyer. And I also love the fact that you called out how you’re helping the buyer think and shift and act so that they see you as a solution for that problem.

Yeah, I think too often. Thanks for reading between the lines. And this is very unprepared. So it’s not like a definition I have off the shelf. And I just use it over and over again. But I think I’ve seen definitions where people tend to over-rotate on the act piece or on the think piece. Right. And we both know that actions without thinking or thinking without actions are pretty much useless. So I think it’s both sides of the brain of the buyer, how they feel, how they think, and ultimately how they act.

Yeah, absolutely. When it comes to thinking I would actually add one more complexity to this how do you make the buyer feel right? And it starts with that. And then if you leave them with the right emotion or the urge or the desire, then they think in that direction and they act 100%.

Yeah, I’m glad you said that. I like the I know we’re going a little off script. Well, there’s no script, by the way, for any of you listeners, there’s no script. But yeah, the emotion, the feeling is so important in my mind. And that actually is my definition of of brand. I was, I was being asked what is brand to you the other day. And there’s no unique definition, as we all know. But like while I really like things that people would say around, it’s how people think of you when you’re no longer in the same room, you know that’s your brand. Or they would talk about, you know, changing how people feel. To me, it’s the first impression, the first emotion that you as a vendor can trigger to your buyer. And that would be what will stick to them. And then the rest becomes, you know, easier in a way. So it’s the first emotion you can evoke with your buyer.

That would be my definition. Definition of a good brand.

Very cool. Yeah. I love the fact that you articulated, the brand as well. And you tied in the brand in the go-to-market piece. And then of course, the other topic is the nuance, which we alluded to, but then we didn’t cover a whole lot, which will cover a whole lot in the remaining conversation, which is about now that you got the mind on the buyer. Now, what do you think about the internal teams and the alignment, the execution?

Yeah. I mean, are you asking me the question now?

It’s up to you. I just had to share that. It’s up. Yeah, yeah. Take it off from there.

Yeah. I think at the end of the day, it’s kind of like. I know it’s going to sound very theoretical, but the internal alignment and the internal team that you would include in a good market has to be aligned with what the buyer needs for you to effectively go to the market to them.

Right. And so I think with that in mind, certain companies may be smaller markets. They have a pretty straightforward and good market motion because their buyer wants one thing. And we pretty much know what this thing is. And as such, your good market team internally should be, you know, A’s and Aces making that up. But sometimes the market is more mature. The solution is more developed. All the post-sales aspect matters. A lot of the marketing education, because it’s a newer category, matters a lot, and as such, your internal go-to-market team also has to mirror that. And then on top of the traditional ask duo, I would add CSS, Post-sales, implementation consultants, marketing, and the whole thing. So it really depends on your market and your buyer at the end of the day.

Fantastic. Let’s switch gears here. I know you can go on and on for this entire show, just on a good market topic, but let’s switch gears here. Yeah. Tell us about your journey, your career journey so far, and what led you to what you’re doing here to that clarity.

Yeah. Good question. I mean, so my journey has been very, I would say incremental in a way, like I started back in France, pretty technical, roles. I was in data science before data science was hot and the thing and then moved into a solution engineering role and then back in 2013, I think it was I got the opportunity to become a PM. And that’s why I came to this side of the ocean and came to the States, to San Francisco, where I live today. And then incremental in the sense that I then became like, I went from the PM IC to a PM lead or a given product line that was back at Salesforce, and then I became the VP of PM. And then on top of PM, I added customer marketing, and then on top of that I added corporate marketing and brand and now events. So it’s been a good I would say, almost linear and incremental journey for me which which I’ve enjoyed. So today I lead brand, corporate marketing, product marketing, events, and many other functions at Cleary.

And yeah, I’m very passionate about tying all these functions together. I’ve seen so many silos within the marketing organization that I do not have experience with those silos and the pains that come with it. And I don’t want my people to have to go through the same pains that I’ve been through as an I see in my past life, so very passionate about good market and marketing and trying to, like, break the silos as much as possible.

Very cool. Yeah, often we keep hearing about silos and how broken marketing and sales are, But I love the fact that we are talking about breaking silos within marketing. Yeah, across the functions within marketing allow that fact.

Yeah, for sure. I mean, I have many times maybe it’s like sometimes the bigger companies, right? But like you have a brand doing its thing and PM is doing another thing. And I’ve seen plenty of examples of that at Salesforce, to be honest, where you know, like brand and corporate marketing would own the main Dreamforce keynote, for example.

So they created their messaging and their narrative on their own. And then if you’re a PM while you own the keynote for that one product line, I was on Einstein, for example. So my team and I would own the keynote for the Einstein product line, I mean product keynote. But of course, you then create your own thing, and then at the end of the day when you have that big kind of review meeting with your CMO, they see messaging that doesn’t map, they see a weight. The corporate keynote talks about ABC. You guys talk about def you know WTF? Yeah. So that’s a good example of silos across the board and brand. And PPM is a classic one. But of course, brand and growth is another one. Mobs can also be on an island, and so there’s silos everywhere in the enterprise. And it’s our job as leaders to try to break them as much as we can.

Yeah for sure. Let’s go back in time. I mean, you said you started off in a technical individual contributor role, and I’m looking at your LinkedIn profile, very interesting set of brands that you work with, right PSA Peugeot, Renault, and Airbus France.

Leading brands in France, and SFR as well. And then you come to the Bay area. You’re not in product marketing yet. You’re not in marketing. You’re still in the sales pre-sales side. What prompted you or what gave you that moment? Or what is that moment like? Like you said, hey, you know, product marketing is what I love.

Yeah, yeah, yeah. So I actually came here as a PM. That’s the that’s the transition. I would say the transition from technical roles to a C is pretty, you know, easy to understand. Right. But then the transition from SC to PM I think also makes a whole lot of sense. When you think about it. You end up, you know, like going deep into your market knowledge, your product expertise, and so that you can do a nice technical pitch and you can do a nice demo and you can do things. The difference between an AC and a PPM is that you move from a 1 to-1 capacity that would talk to that one account, and then PPM is one to few or one to many, but you end up being the champion, the wingman, the wing woman of your product.

So, I think the transition from sales engineering to PMS makes a whole lot of sense. And yeah, that’s what made me come here back in 2013, PM in France wasn’t as big. I don’t think it still is that big, to be honest, sadly. But yeah, that was my transition.

Very cool. And right after your role as a senior PM at KXEN, you jumped to Director of Product Marketing at SAP. That’s a nice jump. I mean, talk to us.

Yeah, so it takes KXEN was small it was an I don’t know six people marketing team. Right. The marketing team was six people I believe give or take. And so I was the sole PM there and we got acquired by SAP. That’s that’s why. And so SAP believed in me, invested a little bit in me and made me kind of, you know, move up the ranks. And I became a director there. But then shortly after I left and went to Salesforce because, you know, as a young, still somehow young back then, ten years ago, French marketer, you, you know, you come to the Mecca of marketing, Silicon Valley, and you want to work for like, the cool brands.

And that felt like Salesforce was a cooler brand for me.

So that’s why for sure. And then at clarity, and maybe even just in the prior roles, you started building, not owning, not just product marketing, but the other aspects of marketing, like, yeah, how was your pitch like to your leaders as to, hey, invest, I believe in me, I got this and then how are you showing results?

Yeah, I don’t think that was the pitch. I think typically I you you just do it right. Like you try to seize every opportunity in a non-opportunistic manner. But you know typically I would I don’t know I would like I would, I would, you know, I would do my normal like scope of work. And then on top of that, I would see opportunities that other teams wouldn’t pick to do a little more. And then I would just go ahead and do them with the, with the those team’s permission, of course. And then my leader would see the impact and, you know, the quality of work.

And as such they would be like, oh yeah, well, maybe Julian should own that as well. So I think it’s less a pitch and it’s more like you go out and you try and you do it and sometimes you fail. By the way, excuse me, but you just, you know, you just you step up, you this there are always opportunities for everybody to step up and try to own more if they feel like it.

Yeah. And was this I mean, I’m trying to go back to the time when you actually did this and was successful. First time looking at your LinkedIn, it seems like maybe it was at Gong. I don’t know, because you were on product marketing and customer marketing?

Yeah. Well, I was brought in to do both customer marketing and product marketing, so that was like part of the initial role. But I think the role expanded into I ended up having thought leadership as well, which then moved into a different part of the org. But that was part of my thing and I touched, I forgot, I forgot now a little bit of category, a little bit of enablement, a little bit of like programs and stuff.

So, you know, and sometimes you, you know, you those functions stay with you. But I always say even if they don’t, it was the best learning, you know, like I think everybody the only reason and way to grow and own more is to just be really curious about the variety of things and try these different things again, not stepping on anybody’s toes, but just offering to help when there’s a gap. And that’s how you show your worth and that’s how you you learn.

Very cool. And then on a lighter note, because you’ve traveled and worked in across geographies, across companies, across roles, how does your family? How do your family members describe what you do for a living?

Oh my God, I do that in French or in an in English. Go for.

It. Both. And then you can translate it for us.

Yeah no I don’t I don’t I’ll stick to English. That one. Yeah, I think a lot of, a lot of my friends and my family are not in tech.

And marketing in tech is… It’s not as in France. It’s it’s not as big as it is here in the Bay area or in the US, say. Right. So the first thing I’ll say is I don’t think they understand marketing. I think they see me as selling okay. Selling stuff. Yeah. And so typically they would say like, oh yeah Julian. Yeah, he’s doing his thing. He’s selling software to other people. Setting software? Okay. Yeah, that’s what they would say, right? Because at the end of the day, tech as we know, starts by setting to other tech companies and then they breach or cross the chasm. so I think that’s how they would describe it. He sells like an app to other people selling apps. Okay.

But that was I mean, it’s actually a compliment. A marketer being called as sales a salesperson is a.

Yeah, that’s right man. Yeah. I don’t think it was meant as a compliment from them, but I’ll take it.

I’ll take it. Very cool.

So coming back to your role at clarity. So yeah, I mean, I’m sure a lot of the listeners are not familiar with clarity. So what does clarity do and what do you do and who do you serve your customers?

Yeah, absolutely. Yeah. So Clari is one of the leading tech companies. We. Our offering is around a revenue platform. That’s how we call them. The revenue platform automatically captures data, uses analytics and AI to analyze it, and then suggests, the next best actions, executes flows and automation as well as gives insights to mostly three personas. Rev tech I’m sorry, rev ups, CRO, and the actual sales rep. So we are mostly doing that, I would say. yeah, we’re trying to see the value props around the CIO persona. It’s a little new to us, I think to the whole market. But like most, our audience is revenue leaders and revenue practitioners. And we set up a revenue platform.

Got it. So revenues cross and sales reps and individual contributors and sales managers maybe that’s right.

Are there specific segments industries geographies?

Yeah. Good point. Yeah we’re global and we’re cross-segments I would say we’ve been really successful with I would call them mid-market. Plus, you know, like Zoom, Aacta, those types of companies, they’re all up on the website. And then we started to see really good traction with the actual enterprise accounts. Some of the names I can’t disclose, sadly, because they don’t want us to talk about them, as you know, but like really big Fortune 500, even Fortune 50 companies. So I think it’s encouraging for anybody in tech. It’s obvious that it takes time, but people do end up crossing the chasm. And you can break free from just sitting to, to, to same companies as yourself, and doesn’t have to be just tech setting to take as per my or your point. Yeah.

Fair enough. And then since you’re responsible for marketing, talk to us about the marketing, like how you structure your team, the budget, the number of people, break of the functions, and so on.

Yeah, yeah. I mean, I can break it down entirety because we’re a private company, right? So like at the high level, there are various parts of the team. We do, I have five of them PM content which includes customer marketing. Creative marketing, which is the visual branding. Yep, corporate comms and exit comms and events. These are the five. Yep. Then under another leader, there are marketing ads and campaigns, and the website is part of marketing ops at Kerry. That’s the way the team is structured. I don’t even know how many people we have, give or take total, but we’re clearly as a whole seven, 800 company employees. So we’re not big, but we’re not small either.

Fair enough. And then from a budget investment, I’m just talking about like a percentage split. Not not specific. Like, yeah, a budget split point of view. Where do you invest in terms of programs and what kind of programs?

Yeah. Good question.

So the programs the heavy investments would be, I would say mostly brand and corporate marketing. That’s the big the big-ticket items. So in there, you would find things like Gartner and Forrester or subscriptions. We all know how, you know, expensive. Those can be, a lot of content, you know, working with agencies, copywriters, paid sponsorships, big, you know, professionally produced content assets, including multimedia. That type of stuff. So it’s, I would say the bulk of the ticket items or the money goes to corporate marketing in my case, yeah. We all know PM work is less costly in a way because it’s more like internal facing right, like cells and demos and whatnot, Excel’s pitch decks and whatnot. We do have some nice little things around product videos and product tours and, you know, that type of stuff. But in the grand scheme of things, the investment there is a drop in the ocean of the brand and corporate marketing world.

Yeah. And you also mentioned a very important point early on, Julian, which is being the orchestrator and breaking down the silos within marketing. So how do you as a leader, as a marketing leader, like how do you structure and orchestrate, like product marketing to brand to content, demand, events, and corporate, and so on?

Yeah, it’s a good question. Well, first off, I feel, you know, lucky enough and grateful to have all these teams under me. Like, I think it naturally breaks the silos. If you have one leader, then the teams just get together more, so it makes it easier, I would say. The other thing is we have a cadence. We run our marketing business with a bunch of marketing cadences. So a cadence what is the cadence? The cadence would be a weekly, monthly or bi-weekly meeting with not a whole lot of people, just a few key stakeholders in which we really inspect every aspect of the marketing business that matters, independent of the team and the function.

So it wouldn’t be like, oh, a PM cadence, for example. It’s not that it would be more a middle funnel cadence, or it would be a content and brand metrics cadence or top of the funnel, you know, website. Everybody touches the website. So it’s more, I would say by channels or by stage in the funnel. And, that’s a great way for people to just get together and work together. I really believe that silos are like hard to avoid in the enterprise. They just happened, right? But the easiest way is to just like, put people to work into the same work streams, and then they get to know each other and then they realize they’re actually doing great work together. Yeah. So that’s the way putting people in into the cadences, into the work streams, sharing metrics is a big one as well. I like having shared KPIs. The same KPI would be shared by two different people from two different teams. It’s going to break the silos there.

Yeah. Those types of tactics.

Yeah. And if I have to echo or give an example, maybe I’ll take the example of like, hey, we need to move mid-market KPI for this month. In that way you would structure someone like, of course, there have to be UPS or some marketing ops. There has to be a content person, there has to be a product marketing person and maybe someone else likes design for sure. Yeah, content, and so on.

Exactly. Yeah, I think I think the best way to create silos is to keep the cadences about the team and not about the work. Right. So it should be the opposite. The cadence is about the end product optimizing a given program a given channel or a given stage of your funnel. And then the team would kind of like self-organize itself to make that cadence happen.

Yeah, this is great. And then I’ll blow it up. Leveling this, I’m sure you must be mapping all your marketing KPIs to the business objectives and sales, and maybe even customer success like post-sales.

Yeah. So how are you running that cadence?

Yeah, it’s a good question. I mean, it’s not it’s not perfect. Never is. I don’t think any company can say, oh yeah, I have everything. All my OKRs are perfectly mapped out. There’s a beautiful, you know, Russian doll structure. The way we’re doing it is I don’t even know if I should start bottoms up or top down, but like, yeah, we have our. Well, first off, marketing is mostly measured against pipe, creation pipe influence. Right. As it should. A little bit of pipe maturation and velocity as well. And if you go all the way down to PMS, they should own metrics. Own as in they contribute the report on IT metrics like competitive wind rates and ASP. Right. If you have good sales assets and good messaging, you’re just going to sell faster and more and bigger. So that’s kind of the that’s kind of the way the way we we try to map things to like the bigger picture is we have we share the same goals as the company.

So for example, I’m going to make those up, you know, accelerate growth, keep innovating on product, and dominate the category. These could be three company goals. We would then have the exact same goals at the departmental level, like marketing. And then we of that three kind of North stars, if you will. We then map our programs and our targets against those. So that’s the right way. We kind of like, you know, match company level with departmental level, like sharing the same goals and then, you know, like the tactics and the mix would and the targets would differ by, by department. that’s the way. And then, yeah, as I said, like every person in my team has three KPIs. I try to have a mix of like what I call a yes-no KPI. Like, did you complete that program? Yes. No. You know, like, it’s just like completion. Yes. No. Yeah. One leading indicator and one lagging indicator.

Leading indicators would be a number of downloads pipes and whatnot. Lagging would be actual you know closed one revenue or pipe velocity that you’ve influenced with your program.

Very cool. I love the fact that you have three KPIs for each individual, and it’s not always black and white, but you do enforce a black-and-white. Yes, no, and then a leading and lagging. I like that structure. It’s very clear. I mean, most often I see like lagging. But anything is controlling the input and the output is the effect and the activities on the input.

That’s right. Like if you just do lagging like it’s so downstream that there are so many touch points and things that can happen between your program and the actual thing that you’re measuring as a lagging indicator. Right? Like it’s just it’s almost unfair because like, you know, you like you don’t control the cell cycles, right? There’s a there’s no way. So but I still want I don’t want people to just have a leading indicator and be like, hey, I’ve created my pipe, I’m out.

So I think I think, you know, bringing in the leading and lagging. The thing is a good balance and for people to stay accountable, but also not being measured against things they can’t control. Yeah. Very good.

Yeah. So this is awesome stuff, Julian. I mean, I love the fact that you how you share. First of all, thanks for sharing those details on how you structure, how you think about marketing, breaking all the silos, and how you also think about KPIs and alignment within and outside of marketing. Now, switching gears to another but related topic, as you and I know go to market, there are two sides. I mean, you will always not be just successful but always be failures as well. So share with us samples of like a good market success story and a good market failure story.

Yeah. Yes. There’s there’s many of them I think on both sides. The success story I would have in mind first would be our recent one. So this is going to be a clearer example, our recent announcements around the fact that we just surpassed $4 trillion of revenue under management.

Revenue under management. That’s a that’s a new metric. And that’s one of the reasons why I like it. So what we did there was we strong. We sent a strong signal to the market that the company is doing well. There is momentum. But also more importantly, you know, we’ve reached a specific milestone which then helps us amplify our POV in the market with that credibility. The fact that we’ve, you know, reached that point in itself doesn’t matter a whole lot. It just gives us the credibility and the momentum to then have a seat at the table and be listened to or be heard by the audience. And then what we did of that is, well, you know, because of all that data flowing through Clari’s revenue platform, we have learned so much. And our gift to you, buyers and audience is we’re going to share those learnings with you. Yeah. And that that was so it’s classic thought leadership play right? In which we used kind of an internal thing to create momentum, create awareness, and then have the credibility to express our POV.

And so that was a massive success that happened I think, a little over a month ago. Now we’ve got time as the time is a blur. But like we had a really strong social activation and takeover, a bunch of follow-up assets and campaigns, omnichannel of course, social website, email in product, you name it. So it was a really nice, nicely done kind of omnichannel takeover to, you know, to make noise in the market. And of course, that week we saw not only did we see I forgot the exact number, but like almost a million social impressions, a 20% increase in web traffic, a big spike, more demo forms. So all of that demand that you create actually gets captured and of course, translates into the pipeline. So that’s a good example. Yeah. Let me pause here. See that? I mean, do you have any questions?

First of all, congratulations to you and the team. That’s a big achievement and campaign for sure. I do have follow-up and drill-down questions in terms of like who was the lead? Was it you or someone else, and how did you or that person think about a campaign was like a campaign brief? And then how was it structured in terms of execution output and metrics?

Yeah.

So the lead, I would say would be a combination of myself and Devin, my head of content at Clery, Devin Reed. But then, of course, a lot of people were, you know, contributing to this from, you know, the social team to the PM team and whatnot. The exact sponsor was Andy, our CEO. He was very he stayed very close to this, which I think makes it a success. Right. If you want a big, big market-moving moment and not just yet another campaign. Yeah. And your CEO has to be bought in and give you feedback and direction and, and amplify. So, so that’s that was the kind of the, the crew, if you will, the cast. And then. Yeah, we had our strategy deck for it. You know, talking about the, the why we’re doing this. What’s in it for us? What’s in it for the audience, the, you know, metrics and the targets in terms of expected outcomes, the bill of materials, the deliverables, the races, the owners are like down from strategy level down to like the tactical details.

So from start to finish, was it like one, 2, or 3 months or even?

Yeah. That’s why yeah, it’s a good question. Everything was very, very fast. It’s like it went from an idea to full execution in frankly less than a month, which is crazy. Yeah, yeah, yeah. It was it was very intense but very rewarding at the same time. So my advice to every marketer would not be to rush through things like, like that. I think typically you do that big integrated campaign and lightning strike if you will, talking about category here. You do that once a quarter. So you give yourself like three months to execute. Ours was a little more condensed in terms of timeline, but it ended up being very successful.

I think it’s a combination, right? One is you need to strike when the moment is hot or when you hit the KPI. Not like it was done like six months ago, kind of a thing. Yeah. At the same time, you want to make sure that it’s thought through like you’re 80% through versus 100% perfection.

For exactly.

KPIs, assets, and so on.

Exactly. Yeah, that’s exactly right. Yeah. There’s like that’s the thin balance that every hard bar inside every marketer has to strike. Right. Like like the time is now and it’s market-relevant now. But at the same time, you need time to execute and have the quality of outcome. So how do you balance speed and quality at the same time?

Fantastic. No. Thank you for sharing that. This is a great go-to-market success story. Yeah. On the flip side, the go-to-market failure story.

There’s a story. Yeah man I have I have so many. It’s like everybody else. I fail a lot, but I keep trying. I can start with maybe I’ll do two, two stories. One is going to be still at clearing is not everything is perfect. That clearly never is anywhere. And the next one would be Salesforce. So I’ll keep it short. Clearly, I think back to the kind of category thing.

So we launched, we can call it a manifesto if you like the category POV. It was before my time to over two years ago. Now I believe it was in, I guess exactly two years ago in June 2022. And so it was like really well received by the audience, the market. That’s where we introduced our villain in our story called Revenue Leak. And so the story’s about, you know, using a revenue platform to identify the leaks and then prevent them from happening. Right. But the story was a bit much. It was if you go and look at the actual narrative deck, like the beginnings of some, and then it starts becoming like there’s too many concepts kind of thrown together.

Is that the 50 slides that are shared on LinkedIn?

There are multiple decks shared on LinkedIn. I feel really good about the $4 trillion LinkedIn. Yeah, I can. I’ll send you the it’s. Com slash thrive like thriving thrive. Yeah, it’s great. It’s amazing by the way. It’s like an amazing POV.

It’s just a little too much right? Like because then we end up talking about collaboration and governance. And it’s just like. And so we threw a lot at the audience. It still worked. What didn’t quite work? 100% was the reps felt like it was a little too much. And so they sometimes would have a hard time articulating what that’s, you know, market level POV actually means for their one buyer that they’re talking to right now today. And so and it’s not a sales enablement issue like that. Sales enablement is such a scapegoat for all the things in the enterprise. It’s awful. So it’s a company issue, right? Like if you have almost a bit of a bloated POV with too many ingredients to it, then you know, your buyer might get lost or your reps might get a little overwhelmed. So that’s sort of a bit of what happened. We saw that and then we trimmed it down a little bit, removed the fat, and removed a few concepts that were great but not fully helpful to the story.

And now we feel like we have a much better, just simpler story to tell. So I love the.

The fact that I mean, a lot of companies, a lot of leaders go to market leaders. Think about having a point of view. You should have a point of view. And lots of people feel proud that, hey, we actually released the point of view narrative, which is important, but allow the fact that how you guys nailed the problem was at the rep level, you can have a point of view, but people on the front line, if they’re not able to execute, it’s not going to land. You won’t see the KPIs and outcomes. Simple.

Okay. That’s right. Exactly. Yeah.

And so how long did it take for you to find that problem?

I think I would say it took us longer than I thought. Maybe a year. Something like a year, you know, because, like, what’s what’s shocking is that we have a lot of, like.

Well, I’m a tech nerd. Like, I really love, you know, having the tools and the apps for me to do my job a little better, me and my team. So we have a variety of apps and we’re we’re recording the calls and the sales calls, and then we use an app on top to analyze that. So we could tell that the adoption of the full POV was lagging, but we or people using the POV like reps in cycles, right? That would result in a much higher ASP. So it’s kind of like I’m going to make up the stats because I can’t disclose the stats. But assume that your POV is only used fully by 60% of your reps. But for those using it then it yields a 40% higher average selling price. So we were still like okay, let’s convince the remaining 40% of the reps to also use the full POV because they saw that it helps sell bigger deals, right? But still, there was a lot of resistance. And I can’t blame anybody because I do think that fundamentally the pop was a little too much to absorb and to, you know, to use.

So now we streamlined it. As I said, we haven’t lost on deal size lift, but the adoption of the new POV amongst sales is much higher. Very cool.

Yeah. Good stuff. And then the second GTM failure story.

Yeah. Salesforce. Yeah, yeah, this one is this one is more funny, I guess, than anything else. I don’t even know if there is like a good lesson to be learned, because I guess the first one, my lesson from that failure would be don’t boil the ocean and the more sophisticated POV isn’t the strongest. Like sometimes simple is better. This is more right and tracks adoption and track impact, right? That’s my learning. All right. So the second quick failure story would be Salesforce. It was my last year as an employee. So back in 2019 doing Dreamforce and I was on the Einstein team. And so we had 20 2019 was an 18 I believe like the explosion years, the years of the explosion of smart speakers.

Like it was just like Alexa, all the Alexa and all the Google homes and all of that stuff. Right? And so we thought that it’d be a good idea to have an Einstein smart speaker. And so we actually had an Einstein-shaped smart speaker, which you could talk to to ask him or them, I guess. Hey, Einstein. Like, what are my top three opportunities in North America in tech right now? And then Einstein would respond to you with a fake British accent, because that’s one of the voices we tested, and it’s the one that people loved most for smart speakers. And he would be like, oh, I believe that your top three opportunities are over. So it was a fun moment and a fun demo at the Einstein keynote, but then it really confused the heck out of our audience. People felt like this was the thing they could buy. Like, I think we even got pressing. Is Salesforce now entering the hardware market they’ve been saying no software, so maybe they want hardware.

And it was just and the whole thing was a little cringe and very cheesy and obviously fake. And I don’t think he was I think it was a fun project, but I don’t think it helped. It was it was kind of bad marketing in a way, you know, like just creating more confusion in the buyer’s mind. So that’s that was my lesson. Like, think about it. Yeah. Like it’s it’s cool to have a fun activation like this. But if you’re if you’re going to end up confusing your buyer, then don’t do it.

Yeah, that’s definitely a funny story. I mean, I can imagine, especially in a keynote or even a customer meeting someone doing that demo. But then someone asked me, hey, can I buy Einstein? It’s a whole different conversation.

That’s right. Yeah. And like, I remember we had a plan of like, we would ship because we had, like, because those were custom made. Right? So very expensive, as you would imagine.

And then so we had to plan for like ships, 50 of these smart speakers to like the key locations like the EBC executive business centers of Salesforce so that people can use that. And it’s just it became like a logistical nightmare, and we just kind of gave up on it.

So switching gears a little bit, but again, on a related note, what are the one, 2, or 3 go to market skills that people approach you for? They say, hey, you know what? I’m struggling with positioning storytelling or brand or demand or events. Let me go and talk to Julian. So what are the skills and how do you build those skills?

People outside of Clari like inside or.

Outside like like if I’m working on the positioning or a pitch deck or a brand new, like, brand building exercise. Yeah, I’ll. I’ll think. Okay. Julien is the person I need to go to.

Yeah, I think my brand is very much PM because of my background.

Yeah. Which is a curse and a blessing. Like, I’ve tried to not be seen as the only PM guy because now I own pretty much the full stack. Right. But yeah, having said that you would come to me with questions around positioning, strategic narrative category design, brand, making bold brand campaigns and visuals, and identities and ideas. Yeah. and I think actually team leadership, like, I don’t should maybe write more about this. I try to write every day on LinkedIn and post, but like, I’m really passionate. The one thing that keeps me happy, that gives me joy isn’t a great story. It is not a successful launch. It’s not a bold brand move. It’s making my team happy and successful. Yeah, and I know it sounds cheesy, man, and I don’t care. I always say I have all the right to be cheesy because I’m French, I like cheese. Yeah. but, yeah, like, so people would come to me with like, leadership advice on how to best structure and grow the team.

Yeah. I mean, those are all amazing skills, by the way, people, leadership skills. You also mentioned, brand positioning, storytelling, and so on and so, and by the way, I’ve seen storytelling be used a lot. People say, hey, tell it to me or create this asset or a paycheck in a storytelling manner, but then it just gets thrown out or thrown and the term gets used way too often and people really don’t know what it means. Oh yeah, maybe you get like a one-minute thing of how would you approach storytelling, maybe in a campaign or a pitch deck?

Yeah, storytelling. I agree, it’s one of the most overused and not well-thought-through words in B2B marketing tech, right? Storytelling isn’t. It comes after. It comes after you have your positioning actually comes after you have your messaging down, and it comes after you have your POV. So like typically you start with the positioning statement like this is who we are. This is how we’re different.

And then you start messaging like defining your messaging around it like well how would you convey that? Yeah. And then you have a POV like this is our POV on the market. We believe that there is a big, big problem out there that hasn’t been solved. And it’s a revenue leak. Yeah. For example. And then after that, you can start crafting your story. And so a story typically has the usual elements. I mentioned the villain which is a revenue leak In our case, the hero crew is the hero for us. The obstacles to plugging the leak. In our case, it’s the old legacy tech Salesforce CRM you know, and then you the story would have all the transformation like here the hero journey going into the expected outcome and the bliss. But that’s what it is. So story. It’s just at the end of the day. Storytelling to me is the the thing that comes after you’ve nailed your positioning, messaging, and POV, and it’s just an elegant way of combining all these elements together to tell a cohesive, cohesive narrative.

I think the biggest takeaway for the listeners is the way you sequenced it. Julie, and I love the fact that you sequenced it more often. A lot of times I’ve seen, like leaders say, hey, trust me, a storytelling tech stack in a storytelling format. But then a lot of elements, foundational elements are not there. So the best way to think about this is to have the positioning done. Check. Messaging. Yeah. Check. Point of view. Very important. Yeah.

And then and then the story by the way like POV depends on every company, right? Like in my mind, POV comes first, like POV is market level, and then positioning is you in the market. So I think you need the POV on the market before you talk about yourselves in that market. So the actual order in my mind is more POV positioning messaging story. Yeah.

Very cool. I know we are coming towards the end of time over here. Yeah. The last couple of questions for you.

What resources do you lean on to stay up to date on the different topics?

Yeah, it’s a good question. I wish I was one of those persons who, you know, would say, I listen to X amount of podcasts but I don’t I don’t listen to a whole lot of podcasts. Sorry for people listening to this. I try to do well. I subscribed to a few newsletters that I find helpful. I like Miss Stratton’s newsletter called Punchy on Messaging. I read that every religiously, every Saturday morning, of course. lucky enough to have Devon Reid on my team at Clari. So I read his stuff. I read the category Pirates, Substack, and the newsletter. So that’s the way I consume information. I have a few books as well here. That’s one of the one of the Bible categories. Yeah, for sure. Play bigger. But yeah, I’m mostly like a short-form content type of consumer. Like more newsletters and even LinkedIn posts. I agree, I mean.

There’s a lot of good content coming out on newsletters of late, and I’m a big fan and a big consumer of really good newsletters for sure. Yeah, yeah. And then if you were to go back in time, what advice would you give to your younger self on day one of your go-to-market journey?

Oh my gosh, to my younger self, like it has to be about me. well.

Yeah. I mean, if you were to meet or redo.

Or people who are in that phase. And you’ve been through that.

I’m thinking because I don’t have a pretend answer, I would say it.

There should be no, no pre and stuff.

Yeah. No no no never. You’re right man I think it would be go deep. go deep. Keep going deep. Going deep into the relationships with people. It’s all relationship-based, right? It’s the people you meet. So spend the time to go deep with the people, the key people you’re meeting.

Forge those relationships. Find your mentors. So going deep into relationships, going deep into product expertise, even if you’re non-technical, don’t be scared like you can. You can open the product a little bit and like take a look at it and try to, you know, get into the technicalities a little bit if you can. And going deep into product knowledge, the voice of the market, the voice of the customer reading things, and it is reported. And from that POV, I think at any stage of your journey, you can have a POV on things, you can go deep on things. So that would be my advice for going deep into relationship products and the market.

Very cool. I love the fact that you can put it into like two words and go deep. And because for me that encapsulates staying curious. Yeah. And being intellectually honest with yourself. Hey, you know what? Okay, I know so much. I’m being humble, right? And it would.

It was a good one. Now I realize I might, I might replace my go deep by staying standing curious.

But I think they go hand in hand. Go hand in together. Yeah, yeah.

This is awesome. I mean, I wish we could talk more about this, but it’s been a great conversation. Julian. So good luck to you and the team at Clari.