Author: Drew Neisser

How DocuSign’s CMO Developed a Marketing Vision

Posted on by Drew Neisser

Developing a marketing vision through company-wide orchestration will allow you create more value while streamlining work. In today’s accelerated world, both customers and businesses want to spend less time on logistics and more time actually making a difference in their markets. DocuSign is one of the top businesses doing just that – allowing work to happen faster for over 200 million users across 188 countries.

On this episode of Renegade Thinkers Unite, Drew interviews Scott Olrich, the Chief Strategy and Marketing Officer for DocuSign. They discuss exactly what orchestration means in terms of B2B marketing environments, how to sell a marketing vision, and why courageous decision making should be a part of any CMO job description.

Scott is behind some of the biggest changes at DocuSign, rated as the 22nd best place to work in 2018 by Glassdoor. He shares his expertise with Drew in this interview and explains why ultimate orchestration will set you apart from your competitors in an exciting new way.

To hear why marketing visions are so important, be sure to catch this episode of Renegade Thinkers Unite. Click here to listen.

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What orchestration means within a company and why it’s critical

When Scott started the orchestration process at DocuSign, the company was focused solely on making digital signatures easier. Now they are moving towards streamlining multiple components of doing business in a digital world. In any company environment, you have to understand where your organization’s broader category of business is going to go. Rather than focusing solely on the “now,” teams have to be able to see where the entire market is going in the future and set up systems to accommodate that forward growth. That’s where orchestration comes in. Essentially, orchestration occurs when a company’s marketing visions, products, sales teams, and senior leadership all subscribe to a new macro way of thinking about the company. This drives long-term success because as Scott explains, “People want to buy into the future! They just have to be given a reason to do so.”

The importance of not pushing the envelope too far 

The first step of orchestration is to develop a new marketing vision for your company. This clear vision and narrative of what you think the company should be will drive your products, marketing strategies, and internal educational components. A vision should teach and challenge people to think differently about the bigger picture issue, but you have to be able to back up this vision with real-world examples that people can understand. Orchestration does so much more than just improve response rates for one marketing campaign, it has the power to rework your entire business if you allow it. The biggest danger with orchestration? You want to avoid a disconnect between your product and the vision you’re trying to sell. If your marketing teams and product teams are not on the same page, customers will recognize this and be wary of your company. To hear Scott explain this challenge in full detail, be sure to listen to this episode of Renegade Thinkers Unite.

Why courageous decision making should be a large part of any CMO job description

As the Chief Strategy Officer and CMO, Scott has been charged with taking an already successful company and making it even better. On this episode, Drew asks Scott how he has the courage to take risky decisions and how he combats the idea of “if it’s not broken, why fix it?” Once you establish a clear marketing vision you have to subscribe to it 100%, go out and win over the rest of the company, and then sell it to your customers. There’s actually a formula for this type of courageous decision-making, and Scott fully explains each step in this interview with Drew. Your company and your career will greatly benefit from hearing his story, so don’t miss this episode.

What You’ll Learn

  • [1:10] Drew introduces his guest for this episode, Scott Olrich, Chief Strategy and Marketing Officer for DocuSign
  • [4:25] DocuSign’s current place in transactional happiness and what it means to be an orchestrated company
  • [11:54] What exactly does orchestration mean within a company?
  • [15:05] The importance of not pushing the envelope too far when it comes to selling a vision
  • [19:25] How Scott views the idea of a company narrative and how it can be used to sell your marketing vision
  • [24:29] Scott shares how he’s incorporating courageous decision-making into his current position at DocuSign
  • [28:59] Where DocuSign is headed in the future
  • [36:25] Drew’s summary of the episode, and why orchestration will set you apart from your competitors

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Driving the Future of Banking Technology Through a Massive Merger

Posted on by Drew Neisser

It’s always fun to talk with someone who is on the cutting edge of their industry. And when that industry is something as significant to the global economy as banking, it gets even more interesting. On this episode, you’ll hear Drew conversation with Martin Häring, CMO of a newly formed company Finastra. Finastra is actually the result of a merger between two existing powerhouses in the banking technology industry – Misys and D+H.

In our conversation, Martin highlights the particular challenges faced in bringing two well-known and highly-respected companies together with an eye to maintaining the reputation and specialization of each but forging something altogether different and exciting at the same time.

As Chief Marketing Officer, for Finastra, Martin is responsible for marketing on a global scale. He first joined the team at Misys in October 2013 and is part of the Executive Team at the newly formed company. He’s excited by both the company’s significant role in the banking industry, and its influence in the world of financial technology.

You’ll enjoy this conversation, click here to listen!

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Marketers Are All Storytellers

One of the most intriguing things to me about a huge merger like has happened between Misys and D+H is the task of creating a new brand identity without losing the loyalty and enthusiasm of existing customers. It’s not simply a matter of coming up with a catchy name and deciding on a color palette for the new logo and letterhead. The legal issues alone are mind-boggling.

Martin shares some of the challenges the Finastra team had to address in its merger and rebrand and highlights how the same foundational principle that supports good marketing – storytelling – was required internally in developing and nurturing a new vision among its team members, and externally in the form of customer outreach and communication. I love how marketing principles prove to be useful in a variety of challenges businesses face. Martin’s insights are gold, so be sure you take the time to listen.

Be Courageous In Forming A Vision

When it comes to bold visions, Martin Häring and the team at Finastra are leading the way in the banking industry. The company is positioned as a leader in banking technology and is intentionally paving the way for the future of what banking will become as a global industry.

In our conversation, Martin and I talk about the role A.I. (artificial intelligence) will play in banking tech and how Finastra is leading the way in developing the systems and platforms that financial institutions will use in the future. It’s a long, slow road to introduce new technologies in the banking industry but the Finastra team is not only patient, they know the industry well and are taking steps at the pace the industry can handle.

Are you driving the trends in your industry, or trying to keep up with them?

In Martin Häring’s view, CEOs and CMOs should be asking themselves daily if their company is merely maintaining the status quo or driving their industry forward. It’s the innovation and disruption market leaders create that makes them the go-to people in a given industry.

In this conversation, as Martin describes the changes coming to the future of banking technology and the role his company, Finastra is playing in the implementation of those changes, I got a feel for what he meant. It’s about thinking ahead, looking into the future to see what will be needed years from now, and positioning yourself to be the one to meet those challenges and provide the right solutions. This was an enjoyable and challenging conversation you won’t want to miss.

What You’ll Learn

  • [0:29] My guest on this episode: Martin Häring of Finastra
  • [1:18] The amazing journey of how Finastra combined 3 companies
  • [4:41] Approaching the business analysis for a merger of this magnitude
  • [7:23] Getting employees excited about the new brand coming from the merger
  • [11:20] The brand naming process, legal hurdles, internal challenges
  • [13:36] An unbelievable 6 month timeframe for making the merger happen
  • [21:01] Martin’s interview with a human-sounding and human-looking android
  • [24:43] A.I. solutions being built into the Finastra platform
  • [28:07] The biggest marketing challenges Martin and Finastra are facing

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The Ups and Downs of Xerox’s Universal Awareness and Shifting Your Brand Perception

Posted on by Drew Neisser

The ultimate dream for marketers is universal awareness – the point in time when your brand becomes synonymous with a noun. Having your brand become a verb is an even better case scenario (think, “I’ll Venmo you the money!” or “I’ll Google it.”) This extremely high level of brand awareness can create issues though when your brand perception becomes “stuck” in this one-way thinking.

On this episode of Renegade Thinkers Unite, the CMO of Xerox, Toni Clayton-Hine, joins Drew for a conversation about how Xerox is embracing the new connectivity trend and how it is breaking through old brand perceptions to stay relevant in the 21st century.

Toni shares with Drew the story behind Xerox’s latest marketing initiative, Set the Page Free, and how Xerox is striving to be at the forefront of the intersection between digital and physical workspaces. They also discuss the pros and cons of such a risky marketing project and Toni’s top “do’s and don’ts” for current CMOs.

Join Drew and Toni for this engaging conversation – you won’t want to miss a single minute. Click here to listen now.

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Xerox’s latest Set the Page Free project and how they “marketed the marketing” so effectively

When faced with seemingly cemented brand perceptions, Xerox came up with a creative and big-picture marketing campaign: Set the Page Free. With 14 world-famous writers and creative minds in collaboration, Xerox told the story of the modern workplace – and the entire project was produced using Xerox technology. The end result were podcasts, videos, and a final free download book. After creating the piece, Toni and her team had to answer the question, “who is going to consume this content?” Drew asks Toni about how they “marketed the marketing campaign” so effectively and she explains that they really leveraged the celebrity collaborators and their social channels. For the full story behind the project, don’t miss this episode of Renegade Thinkers Unite.

What does brand storytelling mean to Xerox in the 21st century?

Shifting Xerox’s brand perceptions became a balance of using the company’s history to their advantage, while still demonstrating to their customers that they are about more than just copying and faxing physical documents. The Set the Page Free project helped Xerox transition from the realm of a 1990s office verb into a frontrunner of 21st-century workplace technology. This engaging act of brand storytelling allowed the company to show the outcome of using their technology, not just the inputs. Since Xerox is a B2B technology company, Toni’s goal is to ensure Xerox is seen as fresh, relevant, and understanding of their different types of customers. To hear more of Toni’s marketing initiatives at Xerox that are continually shaping their brand perspectives, be sure to listen to the full audio.

The biggest lessons Toni has learned since joining Xerox and why taking marketing risks can be beneficial

While developing Set the Page Free, Toni explained that she often struggled with the desire to control every aspect of the project and subsequent brand awareness surveys. But when Drew asks her about the biggest lessons she learned while working on the project, Toni explains that Xerox had to take a risk in order to shift how people think about the company – and taking that risk also meant dealing with unpredictable variables. She also learned the importance of being more directive in her approach to help customers understand how to bring their Xerox technology tools to life. To hear Toni’s top “do’s and don’ts” for other CMOs, don’t miss this episode of Renegade Thinkers Unite.

What You’ll Learn

  • [0:30] Why does brand awareness matter when you’re trying to sell a product or service?
  • [3:15] Drew introduces his guest for this episode, Toni Clayton, CMO of Xerox
  • [4:52] The main strategy behind Xerox’s marketing
  • [9:31] The benefit of working with creators who deliver extraordinary content
  • [12:58] Once you’ve created the excellent content, you have to “market the marketing”
  • [15:47] Toni explains how she had the courage to approach her CEO with this big, untestable idea
  • [18:30] What does storytelling meaning to Toni and Xerox?
  • [23:29] How Xerox is currently demonstrating their broader platform and usability
  • [26:48] Combatting the loss of reach associated with using digital marketing tactics
  • [30:19] How Xerox is showing customers new ways to use their products
  • [32:11] The biggest lesson Toni has learned in her career with Xerox
  • [37:03] One “do” and one “don’t” for CMOs as a result of Toni’s experience with Xerox

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How Looker is Enhancing Marketing Data Analytics Through Organization and Face-to-Face Communication

Posted on by Drew Neisser

The sheer amount of data any company collects can quickly become overwhelming if it’s not managed efficiently. As a CMO you have to have control of the data and understand how it flows throughout your organization. That’s why companies like Looker exist – to help you make sense of the data and use it to your advantage.

In this episode of Renegade Thinkers Unite, Looker’s CMO, Jen Grant, talks with Drew about why her unique background allows her to understand the art and science behind connecting everyone to your company’s brand message. She also shares why it’s important to simplify your company’s core message down to just a few phrases.

Not only does Jen explain why actual face-to-face interaction is even more critical in today’s B2B marketing environment, she also discusses how Looker is achieving just that. You also don’t want to miss her best advice for CMOs.

Jen conveys the heart of marketing in such an intriguing way in this episode – you don’t want to miss it. (Click here to listen now).

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Why data organization is so important and the art and science of connecting people to your company’s true message

Without a user-friendly and complete data analytics system, critical insights that could be derived from your company’s data go undiscovered. Companies such as Looker provide an easily understood way of compiling individual data silos into one platform that can be shared across multiple employee teams. Once your data is organized in an effective manner, you can then use this data to enhance your company’s ability to spread your brand message. Data that is easily accessed and understood becomes a tool for creative storytelling that elicits an emotional response from your target market – ultimately creating more success for your company.

How Looker is bringing actual human interaction into B2B marketing, and why your company should be doing the same

Jen explains to Drew in this episode that Looker really wants to push face-to-face marketing because of the human connections that come from that process. But she warns that these in-person events cannot just be a drawn-out sales pitch. It has to be about creating genuine connections with people in your industry and regions, which then opens the door for future sales. These events are also an incredible resource for first-person stories that can be shared with your team and customers. In our technology-driven world, actual human interaction events can set your company apart from the rest, and you’d be surprised at just how effective they can be. Be sure to listen to this episode so you don’t miss out on Jen’s engaging story behind Looker’s journey in face-to-face B2B marketing.

The top two “do’s” and one critical “don’t” in data analytics

Because of Jen’s long history in marketing, and her unique background in theatre and English, she has a unique set of advice for CMOs. She suggests that companies get all of their data centralized so that every team can see the whole picture – not just snippets of information. She also is a huge proponent of as many people as possible looking at your company’s data, because you never know where your next great campaign idea might come from. Finally, she doesn’t want CMOs to forget the innate nature of marketing. While technology, reports, and team meetings are all critical pieces of the data analytics process, she encourages CMOs to remember their gut intuition when it comes to taking a leap of marketing faith. Her insights are sure to be useful to your company in 2018, so be sure to listen to this episode of Renegade Thinkers Unite.

What You’ll Learn

  • [2:20] Drew introduces his guest for this episode, Jen Grant, CMO of Looker
  • [2:43] Jen shares her unique background story and how she got started in marketing
  • [4:25] The key lessons Jen learned while working with Google
  • [10:17] Looker’s purpose and story simplified into just a few words
  • [13:17] How Looker’s technology allows data to be seen and enacted upon for their customers
  • [17:16] What Looker’s data processing system looks like
  • [20:00] Where Looker falls within the “stack” of data systems
  • [22:21] Jen shares Looker success story case studies
  • [26:56] The marketing efforts Jen has completed to combat Looker’s awareness challenge, outside of the data industry
  • [34:31] Balancing tailored regional needs to overall company brand messages
  • [37:54] The toughest lesson Jen has learned in the marketing world
  • [39:30] Jen offers her “two do’s and a don’t” for data analytics

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Marketing Trends from The CMO Survey and Reigniting Your Passion for Marketing

Posted on by Drew Neisser

Christine Moorman is the T. Austin Finch, Sr. Professor of Business Administration at The Fuqua School of Business at Duke University. Beginning in 2008 she started interviewing marketing leaders to determine their most important marketing questions and The CMO Survey has been an integral part of illuminating marketing trends ever since.

Christine shares with Drew her excitement over the future of marketing and explains that “It’s not just about number crunching, the best marketing analytics bridge the divide between human insights and hard data.” They also dive into a conversation about why performing all marketing activities well is critical to organizational success.

On this episode of Renegade Thinkers Unite, Drew and Christine discuss the importance of teaching holistic marketing to future industry leaders, current trends in marketing, and the importance of measuring marketing effectiveness.

Christine and Drew’s conversation is sure to reignite your passion for marketing, so don’t miss this episode. (Click here to listen now).

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The importance of passionate marketing curriculum in academia

Marketing is the one area in business that companies cannot afford to not master. Exceptional marketing helps acquire and maintain customers which is critical to long-term success and profit. As new generations of future industry leaders are rising through the ranks of higher education, professors like Christine are setting the standards high. Throughout this episode, she explains a few of the top challenges she faces in the classroom, as well as why she enjoys instilling a passion for marketing in her students. You don’t want to miss her description of why watching her students adopt a customer-first mindset is one of the greatest benefits of her position at Duke University, so be sure to listen.

Key findings on marketing effectiveness and the top four components for measuring return on investments

One of the biggest findings The CMO Survey has uncovered is the fact that marketing efforts need the whole company’s support in order to be most effective. Christine explains that every CMO needs to ask themselves, “What place does marketing have in my company/career? How can I be the voice of the customer?” After these questions have been addressed, companies can move forward in evaluating how marketing is impacting ROI. Drew and Christine also list the top four metrics to be used in ROI evaluation: awareness based on reach, brand/brand lift, usage, and customer retention. They go into full detail on these metrics and why they’re so critical – you should hear what they have to say.

Where Christine sees future marketing trends going in the future and why she’s excited

Throughout her career in marketing, Christine has found that “It’s such a dynamic field, a full array of different people and different works.” In the digital age, marketing is an integral part of life in even more varied ways. Innovating marketing tactics are only going to become more refined over time, and marketing will continue to show up in new and impressive ways. Drew and Christine both believe that you can truly drive things forward with the deep understanding that stellar marketing can bring.

What You’ll Learn

  • [1:44] Drew introduces this week’s guest, Professor Christine Moorman, Professor at The Fuqua School of Business, Duke University
  • [3:42] The importance of marketing in the business education curriculum  
  • [7:02] Key marketing components that Christine hopes students take away from her classes
  • [9:30] The difference between the tech companies and the CPGs viewed from a teaching mindset
  • [13:00] Christine talks about the macro trends she’s seen since the survey was released
  • [20:20] Christine explains the difference between digital marketing “stuff” and digital marketing organization
  • [24:27] The future of CMOs and key questions to ask your marketing team
  • [26:17] The ability to measure marketing effectiveness as shown by the survey
  • [28:24] Key metrics used to evaluate marketing ROI
  • [33:20] Christine shares her excitement over the future of marketing
  • [35:00] The true reality of marketing done well

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Effective Verticalization Through the ‘Jive’ Way, and Why Engineers Make Great CMOs

Posted on by Drew Neisser

The historically challenging industry of telecommunications is changing thanks in part to Jive Communications and their cloud-based phone services. Drew talks with co-founder and current CMO, Matt Peterson, about how he transitioned from his background in software engineering into the marketing realm.

Not only do they discuss Jive’s innovative marketing verticalization strategies, but they also focus on the company’s innate ability to tackle big problems and approach large customer opportunities with confidence and ease.

Hear the story behind Jive’s unconventional beginning and the heart of the company, as well as discover Matt’s favorite resources for marketing professionals by listening to this engaging episode of Renegade Thinkers Unite.

Matt and Drew’s conversation is sure to inspire and educate – you don’t want to miss it!

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What You’ll Learn

  • [0:31] Drew introduces his guest for this episode, Matt Peterson, co-founder and CMO of Jive Communications
  • [3:44] Matt explains how he became the CMO of Jive
  • [6:34] How Matt’s background in software engineering influences his current work in marketing
  • [10:20] Drew asks Matt about his biggest learning curve when entering the marketing realm of Jive
  • [13:35] What is at the heart of the Jive brand?
  • [16:43] The top examples of Jive’s marketing campaigns that point to the core of Jive
  • [21:25] Drew asks Matt about one of Jive’s most creative marketing projects
  • [23:59] Another example of a Jive program that points to their core values
  • [27:00] Brands and strategies from other companies that Matt admires
  • [29:48] How to keep your  marketing mind sharp and Matt’s top resources for CMOs
  • [34:04] Matt explains some of the strategies Jive is implementing for better organizational success
  • [36:00] Challenges Matt is tackling in 2018

The heart behind Jive Communications and how Matt’s background helps him in his position as CMO

Drew and Matt discuss at length the heart of Jive Communications, and Matt attributes much of the company’s success to their “scrappy, blue-collar, bootstrap” approach. He understands that while their competitors may be larger and have more resources, Jive is able to tackle the industry and “punch above their weight class” with ease. Matt explains that by using his background in software engineering he is able to approach problems with an analytical mind that quickly links together the human intangibles found in marketing with what the data illuminates. Your company could benefit from hearing the story behind Jive’s foundation and current success, so be sure to listen.

Tackling marketing verticalization the Jive way

In order to effectively go after specific customers within their chosen target market, Matt needed to help Jive Communications find its optimal verticalization strategy. One of the best examples he explains to Drew involves the K-12 education system – a customer base that was notoriously hard to enter and change. By following Jive’s “scrappy” mindset Matt and his team were able to solve multiple problems for their education customers and ended up with dozens of new sales contracts. You don’t want to miss the full story of how Jive is shaking up the telecom industry, or the other fascinating examples of prime verticalization, so give this episode your full attention.

How to keep your marketing mind sharp and Matt’s top two challenges for 2018

Matt explains to Drew that staying current in the marketing industry through continuing education is key to greater success. By attending conferences, reading voraciously, and having an incredible appetite for knowledge your marketing professionals are sure to stay at the top of their game. In this episode of Renegade Thinkers Unite, Matt discusses his top two challenges for 2018: communicating Jive’s differentiation points in better ways and nailing their outbound approaches. Be sure to listen to the full episode to catch the whole conversation.

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