Digital Conversations with Billy Bateman: Recent Episodes

Billy Bateman

The Demand Gen leader's source for the latest revenue strategies.

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Renata Centurion, Managing Partner, Director at Winning by Design. This speaker from the Demand Gen Summit discusses what Winning by Designs' go-to-market strategies are. To stay current on our latest events, follow us on Linkedin.

Useful Timestamps:

1:05 - Importance of cloud infrastructure and internet SaaS.

6:25 - Principles of go-to-market.

9:18 - building sustainable growth.

11:33 - CRM information workload, test results, and building a machine for effective CRM.

12:22 - Importance of common language and standardized data.

17:35 - principles for market strategy, growth building, cost, quality, and implementation.

18:19 - Closing Remarks.

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Ollie Whitfield, Marketing Team Lead at VanillaSoft. This speaker from the Demand Gen Summit discusses how to strategically plan out webinars that maintain engaging structures for audience members. To stay current on our latest events, follow us on Linkedin.

Useful Timestamps:

1:19 - Attention retention strategies are presented.

3:24 - 3 points of view, segment planning for webinars.

5:03 - Dive into specific topics on how to engage webinar audiences.

6:05 - Content planning for follow-ups.

8:09 - Different modes of video content.

10:11 - Maximizing content output by repurposing webinar content.

10:44 - Utilizing video clips for social media

13:21 - Leveraging user-generated content.

15:26 - How to structure webinar content to maintain flow and engagement.

19:24 - Resolving disagreeing points of view.

22:18 - Closing Remarks.

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Peter Strohkorb, Founder & CEO of Peter Strohkorb Sales Advisory. This speaker from the Demand Gen Summit discusses how salespeople can effectively engage with executive level prospects. To stay current on our latest events, follow us on Linkedin.

Useful Timestamps:

0:53 - Introduction.

2:50 - Ineffective communication strategies like pitch slapping and spamming.

10:36 - Identifying interests of the target audience, where they hang out online or in person.

18:14 - Ways of engaging with senior executive buyers, discussing business opportunities and risks.

25:31 - How to improve the sales process.

27:24 - strategies for presenting proposals to gain advantage.

31:53 - How important is consistency in business?

33:48 - Sales funnel checklist, identifying gaps, and strategies for engaging buyers.

35:38 - Closing Remarks.

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Christopher Engman, Co-Founder & Managing Partner at Megadeals. This speaker from the Demand Gen Summit discusses how Megadeals performs in the enterprise Saas space. To stay current on our latest events, follow us on Linkedin.

Useful Timestamps:

1:06 - Market volumes and the dominance of certain companies.

2:14 - Cross-functional decisions, complex offerings, and complex customer organization structures.

8:34 - Understand top companies in specific industries.

11:26 - Key initiatives of top companies.

13:36 - Challenges faced by salespeople in unproven categories.

14:09 - High win rates in finite markets.

15:58 - Focus on mimicking normal behavior in social selling.

22:34 - Closing Remarks.

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Kris, Revenue Growth Leader at WINsights. This speaker from the Demand Gen Summit discusses how sellers can better align to close more deals and win. To stay current on our latest events, follow us on Linkedin.

Useful Timestamps:

2:00 - insights into the evolving B2B buyer's journey.

12:03 - the percentage of sellers who are reactive versus proactive in the B2B buyer journey.

16:19 - The power of intent data in positioning oneself proactively in the B2B buyer journey.

18:53 - Identify buyer footprints and align, influence, and win over buyers.

19:48 - Use sales intelligence and account-based marketing campaigns on metrics like open rates, reply rates, and meeting bookings

26:36 - Strategies for shrinking sales cycles.

28:59 - The importance of data analytics and evolving unique strategies.

32:05 - Closing Remarks.

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Lorena Morales, Director of Global Digital Marketing at JLL. This speaker from the Demand Gen Summit discusses how to drive more growth through RevOps . To stay current on our latest events, follow us on Linkedin.

Useful Timestamps:

2:00 - B2B buyer’s journey is constantly evolving.

10:22 - Buyers rely on secondary research, review ratings, webinars, and white papers to educate themselves on solutions.

12:53 - The late stage of buyer engagement by sellers and the importance of influencing and engaging buyers early in their journey.

15:27 - How buyers leave digital footprints and the use of intent data from third-party providers like Bombora to make proactive moves in sales.

18:53 - Identify buyer footprints and align sales strategies.

19:48 - Use sales intelligence and intent data on open rates, reply rates, meetings booked, and qualified opportunities.

20:18- Closing Remarks.

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Amarpreet Kalkat, Founder & CEO of Humantic AI. This speaker from the Demand Gen Summit discusses how artificial intelligence is utilized throughout sales. To stay current on our latest events, follow us on Linkedin.

Useful Timestamps:

0:20 - What is the role of AI in sales?

4:21 - The significance of generative AI and it’s impact on sellers.

5:02 - Analysis of the current state of sales, challenges faced by revenue leaders.

7:56 - The state of sales in 2023, challenges faced by CROs, and the impact of market trends on sales performance.

10:11 - Insights into the lack of understanding of AI among technology leaders, revenue leaders, and revenue ops leaders, and its implications for sales.

19:20 - Identify pressing issues for company development.

20:25 - Understand whether issues are personal perceptions or validated by the team.

24: 46 - Companies that are involved in AI, the humanization aspect of selling.

28:46 - AI rollouts, the importance of leadership alignment.

30:56 - Groundbreaking impacts of AI in sales.

35:52 - Closing Remarks.

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Chris Frank, Head of Marketing at Lumos. This speaker from the Demand Gen Summit discusses what marketing and sales alignment is and how it can be utilized to create more efficiency within a company. To stay current on our latest events, follow us on Linkedin.

Useful Timestamps:

1:18 - Focus on the human side of go-to-market strategies.

7:55 - There can be negative financial impact from not tracking or estimating time effectively in companies.

9:32 - Insights into email nurture tracks for engaging people and the challenges faced, particularly with an IT audience's response to marketing efforts.

11:44 - Mindset shifts on challenges and the impact on work efficiency.

14:23 - The importance of creating a safe space for employees.

17:09 - Approaches to SEO and content creation from different mindsets, including growth mindset and status quo mindset.

19:20 - Steps for company development.

21:02 - Closing Remarks.

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Hana Jacover, Leadership & Executive Coach at The Hype House. This speaker from the Demand Gen Summit discusses how to unlock time management and prioritization secrets. To stay current on our latest events, follow us on Linkedin.

Useful Timestamps:

3:19 - Build protocols that incorporate both external and internal elements for a holistic view of productivity focused on wellbeing.

5:18 - There are challenges that relate to burnout and productivity.

7:55 - There is significance in time management and the impact of not tracking or estimating time effectively, leading to financial losses for companies.

10:37 - Addressing the 'nerds' in the room, exploring lesser-known tools essential for productivity, and discussing harnessing internal power for productivity.

22:54 - Track energy levels and urges throughout the day to work with natural rhythms.

27:16 - Be intentional about tracking energy and brainwaves and pairing internal processes with external tools for productivity.

28:36 - Closing Remarks.

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Vladislav Podolyako, Founder & CEO of Belkins. This speaker from the Demand Gen Summit discusses how marketers and sales executives gain a customers' trust in just 7 seconds. To stay current on our latest events, follow us on Linkedin.

Useful Timestamps:

6:18 - different types of emails, focusing on the importance of trust-building through text in emails, and the use of various tools in modern email communication.

7:21 - email marketing strategies, the importance of personalization in emails, and the effectiveness of emails that save time and show effort.

9:55 - The importance of content quality, transparency in pricing and company identity, and building trust with clients through various channels like emails, calls, and social media.

11:56 - building a foundation of trust from the first interaction with clients and the significance of having a strong presence on LinkedIn and other social media platforms.

13:57 - The effectiveness of concise and informative newsletters like Morning Brew for saving time and providing valuable information.

17:15 - The role of personal and corporate branding in building trust, authenticity, reliability, and transparency with clients.

17:00 - The role of technology in trust-building, the use of data-driven tools for personalization, and the impact of AI in the digital era.

20:33 - Strategies for standing out in a competitive market, the importance of email as a communication channel, and the role of transparency and AI in fostering trust.

24:01 - The significance of showing professionalism and respect in client interactions, and the impact of enabling cameras during virtual meetings.

25:20 - Closing Remarks.

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Garrett Mehrguth, President & CEO of Directive. This speakers from the Demand Gen Summit discusses how customer generation drives growth. To stay current on our latest events, follow us on Linkedin.

Useful Timestamps:

2:03 - Move beyond leads, utilize multichannel marketing.

8:23 - The need for a clear North Star metric in software companies and different types of metrics for various types of companies.

9:59 - Set goals based on qualified pipeline, efficiency metrics.

11:10 - Strategies for investing in brand, mitigating waste, and understanding the impact of campaigns on other marketing efforts.

15:23 - Leverage different parts of distribution in brand video investment and building broader campaigns for brand articulation.

16:01 - Integrated performance marketing, direct response strategies, and generating SQLs and customers.

20:48 - Focus on brand building at the top of the funnel, and driving immediate meetings booked from review sites and ads.

23:12 -Build out Google campaigns and target specific software types for more relevant clicks.

30:19 - Closing Remarks.

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Lianna Kinard, CMO at The Buckner Company. This speaker from the Demand Gen Summit discusses the science of marketing; how to understand important trends to consumer behavior. To stay current on our latest events, follow us on Linkedin.

Useful Timestamps:

2:06 - Importance of understanding marketing trends and consumer behavior

3:15 - There is influence of neuroscience in marketing and sales.

8:01 - There is an abundance of data available that should be used to craft personalized marketing campaigns.

9:06 - Pay attention to consumer reactions to marketing campaigns and the role of data in personalization and targeting.

9:42 - Value in qualitative data for marketing. Identify trends and patterns in large datasets.

10:21 - It’s challenging to generalize from large datasets and the importance of predicting future market trends and customer preferences.

10:58 - Data-driven insights improve decision-making in marketing.

16:09 - Closing Remarks.

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Julianne Martin, CMO at Above the Fold. This speaker from the Demand Gen Summit discusses how to drive performance through integrating programmatic with PPC and paid social. To stay current on our latest events, follow us on Linkedin.

Useful Timestamps:

1:50 - The evolution of digital marketing and the importance of considering all campaign touchpoints.

3:40 - The role of programmatic in complementing search and social efforts.

5:57 - Craft a cohesive story across impactful channels and devices.

8:09 - Utilize third-party data in programmatic advertising and understand audience behavior.

8:42 - Diversify messaging and personalized, sequential conversations with the audience.

10:14 - Low funnel strategies, touchpoints, and the loss of transparent insights in social platforms.

11:52 - Measurement in digital advertising and the limitations of last-click attribution.

12:26 - Consider the entire consumer journey in the purchase process, especially in high-value B2B leads or high-cost software sales.

13:02 - The holistic impact of touchpoints and messages in the consumer journey and the advocacy for multi-touch attribution tools.

15:12 - Closing Remarks.

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Mia Umanos, CEO of Clickvoyant. This speaker from the Demand Gen Summit discusses how to utilize Google Analytics 4, best practices, and simple use tools. To stay current on our latest events, follow us on Linkedin.

Useful Timestamps:

4:17 - What are white paper downloads?

5:14 - Importance of behavioral data.

7:34 - Event parameters in Google Analytics. Yale and Harvard references.

12:38 - Analysis of user experience on websites. Focus on importance of understanding user needs and behaviors.

13:25 - strategies for website analysis. Create a spreadsheet for user experience features.

16:36 - Developing a custom event parameter list for GA.

18:38 - Closing Remarks.

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Emily Franson, currently consulting, former VP at Nu Skin. This speaker from the Demand Gen Summit discusses what marketing and sales alignment is and how it can be utilized to create more efficiency within a company. To stay current on our latest events, follow us on Linkedin.

Useful Timestamps:

0:50 - What are some challenges faced by enterprises and individuals in the current environment?

1:26 - How to focus on radical reinvention; roles as a digital innovator.

2:42 - Journey of transformation following major life changes.

14:45 - The importance of clarity in organizational focus for creating significant change and innovation.

20:50 - Five lessons learned from Emily's experiences, leading to her second race car and the concept of radical reinvention.

21:28 - Key lessons for personal and organizational growth, including listening, patience, and understanding.

22:45 - Fail fast & with finesse, communication, accountability, and being present in the moment.

26:22 - Closing Remarks.

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Kris Rudeegraap, CEO of Sendoso. This speaker from the Demand Gen Summit discusses the importance of full funnel marketing and 7 different gifting plays to add to your playbook. To stay current on our latest events, follow us on Linkedin.

Useful Timestamps:

2:48 – What are the company’s user base and campaign stats?

9:10 – Invest in customer experience journey, community engagement, and advocacy.

13:58 – Strategies for driving new engagement with target accounts at the bottom of the funnel.

15:44 – Customer relationships phase strategies, increasing usage, and gifting plays.

16:23 – Celebrating customer lifecycle milestones and expansion play strategies.

18:03 – gifting strategies, personalized offers, and customized content offers.

19:53 – Closing Remarks.

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David Dulany, Founder & CEO of Tenbound. This speaker from the Demand Gen Summit discusses how other individuals, Founders, CEO's, etc., build sales technology. To stay current on our latest events, follow us on Linkedin.

Useful Timestamps:

2:26 - What are some of the issues with alignment of revenue engines, people, processes, technology, and the explosion in sales technology?

5:05 - Inefficiencies in the sales process before the digital age.

10:19 - Important you have online presence, narrowing down major players in the market, and exploring trusted communities.

12:20 - Buyers are looking for real advice in neutral spaces, shortlisting potential companies.

15:52 - Align your company with solutions and lifecycle of vendors. The impact on the buyer journey is incredible.

17:15 - What is the role of salespeople?

19:14 - ‘Shadow stakeholders' in the decision-making process.

28:44 - Establish a trusted advisor in sales. Gather a comprehensive list of sales technology tools.

31:13 - Closing Remarks.

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Jeremy Sporn, President at Royce Brooks Media. Kristy Morris, Senior Marketing Leader at Big Tech. Mariah West, VP of Marketing at ViB. These speakers from the Demand Gen Summit discuss ABM and how to effectively utilize it within your company's evolving strategic plays. To stay current on our latest events, follow us on Linkedin.

Useful Timestamps:

5:54 - Account-based marketing is a long-term strategy integrated with broader marketing plans, and how to get started with it.

7:02 - Emphasis on the importance of collaboration with sales leadership teams in the process of implementing account-based marketing strategies.

11:44 - Advice on incorporating familiar touchpoints into account-based management programs and avoiding complexity that hinders execution.

13:18 - How to balance account-based marketing (ABM) with other tactics and incorporating it into a larger marketing plan.

15:32 - Challenges and best practices when implementing ABM strategies.

17:09 - Focus on the role of content and personalized marketing in ABM and how to effectively target key accounts.

20:56 - There is a lot of importance with the collaboration between marketing and sales teams for ABM to be successfully executed.

24:45 - Start small with ABM, testing it out, showing success, and then gaining engagement across the sales organization.

28:55 - Understand the success of marketing efforts, focusing on timing and touchpoints, and monitoring them regularly.

29:52 - Strategies for tracking touchpoints at events and the importance of leading indicators towards success.

33:37 - Advice on starting simple with account-based marketing, learning from initial experiences, and gradually adding complexity.

34:06 - Closing Remarks.

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Tim Hughes, Founder of DLA Ignite. This speaker from the Demand Gen Summit discusses the best strategies on how to increase the results of your cold outreach. To stay current on our latest events, follow us on Linkedin.

Useful Timestamps:

1:31 - Author of “Social Selling”, available on Amazon.

3:30 - There is a changing landscape of sales and marketing, particularly focusing on the importance of social media and digital platforms.

7:03 - The average time spent on social media by individuals.

9:23 - Build relationships, trust, and understand the business for competitive advantage in sales and marketing.

10:26 - There’s a shift of clients to social media and the need for businesses to adapt to this change.

18:41 - Strategies are provided for securing meetings and the importance of a unique LinkedIn summary title.

24:39 - The role of conversations in creating sales and the impact of LinkedIn activities on one's network.

28:15 - Discussion on demand generation methods, social selling methodology, and data-driven insights on cold outreach effectiveness

30:44 - Presentation of data on the response to cold outreach and the effectiveness of different strategies, including insights from 10 months of data collection.

32:59 - Closing Remarks.

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Andre Yee, Founder of Tiga.ai. Billy Bateman, Co-Founder of Signals. These speakers from the Demand Gen Summit discuss the best practices of AI in sales and marketing strategies. To stay current on our latest events, follow us on Linkedin.

Useful Timestamps:

3:54 - Discussion on the effectiveness of sales engagement platforms and the varying opinions on mass market outreach.

6:07 - Outbound methods that work, focusing on personal and insightful outreach.

7:58 - Identifying the total reachable market through website visits and buyer committee engagement.

9:07 - The importance of repeated website visits as a strong sales signal and the need for deep research in large companies.

12:34 - Leveraging AI in mid-market sales and the introduction of Tiga AI.

13:40 - Using AI for creating targeted lists of companies and discussing its accuracy.

15:25 - Limitations of AI in providing current newsworthy events and the phenomenon of AI hallucinations.

16:00 - Challenges in using AI for creating lists and its limitations in generating large lists.

21:40 - The need for providing context in prompts when generating emails using AI and the challenges of personalization.

23:56 - The unrealistic nature of some AI-generated suggestions, particularly in negotiation scenarios.

27:32 - Autonomous execution of one-to-one prospecting conversations by AI and the challenges in replicating human sales conversations.

28:08 - What are the different types of sales conversations and what is the role of AI in facilitating these interactions.

30:32 - Closing Remarks.

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Daniel Priestley, Founder of Dent Global. Daniel spoke at the Demand Gen Summit, bringing to light opportunities of generating demand by utilizing a waitlist. To stay current on our latest events, follow us on Linkedin.

Useful Timestamps:

2:55 - The importance of demand generation and its relevance in economics.

9:06 - Promote the waiting list as a powerful marketing strategy.

10:01 - Launch a waitlist for access to upgraded features and events.

14:27 - Use simple templates for creating a waiting list campaign.

15:54 - Simplify the use of templates and gain information from the waiting list campaign.

20:07 - Closing Remarks.

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Jen Allen-Knuth, Evangelist Partner at Lavender. This speaker from the Demand Gen Summit discuss how to overcome the buyer's mental spam filter. To stay current on our latest events, follow us on Linkedin.

Useful Timestamps:

2:48 - Personalized emails compared to automated ones and have a much higher rate of reply.

6:42 - Explore slack communities for CXOs. Observe how people learn in these communities.

7:06 - Understanding the questions, words, and trade-offs customers are making, and using virtual conferences to gain insights.

7:29 - Analyze conference agendas and topics to understand what attracts customers and how to align solutions with these interests.

9:21 - The challenge of influencing informed buyers and the opportunity to shape demand in favor of one's solution.

9:48 - Ensure content is buyer-centric and not self-focused.

11:09 - Craft effective cold emails, including simplicity, personalization, and avoiding overt selling.

13:56 - Tips for writing crisp, mobile-optimized content at a third to fifth grade reading level to increase reply likelihood.

16:33 - Closing Remarks.

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Thomas Helfrich, CEO of Instantly Relevant. This speaker from the Demand Gen Summit discuss what strategies to use on LinkedIn to enhance revenue. To stay current on our latest events, follow us on Linkedin.

Useful Timestamps:

3:17 - There's necessity of various phases for success and execution on LinkedIn.

4:04 -Set up a good intentional foundation to support other phases, establishing relevance, credibility, and understanding the ideal customer profile

4:58 - Understand the importance of a LinkedIn profile and how it should focus on what the individual does for others and why they should act

6:01 - Become known, liked, and trusted through engagement, dialogue, and call to action.

6:58 - Actively engage on LinkedIn. Don’t solely rely on AI.

9:18 - Many ways to nurture customers, such as through podcasts, articles, and gifts.

11:43 - AI has an accelerator in business and content strategies.

13:47 - Take time to think through systems and offer help with content or business development strategies.

15:00 - Enhance brand perception and value.

15:25 - Closing Remarks.

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Mark Kilens, CEO & Co-Founder of Tack. Mark spoke at the Demand Gen Summit, discussing how companies can take back control of their go-to-market strategies to drive more revenue. To stay current on our latest events, follow us on Linkedin.

Useful Timestamps:

1:18 - There is a need for businesses to adopt a different GTM approach. The concept of “people-first” is introduced.

6:06 - Increase competition for the attention and explosion of data generation.

10:22 - Emphasize a people-first approach to marketing and create memorable experiences.

16:00 - Examples of how events can act as catalysts for creating engagement, fellowship, and leads.

20:01 - Trends are observed in the data.

21:57 - There is a lot of richness in first-party data. It has a large role in event-led growth.

27:43 - Closing Remarks.

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Matthew Ward, Managing Director and Partner at Boston Consulting Group. Scott Rhodes, Associate Director at Boston Consulting Group. These speakers from the Demand Gen Summit will talk about how to create more alignment between your marketing and sales teams by speaking the same language. To stay current on our latest events, follow us on Linkedin.

Useful Timestamps:

1:34 - Introduction.

4:01 - Building connectivity between marketing and sales.

5:29 - Challenges around leads and marketing-sales handoff.

7:18 - Finger pointing and lack of relationship between teams.

10:15 - Discussion on trust building and data trust.

15:12 - How to analyze deal closures, messaging effectiveness, and historical data in sales

21:50 -Ensure there is a proper flow of opportunities for marketing and sales.

22:50 - Have clear definitions of client interactions.

26:10 - Address customer churn and the importance of evolving insights and data views.

31:34 - Closing Remarks.

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Vladimir Blagojevic, Co-Founder of FullFunnel.io. Vlad spoke at the Demand Gen Summit, discussing the best ways to blend ABM and Demand Gen in order to drive more revenue. To stay current on our latest events, follow us on Linkedin.

Useful Timestamps:

00:17 - Introduction to ABM and demand generation.

2:38 - How to build a customer journey map to build demand.

5:27 - Understand missed opportunities.

6:33 - Identifying common misses in company strategies.

14:53 - What is first-party intent data and account interest?

20:52 - Different ABM playbooks and engagement strategies.

21:29 - Target the buyers’ research hypothesis testing.

22:40 - How to work on content co-creation.

23:47 - ABM Efforts.

24:52 - Personalized direct mail campaigns.

27:03 - Engage in niche communities for technical audiences.

27:42 - Closing Remarks.

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Jonathan Bland, Co-Founder of OmniLab Consulting. Jason Steele, Co-Founder of OmniLab consulting. These two speakers from the Demand Gen Summit will discuss how to utilize LinkedIn to create more revenue. To stay current on our latest events, follow us on Linkedin.

Useful Timestamps:

00:40 - Introducing different marketing philosophies.

4:38 - What are the differences between direct responses vs. brand awareness campaigns?

5:22 - Have consistency in naming and tracking structures.

5:48 - Overview on tracking mechanisms and data normalization.

18:41 - How to manage campaign planning and audience expectations.

19:08 - Clarity over cleverness in messaging.

22:02 - How do you organize your content and create focus areas?

23:55 - Connect headlines with content.

24:41 - High-level pointers for marketing.

27:01 - How to create content for audiences to understand.

27:50 - Closing Remarks.

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Mason Cosby, Founder of ScrappyABM. Mason, a speaker from the Demand Gen Summit, will discuss how to take the first step of ABM so it won't fail. To stay current on our latest events, follow us on Linkedin.

Useful Timestamps:

4:15 – What are some challenges of implementing new technology?

6:53 - Missed meeting playbook.

7:49 – Description of activation plays and complementary products.

9:40 - Outbound sequences and tech gaps.

14:38 - B2C and B2B business examples.

17:43 - Experimenting with sequence messaging and handoffs.

19:39 – What is the sales team's role in sourcing pipeline?

23:17 - Closing Remarks.

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Kelly Hopping, CMO at Demandbase. John Eitel, CRO at Demandbase. These speakers from the Demand Gen Summit discuss what marketing and sales alignment is and how it can be utilized to create more efficiency within a company. To stay current on our latest events, follow us on Linkedin.

Useful Timestamps:

5:42 - What is leadership and synchronization in sales and marketing?

6:57 - Address how the dynamics between marketing and sales are changing and the need for continuous evolution.

8:05 - What are the various gaps that can arise and how they can lead to tensions between teams?

12:35 - Description of the role of technology in marketing and sales alignment.

13:25 - Go-to-Market meeting dynamics.

13:48 - Overview of the challenges in pipeline and funnel review meetings.

14:09 - What are unhealthy dynamics and posture change?

14:32 - Identify breakthrough moments that have helped team dynamics.

15:16 - Acknowledge there is a positive work environment.

16:38 - There is a need forcontinuous interactions between marketing and sales, rather than a one-time handoff. This includes the importance of shared metrics and ongoing collaboration.

19:05 - The ongoing dialogue and engagement required for effective marketing and sales alignment.

20:40 - There is an interdependence of sales and marketing for successful outcomes.

31:29 - Closing Remarks

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Jon Miller, CMO at Demandbase, and Billy Bateman, Co-Founder & VP of Operations at Signals, recognize that there are many questions that surround the world of AI. These speakers from the AI Revenue Summit bring to light how AI generated tools are incredibly efficient at content transformation. To stay current on our latest events, follow us on Linkedin.

Useful Timestamps:

1:17 - How has your team at Demandbase been using AI?

1:40 - Resource: What's Happening in AI by Chris Penn

3:39 - "T" in GPT stands for transformer, not creator

6:00 - Examples of how Demandbase utilizes ChatGPT to automate information

8:43 - Interview tactics to understand candidate through use of ChatGPT

11:27 - Tuning the algorithm

15:48 - What AI can do vs what the human can do

17:35 - Machine learning is a type of AI

20:47 - Future of Demandbase and their use of AI

24:56 - Companies with the best data is doing to deliver the best AI. Companies with poor data is going to lead to poor data output.

27:23 - Concluding Remarks

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Matt Heinz, Founder & President of Heinz Marketing, brings key insight to marketing for the future. This speaker from the AI Revenue Summit breaks out 12 key points that are underway in changing how marketing is executed for the future. To stay current on our latest events, follow us on LinkedIn.

Useful Timestamps:

0:51 - What is marketing going to look like in 2-3 years?

4:34 - 1) Prioritize owned vs. rented land, meaning, leverage your opportunities

6:32 - 2) Data is more important than Demand

8:09 - 3) Ecosystems & relationships are currency

9:22 - 4) Demand and brand are better balanced

11:38 - 5) Buying committees are way more complicated

13:37 - 6) Omni is everything

15:27 - 7) Humans and machines learn to co-exist

17:41 - 8) Sales Enablement > Demand Generation

20:11 - 9) Centers of excellence are table stakes

22:24 - 10) New roles that don't exist today

24:50 - 11) The customer journey is a loop (not a line)

26:15 - 12) Fundamentals matter more than ever before

28:39 - Concluding Remarks

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Scott Logan, CMO at Kroologic, and James Gilbert, CMO at Flip, recognize that there is so much AI that surrounds us in our everyday lives. These speakers from the AI Revenue Summit breaks out machine learning tools, differences between ai and generative ai, LLM's and ML's. To stay current on our latest events, follow us on Linkedin.

Useful Timestamps:

2:35 - Alexa and Siri are forms of AI

4:45 - Alexa sends reminders automatically

5:31 - There are more forms of generative AI. Examples given

10:01 - LLM is a large language model; ChatGPT

13:03 - A lot of new AI tools you have to figure new things out.

18:31 - ChatGPT makes us more efficient

22:30 - Bias: Whatever you train AI on, that is what it's going to learn

22:55 - Privacy: use of PII data may be governed a lot more than it has in the past

23:41 - Accountability: who’s responsible when AI makes a mistake

24:12 - Transparency: ai decision can be understood by humans

28:24 - Concluding Remarks

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Dave Elkington, the founder of Inside Sales, and Pete Ketchum, CMO at Signals, recognize that there is much to discuss regarding AI. This Keynote from the AI Revenue Summit breaks out what AI is, what to watch out for, and how your companies can start implementing AI to generate Revenue. To stay current on our latest events, follow us on Linkedin.

Useful Timestamps:

2:23 - What’s the definition of Generative AI?

6:01 - What is the key role of Sales and Marketers in the Market?

7:13 - Why have we hit such an AI Revolution over the past 8-10 months?

12:13 - We all know how big AI is; how big is it?

15:15 - Disruption of AI

17:28 - What does AI mean for the B2B space? What are the misconceptions?

21:40 - Process of Using AI to run analysis on data

23:31 - How to get started with an AI Strategy Plan

26:20 - Experimentation that companies should be doing right now

28:50 - Example 1: How a secretary increased productivity with AI

30:59 - Example 2: How an Investment Partner saved dozens of hours with AI

33:00 - How to scale AI Technologies appropriately

35:50 - How to Leverage AI to Generate Revenue

38:10 - How Signals is using Generative AI to track visitor behaviors and predict the likelihood of that visitor becoming an MQL or SQL

39:10 - Ways to use AI: Content Generation

40:18 - Ways to use AI: Generate a Marketing Video

44:08 - Advice for Start-Up and Bootstrap Companies

46:18 - How will AI impact my current job and role?

49:0 - Advice for those who are unfamiliar with AI or don't be too early of an adopter: What methods can they use to validate some decisions and implement the product

52:00 - Concluding remarks

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Katie Penner, Head of Sales Development & Strategy Enablement at Sendoso, brings up key points on how to create personalization through AI generated messaging. This speaker from the AI Revenue Summit breaks out predictive analytics, customization of orders, and explores AI tools that will help customers become more efficient. To stay current on our latest events, follow us on LinkedIn.

Useful Timestamps:

1:26 - What is Sendoso?

2:11 - Agenda of Presentation

3:44 - The future of AI and how it will affect sales organizations

3:57 - Create more efficiency, not replacements

4:24 - What does it say about the quality of our work if AI is replacing us?

4:55 - Resource: Study by Gartner

6:01 - Personalization influences buyer behavior

6:23 - Resource: Mackenzie Study

6:54 - Lavendar is an email assistant tool

7:25 - Examples of insights that Lavender provides

9:04 - Baird AI is similar to Chat GPT. Provides detailed information about prospects and their companies

9:48 - Examples of insights that Baird AI provides

10:31 - Gong records sales calls and provides insights to uncover risks and winning behaviors

11:16 - 6sense tracks buyer journey to understand interests. This allows more catering to the buyer experience.

13:34 - Diving into the future of AI at Sendoso

15:32 - What is an OP Stack?

18:16 - Optimization

20:33 - Takeaways: How is AI currently being leveraged? How can AI can be leveraged for the future?

21:01 - Concluding Remarks

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Ryan Villancourt, VP or Sales at Revenue.io, and Maria Bross, Director of Performance Consulting at Revenue.io, converse about the three win rate obstacles they see that can be solved utilizing AI. These speakers from the AI Revenue Summit discuss how these win rates will help increase revenue by implementing AI. To stay current on our latest events, follow us on Linkedin.

Useful Timestamps:

0:47 - Buyers don't want to talk to sellers

2:06 - What do buyers value? Active listening, problem solving, confidence, and relationship building

4:31 - AI conversation summaries

7:31 - AI recap emails

11:20 - Real time conversation cues

12:41 - Concluding Remarks

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Ryan Staley, the founder and CEO of WhaleBoss, recognizes that there is much to understand regarding AI. This speaker from the AI Revenue Summit breaks out his insights into AI by unlocking The Multiplier Method. To stay current on our latest events, follow us on Linkedin.

Useful Timestamps:

1:31 - Why now? The risk vs the opportunity

3:21 - Fear or Faith?

4:21 - AI can turn C players into B players, B players into A players, and A players into A+ players

5:50 - What's possible? More about ChatGPT

8:54 - Where to start. AI generated tools

11:35 - Master prompt Method: context, frameworks, level, size, structure

13:13 - AI Multiplier Method: Time, Execution, Acumen, Money, Skills

14:19 - Time: Marketing Magic in 15 minutes

17:41 - Execution: Build a Sales Org. in 20 minutes

22:42 - Acumen: How good is a machine?

24:11 - Money: Understand LLM core concepts vs. purchase

26:19 - Skills using AI: graphics, voice/music, video

27:26 - The Future: automated outcomes, autonomous organizations

29:49 - Closing Remarks

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7Matt Millen, Co-founder and president at Regie.ai, and Billy Bateman, Co-founder and VP of Operations at Signals, recognize four specific reasons companies should utilize AI in their work environment. These speakers from the AI Revenue Summit discuss the necessary needs of AI prompt engineers, workflow, sales output, and monitored dashboard activity to help your company grow. To stay current on our latest events, follow us on Linkedin.

Useful Timestamps:

2:53 - We were doing AI before AI was cool

5:40 - What are the best ways sales teams should be using AI?

6:40 - You don't have to prompt engineer when using Regie.ai

6:58 - Regie intuitively knows the workflow you're in

7:27 - Sales ready output

8:02 - Dashboard of rep activity

8:16 - Use vertically oriented AI instead of horizontally oriented AI

9:03 - Example of how Regie.ai works in real time

19:39 - How do you set your team up for success with a Regie.ai specific tool?

25:46 - What challenge do businesses typically face when trying to integrate an AI tool? How can they overcome them?

28:06 - Closing Remarks

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Will Aitken, Sales Content at Lavender, recognize that there are upsides and downsides to utilizing AI. This speaker from the AI Revenue Summit discusses the uses and misuses of generative AI and how to navigate the issues that surround the topic. To stay current on our latest events, follow us on Linkedin.

Useful Timestamps:

0:23 - Big issue with sending AI generated cold emails

0:47 - Free detection tool to see if something has been written by AI

1:25 - Why does it matter if an AI tool can detect whether or not my email was written by AI?

2:01 - Platforms are using AI to detect phishing attempts

2:29 - Humans notice themes and patterns. Able to detect AI

3:04 - Buyers get lots of practice detecting AI in cold emails

3:51 - Scaling quantity at the expense of quality burns bridges

4:09 - Human is the most important element in sales

4:48 - To be a good seller not being replaced by AI, be thoughtful

4:55 - Concluding Remarks

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Daniel Englebretson, Chief Customer Officer at Khronos, . This speaker from the AI Revenue Summit breaks out what AI is and how it can be used efficiently. To stay current on our latest events, follow us on Linkedin.

Useful Timestamps:

2:29 - How is AI currently transforming the business landscape?

3:41 - Reading Recommendation: Competing in the Age of AI by Marco Iansiti and Karim R. Lakhani

3:57 - What are the opportunities and threats?

6:21 - Reading Recommendation: The Technology Fallacy by Garth R. Andrus, Gerald C. Kane, Jonathan R. Copulsky, Anh Nguyen Phillips

6:28 - Risks associated to your business

9:49 - Reading Recommendation: AI Superpowers by Kai-Fu Lee

9:54 - What is generative AI and how does it work?

12:32 - Overlapping Opportunity

16:01 - What Generative AI Isn't

20:51 - AI has the potential to disrupt traditional job roles - what are ways to position them as improvements for the workforce?

23:34 - Ted Talk Reference: Bloom's 2 Sigma Problem

25:04 - Digital skills half-life

27:41 - Fear of loss jobs

28:57 - Reading Recommendation: Just Calm Down about GPT-4 Already

29:12 - Workforce of the Future graphic

30:50 - Reading Recommendation: AI is a lot of work

31:00 - How can businesses strike the right balance between automation and human decision-making to achieve optimal outcomes?

34:00 - AI Prompt Engineering isn't the Future

34:11 - What are the risks, moral, and legal considerations?

34:29 - Podcast Recommendation: The Ezra Klein Show featuring Alondra Nelson

37:57 - Painting the Picture: Risks

40:28 - The only bad way to react to AI is to pretend it doesn't change anything

41:15 - Reading Recommendation: On Holding back the Strange AI Tide.

41:47 - Closing Remarks

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Maria West, VP of Marketing at VIB, and Katie Dematteis, Co-Founder of Amateurish Production, recognize that there is so much that AI can do when going from creation to conversion with marketing content. To stay current on our latest events, follow us on Linkedin.

Useful Timestamps:

2:49 - Surveyed customers on marketing trends

3:24 - Definition of generative AI

4:23 - Statistics on adoption of AI

5:52 - How do you see AI generated ideation or content fitting into your larger strategy moving forward?

9:30 - Results from survey

10:29 - How do individuals see themselves self-applying AI into different areas of their marketing strategy?

13:20 - Content personalization has the next best potential, after creation.

15:51 - What are some advantages or disadvantages of using generative AI content for both production and distribution?

17:43 - Biggest concerns implementing generative AI

21: 38 - What are some ideas that you have for how to distribute or syndicate AI generated content?

26:38 - How do you think businesses can use AI to improve their lead generation?

30:53 - Concluding Remarks

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Sarah Tamilarasan, Co-Founder and CEO at Sotaog, discusses the industrial blind spots that AI illuminates. This speaker from the AI Revenue Summit breaks how industrial companies can start implementing AI to generate Revenue. To stay current on our latest events, follow us on Linkedin.

Useful Timestamps:

2:05 - Example of how AI can be utilized in industrial spaces

3:47 - Manual tickets get lost

4:24 - Mix-up on monthly payment document due to loss of manual tickets

5:50 - Clients can upload images of tickets to track transactions

7:02 - 3%-7% of tickets don't show up on monthly payment slip

9:19 - Aggregate the data

10:18 - Numerous examples of how AI can increase cash flow for companies

13:01 - Closing Remarks

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Gabe Larsen, CMO at Kustomer, brings to light the many AI platforms that can be utilized to help companies generate more revenue. This speaker from the AI Revenue Summit breaks out what AI is and how it can be used efficiently. To stay current on our latest events, follow us on Linkedin.

Useful Timestamps:

2:00 - ChatGPT: Engaging, seamless, versatile

2:48 - Fireflies: Effortless, easy, actionable

3:37 - Favorite feature of fireflies: AI summaries for meetings

4:14 - Midjourney: Access to AI-generated images

5:28 - Superhuman - Efficient email management

7:17 - Scalenut - AI-powered content creation

8:02 - Murf: High-quality voiceovers

8:44 - Pictory: High-quality videos

9:39 - Jasper.ai: Time-saving content creation

10:36 - AdCreative.ai: AI-generated ad creatives

11:12 - Perplexity.ai: Accurate and relevant search results

12:53 - Closing Remarks

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Nishit Asnani, Co-Founder of Sybill, and Ben Sternsmith, Chief Revenue Officer at Sybill, recognize that there are many unspoken truths regarding AI. These speakers from the AI Revenue Summit discuss the truths about what AI is and how your companies can start implementing AI to generate Revenue. To stay current on our latest events, follow us on Linkedin.

Useful Timestamps:

1:01 - Myth #1: AI is a FAD

3:55 - Myth #2: AI cannot replace sales reps

8:33 - Myth #3: AI cannot make decisions for me

12:49 - Demo of Sybill within Slack

15:20 - Showing how to view record of call in CRM system

18:06 - Myth #4: Change management with AI is hard

23:50 - Concluding Remarks

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Steve Error, Sales Director at Signals, Jordan Crawford, Founder of Blueprint, and Dan Baird, Co-Founder & Product Lead at Wrench.ai, bring to light the different uses ChatGPT offers. These speakers from the AI Revenue Summit discuss winning campaign ideas and how AI can be used efficiently. To stay current on our latest events, follow us on Linkedin.

Useful Timestamps:

3:53 - AI and Key Concepts

6:31 - GPT's explained

10:41 - Campaign ideas and custom instructions

12:50 - Who are the three musketeers that can help me?

18:42 - Spend time tuning GPT to automate exactly what you want

22:21 - Subject line ideas using GPT

26:32 - Introduce something that's surprising to make it memorable

32:01 - What data matters?

33:32 - Additional risks and pitfalls

35:18 - Prompt designs & engineering examples

37:49 - Tree of Thought Example - ChatGPT Splitter

38:48 - Introduction of custom instructions

39:42 - Behavioral insights and traditional data

46: 28 - Wrench.ai OFFER

47:12 - Blueprint OFFER

50:00 - Closing Remarks

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Brian Christensen, Founder of AllThe.AI, brings to light the incredible evolution of AI. This speaker from the AI Revenue Summit breaks out what AI is and how it can be used efficiently. To stay current on our latest events, follow us on Linkedin.

Useful Timestamps:

1:15 - AI has the ability to innovate and evolve every other industry vertical

1:31 - Where we're at

2:19 - Difference in quality regarding prompts

3:31 - Surveillance, propaganda, control

4:31 - Personalized tutoring through AI

5:20 - Burst of productivity enhancement

6:18 - Use of Autonomous agents to streamline workflow processes

7:59 - Closing Remarks

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M. Nadia Vincent, Executive Advisor at Digital Transformation Leaders, brings to light 5 specific and key strategies to use when utilizing AI in your workflow. This speaker from the AI Revenue Summit explains in detail these 5 strategies and how they can be used efficiently. To stay current on our latest events, follow us on Linkedin.

Useful Timestamps:

0:32 - First Strategy: Have a specific goal

0:52 - Second Strategy: Have a 360 degree business strategy

2:33 - Third Strategy: Use different types of AI

4:46 - Fourth Strategy: Use a combination of AI and digital technologies

6:01 - Fifth Strategy: Use field specific AI and Generic AI

7:55 - Concluding Remarks

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Somya Kapoor, CEO & Co-Founder of TheLoops, discusses how to grow your business by either acquiring new customers or retaining existing clients. This speaker from the AI Revenue Summit breaks out what AI is and how it can be used efficiently. To stay current on our latest events, follow us on Linkedin.

Useful Timestamps:

0:44 - McKenzie and Co. reference

0:48 - GTM's & post sales roles

3:10 - Survey: Where GenAI is applicable

3:35 - How do you align all teams around this new way of AI?

5:33 - How data impacts revenue

5:59 - Generative AI is not the only AI out there

8:37 - How would your GTM change with accurate, actionable, AI-driven insights from support?

9:50 - AI-driven efficiency and accuracy image

14:04 - You don't have to wait for human interaction to make things happen, use AI-assisted element

15:58 - Support insights for success and product

18:19 - Don't stay in Silos and expect GTM/customer lead growth to fix itself

19:21 - Concluding Remarks

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Martin Miranda, Founder & CEO of Eventstack, discusses how his bootstrapped startup has used AI to promote and sell faster than before. This speaker from the AI Revenue Summit brings to light how AI has been used efficiently within his business. To stay current on our latest events, follow us on Linkedin.

Useful Timestamps:

2:19 - Current practices involve Eventstack and Spaghet.ai

5:35 - When you utilized AI in the proper way within your organization, you are able to create more control.

7:47 - What has changed in the last 6 months that makes AI so beneficial?

8:00 - Opportunity: low code/no code, LLM's, API management tools, dynamic websites

10:00 - Tool called Prstpct.ai

13:12 - Tool called SpotMail

17:27 - Concluding Remarks

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Lauren McCormack, VP Demand Gen Leader at Revenue Pulse, . This speaker from the AI Revenue Summit breaks out what AI is and how it can be used efficiently. To stay current on our latest events, follow us on Linkedin.

Useful Timestamps:

1:48 - What is demand gen?

2:01 - Analogy of a lemonade stand

4:39 - Demand Gen is art and science.

5:27 - Don't over-invest in tech, invest in your people.

5:43 - How do you structure the engine itself?

6:25 - Cross-sell and up-sell potential is lost if you don't think about hourglass funnel (image presented)

9:16 - NIHITO: Nothing Important Happens In The Office

9:55 - What is an ICP: Ideal customer profile

12:10 - AI Experiment #1

13:36 - Defining your true ICP with GPT

14:05 - Data preparation: running cluster analysis on a CRM data export

15:30 - Original results interesting, but not great. How could we refine things further? Tell GPT more about our company

16:11 - Refining dataset by chatGPT generating a list of companies 25 times over based on clusters. Kept top 3 companies and dropped bottom 2 companies. Results blew them away. Results matched desired ICP.

17:26 - Find who the decision makers are. What their pain points are relating to their positions?

18:02 - Results: it took 3 days to build this process. Got a complete list of companies GPT defined as ICP's, which included many current clients.

19:01 - Concluding Remarks

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Jeff Crane, Founder of AIIncubated, brings to light three key principles to utilize when identifying AI companies to get involved with. This speaker from the AI Revenue Summit breaks out how to determine whether you should participate with or invest in certain AI companies. To stay current on our latest events, follow us on Linkedin.

Useful Timestamps:

2:40 - Hundreds of AI companies are surfacing

3:12 - Three principles that relate to getting involved with AI businesses

3:33 - #1: Principle of the Jockey - find someone who can lead, guide, and manage efficiently.

4:01 - #2: Take a look at the environment - which category are you looking at? Are you looking to invest in a business or service? Is there a budget

5:04 - #3: Get involved with events. Invite companies that are going to teach you new things

6:06 - Number one problem with most small businesses is under capitalization

6:46 - Work, results, and access create a brand

7:57 - If you cheat in one, the other two will change.

9:16 - 5 personality traits: Attractor, Believer, Connector, Doer, Everybody

13:18 - Have some value propositions in your back pocket. What do you associate with?

15:14 - Concluding Remarks

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Udi Ledergor, Chief Evangelist at Gong, and Dan Morgese, Senior Manager of Content Strategy at Gong, bring to light the productivity that is created by utilizing AI. These speakers from the AI Revenue Summit discuss GTM strategies, seller activity, improving customer experience, and more. To stay current on our latest events, follow us on Linkedin.

Useful Timestamps:

2:16 - What are the perceived benefits or the realized benefits of implementing AI in GTM processes?

4:10 - Automating Seller Activity

7:20 - Write follow-up emails 10X faster

8:12 - Guiding sellers' next steps

8:56 - Timing plays a critical role in sales

12:14 - Informing GTM strategy

14:41 - Tracking adoption in real time through product like Gong

15:38 - Adapt strategies in real time

19:38 - Improving the Customer Experience

21:25 - Account knowledge for every team

23:54 - Key considerations for selection: Understanding, Accuracy, Data Protection

24:59 - Closing Remarks

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Chris Rack shares his experience and knowledge of how to source, interpret, and strategically make use of intent data.

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Sean Hackner shares the importance of persevering and not giving up, even when facing setbacks and failures.

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Bob Samuels shares his experience and insights on actionable intelligence. He discusses how to understand, organize, and strategically sort through intent data. Lastly, he comments on ABM and the future of B2B lead gen.

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William Tyree discusses how to get into a data driven mindset in order to influence company revenue. He talks about how to make strategic data driven decisions and what metrics to focus on while doing so. Lastly, he emphasizes the importance of team collaboration and considering input from outside the marketing team for improvement ideas.

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Kris Rudeegraap outlines the best strategies in team, social and executive selling. He shares his experiences from working at Sendoso and offers suggestions for success.

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Katie Dunn outlines how a small team can implement ABM while involving sales in the process. She also dives into what a successful micro-ABM campaign looks like.

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Bill Guertin shares his unique perspective from the sports and entertainment industry. He explains how sales and marketing strategies from the industry also apply to the B2B industry.

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Udi Ledergor shares his experiences - including successes and failures - while building the Gong brand. He offers insights and suggestions on creating a content strategy that adds value to customers' lives.

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Bill Glenn outlines how to successfully strengthen relationships with your SDR team and how doing so will lead to success across the board.

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Gavin Tanner introduces a unique funnel approach utilizing a paid media engine. He outlines how to get started using a visual flowcharting tool and explains the benefits and drawbacks of this strategy.

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Nicole outlines how to plan and execute an effective content marketing strategy.

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Overview

Monica outlines the ways marketing can contribute to the success of an organization, including focusing on results, believing in your team, and learning fast.

Speaker

Monica is a high energy marketing leader with extensive experience building and leading teams, leading transformation, driving business success through customer-centric marketing strategies, and creating demand generation capabilities to achieve aggressive objectives in high-growth, dynamic organizations. Expert in achieving integrated retention and acquisition marketing results across traditional and digital media, for both B2B and B2C growth.

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Overview

Jennie outlines the way that marketing and dev can work together to attract and keep customers.

Guest

Jennie is a serial entrepreneur and have been learning, growing, and stretching in that world for over 22 years. She is Marketing Director at DevSimplify.

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Overview

Scott outlines the how and why of the calendar-first approach, a radically effective new approach to getting booked meetings.

Speaker

Scott, VP of Marketing at Kronologic, is an experience demand generation leader who builds strategies to grow B2B companies. Note: this episode was taken from the Demand Gen Summit Spring 2021.

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Mark believes in a fun B2B marketing strategy where the people at your company post on LinkedIn in a fun, organic way. He outlines his tips for social media success.

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Overview

Dale explains his radical new approach to sales- creating memorable experiences and human connections.

Speaker

Dale is leader of The Sales Rebellion. He is a sales trainer, teaching the masses (both individuals and entire companies) how to choose legendary for their sales career. He is a dad, jedi, podcast host, sales therapist, public speaker, and author.

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Kristina outlines how to overcome a major pitfall in implementing ABM- not being personalized enough to your individual prospects.

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Josh Aston explains how programmatic is different from traditional marketing and how to make your programmatic strategy effective.

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David outlines important points to consider when building an SDR program, including leadership, training, coaching, and culture.

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Tim explains how evolutionary psychology impacts marketing, including website conversions, audiences, and messaging strategy.

Speaker Tim Ash is an acknowledged authority on evolutionary psychology and digital marketing. He is a sought-after international keynote speaker, and the bestselling author of Unleash Your Primal Brain and Landing Page Optimization.

Tim has been mentioned by Forbes as a Top-10 Online Marketing Expert, and by Entrepreneur Magazine as an Online Marketing Influencer To Watch.

For nineteen years he was the co-founder and CEO of SiteTuners – a digital optimization agency. Tim helped to create over 1.2 billion dollars in value for companies like Google, Expedia eharmony, Facebook, American Express, Canon Inc., Nestlé, Symantec, Intuit Humana, Siemens and Cisco.

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Manish goes over his framework and advice for creating successful B2B marketing content. They also discuss the most effective use cases for chatbots on B2B websites.

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Lauren explains how the data collection updates with iOS 14 will affect Facebook and digital ads strategy and the adjustments to make to offset the missing data.

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Cole Rieben outlines how he transformed and expanded Aptive’s digital marketing strategy. Website optimization, demand generation, forecasting, and brand awareness are discussed.

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In this episode, Andrew discusses how real-time personalization can fix the problems in the go-to-market industry. Note: this episode was taken from Andrew’s presentation at the RevTech Summit 2021.

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Dave Elkington, Founder and Chairman of InsideSales, discusses how to implement ABE in targeting buying committees digitally.

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Mark Bryson, chatbot expert, goes over best practices with chatbot CTAs (opening messages) in this episode of Digital Conversations with Billy Bateman. They discuss best practices to maximize conversion.

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In this episode of Digital Conversations, Mike Lewis chats about marketing attribution, understanding intent, and other principles regarding B2B sales.

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In this episode of Digital Conversations with Billy Bateman, Mark Bryson, Consulting Manager at ChatFunnels and chatbot expert, goes over his top strategies and tips for building effective chatbots that can increase sales and help serve customers. Learn how to use live chat, FAQ bots, and data intelligence to customize experiences and maximize sales.

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Overview: Jason Wright, Founder & CEO of Intentionally Inspired, speaks about strategies for expanding your business in digital marketing.

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John Wall of Trust Insights goes over how predictive analytics can help you optimize your marketing strategy. Learn about attribution modeling, data cleanliness, influencer marketing, COVID effects, and how to get started.

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Mark Colgan is an entrepreneur and revenue leader responsible for increasing revenue across a small portfolio of companies where he leverages his 13 years experience of B2B Sales, Marketing and Recruitment. Mark currently splits his time as Co-founder of Speak On Podcasts, mentoring B2B Startups via GrowthMentor and ScaleWise, The Product Onboarders and coaching 100’s of SDR’s through his Outbound Prospecting course via The Sales Impact Academy.

Connect with Billy and ChatFunnels!
Billy on LinkedIn and Twitter.
ChatFunnels on LinkedIn, Facebook, Twitter, and Instagram.

Check out our blog to for some great research on conversational marketing and optimizing the sales funnel!

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Khalid Saleh is the CEO and co-founder of Invesp, one of the first companies to focus on experimentation and conversion rate optimization in North America. 

Connect with Billy and ChatFunnels!
Billy on LinkedIn and Twitter.
ChatFunnels on LinkedIn, Facebook, Twitter, and Instagram.

Check out our blog to for some great research on conversational marketing and optimizing the sales funnel!

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David Elkington - Jamie McCoy Dip DigM is the Digital Director at Consenna Ltd. He works to connect seemingly disparate ideas to create innovative solutions to challenges.

Connect with Billy and ChatFunnels!
Billy on LinkedIn and Twitter.
ChatFunnels on LinkedIn, Facebook, Twitter, and Instagram.

Check out our blog to for some great research on conversational marketing and optimizing the sales funnel!

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David Elkington - David Elkington is the CEO and Founder of InsideSales.com. Dave has a rich background in technology, venture capital and corporate development. As CEO and Chairman, he has led InsideSales.com to consecutive 50-100% year-over-year growth rates, starting with the company's inception in 2004.

Connect with Billy and ChatFunnels!
Billy on LinkedIn and Twitter.
ChatFunnels on LinkedIn, Facebook, Twitter, and Instagram.

Check out our blog to for some great research on conversational marketing and optimizing the sales funnel!

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Heather Zynczak - Heather is a growth-oriented tech executive. She has spent the last 25+ years in Marketing, Product and Revenue leadership positions at some of the world’s most successful tech companies.

Heather spent 4+ years as Chief Marketing Officer of Pluralsight (NASDAQ: PS). At PS, she was responsible for all aspects of marketing and digital revenue. During her tenure at PS, the company grew B2B revenue over 50% year-over-year, growing revenue to almost half a billion. This growth enabled the company to IPO in 2018. Prior to Pluralsight, Heather was the CMO of Domo for almost 5 years (NASDAQ: DOMO). At Domo, Heather’s marketing organization fueled one of the fastest growing tech startups; launching the brand while company revenue grew from $0-100 million, achieving 100% year-over-year growth. Connect with her on LinkedIn!

Connect with Billy and ChatFunnels!
Billy on LinkedIn and Twitter.
ChatFunnels on LinkedIn, Facebook, Twitter, and Instagram.

Check out our blog to for some great research on conversational marketing and optimizing the sales funnel!

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Guest:Scott Sutton is the VP of Revenue Operations at ZoomInfo. He specializes in Salesforce, data analytics, data science, and working with marketing to help navigate and optimize their tech stack systems.

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Clint Betts - Betts is the CEO and President of Silicon Slopes. Silicon Slopes is a nonprofit organization empowering Utah's tech community to learn, connect, and serve. Connect with him on LinkedIn!

Connect with Billy and ChatFunnels!
Billy on LinkedIn and Twitter.
ChatFunnels on LinkedIn, Facebook, Twitter, and Instagram.

Check out our blog to for some great research on conversational marketing and optimizing the sales funnel!

ChatFunnels just announced that we will be hosting the RevTech Summit on January 27th, 2021! Register now to learn from dozens of experts about marketing and sales best practices and automation tools.

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Suaad Sait- As a high tech industry senior executive, Suaad has played leadership roles at high growth software and cloud technology companies driving value creation of over $15B.
Suaad has served as a Mentor for the New Venture Creation program at the McCombs School of Business - The University of Texas at Austin. He also served as an Executive Advisory Board Member of the American Marketing Association (Austin Chapter). In, addition Suaad served as a board member and President of the Austin Technology Entrepreneurs' eXchange ("Texchange"). Connect with him on LinkedIn!

Connect with Billy and ChatFunnels!
Billy on LinkedIn and Twitter.
ChatFunnels on LinkedIn, Facebook, Twitter, and Instagram.

Check out our blog to for some great research on conversational marketing and optimizing the sales funnel!

ChatFunnels just announced that we will be hosting the RevTech Summit on January 27th, 2021! Register now to learn from dozens of experts about marketing and sales best practices and automation tools.

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Guests: Jon Miller - CPO of DemandBase

Jackie Hermes - Founder & CEO of Accelity

Garrett Mehrguth - CEO of Directive

Amanda Stevens - Director of Conversation Design

David Lewis - CEO and Founder of DemandGen.com

Connect with Billy and ChatFunnels!
Billy on LinkedIn and Twitter.
ChatFunnels on LinkedIn, Facebook, Twitter, and Instagram.

Check out our blog to for some great research on conversational marketing and optimizing the sales funnel!

Thanks for an amazing year! Cheers to 2021 and more Digital Conversations!

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Chris Dayley- My company helps businesses see an average of 30% increases in revenue on their websites using A/B testing strategies. I have been in the world of Conversion Rate Optimization (CRO) for 8 years now, and have developed a proven 3 step strategy that has generated results for hundreds of companies. Connect with him on LinkedIn!

Connect with Billy and ChatFunnels!
Billy on LinkedIn and Twitter.
ChatFunnels on LinkedIn, Facebook, Twitter, and Instagram.

Check out our blog to for some great research on conversational marketing and optimizing the sales funnel!

ChatFunnels just announced that we will be hosting the RevTech Summit on January 27th, 2021! Register now to learn from dozens of experts about marketing and sales best practices and automation tools.

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Daniel Kuperman - I am passionate about helping B2B companies tell their stories in ways that resonate with buyers, partners, and analysts. Transforming complex product offerings into clear value propositions is something I thrive on as well as everything that supports an effective go-to-market strategy (sales enablement, demand generation, and all in between).
Those who work with me like my sense of humor, my nerdy inclination to Star Wars, and candor. I like to mentor employees (whether you report to me or not is irrelevant) and remove obstacles so they can be successful. Connect with him on LinkedIn!

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Jim Huffman, CEO of GrowthHit, a growth marketing consultancy specializing in CRO. Author of the Amazon best seller, The Growth Marketer's Playbook, a book that pushed Seth Godin off the #1 spot for 72 hours.) Grown two startups from idea to $10M in sales. Spent over $4M on Facebook ads. Startup mentor at Techstars, General Assembly, and Sephora Accelerator. International speaker that's lead growth workshops at Fortune 500 brands including FedEx, Hot Wheels, Intuit, Sephora, OREO and more. Connect with him on LinkedIn!

Check out Jim Huffmans book: The Growth Marketer's Playbook!

For more Funnel tear downs visit funnelteardowns.net.

Watch a video of the podcast here.

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Royce Robbins is an experienced and accomplished Leader and Speaker with a proven record at developing effective operation strategies, overseeing critical technology infrastructure projects and implementing winning growth strategies in a dynamic, effective, and targeted team-based environment. Over 14 years experience in both sales and recruitment, with a focus on coaching and mentor people to better performance and revenue growth. Connect with him on LinkedIn!

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Darryl Praill is the Chief Revenue Officer at Vanilla Soft. By education he is a computer programmer. He has worn many hats including CMO, SVP of Sales and Marketing and VP of marketing and strategy. He is a big fan of marketing and has been a CMO multiple times. He's also raised over 100 million dollars of VC funding and gone public twice. Connect with him on LinkedIn!

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As CMO of 6sense, Latané is passionate about empowering marketing leaders with effective technology, predictive insights, and thought leadership so they can confidently lead their teams, company, and industry into the future. As a “recovering software sales woman” she is keenly focused on leveraging data to ensure marketing programs result in deals, not just leads. Connect with her on LinkedIn!

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Jason found his passion for sales when he worked door-to-door for a painting company when he was 18. Fast-forward to 2020, and Jason is an outbound sales coach at Blissful Marketing, where he advises businesses and individuals on multi-channel outreach. Connect with Jason on LinkedIn here!

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Connect with George on LinkedIn!

George founded the IT Automation platform in Upstream in 1996, and most recently founded Membrain in 2012. Membrain is a sales enablement CRM that emphasizes sales training and coaching.

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Connect with Stewart on LinkedIn!

Stewart spent decades as a software architect, and now helps businesses to focus on aligning customers' needs with the SAAS software that they create. 

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Connect with Garrett here! Check out his YouTube channel here!

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Jackie has vast experience in bot SDR and Account Executive Roles; most recently at New Relic, who provides performance tracking for engineers. Connect with her on LinkedIn here.

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Jackie has vast experience in bot SDR and Account Executive Roles; most recently at New Relic, who provides performance tracking for engineers. Check out our blog to for some great research on conversational marketing and optimizing the sales funnel!

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Adam has a long history of entrepreneurship and software development that has launched Cronofy into a very successful seven years of existence. Adam previously founded three other businesses, where he was able to leverage both his leadership and technical skills. Connect with Adam here!

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Jackie is the Founder & CEO of Accelity, a fast growing B2B marketing services firm in Milwaukee. Jackie has 10+ years of marketing experience, and has started several of her own businesses. Connect with her on LinkedIn here!

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Matt is a B2B sales coach at Xsellus, where he works with growth-minded companies on crafting their sales processes and product demo strategy. Connect with him on LinkedIn here!

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Naomi Liu  has spent her entire fourteen year career in marketing ops, the past seven of which at EFI (Electronics For Imaging). Feel free to connect with her on LinkedIn here!

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Courtney Wilson has benn in marketing leadership for over a decade. He has extensive experience in working with teams around the world. Talk to him on LinkedIn here!

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Mackensie Liberman started her marketing career, and at the same time founded Orca Marketology, after spending the first 15 years of her career as a cytogeneticist. She found a knack for driving valuable leads and increasing ROI through Facebook Messenger chatbots. Talk to her on LinkedIn here!

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Franklin is the Senior Director of Consultant Strategy at Skaled Consulting. He has extensive knowledge in decision science and optimizing LinkedIn engagement. Feel free to reach out to him on here!

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Linda has more than 20 years of marketing and leadership experience. She has worked for a wide variety of firms, from startups to large, Fortune 500 companies. She has a passion for making data-driven decisions, and is an industry leader in marketing automation. Connect with her on LinkedIn to learn more!

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Anna is CEO at Crowe PR, and has spent more than two decades working for large, noticeable brands in New York and Southern California. She also runs the San Diego chapter of a female focused organization, Changemaker Chats. She has received many recognitions, such as PR Team of the Year, 40 Under 40 Business Leaders, and Women Who Mean Business. Connect with Anna on LinkedIn.

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David is CEO at DemandGen, and which he founded in 2007. He has previously worked for Microsoft and various Silicon Valley companies such as Farallon, Netopia, and Ellie Mae. He is passionate about the people and processes that connect sales with marketing. Connect with David on LinkedIn.

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Joti is Founder and Managing Director at Freshriver AI. She has previously worked for Citigroup and American Red Cross as a Chatbot Consultant. She has expansive knowledge of modern cloud, digital and data analytics technologies, as well as SaaS/IaaS, B2C/B2B and multi-industry ecosystems. Connect with Joti on LinkedIn.

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Guest: Milkana Brace - Founder and CEO of Jargon. Led global product and engineering teams as a Senior Director at Expedia and Groupon. Extensive experience with v1 products, high growth e-/m-commerce. Holds a track record of building high-performing teams. Connect with Milkana on LinkedIn and check out the Jargon website

Milkana’s 3 tips to creating innovative voice skills:

  1. Start creating multimodal applications

  2. Define helpful use cases 

  3. Focus on solving your customers problems

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Guest: Wolf Paulus- At Intuit, Wolf is an internationally experienced technologist and innovator, accelerating the discovery and adoption of emerging technologies. Changing the world one life at a time. He's also an Adjunct Professor at Grossmont College, where he teaches an intermediate class in the Computer Science department. He was appointed to the advisory committee at the University of California, Irvine, and frequently speaks at conferences and user groups on topics ranging from Physical Computing to Emotional Prosody.
Connect with Wolf on LinkedIn and check out the Intuit website!

Wolf’s 3 Keys to the Future of Valuable Bots:

  1. Make sure the bot speeds up the process

  2. Manage Users Expectations

  3. Give the user more than expected

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Guest: Dylan Zwick- Dylan is the co-founder and CPO of Pulse Labs Labs, the premier user research, measurement, and analytics solution for developers, designers, and platforms creating the next generation of voice interfaces. Pulse Labs works closely with the major platforms (Amazon, Google, etc…) as they create this new technology, as well as with application developers building on these platforms, to help make their work great through feedback and data from real world users.

Before striking out on his own, he was the Director of Data Science at Overstock.com. He led a team of data scientists on projects ranging from automated bidding optimization to supply chain management. Essentially, if there's a facet of the company that could benefit from improved data analysis, visualization, automation, or optimization, his team tried to be be of assistance. Finding useful projects wasn't difficult. Figuring out the most valuable projects was.
Connect with Dylan on LinkedIn and check out the Pulse Labs website!

Dylans 3 keys to creating value using bots:

  1. Leverage other tools

  2. Continually test and improve

  3. Make it conversational

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Guest: Rachel Batish- Rachel is an experienced and hands-on entrepreneurial front-runner. She has successfully developed and implemented strategies for dynamic startups and projects for the past 13 years in both the private and the non-profit sectors, from inception to execution, and from initial revenues to large-scale turnover.
She is passionate about working with people and cultivating relations with her customers, partners, colleagues, investors and most importantly, my employees.
Connect with Rachel on LinkedIn and check out the Audioburst website!

Here are the 3 biggest mistakes people make when building a bot:

  1. Don’t botify the bot

  2. Don’t build it then forget it

  3. Define the bots use case to meet users needs

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Guest: Ali Loghmani- Ali co-founded his 1st startup in 2002, and made an exit the same year. He started coding from an early age with a Sinclair Spectrum 48k when Ali was 13, and sold he first product, an inventory management system, fully developed in C when he was only 16. Since then  he have been building and selling software.
Connect with Ali on LinkedIn!

Ali’s keys to Engaging and Scaling using Bots

  1. Create interactive, personalized content

  2. Provide Useful add-ons 

  3. Tailor the conversation and the content

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Guest: Alexys Bartok- Alexys started at Messenger Funnels as a Virtual Assistant, and very quickly saw that it needed Chatbot Copywriters, so she asked to learn how to do that. As it happens, Alexys quickly learns a lot of things, and she is currently Sr. Project Manager, and Engagement Specialist at Messenger Funnels. Alexys also is an Actor.
Connect with Alexys on LinkedIn and check out the Messenger Funnels website!

Alexys' 4 Strategies to Designing a Converting Bot

  1. Draw a Strategic map before you start

  2. Create a persona for your bot

  3. Make your flow feel like a friendly conversation

  4. Intentionally iterate each part of the bot 

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Guest: Bob Stolzberg- Bob believes that every business needs an Alexa Skill the same way they need a website. And if they don't get one they'll be in big trouble because their competition got there first. He's the best in the world at helping businesses engage real customers and get a real ROI using Voice Technology like Alexa Skills. He's the Founder and CEO of VoiceXP. VoiceXP is a voice app building tool that Anyone can use to put their business on Amazon Alexa, Google Assistant, and Samsung Bixby without coding, hiring a developer, or tech team at all.
Connect with Bob on LinkedIn and check out the Voice XP website.

Bobs four keys to getting started with voice:

  1. Secure brand name in the voice space.

  2. Integrate voice into your current marketing process.

  3. Make sure voice skill is a funnel.

  4. Create frictionless enjoyable experience for user.

--- Social Media Examiner VoiceXP ---

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Guest: Jason Swenk- Fresh out of college I was off to work for Arthur Anderson, one of the big 5 consulting firms. I quickly realized that I couldn’t work for anyone but myself, so I decided to change direction, quit my day job and launch a digital marketing agency that quickly grew to a multi-million dollar operation working with brands from AT&T, Hitachi, and Lotus Cars. After 12 years of steady growth, we caught the attention of bigger agencies and sold the agency in 2012.

Now, I run a unique consultancy helping marketing agency owners grow their agencies faster. I currently host two shows that are available for download.
Connect with Jason on LinkedIn and check out Jason Swenk.

4 Keys to Starting an Agency Today:

  1. Clarify where you want to go.

  2. Understand what your prospect wants.

  3. Use bots to directly contact customers right away.

  4. Take hold of opportunities and stay optimistic.

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Guest: Amanda Stevens- A charismatic, creative, and driven leader with strong experience in conversation design, Natural LanguageProcessing (NLP) design and optimization. Amanda is passionate about designing AI solutions to educate, engageand inform users. She is a self-motivated individual committed to teamwork and achieving measurable results.
Connect with Amanda on LinkedIn and check out Master of Code.

6 key points to qualify a use case for conversational AI

  1. Are people talking about this today?

  2. The complexity of the current interaction?

  3. Does it require multiple interactions within a system to complete this task?

  4. Does the user need to interact with multiple systems?

  5. What are the current difficulties around this use case?

  6. Do users feel comfortable talking about this today?

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Guest: Niel Reichl- Niel got into chatbots in an effort to support himself and his family. He worked for Mary Kathrine Johnson and learned to use chatbots. Now Niel helps $3M and up per year Business Owners increase their average monthly revenue by 20% using automated sales funnels provided they meet the requirements and follow each step to the dot. He is located in the Philippines.
Connect with Chad on LinkedIn and check out BottBott Industries.

Niel's 4 Tips To Creating an Effective Sales Funnel

  1. Start with the end.

  2. Build a list.

  3. Use a survey to collect info.

  4. If they say no to your product, ask why.

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Guest: Chad Oda- Chad possesses a comprehensive understanding of conversational interfaces (e.g. Alexa, Chatbots, etc.) and how brands can pragmatically leverage this paradigm-shifting technology to engage customers with innovative, intuitive, and personalized experiences. Chad has extensive insight & expertise into the design, development, and implementation of these immersive conversational interfaces. From conversational copywriting to natural language processing, and multi-modality, Chad has his pulse on the ever-evolving conversational ecosystem. Chad has collaborated with the top technology companies such as Oracle, Microsoft, Amazon, LivePerson, and Google. Chad also speaks internationally at the leading conversational conferences
Connect with Chad on LinkedIn and check out Chat Mode.

John's 4 Tips To Getting Started Using Messenger

  1. Utilizing chatbots on microsoft teams for automating simply processes is now accessible and very useful for helping people accomplish simple a straightforward task or find info.

  2. To gain adoption for voice in business we’ll need to start with simple use cases.

  3. The future is a marrying of chat and voice bots accross different channels and mediums.

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Guest: John Preston- Prior to SuperStar bots John owned an in personal trainer gym and a small online personal training business. He got into conversational marketing in January 2017 looking to make money online. Quickly finding success he stumbled on Many Chat and Facebook messenger. He integrated that into his process and quickly found clients. He created a Messenger agency, SuperStar bots and has worked to revolutionize the industry.
Connect with John on LinkedIn and check out the SuperStar Bots website to schedule a test.

John's 4 Tips To Getting Started Using Messenger

  1. Ask the prospect questions- Don’t send information about your product.

  2. Tell them from the start that it is a bot- Don't pretend the bot is human.

  3. Keep your on boarding system simple- Don't try to make it showy.

  4. Keep refining your bot.

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Guest: Mary Kathryn Johnson (MKJ)- Nicknamed #ChatBotMom, as an Author, Entrepreneur and Mom, Mary Kathryn Johnson has created online success since 2003. A fall while pregnant with her second son landed her with two broken legs, her first book, and her first business. Mary is now using that 17 years of roller coaster family and business success to help entrepreneurs disrupt their low-converting marketing funnels for the conversational engagement powerhouse of Messenger Funnels.
Connect with MKJ on LinkedIn and check out the Messenger Funnels website to schedule a test.

4 Tips to Using Messenger to Increase Webinar Attendance:

  1. Give content in a conversational and engaging way.
  2. Collect data in order to customize the experience.
  3. Focus on the prospect.
  4. Keep your messages short.

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Guest: David Elkington- David Elkington is the CEO and Founder of InsideSales.com. Dave has a rich background in technology, venture capital and corporate development. As CEO and Chairman, he has led InsideSales.com to consecutive 50-100% year-over-year growth rates, starting with the company's inception in 2004.

Connect with David on LinkedIn and check out the testutah.com website to schedule a test.

Test Utah has: 

  1. 4 locations and counting.
  2. The capacity to test 900 people at a time.
  3. A higher capacity than any other lab.

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Guest: Brandon Bateman-I founded Bateman Collective Digital Marketing. Bateman Collective is a team of creatives, data scientists, and big-picture strategists with one common belief: together, we can achieve extraordinary results. We believe in empowering our clients by leveraging a data-driven, creative paid traffic strategy.

Connect with Brandon on LinkedIn and check out the Bateman Collective website.

3 Things That Data Driven Marketers are Doing Wrong:

  1. Not tracking deep enough into the funnel.

  2. Not focusing on incrementally.

  3. Assume that if it wasn't measured it didn’t happen.

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Guest: Josh Barkin-Product-focused tech founder (Product Designer/Manager/Marketer) with 15+ years experience in mobile andmessaging. Currently Co-founder and CEO of Janis.ai, an AI management platform that enables companies toimprove the way they communicate with their customers using artificial intelligence.

Connect with Josh on LinkedIn and check out the Janis.ai website.

The Path to Automation

  1. Personalize the integration of AI into your specific business.
  2. Have Ai be the foundation of conversational experiences.
  3. Understand AI's limitations.

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Guest: Jeff MacPherson- I have had the privilege to work with some of the biggest brands and influencers across the globe, giving us the ability to develop a ground breaking tool called Direct Heroes. Direct Heroes is the first conversation funnel and social CRM for Instagram. Analyze, engage, communicate and monetize your Instagram account like never before. I continue to strive to create a better social by connecting brands & business to their consumers on a more personal level.

Connect with Jeff on LinkedIn and check out the Direct Heroes website.

3 Keys to Using Chatbot and Instagram in Tandem:

  1. Use keyword opt ins in Direct Messaging.
  2. Use hashtags in instagram stories with an offer.
  3. Tailor your message to your customer.

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Host: Billy Bateman- Billy Bateman is the Co-Founder and VP of Operations for ChatFunnels, a digital conversation analytics, and optimization solutions provider. He has a background in digital marketing, business operations, and entrepreneurship.

Billy grew up in Idaho and graduated from Brigham Young University and has a Masters of Business Administration from Boise State University. While at BSU, he completed Boise State’s Venture College Entrepreneurship Program and became a mentor and entrepreneurial lead on a technology commercialization project. He is an avid outdoorsman and enjoys fishing and hunting.

4 key findings from SalesForce State of Marketing research:

  1. Focus on giving your customers a personalized experience.
  2. Make Live Chat and response time your top priority.
  3. Take the time to dig into the numbers.
  4. Track customer satisfaction metics.

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Guest: James Oldroyd- Professor James Oldroyd is an associate professor of Strategy at the Marriott School of Management, Brigham Young University and the Ford Motor/Richard Cook Research Fellow. He received his Ph.D. from the Kellogg School of Management at Northwestern University in 2007. He was an associate professor of management at SKK-GSB in Seoul, South Korea for five years and an assistant professor of international business at The Ohio State University for three years. His research explores the intersection of networks and knowledge flows. This work has been published in outlets such as the Academy of Management Review, Organization Science and Harvard Business Review. He teaches courses on strategy, strategy implementation, international business, and negotiations to undergraduates, MBAs, and executives. In addition, to teaching at SKK, OSU and BYU, he has taught at the Indian School of Business and the University of North Carolina. He is actively involved in delivering custom leadership training courses for numerous companies including Samsung, Doosan, SK, Quintiles, and insidesales.

Connect with James on LinkedIn and check out the BYU Marriot website.

3 Key Findings from Bot research:

  1. Rapid Response
  2. Look at the whole funnel
  3. First figure out how to get your customer to engage.

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Guest: Hans Van Den Berg- My name is Hans van den Berg, passionate about technology and education I studied at the Technical University in Eindhoven The Netherlands. With my electrical engineering and educational degree I worked at Shell, Philip Morris, hp and Agilent Technologies. For Agilent I was based in the San Francisco Bay Area for 2 years and before I returned to Europe I traveled South East Asia for a year. After my travel I finished my full time MBA specialized in Marketing and Internet at NYIT, USA in 2004. In that year I also launched Izito.com, a search engine that presented search results based on friend’ search activity.

Privileged to co-found SurveyWorld, a true survey SaaS solution, in 1999 with a former room mate I joined what became SyncForce in 2004. In 2018 I got introduced to chatbots and as a personal interest started to dive into the worlds of bots. It seemed to be a perfect link to the needs of our CPG customers at SyncForce as they want to get in contact with their consumers directly. When I was asked by a friend of mine to advise in his Bot startup I couldn't refuse. I believe this new Bot technology can help brands have great personalized 1on1 conversations in order for them to stay connected and relevant.

Connect with Hans on LinkedIn and check out the Bot Implementation website.

Here is the formula Hans presents:

  1. Discover
    1. For who?
    2. Where is your customer in their journey?
    3. Why? What do you want to solve?
  2. Design
    1. Persona that aligns with your brand.
    2. Conversation design.
    3. Technology.
  3. Implement
  4. Deploy
  5. Measure

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Guest: Paul Jones is the Vice President of Experience Design at Tribehouse. He is focusing on building experiences that allow executives along the Wasatch Front to connect with other executives and solve problems authentically. He has been a business owner himself and is currently the founder of a tech startup. 

Connect with Paul on LinkedIn and check out the Tribehouse website.

Four Steps to Personalization at scale:

  1. Identify 3 common characteristics you share with the people on your list.

  2. Build your message and automation around those characteristics.

  3. Use a multi-channel approach.

  4. Don't be afraid to slow it down and manually connect with them.

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Guest: Scott Mark- 13 years Strategic Technology Sales and Account Management experience in complex business markets.

Specialties: client relations, revenue growth, revenue retention, direct sales, inside sales, channel sales, c-level selling, account management, enterprise account manager, lead generation.
Connect with Scott on LinkedIn and check out the Xant website.

Tips to using sales and bots to generate more leads:

  1. Increase the speed to a lead.

  2. Have marketing and sales collaborate on the bot.

  3. Don’t lose the human aspect and be responsive to users.

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Guest: Eliav Cohen- Seasoned executive with experience running large organizations. 
Connect with Eliav on LinkedIn and check out the Ultra Cool website.

How to start making a keywords bot:

  1. Slowly add keywords in as users ask questions.
  2. Decide what words need to be exact keywords.
  3. Learn quickly from many of small failures.

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Guest: Natasha Takahashi- For the last 3+ years, I've spent nearly every waking moment creating and managing highly profitable chatbot campaigns, or teaching about them online and offline.
50% of my time is spent as the Chief Marketing Officer and Co-Founder of Ineffable Marketing, my marketing agency that has driven results for 100+ brands like MindValley (3.6M+ followers), Matthew Hussey (5.8M+ followers), and Social Media Examiner (600K+ followers).

The other 50% of my time is spent as CMO and Co-Founder of School of Bots, the trusted chatbot resource for marketers & entrepreneurs.
Connect with Natasha on LinkedIn and check out the School of Bots website.

3 strategies to implementing Facebook messenger marketing for B2B:

  1. Hook up Facebook page to a platform that can generate a list of people that are already interacting with your page.
  2. Use posts and comments to capture interested users.
  3. Use the MSO frame (Marketing, Sales, Operations)- make the chatbot holistic for the business.

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Guest: Sterling Beck- Sterling has a proven 10+ year history of managing teams that drive B2B SaaS companies inbound efforts in the finance, human resources, sales and marketing industries. His enterprise and account based approach to marketing efforts has produced verifiable results that directly contributed to multiple rounds of VC investment that consistently affirm his strategies work.

Specialties: B2B Demand generation, marketing automation, business intelligence, ROI, ABM, advertising buys, predictive analytics, PPC, fundraising, digital advertising, campaign management, analytics & marketing automation, demand generation, SaaS Enterprise Sales Process, traveling the world.
Connect with Sterling on LinkedIn and check out the ListReports website.

Sterlings 3 tips to prioritxing digital marketing among other tools:

  1. Understand the power of viral growth and how to harness it.
  2. Uses word of mouth as a way to generate leads.
  3. Think about where your customers are and how you can engage them where they are congregating.

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Host: Billy Bateman is the Co-Founder and VP of Operations for ChatFunnels, a digital conversation analytics, and optimization solutions provider. He has a background in digital marketing, business operations, and entrepreneurship.

Billy grew up in Idaho and graduated from Brigham Young University and has a Masters of Business Administration from Boise State University. While at BSU, he completed Boise State’s Venture College Entrepreneurship Program and became a mentor and entrepreneurial lead on a technology commercialization project. He is an avid outdoorsman and enjoys fishing and hunting.

The 3 Conversational Marketing Metrics:

  1. Visitors to activation- 50% or higher.
  2. Conversations to email capture- 40%- 50%.
  3. Calendar drop to meetings booked- 40% or higher.

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Guest: Andrew Parker-Mr. Parker is an accomplished marketing executive who has successfully helped companies tell their story, build an audience and scale their impact. His talents have resulted in success for numerous companies including small, medium and large scale enterprises. And with a depth of experience in both B2B and B2C marketing, Mr. Parker stands out as a marketing executive who understands how to develop and execute a marketing strategy that will drive results.
Connect with Andrew on LinkedIn and check out the Family Search website.

Here are 3 main points that Andrew and Billy cover:

  1. Marketing automation is about creating a customer experience.
  2. The future of marketing automation.
  3. The best technology stack for your company.

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Mark Kilens- Mark Kilens is VP of Content and Community at Drift where he leads the blogging, editorial, social, Drift Insider, and HYPERGROWTH teams.

Hans Van Dam- Hans van Dam is co-founder of Robocopy and the Conversational Academy. His goal is to develop and promote the role of the conversation designer. He develops curriculum for the Conversational Academy, lectures at multiple universities, and speaks often at conferences around the world.

Ish Jindal- Building Tars to help businesses boost their PPC conversion rates through Conversational Landing Pages.

Gabe Larsen- Gabe Larsen—evangelist of the Provo-based, aspiring unicorn InsideSales.com; vice president of marketing; host of the popular Sales Secrets podcast; and president of the Utah Chapter of the American Association of Inside Sales Professionals (AAISP)

Tom Jenkins- I design and implement sales and marketing strategies for growing and socially focused organizations. At present, I'm happily leading the Marketing Team at CloudTask.

Here are 4 of the topics they cover:

  1. Retargeting bots.
  2. Conversational design- understanding the customer.
  3. Using an omnichannel approach.
  4. Choosing quality over quantity.

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Guest: Jared Haleck- SaaS product leader, startup veteran, end-user feedback addict and founder-CEO whisperer. Problem discovery and storytelling are my two superpowers. The two traits I value in product managers are curiosity and assertiveness. The startup I admire the most is STRAVA. My favorite quote is, “Clear vision does not equal short distance.”
Connect with Jared on LinkedIn and check out the XANT.ia website.

3 strategies to approaching the shift in technology:

  1. Use an omni-channel approach.
  2. Understand the value of collective data.
  3. Use a strategic approach with B2B selling.

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Host: Billy Bateman is the co-founder and VP of Operations for ChatFunnels, a digital conversation analytics, and optimization solutions provider. He has a background in digital marketing, operations, and entrepreneurship. Billy grew up in Idaho and graduated from Brigham Young University and has a Masters of Business Administration from Boise State University. While at BSU, he completed Boise State’s Venture College Entrepreneurship Program and became a mentor and entrepreneurial lead on a technology commercialization project. He is an avid outdoorsman and enjoys fishing and hunting. He currently lives in Springville, Utah, with his wife, Chelsea.

3 Key points to Using Chatbots to Book Sales Meetings:

  1. Think about what you want to offer.
  2. Decide how the bot will be triggered.
  3. Choose qualifying criteria.
    1. Decide questions copy and order
    2. Choose 3-4 questions
    3. Manage users expectations

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Guest: Shad Morris- Shad Morris (Ph.D. Cornell University) is the Georgia White Fellow and Assistant Professor of Leadership and Strategy at the Marriott School, Brigham Young University. Prior to joining BYU, Shad Morris was at The Ohio State University for five years. He conducts research at the intersection of human resource management and strategy. In particular, he explores both theoretical and empirical problems related to how firms draw upon human capital and social capital to build organizational capabilities in a global context.

Shad Morris is a recipient of the International HRM Scholarly Research Award from the Academy of Management and he has co-authored multiple articles related to the strategic management of human capital in journals such as Academy of Management Review. In addition, he has served as a co-organizer and founder of multiple conferences, including the Strategic Human Capital Interest Group’s mini-conference and Wharton’s 1st and 2nd Annual People and Organizations Conference.
Connect with Shad on LinkedIn and check out the International Hub website.

4 Strategies to driving bot and live chat adoption

  1. Find the bright spots- people on the cutting edge.
  2. Give recognition to the past
  3. Align your company with the main 4 points and with the outside environment
    1. Strategy
    2. Workforce composition
    3. Capabilities/differentiate
    4. Culture
  4. Be patient, it takes time to adjust.

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Guest: Arvell Craig- As an early adopter of chatbots technology, Arvell helps companies create chatbot funnels that take leads on interactive journeys to become qualified opportunities.
He recently launched the "COFOCUS Accountability Chatbot" inside Facebook Messenger which automates accountability conversations for professional coaches.
With ChatbotFunnels.me - we are helping marketing agencies standout with their clients by providing innovation, uncommon creativity and positive ROI on ad spend.
Connect with Arvell on LinkedIn and check out the Chatbotfunnels website.

A review of the main 4 bot platforms:

  1. Drift- Great for B2B and account based marketing.
  2. Intercom- Support space, good for testing.
  3. Many chat- Very visual, helps get people into the bot and has an omnichannel approach.
  4. Chat Fuel- More complicated with endless possibilities.

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Guest: Tom Jenkins- I design and implement sales and marketing strategies for growing and socially focused organizations. 

At present, I'm happily leading the Marketing Team at CloudTask.
Connect with Tom on LinkedIn and check out the Cloudtask website.

4 Strategies to using bots to generate pipeline:

  1. Mirror your users tone.
  2. Build relationships using social.
  3. Use an omni-channel approach.
  4. Get live chat going and perfect along the way.

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Guest: Mark Kilen Mark Kilens is VP of Content and Community at Drift where he leads the blogging, editorial, social, Drift Insider, and HYPERGROWTH teams.

Prior to joining Drift, he served as VP and founder of HubSpot Academy. As an enthusiastic former customer, Mark joined HubSpot in 2010 as an Inbound Marketing Consultant, where he spent two years working with thousands of HubSpot customers to scale their inbound strategy.

From there, he went on to build HubSpot Academy from the ground up, and in doing so, educated millions of people and created a best-in-class hub for marketing and sales content and training.

When he’s not at Drift, Mark enjoys plenty of steak and lobster, a round of golf or two, and loves being on snow or in the ocean.

Connect with Mark on LinkedIn and check out the Drift website.

3 Strategies to intersecting content and conversations:

  1. Connect the with customer in the moment they are interacting with the content.
  2. Put a bot on the pillar page.
  3. Give the user a personalized experience.

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Guest: Gabe Larsen- Gabe's path to success started in 2005, when he spent two years managing InsideSales.com’s four-person sales team. Accenture in San Francisco was Gabe’s next stop, where he worked as a business analyst on the CalPERS project, the nation's largest public pension fund with assets totaling $214 billion. Next, he worked for Goldman Sachs for two years as an equity derivative specialist. Gabe oversaw derivative activity on the London and Hong Kong exchanges for 75 U.S hedge funds, managing $750 million to $30 billion under assets. Realizing his passion and skill in the science of sales, Gabe left Goldman Sachs in 2009 to work as an enterprise salesman and strategy consultant for research-based, global performance-management company Gallup, Inc. Gabe worked for four years in Gallup’s offices around the world—making stops in Nebraska, Saudi Arabia; and United Arab Emirates before returning to the U.S.

Gabe is now the VP of marketing and oversees all of InsideSales.com's marketing strategies as well as being the host of the popular Sales Secrets podcast.

Connect with Hans on LinkedIn and check out the XANT website.

3 Strategies to maximizing customer engagement:

  1. Number of attempts
  2. Media and pattern used
  3. Duration
  4. Spacing
  5. Content

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Guest: Hans van Dam is co-founder of Robocopy and the Conversational Academy. His goal is to develop and promote the role of the conversation designer. He develops curriculum for the Conversational Academy, lectures at multiple universities, and speaks often at conferences around the world.

Connect with Hans on LinkedIn and check out the Conversational academy website.

3 Strategies from this episode:

  1. Use empathy in the beginning of the conversation
  2. Use short simple questions
  3. Represent brand

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Guest: Obaid Ahmed- I am an entrepreneur, mentor and technologist at heart. An expert in building technology, UX/product design, large scale software design and business models. I've worn many hats in my career such as programmer, architect, strategist, marketer and writer. I have a unique ability to handle multi-disciplinary projects and to navigate complex challenges.

I have also been involved in the community as a mentor for early stage startups. Providing advice and insights on their business models and get-to-market plans. I am also involved in bringing crowd funding to local communities. I created UmmahHub as a project to bring crowd-funding to Muslim communities around the world.

I have been honoured to receive the Youth Business Entrepreneur in 2012 and I am also involved in YoungMaker project which introduces the concept of technology to young members of our community via a 3D printer. Currently working on building the future of conversational apps using Voice, text and AI.
Connect with Obaid on LinkedIn and check out Botmock's website

3 Strategies from this episode:

  1. Use collaboration to represent your companies voice through CUI.
  2. Test bots early on and be very data driven.
  3. Start in one place, don't try to do everything at once.

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Guest: Derek Boggs- Derek Boggs has a diverse background in Marketing. He has managed teams responsible for campaign strategies, account based marketing (ABM), marketing automation, email marketing, PPC, SEM, SEO, copywriting, and product development that generates organic and paid leads for B2B and B2C. He thrives in small teams or in a startup working atmosphere that is fast paced, where he can wear many hats (figuratively & literally).

He is known for his compassionate interpersonal skills, effective leadership, and determination to always do exceptional work. Derek is never afraid to get out of his comfort zone and take on new projects. He will continue to learn from and seek new opportunities while fostering a culture to create great products and services that are innovative and disruptive.
Connect with Derek on LinkedIn and check out Ivanti's website

Key points from this episode:

  • A rundown of the different drop off points for bots vs. forms.
  • The importance of testing and tracking bots.
  • Constant communication, training and preparation of sales team.
  • Having conversations with everyone not just the super interested buyers.

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Guest: Greg Dickinson- Greg Dickinson is the founder and CEO of Omedym, an Atlanta-based SaaS company that is digitizing the product demo. A serial technology entrepreneur, Greg and his team at Omedym are on a mission: to change how companies deliver and customers access information, throughout the customer journey.

Greg earned his B.S. at James Madison University, and his M.S. at Pace University. Since moving to South Carolina, Greg continues to embrace the directive sometime attributed to Abraham Lincoln: “Things may come to those who wait, but only the things left by those who hustle”, and has become increasingly involved with Clemson University, as a guest lecturer and mentor, and developing and sponsoring capstone projects for the school’s computer science department
Connect with Greg on LinkedIn and check out Omedym's website

Key points from this episode:

  • The importance of creating searchable videos to solve customer problems
  • Learning to recognize buyer signals
  • Use data to customize each buyers conversation
  • 25%-30% of customers, once engaged with the content will sign up for a meeting
  • 42.4% of people request a demo before 9, after 6 or on the weekends

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Billy Bateman gives some pointers to implementing live chat into your company. He addresses quantity vs quality and some tactics to creating quality conversations.

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Trace shares some of his takeaways from the San Francisco Chatbot Conference. He gives insights on the importance of monitoring and improving bots and some tips on how to improve copy.

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Guest: Ish Jindal

Connect with Ish Jindal on LinkedIn and check out the TARS website.

Here are our 3 techniques:

  1. Customize your bot for industry and buyer.

  2. Optimize your chatbot conversation flow.

  3. Make each bots' goals and options specific.

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