Humans of Martech

What’s up everyone, today we have the pleasure of sitting down with Dr. Julz James, Senior Marketing Ops Manager at 6sense and Adjunct Professor at St. Edwards University. Summary: Jul is a marketing ops leader and a martech Professor who's rewriting the rulebook on how to navigate the martech galaxy. She walks us through automation inception, like a dream within a dream, and how she’s leveraged an iPaaS tool to automate her automations. She also unravels intent data and how her team has moved beyond lead scoring to adopt account scoring. Sprinkle in her freelance learnings, and you've got a recipe for someone who's not just working in marketing ops but thriving, bringing fresh insights and strategies to the classroom. This episode is a nice reminder that with a bit of curiosity, a dash of adaptability, and a love for teaching, the galaxy of martech tools isn't just approachable—it's yours to automate. About Julz A New Approach to Educating the Modern Marketer Imagine walking into a marketing class and instead of cracking open a dusty textbook that smells like the '80s, you're handed a sandbox loaded with today's leading marketing software. This isn't a scene from a futuristic movie; it's what Julz is bringing to the table in her marketing courses. Gone are the days of learning marketing theories that feel like a DVD. Julz has swapped them for lessons on the tools that marketers actually use in their jobs today. Julz loves teaching not for the sake of it but for the lightbulb moments she sees in her students when they connect the dots between class material and their day jobs in marketing. She draws from her own reservoir of experiences, sharing how she navigates the marketing world with tools like Marketo and Salesforce, making her classes a treasure trove of real-life wisdom. Her approach is refreshingly practical. Remember learning about the four P's and Porter’s Five Forces? Julz believes those concepts are as relevant to today's marketing as a pager is to personal communication. Instead, she's all about diving into the digital tools that shape modern marketing strategies, shifting the focus from memorizing models to mastering martech. Creating course content is no walk in the park, especially when the galaxy of martech tools changes faster than you can hit refresh. But Julz is on top of it, crafting her materials from a blend of up-to-the-minute blogs, community discussions, and the latest ebooks. It’s about making sure her students aren't just keeping pace but are ahead of the curve, ready to apply what they've learned in real-time scenarios. Key takeaway: If you're in marketing and looking to make your mark, take a page out of Julz's playbook. Forget the dry theories that gather dust on a shelf. It's all about rolling up your sleeves and getting your hands dirty with the tech that's shaping our world right now. Being quick on your feet, always hungry to learn something new, and getting cozy with the latest martech? That's the secret sauce for not just making it but also having fun. Unlocking the Secrets of Martech Without Coding Skills Ever think you need to be a coding guru to rock at marketing tech? Julz has some news for you: that's not the case. Picture this: you're more like a tech-savvy wizard, weaving different digital tools together, making them do exactly what marketing needs them to do. And guess what? You don't need to write lines of code to pull it off. Julz puts it simply – her gig in marketing operations is kind of like being an IT whiz but all jazzed up for marketing. You get systems to play nice with each other, not by coding from scratch but by knowing just enough to make smart tweaks here and there. It's like knowing how to change a tire without being a mechanic. Sure, dipping your toes into HTML or JavaScript is helpful, especially when you need to adjust something small on a website or in an email. But the real game? It’s all about seeing the big picture, understanding how different...

What’s up everyone, today we have the pleasure of sitting down with Kevin Hu (Hoo), Co-founder and CEO at Metaplane. Summary: Dr. Kevin Hu gives us a masterclass on everything data. Data analysis, data storytelling, data quality, data observability and data anomaly detection. We unpack the power of inquisitive data analysis and a hypothesis-driven approach, emphasizing the importance of balancing data perfection with actually doing the work of activating that data. He highlights data observability and anomaly detection as a key to preempting errors, ensuring data integrity for a seamless user experience. Amid the rise of AI in martech, he champions marketing ops' role in safeguarding data quality, making clear that success hinges on our ability to manage data with precision, creativity, and proactive vigilance. About Kevin How to Ask the Right Questions in Data Analysis When Kevin shared the profound impact César Hidalgo, his mentor at MIT, had on his journey into the data world, it wasn't just about learning to analyze data; it was about asking the right questions. César put together one of our favorite TED talks ever – Why we should automate politicians with AI agents – this was back in 2018, long before ChatGPT was popular. Hidalgo, recognized not only for AI and ML applications but also developing innovative methods to visualize complex data and making it understandable to a broader audience, was the most important teacher in Kevin’s life. He helped Kevin understand that the bottleneck in data analysis wasn't necessarily a lack of coding skills but a gap in understanding what to ask of the data. This revelation came at a pivotal moment as Kevin navigated his path through grad school, influenced by his sister's work in animal behavior and his own struggles with coding tools like R and MATLAB. Under Hidalgo's guidance, Kevin was introduced to a broader perspective on data analysis. This wasn't just about running numbers through a program; it was about diffusing those numbers with context and meaning. Hidalgo's approach to mentorship, characterized by personalized attention and encouragement to delve into complex ideas, like those presented in Steven Pinker's "The Blank Slate," opened up a new world of inquiry for Kevin. It was a world where the questions one asked were as critical as the data one analyzed. This mentorship experience highlights the importance of curiosity and critical thinking in the field of data science. Kevin's reflection on his journey reveals a key insight: mastering coding languages is only one piece of the puzzle. The ability to question, to seek out the stories data tells, and to understand the broader implications of those stories is equally, if not more, important. Kevin's gratitude towards Hidalgo for his investment in students' growth serves as a reminder of the value of mentorship. It’s a testament to the idea that the best mentors don't just teach you how to execute tasks; they inspire you to see beyond the immediate horizon. They challenge you to think deeply about your work and its impact on the world. Key takeaway: For marketers delving into data-informed strategies, Kevin's story is a powerful reminder that beyond the technical skills, the ability to ask compelling, insightful questions of your data can dramatically amplify its value. Focus on nurturing a deep, inquisitive approach to understanding consumer behavior and market trends. Bridging Academic Rigor with Startup Agility During his career in academia working alongside Olympian-caliber scientists and researchers, Kevin garnered insights that have since influenced his approach to running a startup. The parallels between academia and startups are striking, with both realms embodying a journey of perseverance and unpredictability. This analogy provides a foundational mindset for entrepreneurs who must navigate the uncertain waters of business development with resilience and adaptability. At the heart of Kevin's philosophy is...

What’s up everyone, today we have the pleasure of sitting down with Amrita Mathur, VP of Marketing at ClickUp. Summary: Building a brand from zero is all about diving deep into what makes your audience tick and tailoring your messages to hit just right. Amrita digs into this, stressing the gold in blending hard data with your gut in order to spot what truly connects. It’s not about the immediate wins; it’s hunting for those less obvious cues that hint you’re on to something. When it comes to team-building, she’s clear: bring on board folks who are curious, the ones who ask all of the questions and are unafraid of constructive criticism. For Amrita, the secret sauce to thriving in marketing, beyond all the strategy and insights, boils down to enjoying the ride and the people you’re with, transforming work from a mere grind to an adventure worth every second. About Amrita The Myth of the Ivory Tower in Tech Leadership Amrita’s journey at ClickUp shatters the common myth of the ‘ivory tower’ often associated with leadership roles in substantial tech enterprises. Despite the company’s impressive valuation and extensive team, she emphasizes a hands-on approach that defies traditional expectations. At ClickUp, there’s no detachment between the upper management and the operational workforce; instead, the organization champions a flat hierarchy. This structure not only promotes visibility across all levels but also encourages direct involvement in operational tasks, regardless of one’s title. The ethos at ClickUp, as Amrita describes, mirrors what’s often referred to as the ‘Stripe model’—a reference to Stripe’s renowned flat organizational structure. This approach ensures that despite rapid growth, the company maintains an environment where every individual, from interns to VPs, is expected to dive deep into the minutiae of their work. It’s a testament to the belief that understanding and engaging with the details are paramount to effectiveness. ClickUp’s CEO reinforces this by advocating for a culture where being ‘in the details’ is not just encouraged but required. This philosophy stands in stark contrast to what Amrita experienced towards the end of her tenure at Superside, where she could afford to step back, confident in her team’s ability to manage without her direct oversight. At ClickUp, the scenario is vastly different. The expectation to remain operationally involved means leadership roles are as much about rolling up your sleeves and getting your hands dirty as they are about strategic oversight. The ClickUp model demonstrates a pivotal shift in how companies view leadership and organizational structure. It challenges the notion that senior positions are synonymous with distance from the day-to-day operations, highlighting the importance of a collaborative and transparent work environment. This approach not only ensures that leaders remain grounded and connected to their team’s work but also fosters a culture of accountability and shared responsibility. Key takeaway: At ClickUp, success is found not in the isolation of leadership roles but in their integration within the operational fabric of the company. This model serves as a compelling blueprint for marketers: to stay relevant and effective, immerse yourself in the granular aspects of your work, foster transparency, and maintain a willingness to engage across all levels of the organization. Choosing Between Testing and Informed Decision-Making Amrita sheds light on a prevalent misconception in the marketing world: the notion that every decision should be subjected to testing. This idea, while rooted in the desire to make data-driven decisions, often becomes a stumbling block, delaying action and fostering indecision. With ClickUp’s significant web traffic and signup volumes, one might assume an endless capacity for testing. However, Amrita points out that this isn’t always the most effective approach. Traffic isn’t uniformly distributed across all...

What’s up everyone, today we have the pleasure of sitting down with Mauro Figueiredo, a global Digital Transformation and MarTech leader (and Innovator). Summary: Mauro walked us through his blueprint for building multifaceted teams equipped with technical, emotional, and strategic competencies. We emphasized the significance of identifying martech talent through self-awareness and curiosity, and how these traits play a crucial role in navigating the integration of martech with analytics and AI. We also focused on leveraging AI in marketing and the dangerous messaging of Co-Pilot’s Superbowl ad. By fostering a culture of continuous learning and cross-functional collaboration, marketers can unlock new opportunities in AI and ensure their strategies align with business goals for impactful outcomes. About Mauro A Blueprint for Building Effective Martech Teams When constructing a Martech team, the approach should be tailored, recognizing that the company's size and the team's maturity significantly influence the team's structure and dynamics. Mauro's method begins with a clear understanding of the project's scope, the technologies required to address the business challenge, and the delivery of tangible business value. Identifying the necessary hard skills is just the initial step; the blend of technological prowess and customer-centric focus forms the foundation of a capable team. Equally crucial to hard skills, however, is the team members' attitude and characteristics. Mauro emphasizes the importance of adaptability and resilience, qualities that enable team members to navigate through the inevitable changes in project scope, technology, and industry trends. The ability to shift modes from discovery to definition and then to implementation, all while remaining open to adjustments, is essential. This flexibility is not just about coping with changes but thriving amidst them, ensuring the team's effectiveness and the project's success. The journey from the inception of a Martech project to its completion involves various phases, each demanding a different mindset and set of capabilities. The selection of team members who possess a well-rounded skill set, blending technical knowledge with a customer and experience obsession, is vital. Moreover, prioritizing soft skills and personality traits such as resilience and adaptability ensures the team can withstand and adapt to unforeseen challenges. Key takeaway: Building a winning Martech team requires more than just technical expertise. Invest in cross-training within your Martech team to ensure every member can handle multiple aspects of projects. This not only enhances team flexibility but also prepares each marketer for future roles in an ever-changing landscape. Interview Tips for Identifying Future Martech Stars Spotting the next Martech superstar hinges not just on evaluating their resume but on assessing their emotional intelligence (EQ) and problem-solving capabilities. Mauro shares that beyond the standard assessment of a candidate's career achievements, he delves into how they've navigated specific situations, tasks, actions, and results, adhering to the STAR model. This method uncovers not just what the candidate has done but how they've approached challenges and contributed to their team's success. After vetting a candidate's professional skills and understanding their career trajectory, Mauro shifts the focus towards EQ. He employs a unique set of questions designed to reveal how candidates perceive themselves and how they believe others perceive them. Asking candidates to describe themselves in four words and then to reflect on how their friends might describe them serves a dual purpose. It not only provides insights into the candidate's self-awareness but also opens a window into their personality and motivations. This approach to interviewing goes beyond traditional methods, allowing leaders to gain a deeper understanding of a candidate's interpersonal skills...

What’s up everyone, today we have the pleasure of sitting down with Abby Gailey, Director of Marketing Operations at Vibrent Health. Summary: Abby walks us through the complicated marketing ops world of B2B2C healthcare SaaS, emphasizing a move from sales-centric to engagement-focused martech. We dive into curiosity and continuous learning, using tools like webhooks to blend digital and physical marketing effectively. Quality assurance through negative checklists and professional growth through mentorship and communities are key themes for future proofing your martech career. Abby simplifies success in martech: blend innovation with teamwork, and balance your professional and personal life. About Abby Navigating Martech in a B2B2C SaaS Model Abby sheds light on the unique challenges and opportunities of managing martech operations within a B2B2C business model, particularly in a sector as sensitive and regulated as healthcare research. At Vibrant Health, Abby's role straddles the line between serving business clients and engaging end users in medical studies. Her experience is notably distinct from the traditional B2B or B2C marketing roles, often dominated by discussions around lead generation, MQLs, and SQLs. Abby’s work involves partnering with prestigious institutions like the Dana Farber Cancer Institute and the National Institutes of Health, utilizing their platform to facilitate crucial medical research. The essence of her work emphasizes engagement and enablement over direct revenue generation, a departure from the revenue-centric focus seen in many marketing operations roles. This divergence stems from the regulatory landscape of healthcare, demanding precision and adherence to stringent guidelines in communications. Abby's toolkit is unique, relying less on mainstream martech solutions like Marketo or Salesforce, and more on specialized tools that cater to direct engagement through emails, SMS, and direct mail. Abby's perspective underscores a broader theme in martech: the necessity of tailoring marketing operations to the specific needs and regulations of the industry and business model. While mainstream conversations in martech often gravitate towards lead generation and sales enablement, Abby's experience highlights the importance of engagement and enablement in scenarios where direct revenue generation is not the primary focus. Key Takeaway: Abby's experience at Vibrant Health highlights the significance of customizing martech strategies to fit the unique requirements of a B2B2C business model in a regulated industry. The focus shifts from revenue generation to precise engagement and adherence to regulations, underscoring the need for specialized tools and approaches beyond the conventional sales-centric martech solutions. Driving Engagement in Highly Regulated Industries Unlike many marketers whose performance metrics revolve around revenue generation, Abby's focus is on engagement — a critical component in the context of medical research. This pivot away from revenue-centric metrics allows her team to concentrate on the effectiveness of communication strategies that encourage participation in health studies, which is paramount for the success of their projects. Her work involves navigating a complex landscape of HIPAA and governmental regulations, making her tasks not just about engagement, but also about compliance. Abby points out the similarities between challenges faced in healthcare marketing and those in other tightly regulated sectors like FinTech, highlighting the creative and nuanced approaches required to provide value within these constraints. Despite these challenges, Abby sees significant opportunities to impact user engagement and support the overarching goals of research and funding. Abby’s work underscores the importance of engagement in the success of healthcare research, where the actions of participants directly contribute to the progress and outcomes of studies. Her approach...

What’s up everyone, today we have the pleasure of sitting down with Stephen Stouffer, VP, Digital Transformation & Innovation at SaaScend. Summary: Stephen shares practical and innovative examples of combining AI tools with iPaaS tools to do things like parsing email auto-responses and subcontracting tech support questions from family members. He’s a fan of starting simple, gradually advancing to more complex solutions, all while maintaining a keen focus on ethical considerations and human interaction. We also cover growth potentials of having a stint in the agency world, is martech really for engineers and the benefits of thinking of emails like billboards on the highway. About Stephen Automating Parental Tech Support with AI Stephen's journey into automating tech support for his mom using AI showcases a blend of ingenuity and practicality. Faced with an array of tech-related questions from his mother, from resetting routers to converting recipes into different metric units, he sought a solution that could offer simple, direct answers without the clutter of search engine results. Recognizing the ease with which texting comes to his parents compared to navigating the internet, Stephen ingeniously integrated Twilio with GPT, leveraging Tray.io as the intermediary. This setup allows text messages to transform into queries for OpenAI's API, which then sends back clear, useful responses. The beauty of this system lies in its simplicity and effectiveness. By funneling questions through a familiar medium—text messaging—Stephen's mom can now access a wealth of information at her fingertips. Whether she's looking for new restaurant suggestions after moving to a new area or needs quick answers for her culinary adventures, the AI assistant provides concise, relevant information. This approach not only empowers his mother to find information independently but also maintains their daily communication, highlighting the importance of family connections amidst technological solutions. Key Takeaway: Stephen's inventive use of AI for handling his mother's tech support inquiries demonstrates the transformative potential of integrating simple technologies to solve everyday challenges. This strategy not only streamlines the process of obtaining information but also enriches the user's experience by delivering tailored answers through a preferred communication channel. Making Use of Email Auto-responses with ChatGPT and Tray.io Stephen's presentation at Dreamforce was a bold exploration of AI's potential in streamlining email management, a topic ripe with complexities and nuances. Opting for the risky path of live demos, he engaged his audience directly, inviting them to submit various types of emails into an open text field. Utilizing Tray.io as his iPaas tool of choice, these inputs were then processed through OpenAI's API to classify the emails and execute appropriate actions based on their nature—whether setting up follow-up tasks, unsubscribing contacts, or updating records in Salesforce and Pardot. This daring demonstration not only showcased the practical applications of AI in automating mundane tasks but also ignited discussions on data compliance and ethical considerations in AI usage. Stephen's session highlighted the efficiency and adaptability of AI in handling massive volumes of email responses, providing a glimpse into the future of digital communication management. The success of this live demo, buoyed by flawless internet connectivity, underscored the reliability and transformative power of AI in enhancing operational processes within the tech ecosystem. Stephen's process for integrating auto-responses from email clients into GPT is remarkably straightforward. By designating a reply-to address in your automation platform, all auto-responses are directed to a specific inbox. From there you create a forwarding rule for all incoming emails in that inbox to another address provided by Tray.io. This address acts as an...

What’s up everyone, today we have the pleasure of sitting down with Jessenia Francisco, Director, Marketing Operations at Lucid. Summary: Jessenia shares her journey from nonprofit to tech, emphasizing adaptability and purpose. She tackles imposter syndrome by fostering an inclusive culture, explores the strategic use of tools like Lucidchart in her own day to day, and advocates for mindful martech selection, particularly the integration of AI, balancing innovation with practicality. Her work with Women in Revenue underscores the power of mentorship in empowering women in revenue roles, highlighting the importance of community and strategic thinking for professional and personal growth. About Jessenia Shifting from Counting Coins to Making Change Jessenia's career evolution from finance to the nonprofit sector was not just a job change; it was a pursuit of impact over income. She sought to make a tangible difference, moving away from the profit-focused dialogues of her finance days towards creating systemic change. This quest for purpose led her to the nonprofit world, where she found the work deeply rewarding. Reflecting on her journey, Jessenia realized she had been involved in operations long before it became a recognized field, combining her analytical skills with business operations even during her finance tenure. This foundation served her well in the nonprofit sector, allowing her to apply her skills to support community-driven initiatives. She was particularly moved by the stories of the communities she worked with, finding a profound connection to the people and the transformative changes her efforts contributed to. At NewSchools Venture Fund, Jessenia experienced the intersection of venture philanthropy and educational reform. This organization, pioneering in merging investment with educational innovation, aimed to disrupt traditional learning models. She was fascinated by project-based learning, as seen in a Napa school, where even kindergartners engaged in complex concepts like velocity and gravity. Such moments underscored the significant impact of strategic funding in education. The nonprofit sector also presented Jessenia with numerous growth opportunities, from implementing CRMs to leading marketing operations. These experiences built her expertise in sales and marketing operations, highlighting the sector's potential for rapid professional development. Jessenia appreciated the creative challenges and the "champagne taste on a beer budget" mentality, which taught her to maximize limited resources effectively. However, Jessenia also faced challenges, including under-resourcing in technology and potential career stagnation. The nonprofit world's inclination to deprioritize tech investments and the limitations in career growth posed significant hurdles. Additionally, leadership changes and political dynamics within organizations could disrupt projects and affect the effectiveness of operations work. Key Takeaway: Jessenia's narrative reveals the dual nature of nonprofit work: its capacity to fulfill a deep-seated need for purpose and impact, juxtaposed with the practical challenges of limited resources and career growth ceilings. Her journey highlights the importance of adaptability, creativity, and a steadfast focus on mission-driven work amidst these challenges. Career Leaps From Small Ponds to Big Tech Oceans Jessenia's career leap from niche nonprofits to tech giants like Asana and Lucid sheds light on the value and versatility of working in different organizational sizes. Initially joining Asana when it was a relatively small team of 350, she quickly dispelled the myth that smaller entities lack significance. Her experience at Asana, a company that grew from a "cult classic" to a major player, exemplifies the unique advantages of smaller companies, such as a close-knit work culture and rapid adaptability. Small companies, Jessenia notes, offer a level of intimacy and direct impact that larger...

What’s up everyone, today we have the pleasure of sitting down with Josh Kim, Growth Marketing Lead at Notion. Summary: Josh elevated growth marketing from scattered tactics to a unified framework, emphasizing data-informed decisions, teamwork, and a cohesive vision. He detailed the significance of a marketer's adaptable role in a growth pod, the value of strategic martech use, and the power of experimentation in understanding user motivation. By highlighting the synergy between community, product innovation, and growth, alongside the importance of continuous learning through programs like Reforge, Josh provided a compact yet rich guide for marketers seeking sustainable growth. About Josh Harnessing Growth Marketing Insights from Top Tech Brands Josh shares invaluable lessons from his journey through renowned tech companies, spotlighting the essence of growth marketing and brand development. At the heart of his experience is a nuanced understanding of how to blend growth strategies with brand identity, creating a compelling narrative that resonates with users and drives business expansion. Starting at Credit Karma, Josh dove deep into the mechanics of marketing, where he honed his skills in crafting campaigns that not only speak to the product but do so with personality and flair. This foundational stage was crucial, laying the groundwork for his growth marketing philosophy: combining effective brand communication with a genuine connection to the audience. His tenure at Spotify offered a masterclass in synchronizing brand and growth efforts to fuel business scalability. Josh highlights the Spotify Wrapped campaign as a quintessential example of this harmony. This initiative wasn't just a branding triumph; it was a data-driven strategy that leveraged insights to engage both creators and consumers, showcasing the power of integrating brand narratives with growth objectives. At Notion, leading the growth marketing team, Josh finds himself among a cadre of exceptional talent, all united in their mission to make tool making ubiquitous. This role has underscored the importance of working on products that strike a chord with their users. Notion's success, according to Josh, lies in its ability to articulate a brand voice that appeals to a wide array of communities and individual users alike, demonstrating the profound impact of aligning product utility with user passion. Josh's reflections from his experiences at Credit Karma, Spotify, and Notion reveal a consistent theme: the significance of building a brand that not only stands out but also genuinely connects with its audience. This connection fosters an approachability and loyalty that transcends the traditional boundaries of product marketing, turning ordinary users into passionate advocates. Key Takeaway: Josh's experience underscores the critical role of brand marketing in growth. By weaving together insightful data, compelling narratives, and genuine consumer engagement, companies can cultivate a loyal user base and drive sustainable growth. This approach not only elevates the product but also cements the brand's place in the hearts and minds of its audience, proving that at the intersection of growth and brand, remarkable business success can be achieved. Evolution of Growth Marketing From Hacking to Holistic Strategy Josh reflects on the journey of growth marketing from its "growth hacking" days to its current multidisciplinary nature, offering a nuanced perspective on how the field has matured to become an integral part of strategic business development. His insights shed light on the transformation of growth tactics from quick fixes to foundational strategies rooted in data and collaborative team efforts. Growth hacking, once the buzzword of startup culture, aimed to shortcut success with clever tricks and shortcuts. Josh candidly shares his discomfort with the term now, emphasizing that true growth cannot be "hacked." Instead, it requires a solid foundation...

What’s up everyone, today we have the pleasure of sitting down with Debbie Mayen, Head of Marketing Operations at Logitech. Summary: Debbie went from dreaming of diplomacy to steering the global martech ship at Logitech and takes us through a masterclass in making well timed bets and the art of simplifying martech. Her marketing operations mantra includes clear processes, open lines of communication, and giving her team the reins to shine. She walks us through why she’s big on the whole marketing-meets-IT vibe, pushing for teamwork that taps into the best of both. And how her focus on celebrating wins and building an anti-fragile culture is key to withstanding chaos and uncertainty in a profession riddled with burnout. About Deborah Deborah got her start as an International Project Manager where she led big IT projects, and later pivoted to international MARCOM projects and bizdev This led Deborah to a pivotal role as Marketing and comms manager at Encyclopaedia Britannica where she would spend 7 years managing marketing activities in Latin America and Brazil She also spent 5 years as a Marketing Automation Project Leader at Molex – where she was focused on optimizing tech stack and lead generation processes Today, Deborah is Head of Global Marketing Operations at Logitech, where her team drives operational excellence for Logitech's B2B Marketing team focused on strategy and automation, segmentation and ABM Embracing Nonlinear Paths into Martech Debbie's foray into the world of martech is a tale of unexpected turns and adaptation. Growing up with a nomadic lifestyle due to her father's career in the oil industry, Debbie was exposed to diverse cultures and languages from an early age. This multicultural upbringing sparked an initial desire to pursue a career in international law or diplomacy. However, as she ventured through university, the reality of the constant movement and its impact on family life led her to reconsider her career trajectory. Opting for a more stable living situation, Debbie still yearned to maintain her connection to the international sphere. This longing eventually steered her toward the realm of international business, landing her a role at Encyclopedia Britannica, focusing on the Latin American market. It was here, amidst the challenge of managing a vast geographic area with a limited budget, that Debbie stumbled upon martech. In the early days of martech, with fewer than 200 vendors and most tools available only in English, resources were scarce. Yet, this did not deter Debbie. Leveraging tools like Silverpop, she ingeniously maximized her small budget to achieve significant impact across Latin America. This experience not only honed her skills but also ignited a passion for martech, drawn to its capacity for measurable results and efficient campaign management without the need for expanding her team. Debbie's entry into martech was born out of necessity but flourished into a deep-seated love for the field. Her journey reflects a seamless blend of her identity and her professional path, showcasing how embracing change and leveraging available resources can lead to unexpected and rewarding destinations. Key Takeaway: Debbie's transition from aspiring diplomat to martech enthusiast underscores the power of adaptability and the unexpected paths our careers can take. Her story is a testament to the impact of embracing one’s background and challenges as opportunities for growth and innovation in the ever-evolving martech landscape. Navigating the Dawn of Martech Debbie's entrance into the martech scene came at a time when the landscape was vastly different from today's sprawling ecosystem. Reflecting on Scott Brinker's landscape charts, she recalls a period of consolidation and the nascent stages of martech, drawing parallels to the current explosion of AI tools in the sector. For Debbie, the early days presented both challenges and opportunities. The relatively small number of tools...

What’s up everyone, today we have the pleasure of sitting down with Ezra Fishman, VP of Growth at Wistia. About Ezra Ezra started his career as an engineer developing devices to help treat diabetes and obesity at GI Dynamics He later had a short stint as an Operations Manager at an investment firm that was dedicated to funding health tech startups After completing his MBA, Ezra joined a video tech startup called Wistia as their Director of Marketing and after 4 years he transitioned to leading Business Intelligence Today Ezra is VP of Growth at Wistia where he’s now spent over 12 years, seeing the company grow from a handful of customers to over 375,000 and becoming one of the top vPaaS tools on the planet Summary: Ezra is a strategic and technical visionary at Wistia. He combines an audience-first content strategy with a data-informed approach to drive sustainable growth. He emphasizes the importance of genuine relationships over transactions and advocates for leveraging data to inform decisions while valuing human intuition. His journey from initiating a central data warehouse to implementing tools like Census, Fivetran, and dbt showcases how a single source of truth can enhance operational efficiency. Ezra's experience, from fostering a data-informed culture to embracing a scrappy startup mentality with a focus on high-impact ideas and rigorous A/B testing, reflects a commitment to strategic evolution and the balance between data and creativity. His insights offer invaluable lessons on growing and engaging with audiences in meaningful ways, advocating for a blend of strategy, intuition, and data-informed decisions in marketing. From Wistia’s First Customer to Early Team Member Imagine this: Ezra, initially just a fan from the sidelines, watching Wistia, a fledgling startup by his buddies Chris Savage and Brendan Schwartz, trying to carve its niche in the world of video. This journey from an intrigued observer to Wistia's first customer, and eventually, a pivotal team member, is nothing short of a cinematic twist. Back in the day, while Ezra was navigating the complexities of medical devices, Chris and Brendan were brainstorming Wistia's next big thing. The plot thickens when Ezra, amidst casual banter in their Boston living room, pitches a game-changing idea sparked by his own professional hurdles. Picture this: medical procedures generating heaps of video data, with the only sharing option being the archaic method of mailing DVDs worldwide. Enter Ezra's lightbulb moment—why not transform Wistia into a haven for secure, efficient video collaboration? Fast forward to Wistia marking its foray into uncharted territories. This wasn't just about ditching DVDs for digital; it was about reimagining how professionals could leverage video for learning and collaboration. The narrative takes a delightful turn when, over a lunch filled with reminiscing and future-gazing, Chris and Brendan propose a novel idea to Ezra. With a shared laugh over their collective naiveté in marketing and business management, they decide to join forces. This was the moment of serendipity, the kind that you'd find in tales of old, where the hero embarks on an unforeseen quest. Wistia's storyline evolves with a bold strategic pivot, transitioning from a focus on internal video sharing to mastering the art of video marketing. This wasn't merely a shift in services; it was a leap towards redefining Wistia’s essence. The introduction of video embeds and performance tracking was akin to discovering a new continent in the realm of video marketing. This pivot was the catalyst for an explosive growth, attracting a myriad of users and establishing Wistia as a beacon in the marketing universe. Ezra's saga with Wistia illustrates a kaleidoscope of lessons: the beauty of perspective, the strength found in adaptability, and the magic of seizing hidden opportunities. It's a testament to how internal insights can dramatically alter a company's course,...

Summary: Justin is a polished voice of reason in martech. In our conversation, he focused on the practicality of AI, highlighting its capability to transform data into actionable insights, aiding in a deeper understanding of customer needs. We also covered the shift towards flexible, composable tech stacks and the importance of diverse skills alongside a few Sci-fi references. He also proposed a transparent, Shark Tank-style approach for selecting martech vendors, underscoring the need for effective evaluation methods. This episode offers practical guidance for marketers aiming to navigate the rise of gen AI in marketing. Balancing Opportunity and Skepticism With AI in Marketing Justin's insights highlight a critical juncture in marketing technology: the integration of AI, specifically GPT-4, into daily practices. He acknowledges the prevalent fear of missing out (FOMO) among marketers, emphasizing the importance of staying abreast with AI advancements. Justin points out the dual nature of this fear: the anxiety about falling behind and the apprehension towards the implications of AI in marketing. His perspective reflects a cautious yet necessary embrace of technology. Interestingly, Justin positions himself as a technologist with a skeptical eye, wary of jumping onto the latest trend without due diligence. This approach is particularly relevant in a field bombarded with yearly hype cycles. His focus on adding value rather than noise is commendable. By mapping out AI's potential use cases in marketing, Justin contributes to a more structured understanding of this technology. He shifts the conversation from mere adoption to thoughtful integration, ensuring AI's relevance and applicability to marketing operations. The idea of mapping AI's role in marketing is not just about adoption but about understanding where and how it fits into the broader marketing strategy. Justin's approach of breaking down and analyzing different aspects of AI in marketing is crucial for its effective utilization. His methodical and analytical approach towards AI adoption in marketing is a testament to the need for balance - recognizing the potential of new technology while maintaining a healthy skepticism. Key takeaway: Marketers should balance the excitement of AI's potential with a thoughtful, structured approach to its integration into marketing operations. Understanding and mapping AI's practical applications in marketing can turn the fear of missing out into an opportunity for innovation and strategic advancement. Transitioning Rule-Based to AI-Driven Marketing Strategies Justin delves into the complexities of transitioning from traditional rule-based automation to AI-driven approaches like next best action and propensity modeling in marketing. This shift, he points out, is not just a technological upgrade but a fundamental change in how marketing campaigns are conceptualized and executed. His insights are particularly relevant for marketing teams accustomed to rule-based systems and now facing the challenge of integrating more sophisticated, AI-powered models. The promise of AI in marketing, especially in next best action scenarios, is substantial. Justin notes that while the concept has been a long-sought 'Holy Grail,' it's now becoming a practical reality. However, he cautions against being swept away by the technological possibilities without considering their practical implications. The key, according to Justin, is to subordinate the technology to what works effectively as a marketer, always keeping the customer context in focus. For B2C scenarios or low-value product-led growth motions, AI-driven recommendations can be incredibly effective. However, Justin points out the limitations in complex B2B contexts, such as selling high-value products or services. These scenarios involve decision committees, contracts, and multiple stakeholders, where a simple AI-generated email is unlikely to clinch a deal. He suggests a more nuanced...

What’s up everyone, today we have the pleasure of sitting down with Crissy Saunders, CEO and Co-Founder at CS2. Summary: Crissy takes us through the evolution from tactical management to strategic leadership, and the adaptation to changing marketing strategies. We discuss the significance of specialized platforms in marketing automation, the critical role of the sales funnel in revenue growth, the shift in email marketing towards 'inbox influence', and revitalizing outbound marketing strategies. This episode is a concise yet profound guide, offering actionable insights for martech professionals to navigate their careers and strategies effectively. About Crissy Navigating the Dual Dynamics of Marriage and Business in Martech Crissy's journey with her husband Charlie in the realm of marketing operations (martech ops) is a testament to how personal and professional relationships can synergize effectively. Their story began in a work environment, where they were assigned to different global roles. Crissy, based in Palo Alto, and Charlie, working from the EMEA office, quickly realized the need for a counterpart due to the time difference. This necessity sparked their collaboration. Their work dynamic evolved as they discovered not only their professional compatibility but also a personal connection. This dual relationship blossomed into marriage, and after a year of living apart, they decided to venture into consulting. The transition from employees to business owners was facilitated by their solid professional background and the initial success in acquiring clients. This success was a result of their extensive network and the burgeoning field of marketing and sales operations, which at the time, was not as recognized as it is today. Their business, initially named CSU Marketing, evolved to focus on revenue operations, reflecting their diverse expertise beyond just marketing ops. They attribute their successful business partnership to aligning on business goals, leveraging each other's strengths, and maintaining constant communication. Daily meetings help them stay connected and address priorities, a luxury not all business leaders share. However, blending personal and professional life has its challenges. Discussions about the business often spill into their personal time, but they view this as a constructive process. Differences in opinion are not seen as conflicts but as opportunities for 'storming' – a phase in the McKinsey framework – leading to innovative solutions. This approach underscores their ability to balance their roles as business partners and life partners. Key takeaway: Crissy and Charlie's experience highlights the importance of communication, alignment of goals, and leveraging individual strengths in a business partnership. Their journey from colleagues to spouses and business partners demonstrates that professional and personal relationships can coexist and thrive, provided there's a clear understanding of roles, constant communication, and a positive approach to resolving differences. Elevating from Tactical Manager to Strategic Leader in Martech Crissy sheds light on a crucial challenge in the martech sector: the transition from a tactical, technology-focused manager to a strategic, business-minded director. In her view, the key to success in operations roles lies in balancing tactical knowledge with evolving strategic approaches. Understanding the operational landscape and keeping abreast of technological possibilities are vital for leaders in this field. She emphasizes the importance of building a solid operational foundation rather than being mired in constant 'firefighting' mode. This foundation is crucial for moving beyond immediate tactical challenges and focusing on long-term strategic goals. Crissy advises against solely aiming for a position where one only manages people and devises strategies. A true leader in martech needs to grasp the practical aspects of the technology they oversee,...

What’s up everyone, today we’re chatting with Josh Hill, a GTM operations and tech executive with more than 20 years of experience in B2B sales, marketing, and technology. Summary: Josh delved into how integrating sales experience into marketing strategies leads to more customer-centric approaches. He highlighted the importance of hands-on experience with martech tools, blending marketing creativity with technical know-how, and the significance of high-quality data for effective AI implementation in marketing. He shared his journey of juggling personal projects with professional growth, striking a chord on maintaining work-life balance in a high-octane career. This episode is a backstage pass for anyone in martech, offering practical insights and strategies to take center stage in this mad world of martech. About Josh Leveraging Sales Experience for Marketing Success Josh's career trajectory from sales to marketing is a story that demonstrates the value of cross-functional skills in today's business world. His time at The Economist, where he honed his skills in account renewal and new business acquisition, laid a solid foundation for his later transition to marketing. Josh highlights the importance of direct customer interactions and negotiation skills developed in sales, which provided him with a unique perspective and skill set. These skills proved to be invaluable as he moved into marketing, particularly in stakeholder management and vendor relations. In his sales role, Josh realized a disconnect between marketing materials and customer perceptions. This insight led him to rethink the approach to customer engagement, moving away from traditional sales pitches to a more content-focused marketing strategy. His success in sales, where he was one of the top representatives, stemmed from aligning customer needs with marketing messages, an approach he sought to scale in his marketing role. Josh's transition was not just a shift in job functions but a broader business transformation. He emphasized the importance of aligning sales and marketing, leveraging marketing automation tools, and understanding the nuances of demand generation. His hands-on experience with attribution reporting and CRM systems further enriched his marketing expertise. Josh's journey is a testament to the benefits of integrating technology and customer service experiences into marketing strategies. Key takeaway: Josh's transition from sales to marketing at The Economist underscores the value of integrating sales insights into marketing strategies. By utilizing his direct customer interactions and negotiation skills acquired in sales, he crafted marketing approaches that were more aligned with customer needs and expectations. This fusion of sales and marketing perspectives proved crucial in developing effective, customer-centric marketing strategies, demonstrating the importance of cross-functional skills in the martech industry. Building a Respected Martech Resource: Marketing Rockstar Guides Josh's journey in the martech world is a remarkable story of how personal branding and content marketing can converge to create a powerful platform. His blog, Marketing Rockstar Guides, emerged as a response to the growing curiosity and challenges professionals faced in understanding and utilizing marketing technology tools effectively. Recognizing the gap in practical, hands-on knowledge, Josh leveraged his own experiences and insights to create a resource that would demystify complex martech concepts for a broader audience. Initially, Josh's venture into content creation was fueled by his innate ability to understand and implement emerging martech tools, a skill that many in the industry were struggling with. His hands-on approach to learning by doing became the cornerstone of his content strategy. He began addressing common workflow problems and providing solutions through his blog, quickly transforming it into an essential resource for martech...

What’s up everyone, today we have the honor of sitting down with a true martech Jedi Master: Paul Wilson, Founder and Chief Strategist at GTM Systems. Summary: Paul wielded his lightsaber of wisdom, skillfully navigating the nebula of modern marketing technology and the rise of generative AI. He shared insights on the strategic dance of early freelancing in martech during the dawn of marketing automation and how there are similar opportunities today with harnessing the Force of generative AI. We delved into marketing operations, where professionals are like astute navigators of starships, steering through the complex cosmos of data management and AI integration. Paul's approach emphasized the importance of emotional intelligence and human intuition in a digital marketing realm. This episode was a hyperdrive journey through the galaxy of martech, peering into the future and illuminating the path for marketers to balance the Force of technological advancement with the art of human creativity. About Paul Freelancing Early in Martech is a Strategic Choice for Career Development We kicked off our discussion with Pau by asking him to take us back to his early days at CRM Nerds, where he undertook an independent consulting project with Chipworks, a small business in Kanata. Interestingly, this was Phil’s first tech job, marking a significant point in his career. Paul's work at Chipworks not only influenced Phil's interest in marketing operations but also raises an important question about the traditional career advice in martech. Typically, newcomers are advised to delay freelancing until they gain more experience and a larger network. However, Paul's experience suggests that for those with advanced skills and specialization, early freelancing could be a strategic advantage. During the nascent stages of martech, specifically around 2012-2013, Paul chose to freelance at a time when marketing technology was just beginning to take off. The industry was in dire need of experts who could navigate these new waters, and mature agencies were yet to build a team of experienced professionals. Paul's decision to freelance offered him a unique opportunity to work with diverse organizational structures and challenges, significantly enhancing his skill set and expertise. Paul's story serves as an example for those considering freelancing in the early stages of their career. The current state of martech and generative AI, according to him, mirrors the early 2010s. He observes a stagnation in marketing automation but anticipates a new wave of growth driven by generative technologies. As many professionals embrace independent consulting in 2023, Paul believes that their ability to adapt and apply their skills in this changing landscape will be crucial. Key takeaway: Early freelancing in martech, particularly for those with specialized skills, offers a strategic edge. It not only broadens experience but also hastens skill development. In the current martech landscape, similar to the early 2010s, adaptability is key. With generative technologies driving growth, professionals, especially independent consultants, must adapt and apply their skills to thrive in this evolving sector. Navigating Generative AI in the Martech Landscape Paul delves into the burgeoning realm of generative AI within martech, addressing the challenges and opportunities it presents for organizations. As an independent consultant, he shares valuable insights into integrating tools like ChatGPT and leveraging generative AI for enhancing marketing and sales strategies. This conversation is especially relevant considering our own experience with incorporating these technologies into our toolkit, including this podcast. The first key point Paul emphasizes is awareness. He illustrates this with the classic steps meme: a person with one foot on an escalator several steps higher than the other, symbolizing the disconnect between a CEO's perception of generative AI capabilities...

What’s up everyone, today we have the pleasure of sitting down with the acclaimed Britney Muller, Founder and Consultant at Data Sci 101 and former Senior SEO Scientist at Moz. Summary: Britney takes us on a wild ride through the intersection of marketing and AI, emphasizing the importance of adaptability, continuous learning, and ethical considerations. Britney's journey from SEO to AI illustrates the need for data literacy and strategic decision-making in marketing. She delves into the ethical nuances of AI, discussing the limitations of LLMs and the importance of transparency and responsible development. Highlighting the human element in AI, Britney advocates for balancing technological advancements with human creativity and intuition, and underscores the transformative potential of AI across various sectors. This episode is a compelling call to action for professionals to harmoniously blend technical expertise with ethical mindfulness in the rapidly evolving martech landscape. About Britney Embracing Machine Learning: A Journey from SEO to AI Britney's journey from SEO expertise to machine learning is a testament to the power of curiosity and continuous learning. Nearly a decade ago, while most in the martech field were focused solely on traditional methods, Britney's unique passion for learning and experimentation led her to explore machine learning. This shift was fueled by her desire for a new challenge, as she felt she had reached the zenith of her SEO experiments. The pivotal moment came when she took the Harvard CS 109 course on machine learning. This experience opened her eyes to the transformative potential of feeding data to models and letting them learn patterns independently. The tangible results and potential applications she witnessed were not just intellectually stimulating but also professionally inspiring. As machine learning evolved, so did Britney's skills. She recalls the early days of TensorFlow, where complex lines of code were required for basic functions, which have now been simplified drastically. Britney's approach to machine learning is unique. She enjoys taking existing models and reengineering them for different applications, a process she describes as akin to being a 'Frankenstein developer.' This creative tinkering led to practical applications and fun experiments, like her first MNIST model, which could recognize handwritten numbers with high accuracy. Her pride in this achievement underscores her deep connection to her work and the joy it brings her. Key takeaway: Britney's transition from SEO to machine learning highlights the importance of pursuing passions and continuous learning in professional development. Her success stems from her willingness to embrace new challenges and innovate by reapplying existing technologies in novel ways. This story is a reminder that staying curious and adaptable is crucial in the ever-progressing field of martech. Data Literacy: Bridging the Gap in Marketing Britney's endeavor with Data Sci 101 aligns perfectly with her goals of educating the martech community and fostering a well-informed approach to AI and ML. She emphasizes the importance of statistical knowledge in marketing, a skill often overlooked in traditional marketing education. Britney's passion for sharing knowledge is driven by her discovery of the significant gap in data literacy within the marketing industry. This gap, she believes, hinders marketers from making more strategic decisions and finding better insights. Her approach to education in this field is both innovative and practical. Britney focuses on creating content that is engaging and accessible, breaking down complex topics into understandable segments. She draws inspiration from her friend Daisy Quaker's approach, emphasizing the need to repurpose extensive resources into more digestible formats - akin to turning a large turkey into multiple turkey sandwiches. This analogy perfectly encapsulates her method of making...

What’s up folks. As we close in on episode 100 and the end of this season, one episode that’s been on the list for a while now is revealing how we do our AI images. Most of the comments we get on our social posts aren’t “wow amazing content, love the CDP topics, I learned so much about email deliverability…” It’s usually “that cover art is SO cool, what’s the prompt that you use, what tool are you using for these amazing images?” So without further ado, let’s go behind the curtain and walk you through the process that we use to repurpose our audio only podcasts into long form blog posts packed with eye popping AI images. Of note, this is a highly visual episode so check out the blog post here for all the images: https://humansofmartech.com/2023/11/21/98-revealing-the-secret-prompts-and-process-behind-our-ai-images/ Here’s today’s main takeaway: Ditch your raw transcripts and transform your audio podcast into a visually engaging blog with unique AI-generated images. Ditch lame stock images and learn how to use Midjourney for standout visuals that elevate your content and captivate your audience. But a word to the wise: these AI tools are addictive. Use them at your own peril. Agenda for the episode: How to turn your audio-only podcast transcript into a long form blog post JT: Alright so Phil, we’ve been using Otter.ai to transcribe every episode after you’ve edited them. What’s the first step to converting that long not so great raw transcript into the polished blog posts we have on the site today? PG: Yeah so step number 1 involves our trusty friend ChatGPT. Here’s the prompt I start with: I’ll provide podcast transcripts with [guest name], and I want you to convert each Q&A into a blog passage. Third-person only. No fluff or weird words. Remove 'ums' and 'likes.' Each passage gets an H2 title and ends with a key takeaway. Ready for the first question and answer? So I go through our transcript, I copy paste the question we asked and I copy paste the answer from our guest. Here’s an example from our episode with Scott Brinker. Naturally, the output isn’t always perfect. You’re asking ChatGPT to turn your raw transcript filled with ‘ummms’ and ‘likes’ and probably has several mistranscribed words. So it’s always worth going through it and looking for issues. JT: Yeah that’s a super cool use case for ChatGPT, the output is usually pretty solid and it doesn’t always have that generic GPT signature or style to it because it starts with something vs just asking it to generate something from scratch. So do you move to generating images for each section now? PG: Not yet haha. I actually use ChatGPT to help me write a summary of the episode and suggest variations of titles as well. I start with getting a list of all the takeaways from each section and paste them all into Chat GPT and ask it to come up with a summary based on those takeaways. JT: Very cool… okay now are we ready to move on to Midjourney haha? Getting Started in Midjourney First step here is creating a Discord account if you don’t have one already. Then you’ll want to create your own server so you can generate images in your own private channels. Then you join the Midjourney Beta on their site, that’ll get you invited to the Midjourney Discord server. You can check out the #getting-started channel in there to get some startup instructions. You can start seeing what others are building in any of the #newbie channels. But I prefer building in private so you can hit the ‘Show Member List’, click on the Midjourney bot and then add it to the server you just created. JT: So it’s free up to certain point right? PG: Actually since the Pope Francis in a puffer jacket earlier this year blew up their servers and they now require paid plans for all subscribers. Well worth the $10 to start playing around though. You just need to hit the /subscribe command in Discord and you’ll get a link to sign up. JT: One thing I find fascinating playing with DALL-E myself...

Summary: We explored the dynamic intersection of StratOps and marketing operations, emphasizing the fusion of traditional marketing foundations with evolving tech trends for effective strategy formulation. Darrell emphasizes balancing technical skills with strategic acumen for career progression in marketing, and the need for diverse career paths beyond managerial roles. We also touched upon the transformative impact of no-code tools and the ever-changing martech landscape, highlighting the importance of a product management approach in martech stack management and the value of experienced professionals in tackling technical debt. We finish with insights on effective knowledge management, internal communication strategies, and the need for harmonizing front-end and back-end functions in martech operations to align with overarching company goals. What’s up everyone, today we have the pleasure of sitting down with Darrell Alfonso, Director of Marketing Strategy and Operations at Indeed.com. About Darrell Martech Handbook Darrell, thanks so much for your time today. I feel like this is a long time in the making, we probably should’ve had you on years ago, truly appreciate all the love you’ve given us. Reinventing Marketing Operations with Strategic Planning Darrell was a keynote speaker at MOps-Apalooza a few months ago and walked the audience through his refreshed pillars of MOPs success. He dived into the transformative approach he has developed for marketing operations, focusing on strategic operations (StratOps). This concept represents a significant shift from the traditional technology-centric model to a more holistic, strategy-focused framework. Darrell's initiative, developed in collaboration with industry leaders like Mike Rizzo, aims to realign marketing operations with broader business objectives. Historically, marketing operations has been synonymous with budget planning and organizational design. However, in recent years, the focus has expanded to include technology management. Darrell emphasizes that these behind the scenes components, though seemingly abstract, play a crucial role in a marketing team's functionality. The new framework he proposes integrates traditional aspects of marketing operations with the evolving demands of martech, signaling a union of past practices and current trends. Darrell’s new pillars of MOPs success: Darrell's personal involvement in the development and oversight of StratOps within his team highlights the practical application of these concepts. The transition to strat ops involves answering complex questions that impact a marketing team's operations, such as deciding between centralized or decentralized structures, optimizing the use of technology stacks, and involving legal teams in campaign management. These critical questions, previously scattered across various departments, are now being centralized under the strat ops function, demanding a more cohesive and strategic approach. Key takeaway: Emphasizing StratOps within marketing operations leads to a more cohesive and comprehensive strategy. This approach effectively combines traditional marketing foundations, such as budgeting and planning, with the continuously evolving trends in technology. By integrating these elements, marketing teams can craft strategies that are both grounded in proven methods and agile enough to adapt to new tech advancements. This balance ensures that marketing initiatives are not only technologically advanced but also strategically sound, maximizing the impact and efficiency of marketing efforts in a dynamic business environment. Balancing Technical Skills and Strategy in Marketing Ops Darrell shares his insights on the balance between platform knowledge and strategic skills. This topic is particularly relevant in the martech field, where professionals often grapple with the decision of prioritizing technical skills or broader strategic understanding. Darrell's perspective, shaped by his...

Summary: Sara offers practical advice for martech pros: emphasizing data literacy for informed marketing decisions, advocating simple attribution models in B2B contexts, and highlighting the balanced integration of engineering expertise in martech strategies. She underscores the significance of AI in automating tasks while stressing the importance of human-centric skills like communication in an AI-enhanced marketing world. What’s up everyone, on today’s celebratory 100th episode of the podcast, we’re incredibly pumped to chat with the legendary Sara McNamara, Senior Manager, Marketing Operations at Salesforce. About Sara Sara thanks so much for making our 100th episode extra special and taking the time to chat with us 🙏🙏🙏 The Importance of Acquiring Practical Data Skills for Marketers Data literacy is essential for modern marketing. Sara discusses how marketers can improve these skills and foster a data-informed culture. She emphasized the importance of understanding data beyond the hype of AI, suggesting that while AI may eventually play a significant role in analytics, marketers must first clearly define their objectives and strategies. Sara's perspective is that marketing should be run like a business, with a focus on practical data skills tailored to the specific tools and needs of the business. She advises against getting bogged down in learning specific languages or tools unless they are directly relevant to one’s business environment. For example, learning Tableau is beneficial, but only if it aligns with the tools used in one's specific business context. The key, according to Sara, is for marketers to be sufficiently skilled in data to not rely entirely on analytics teams for basic questions like campaign effectiveness or budget allocations. This approach doesn't mean replacing data scientists but rather complementing their work by being able to independently handle high-level data interpretations. This self-sufficiency in data handling can significantly streamline processes and reduce dependency on centralized analytics teams. Sara also touched on the ability to scrutinize and trust the outputs of AI-driven analytics. In an era where AI is increasingly creating dashboards and reports, the ability to critically assess these outputs is crucial. Marketers need to develop the skill to not just accept these data presentations at face value but to evaluate their accuracy and relevance. Key takeaway: For marketers in the martech era, developing data literacy is less about mastering specific tools and more about understanding and applying data in the context of their specific business environment. This involves a balance of acquiring practical data skills, fostering a data-informed culture within teams, and being critical of AI-generated analytics to ensure accuracy and relevance. Why Attribution Should be Used as a Directional Guide Marketing attribution, particularly in the context of B2B enterprises, presents a unique set of challenges. Sara, drawing from her experience in enterprise-level marketing and consulting for smaller teams, shared her insights on this topic. She believes that attribution should be seen as directional rather than a definitive science. Despite the allure of discovering a 'golden path' to customer conversion, Sara's experience reveals that such a path is elusive. In her journey, she observed teams of data scientists dedicating substantial resources to unravel the mysteries of the perfect marketing attribution model. The revelation, however, was quite different from what was expected. Instead of a single path, a few key channels emerged as significant, with webinars being a standout. The realization that customers who converted often attended a webinar before making a purchase was a critical insight, guiding strategic investment in effective channels. Sara's philosophy revolves around the question, "Is the juice worth the squeeze?" In her view, excessive focus on perfecting...

What’s up folks, if you follow the show you know that we wrap up each conversation by delving into how our guests manage to juggle their personal and professional lives while maintaining their well-being and career success. Our most popular episode continues to be our compilation of insights on this very topic. Due to its popularity, we've decided to revisit this format and bring you a fresh perspective with new voices and reflections. I’ve categorized all 23 of our guests’ answers into 7 categories: Main takeaway: Balance is a continuous journey rather than a final destination, involving passion alignment, personal recharging, and appreciation of life's path, including those who accompany us along the way. And never underestimate the power of a well-timed 'no' to maintain balance and propel your journey forward. Igniting Passion and Finding Meaningful Work Let’s start with the internal flame that motivates all else. 3 of our guests emphasized passion and finding meaningful work as the key to happiness and success. Harnessing Passion for Professional and Personal Fulfillment Lucie De Antoni, Head of Marketing at Garantme https://humansofmartech.com/2023/09/26/90-lucie-de-antoni-startup-alchemy-attribution/ The key to a fulfilling life, Lucie posits, is to weave one's passions into the fabric of their daily lives, both in personal and professional realms. While the notion might echo familiar sentiments, for her, it serves as the engine of daily motivation. This approach isn't about blindly following joy; it involves critical reflection and the transformation of lackluster experiences into positive ones. Lucie treats her engagement with AI not just as a job but as an integral part of her life's canvas, indicating a seamless integration of work with personal interests. This blend is increasingly rare in a world that often dichotomizes professional and personal life. Her strategy includes a pragmatic approach to time management, a learned skill that she has honed over her career. Lucie now exercises discernment in her work, asking whether late hours are truly necessary or if they encroach upon her personal time. Her journey towards finding balance has been iterative, a process marked by growth and the ability to prioritize more effectively than she could just months before. Lucie attributes part of this evolution to the people she surrounds herself with, suggesting that a supportive network can significantly influence one's ability to maintain equilibrium. Building a career that resonates with one's values is not without its challenges. Lucie acknowledges that recognizing one's strengths and facing obstacles head-on is essential, yet she also stresses the importance of choice. It's about alignment—ensuring that professional actions and personal values are in concert. Key Takeaway: True happiness emerges from the intersection of passion, self-reflection, and the prudent management of one's time and choices. Lucie’s experience underlines the importance of integrating personal passions with professional endeavors, the power of a supportive network, and the continuous journey towards balancing various aspects of life. In essence, fulfillment is about doing what you love, prioritizing what matters, and sometimes, having the wisdom to say no. Embracing the Momentum of Passionate Work Michael Katz, CEO and co-founder at mParticle https://humansofmartech.com/2023/09/05/87-michael-katz-the-evolution-of-packaged-cdps/ At the heart of a fulfilling life, according to MK, is the enjoyment of one's endeavors. He prioritizes his roles not by societal standards, but by personal significance, with fatherhood at the pinnacle. His career, while varied and demanding, trails behind his family in his list of priorities. This clear hierarchy is the cornerstone of his contentment, allowing him to approach his other roles with a grounded perspective. MK's experience has taught him that the objective isn't merely to become adept at...

In October, Google announced new guidelines that went unheard by many email marketers. They released a blog post as well. Yahoo also followed suit. There’s a lot of misguided commentary about the specifics of it, so today we’re going to break down some of the most important changes taking effect and why you should care. Main Takeaway: Google and Yahoo's recent guidelines largely reaffirm established best practices in email marketing. However, a key new detail is the public disclosure of a 0.3% spam complaint rate threshold. While exceeding this rate in a single instance won't immediately land you in the spam folder or get you blocked, it's a clear signal of stricter enforcement ahead. Maintaining a consistently low complaint rate is crucial, as repeatedly crossing the 0.3% mark will now lead to more severe consequences than before. NOTE: This episode is based on my personal knowledge, recent research as well as chatting with top 1% experts. However, I’m not a lawyer and nothing here should be construed as legal advice. New Email Sender Guidelines As of Feb 2024: Failing to follow these new guidelines will potentially result in Gmail limiting sending rates, blocking messages, or marking messages as spam. They haven’t made it clear what result is applied to what guidelines. Lots of folks are claiming that any of these will lead to you being blocked by Google, forever. While that’s possible, it’s not likely. Another misconception I’ve seen from plenty of folks is that this only applies to BULK senders, people with 5k daily email traffic. This is false. While Google wrote a spectacularly unclear and poorly structured document, it is pretty clear that most of the guidelines apply to ALL SENDERS. So if you misread and told yourself this isn’t a big deal because you don’t send 5k emails to Google users per day, you’re in for a world of pain. Here’s the TL;DR on the guidelines, they are essentially the same 6 for all senders and bulk senders, except bulk senders have a few extras. All senders Bulk senders (5k or more emails per day) We’d need a whole series to cover all of these so we won’t go into each. You probably should’ve already been following the majority of these in the first place. We had a decent episode that covered authentication, SPF, DKIM and DMARC. RFC standards, ARC headers and one click unsub is generally adopted by most legit ESPs. I want to focus on 2 key changes that might be misconstrued or require a bit more digging and explanation: Keep spam rates reported in Postmaster Tools below 0.3% The biggest one and the one that’s most talked about is the 0.3% spam report threshold. Most senders don’t need to worry about this. If you have been following best practices for email like expressed opt-in consent and making it easy for people to unsubscribe, you don’t have major spam complaints. But not everyone falls in this bucket, and even if you do, you might not get off that easy going forward. This is especially freaking out people that do bulk outbound/cold marketing using email. If you’re not already set up using Google Postmaster to monitor your domain and IP reputation and related metrics, do it now. This has actually been a common unwritten rule by mailbox providers (MBP) in the past, anything above 0.3% would potentially cause reputation issues. MBP also do plenty of sneaky things like counting the number of inactive accounts that got your email so you can’t dilute the ratio of complaints you get. I think the change here is that it will be more severe now that the threshold is public. What’s spam rates exactly? There’s actually some misalignment from experts when it comes to the true definition of this metric. Based on this Google Postmaster FAQ, the spam rate is Spam rate = number of spam complaints from Google users / number of active Google user recipient accounts that landed outside of spam/junk. It makes sense that it's only for active accounts and for emails that landed outside junk...