The Marketing Automation Discussion podcast

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Treść dostarczona przez Benjamin Boman, Alex Glenn, Benjamin Boman, and Alex Glenn. Cała zawartość podcastów, w tym odcinki, grafika i opisy podcastów, jest przesyłana i udostępniana bezpośrednio przez Benjamin Boman, Alex Glenn, Benjamin Boman, and Alex Glenn lub jego partnera na platformie podcastów. Jeśli uważasz, że ktoś wykorzystuje Twoje dzieło chronione prawem autorskim bez Twojej zgody, możesz postępować zgodnie z procedurą opisaną tutaj https://pl.player.fm/legal.

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Elizabeth MeLampy: Forget the Camel 39:33

12 dni temu39:33

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39:33

"The basic premise of the event is that hunters hunt rattlesnakes from the surrounding environment all across West Texas, and bring them into the roundup for the weekend. And during the roundup, these snakes are kept in a pit and then, one by one, beheaded and skinned in front of in front of audiences." - Elizabeth MeLampy Elizabeth MeLampy is a lawyer dedicated to animal rights and protection, and her passion for this work shines through in her latest book, Forget the Camel, the Madcap World of Animal Festivals and What They Say About Being Human . To research the book, Elizabeth traveled across the country, immersing herself in a wide range of animal festivals — from the Iditarod dog sled race to the rattlesnake roundup in Sweetwater, Texas. Elizabeth examines these festivals as revealing microcosms of our broader relationship with animals. Whether it's rattlesnake hunts, frog-jumping contests, ostrich races, or groundhog celebrations, these events reflect the ways humans use animals to express cultural identity, community pride, and historical traditions. Yet beneath the pageantry and excitement lies a deeper question: Is our fascination with these spectacles worth the toll it takes on the animals involved? With compassion and insight, Elizabeth invites readers to consider whether there’s a more ethical and empathetic way to honor our stories — one that respects both animals and the traditions they inspire. Please listen, share and read, Forget the Camel. It will be released on April 8th, 2025. https://apollopublishers.com/index.php/forget-the-camel/…

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Actionable marketing automation strategies and tactics from industry practitioners for B2B SaaS marketers.
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#Business #Marketing #Benjamin Boman, Alex Glenn #Alex Glenn #Benjamin Boman

The Marketing Automation Discussion

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Actionable marketing automation strategies and tactics from industry practitioners for B2B SaaS marketers.
marketingautomation.fm

71 odcinków

#Business #Marketing #Benjamin Boman, Alex Glenn #Alex Glenn #Benjamin Boman

Wszystkie odcinki

The Marketing Automation Discussion

1
Building Your First B2B Sales Team | Sankar Sundaresan, SkyGeni 38:27

1 year temu38:27

38:27

Sankar is the CEO and Founder of SkyGeni, a Growth Insights platform for B2B revenue leaders. SkyGeni’s Explainable AI-powered actionable insights enable CROs to drive more efficient and predictable growth and boost sales productivity. In this episode, Sankar shares experience and guidance on building your first sales team at a new venture, without existing sales processes. Key takeaways: * Hiring junior vs senior when building the team * The role of the founder in preparing sales processes * The key 2 traits to look for in new sales hires for the best return * How to set targets for a new vs developed team * What roles to fill in as the team grows, and how to fill them * How to troubleshoot poor sales team performance Key links: * SkyGeni * Sankar Sundaresan on LinkedIn This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit marketingautomation.fm…

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B2B LinkedIn Strategy and Automation | Will van der Sanden, Dux Soup 32:55

2 years temu32:55

32:55

Will van der Sanden is the founder of Dux-Soup, one of the largest LinkedIn automation tools that helps users start, scale and engage with their network. In this episode, we discuss Will's suggestions on your networking strategy for B2B business development, and how to go about using tools to leverage your efforts. You can learn more about Dux Soup here . This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit marketingautomation.fm…

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Making Better Lead Magnets | Kevin McGrath, Beacon 46:26

3 years temu46:26

46:26

Kevin McGrath is the founder of Beacon , a lead magnet creation and collection platform. Kevin shares a wealth of knowledge on the best practices for researching, developing, and deploying lead magnets from his experience with over 55,000 users. We cover: Research techniques Content types How many lead magnets to create Best performance opt-ins Trends in the space Key links: Encharge.io Kevin's Twitter Article summary notes --- Support this podcast: https://podcasters.spotify.com/pod/show/marketing-automation/support This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit marketingautomation.fm…

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Automated Email Outreach Strategy from Scratch | Vukasin Vukosavljevic, lemlist 50:50

3 years temu50:50

50:50

Today we talk to Vukasin Vukosavljevic from lemlist. Vuk is the head of growth at Lemlist, a cold outreach automation tool that helps companies automate email to start conversations and get replies. --- Support this podcast: https://podcasters.spotify.com/pod/show/marketing-automation/support This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit marketingautomation.fm…

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How To Automate Service Client Onboarding | James Rose 49:57

3 years temu49:57

49:57

Can your agency onboarding process scale to handle double or triple the amount of new clients you take on now? Slow or high-friction onboarding processes can be a significant bottleneck to growing agencies or service businesses. To help with this, I talked to James Rose from Content Snare to discuss what the approach and tools required to significantly cut down the time and friction in onboarding, and improve delivery and client satisfaction as well, through automation. You can connect with James on Linkedin here . --- Support this podcast: https://podcasters.spotify.com/pod/show/marketing-automation/support This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit marketingautomation.fm…

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How To Improve Retention Through Customer Experience Automation | Ernie Santeralli, Active Campaign 36:46

4 years temu36:46

36:46

What's cooler than customer acquisition? Customer retention. For this month's episode of the Marketing Automation Discussion, we talk to Ernie Santeralli host at Growth Decoded and multi-media content manager at ActiveCampaign on how to leverage automation to do just this. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit marketingautomation.fm…

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How To Start and Scale Your Affiliate or Referral Programs | Brady Cassidy, Rewardful 26:31

4 years temu26:31

26:31

I discuss starting and scaling affiliate or referral programs for your product. Our guest, Brady Cassidy , founder of Rewardful , an affiliate and referral platform for SaaS companies, shares actionable advice on various aspects of running successful programs. Brady discusses different types of referral programs, common mistakes to avoid, effective strategies for recruiting and closing partners at scale, onboarding new partners, the role of a partner manager, and key metrics for measuring performance. --- Support this podcast: https://podcasters.spotify.com/pod/show/marketing-automation/support This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit marketingautomation.fm…

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[Part 2] How to Increase Conversion Rates using Chatbots with Paul McKeever 24:14

4 years temu24:14

24:14

Today we are looking at part-two of our episode on using chatbots to increase conversion with Paul McKeever. In this session we go more into demonstration mode as Paul applies his chatbot strategy framework to an example case study business. --- Support this podcast: https://podcasters.spotify.com/pod/show/marketing-automation/support This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit marketingautomation.fm…

The Marketing Automation Discussion

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How to Increase Conversion Rates using Chatbots with Paul McKeever 23:16

4 years temu23:16

23:16

Ever wondered if your business benefit from a chatbot? Join us as we talk with Paul McKeever , CEO of chatbot solution Continually , for part one of a two-part episode digging into how to improve conversions using chatbots and how to run a chatbot strategy. To subscribe for show notes, exclusive access to guests and more, visit our website . --- Support this podcast: https://podcasters.spotify.com/pod/show/marketing-automation/support This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit marketingautomation.fm…

The Marketing Automation Discussion

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Applying Business Process Engineering to Marketing Automation with Sam Ovett 24:16

5 years temu24:16

24:16

In this episode of the Marketing Automation Discussion, we explore the application of business process engineering in sales and marketing. Our guest, Sam Ovett, Director at Mobile Pocket Office , shares valuable insights on automating sales and marketing processes. Sam discusses the four key steps for successful automation, tips on organizing automations, selecting tools for your tech stack, qualities to look for in MarTech applications, common automation pitfalls, strategies to promote adoption of new processes, and much more. More show notes here . If you would like to access materials mentioned in this episode, you can find them provided by Mobile Pocket Office here: ⁠https://mobilepocketoffice.com/automated --- Support this podcast: https://podcasters.spotify.com/pod/show/marketing-automation/support This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit marketingautomation.fm…

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Building Your First ABM Tech Stack with Shahin Hoda 25:04

5 years temu25:04

25:04

In this episode, we discuss Account-Based Marketing (ABM) and how to build the ideal tech stack for implementing ABM strategies. Our guest, Shahin Hoda , Founder of xGrowth , a B2B growth agency, shares insights on creating an ABM tech stack for both startups and large companies. Shahin discusses the four key steps for building an effective ABM tech stack and addresses important aspects such as tool selection, automating outreach, lead enrichment, IP insights, advertising platforms, personalization tools, and more. Join us as we uncover valuable advice on planning and implementing ABM into your organization's tech stack. --- Support this podcast: https://podcasters.spotify.com/pod/show/marketing-automation/support This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit marketingautomation.fm…

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Starting and Engaging the Online Community through Video with Matt Barnett 26:07

5 years temu26:07

26:07

In this episode, we discuss community building with Matt Barnett, the founder of Bonjoro . Communities have the potential to drive positive word-of-mouth and decrease customer service demands, but many struggle to gain momentum. Matt shares his expertise on starting and nurturing successful communities using MarTech. He discusses why most communities fail, outlines three essential steps for running a community, provides insights on increasing engagement, and offers advice on scaling a community effectively. Tune in to discover valuable strategies for building and sustaining thriving communities. --- Support this podcast: https://podcasters.spotify.com/pod/show/marketing-automation/support This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit marketingautomation.fm…

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Automating Content Creation Through Podcasting with Michael Greenberg 20:25

5 years temu20:25

20:25

In this podcast episode, we explore the power of podcasting and automation in content creation to save time and resources. Our guest, Michael Greenberg, founder of Gentlemen of Technology and CEO of Call For Content , shares insights on the main components of podcast content automation, implementation steps for marketing managers, selecting the podcast's face, ideal industries for podcasting, common implementation challenges, and the future of content automation. Join us to discover Michael's techniques for enhancing your team's content creation. --- Support this podcast: https://podcasters.spotify.com/pod/show/marketing-automation/support This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit marketingautomation.fm…

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The When Why and How of Proposal Creation and Automation | Alex Glenn & Adam Hempenstall, BetterProposals.io 38:12

5 years temu38:12

38:12

To get a client to sign the contract first requires a statement of work. I.e. a proposal of work. And the process by which your agency produces, sends and tracks these proposal can potentially kill the deal. You can shoot yourself in the foot with your proposal process by: 1. Making you look unprofessional or inadequate, 2. Under qualifying and poor needs assessment leading up to your proposal, 3. Allowing too much time for your prospect to shop your proposal, 4. Having poor SOPs and under tracked grey areas in your sales pipeline filled with unknowns… My guest today has tested and experienced almost every rational proposal composition and presentation method you can think of. That guest is Adam Hempenstall - Adam is the founder and CEO at BetterProposals.io – a proposal management software that helps you close more sales, faster. Adam and I discuss: The best structure for an agencies sales process The do’s and dont’s of automating your proposals How long and detailed your proposal should be The process for creating, sending and tracking proposals What “live” proposals are And how to best incorporate chat and other conversion tech onto the proposal pages I hope you enjoy this incredible episode around an aspect of your business that could make or lose your business thousands in revenue. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit marketingautomation.fm…

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How to build an agile marketing stack | Alex Glenn & Dan McGaw 33:07

6 years temu33:07

33:07

Dan is a CEO, Founder, Author, Martech and Marketing Analytics Leader! Dan is the CEO and Founder of Effin Amazing I have been a huge fan of Dan’s for some time now, but we finally got a chance to meet while Dan was giving the presentation that we are about to showcase on this episode. I will let Dan introduce himself in a moment, but today he is going to lay out the groundwork for all of you listening interested in build the marketing technology stack of your dreams: Integrated, Powerful, Seamless. We discuss analytics, data enrichment, sales automation, tagging, lead scoring… and much more. Dan and I discuss; The 21st-century stack and the components within it (hint, it’s much larger than you think). Dan’s interpretation of automated lead scoring and his favorite intent scoring sequence. What is “Radar” for mobile and how is it used for personalized marketing… The Real Thread stack case study. What does taxonomy means to your stack? And much more... This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit marketingautomation.fm…

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How Unbounce Built and Scaled their Partner Program | Alex Glenn & Ty Lingley 37:19

6 years temu37:19

37:19

Today we go deeper into partnerships - if you haven’t listened to the first few segments on partnerships with Jay from Forrester.com, Bryn from Partnerstack.com and Sunir from the Cloud software association, check those out after you hear this episode… My guest today is Tyrone Lingley, the Director of Partnerships at Unbounce.com. Ty is also a board member of the Cloud Software Association where he connects and educates partnership professionals in the B2B SaaS space.Ty is going to answer the Hard questions founders and teams should ask themselves before you go-to-market with a Partner Program, and how Unbounce.com answered these questions while outlining one of the most well-executed partner program rollouts I’ve ever witnessed. The risks of a partner program - like Channel conflict, Last click attribution with affiliates, Compliance Issues, Nexus taxation, Product alignment. The stack - do you need a PRM (partner relations management software) on top of your CRM, and what that build looks like if you go that route. Standard operating procedures for sales discussions with a partners’ referral The 7 steps to a go-to-market journey for Unbounces partner program. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit marketingautomation.fm…

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Through-Channel Marketing Automation | Alex Glenn & Jay McBain 47:27

6 years temu47:27

47:27

Today we continue with our series of episodes on partner programs and how marketing automation is handling the scale of channel programs for thousands of software companies globally. Forrester predicts the through-channel software market to grow to $1.18 billion by 2023. This market includes 10s of thousands of digital agencies realizing $2B in service revenue by that year. So I invited Mr. Jay McBain from Forrester.com to join me in unpacking the topic of “Through-Channel Marketing Automation.” If you haven’t run across Jay, I’d wonder how - he is one of the most visible thought leaders in the global technology channel. Named to the Top 40 Under Forty by the Business Review, he is often sought out for industry guidance and future trends. He has spent his 24-year career in various executive channel sales, marketing, and strategy roles within IBM, Lenovo, Autotask, and ChannelEyes. Jay is the principal analyst for global channels at Forrester - one of the most influential global research and advisory firms in the world. In this discussion, Jay and I review: The third stage of growth for software companies. One vs two-tier channel partner programs. The partner relations and marketing automation management software stack. How to determine your IPP (ideal partner persona). The 6 phases to partner program development, Then we wrap up by giving some actionable advice to those about to launch or scale their partnership programs. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit marketingautomation.fm…

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Onboarding Automations: The Strategies that work, and those that don't | Alex Glenn & Wes Bush 36:30

6 years temu36:30

36:30

Whether you are a SaaS company needing to register new users effectively, or anyone with a registration page on your website, effective communication with those who are just being introduced to your product/brand for the first time is key. How much automation is too much? Onboarding differences for freemium vs paid plans? Whether or not to require email verification? Why use trigger-based emails vs time-based emails? How to use third party data enrichment tools effectively in the onboarding process? Full show notes: https://automated.af/automated-sales-and-marketing-processes/ onboarding-autom…orks-what-doesnt / (with promo code to free year of Zendesk!) My guest today is Wes Bush. Wes is best-known for challenging the traditional way of growing a SaaS business. He has been featured in Forbes, the Huffington Post, and has lectured at Canada’s top Polytechnic college. He is currently the founder and president of Product-Led Institute. Products Mentioned Product-Led Growth Book Chat (free one-year) - Zendesk Email - Customer.io , Userlist (~$50/mo per user to start) Videos - Govideo by Vidyard (free), Loom.io Product onboarding - pendo.io , appcues (free to start) Product analytics - Amplitude , Heap , Mixpanel To subscribe for show notes, exclusive access to guests and more, join us at https://marketingautomation.fm/ --- Support this podcast: https://podcasters.spotify.com/pod/show/marketing-automation/support This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit marketingautomation.fm…

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How teams can ensure stable and comprehensive stack oversight in today’s ecosystem | Alex Glenn & Sunir Shah 43:40

6 years temu43:40

43:40

Hello everyone and welcome back to the podcast where we unpack the components, dilemmas and strategies of tech stack capabilities with founders and leaders across all industries who have created a process or tool to better your business by way of automation. Today I am joined by the Former Head of Platform at Freshbooks, CEO of Appbind.com and current President of the Cloud Software Association Mr. Sunir Shah. What Sunir and I discuss will help show you how to control your cloud software stack between clients, stakeholders and agencies you work with. We discuss: How to setup appropriate agency controls and processes around your stack. The five most important value propositions of an agency. And, what consultants can do now to start owning their clients’ stacks for mutual benefit. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit marketingautomation.fm…

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The New World Of Partner Programs - Stack, Strategy and Execution | Alex Glenn & Bryn Jones, PartnerStack 41:15

6 years temu41:15

41:15

Today we are going to discuss the new world of partnership strategy - specifically in the vertical of Partner Relations Management and PRM software like that of today’s guest - Founder of Partnerstack.com (formerly Growsumo.com), Mr. Bryn Jones. If you are looking to start/scale or simply determine if a partner program is right for you, check out: PartnerPrograms.io Bryn and the team at Partnerstack help companies open scalable and cost-effective acquisition channels through partnerships. Companies like Intuit, Asana, Evernote, and Freshworks use PartnerStack to manage their channel relationships which average between 20-40% of their overall revenue. My former guest and founder of Reply.io, Lee Gladish, is a user of Partnerstack.com and told me yesterday his channel-partner-referral revenue will reach around $500K this year alone. And of course, with this level of revenue, there is the stack to consider - how will this new channel become an integral part of existing operations, and who do you need to run it? Needless to say, I had to get the answers from the horses mouth and that meant getting Bryn on to help me illustrate what a partner program strategy is, how it’s woven into your standard operating procedures, and what it means for those who execute effectively. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit marketingautomation.fm…

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5 Questions To Answer Before Choosing A CRM - Mastermind Discussion | Alex Glenn 32:09

6 years temu32:09

32:09

We've all been in CRM hell. Whether it's: Trying to determine if you even need a dedicated CRM, Navigating the numerous options to choose the right CRM for you, Dealing with integrations, Or are having to rip out your current CRM after making the wrong choice. You hated it and wish you had help avoiding it. Here at Automated, it's our job to connect the teams with the experts to help get the right information across. Two of these experts are joining me today to answer the 5 Questions our B2B colleagues voted on from a list of 9 provided in a recent poll. What Questions should I be asking myself before picking a CRM? What is the difference between CRM and Marketing Automation? Should I have them both in one app? And, should I have separate CRM and Marketing Automation? What is the simplest way to add attribution data into lightweight CRMs? Not every B2B org can integrate chat (Drift/Intercom…) effectively. So at what point is it good to integrate chat on the frontend? When is a dedicated CRM (Hubspot, Copper, Salesforce) necessary? This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit marketingautomation.fm…

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What It Takes To Scale a SaaS ‘Platform’ - Lesson's Learned From Co-Founder of Reply.io | Alex Glenn 1:05:14

6 years temu1:05:14

1:05:14

Full episode notes and links >> Lee and Reply.io started a few years ago with $0 in funding and an ok product. After initial groundwork and a few hires, they raised a seed round of $400K and went to work on product and sales process. Today they are highly-profitable with 60 team members, fully distributed and a kick-ass sales system. If you are: A B2B organization in a growth phase, Dealing with sales and marketing alignment issues, Curious when and how to implement partnership strategies, Or are unsure if an Account-Based Sales strategy is right for your business… Then have a listen to this episode. The theme today is scaling a B2B sales and marketing system. In this hour-long episode, Lee and I discuss: Reply’s scaling stages, and key inflection points at each. Account-Based Selling - what it is, how do you determine if it’s right for your business, and what do you need in terms of technology or personnel to enable an ABS model... We then spend 20min detailing Partnership Program strategy (highly-recommend listening to that segment if nothing else.) And Lee gives us his view on the martech ecosystem and outlook on the future. To subscribe for show notes, exclusive access to guests and more, join us at https://marketingautomation.fm/ --- Support this podcast: https://podcasters.spotify.com/pod/show/marketing-automation/support This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit marketingautomation.fm…

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[Part 2] Recruiting Strategy - The Automation | Steven Lu & Alex Glenn 16:11

6 years temu16:11

16:11

It’s time for the second part of our two-episode segment on tech-enabled recruitment. In this episode, we get tactical and even showcase a specific automated process for discovering, enriching, and serving an automated multi-touch cold outreach campaign to candidates and ensuring the entire process is synced with your ATS (or CRM), LinkedIn and cold email system. Who should listen to this? Founders, team leads in B2B Any recruiters And again, why are we talking to Steven for this part? Steven Lu is one of the most knowledgeable people I know when it comes to LinkedIn API and cold outreach,, Interseller has native integration to the top two ATS (applicant tracking systems) around, Interseller also has the ability to find personal emails (not just business emails) - which is necessary if you are attempting to use cold email in your outreach to those not currently employed. To subscribe for show notes, exclusive access to guests and more, join us at https://marketingautomation.fm/ --- Support this podcast: https://podcasters.spotify.com/pod/show/marketing-automation/support This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit marketingautomation.fm…

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[Part 1] Tech-Enabled Recruiting | Alex Glenn, Ryan Leary and Alan Walker 42:04

6 years temu42:04

42:04

Today, we aim to give hiring teams and recruiters some valuable content in the form of a two-part episode: Part one (this episode) features Ryan Leary , the CMO of Recruiting Daily, and Mr. Alan Walker , founder/CEO of Udder - which helps companies enable talent technologies in hiring processes. Between Alan and Ryan, we have the brains and experience we need to T up this episode on what’s working, what’s not working, and what’s changing in the world of recruitment. Following this - continue listening to the second episode where I talk to Steven Lu - founder of Interseller - the platform helping sales and recruitment teams get in touch with anyone via email. Interseller specializes in recruitment outreach and Steven’s knowledge of data and cold outreach - particularly to personal emails - is unmatched in my opinion. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit marketingautomation.fm…

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[Short Version] The CRM Deep-Dive Mastermind | Alex Glenn, Scott Gellatly, Alex Bass and Mark Colgan 50:40

6 years temu50:40

50:40

**This is the SHORT version - not including pricing + future of CRM. If you are interested in the entire recording - go ahead and listen to the previous episode... Today is a special type of episode called a Mastermind discussion where I invite more than one participant to have an open discussion to clear up a major pain point we see in the world of marketing and sales automation. The focus of this mastermind is CRM. And my guests are: Scott Gellatly from Scale My Empire in Melbourne, Australia Alex Bass, founder of CyberBytes in New York, And my colleague, Founder of Yellow O and our Head of Stack Services here at Automated, originally from London but streaming to us now from Phuket Thailand, Mr. Mark Colgan. I’ve invited these 3 experts to help me shed light on the topic of choosing and building-out your scalable CRM system. This is the aspect of any sales stack that can either be the most expensive mistake you will have to replace, or the most valuable tool helping your sales and marketing team understand where every prospect is at and triggering the necessary automations to better customer experience. This is a subject I take very seriously, so one guest will not cover all of our bases. We go in deep - this discussion was over 120 min in total before edits. You will hear about: What to look out for when considering ‘Free’ versions of a CRM... CRM strategy - when and how to consider CRM in your stack... The necessary considerations around CRM-triggered automations How to setup your CRM for success Pricing for the two main CRMs we will highlight, And the business models of each of these CRMs so you know which will be best for your business long-term… To subscribe for show notes, exclusive access to guests and more, join us at https://marketingautomation.fm/ --- Support this podcast: https://podcasters.spotify.com/pod/show/marketing-automation/support This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit marketingautomation.fm…

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[Full Version] The CRM Deep-Dive Mastermind! | Alex Glenn, Scott Gellatly, Alex Bass and Mark Colgan 1:29:07

6 years temu1:29:07

1:29:07

**THIS IS THE FILL VERSION w/ pricing + business models + future... If you are only interested in the what and how of CRM choice, listen to the shorter version [PART 1] published next... Today is a special type of episode called a Mastermind discussion where I invite more than one participant to have an open discussion to clear up a major pain point we see in the world of marketing and sales automation. The focus of this mastermind is CRM. And my guests are: Scott Gellatly from Scale My Empire in Melbourne, Australia Alex Bass, founder of CyberBytes in New York, And my colleague, Founder of Yellow O and our Head of Stack Services here at Automated, originally from London but streaming to us now from Phuket Thailand, Mr. Mark Colgan. I’ve invited these 3 experts to help me shed light on the topic of choosing and building-out your scalable CRM system. This is the aspect of any sales stack that can either be the most expensive mistake you will have to replace, or the most valuable tool helping your sales and marketing team understand where every prospect is at and triggering the necessary automations to better customer experience. This is a subject I take very seriously, so one guest will not cover all of our bases. We go in deep - this discussion was over 120 min in total before edits. You will hear about: What to look out for when considering ‘Free’ versions of a CRM... CRM strategy - when and how to consider CRM in your stack... The necessary considerations around CRM-triggered automations How to setup your CRM for success Pricing for the two main CRMs we will highlight, And the business models of each of these CRMs so you know which will be best for your business long-term… To subscribe for show notes, exclusive access to guests and more, join us at https://marketingautomation.fm/ --- Support this podcast: https://podcasters.spotify.com/pod/show/marketing-automation/support This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit marketingautomation.fm…

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Establishing a Data-Driven Organization | Alex Glenn & Jason, Simon Data 47:20

6 years temu47:20

47:20

Simon Data in New York City - which is now at around 75 people and growing rapidly - but because of his extensive background in data: Jason received his BS from Cornell in Computer Science. Then went on to gain his PhD from the University of Texas in Machine learning, data mining and statistics. After his academic career, Jason founded two data companies, one of which was acquired by Etsy in 2009. At that point, Jason ran data at Etsy.com for 3 years before leaving to start Simon Data - which has just raised it’s series B of $20M. He's the ideal person to help explain what it means to create a "Data-Driven Organization" This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit marketingautomation.fm…

The Marketing Automation Discussion

1
Options and Methodologies for Building Scalable Marketing Automation Systems | Alex Glenn & Mark Colgan 46:34

6 years temu46:34

46:34

In this episode, I’m joined by my colleague and fellow marketing-automation enthusiast Mark Colgan to provide an in-depth look at the pros/cons of available options and our methodologies for creating scalable automation systems. We each work with founders and teams at very stages in their marketing and sales automation builds, and have each noticed the same issues around available options for assistance. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit marketingautomation.fm…

The Marketing Automation Discussion

1
The Truth About Engagement Pods | Alex Glenn & Guillaume Moubeche 39:57

6 years temu39:57

39:57

Engagement pods are established amongst colleagues in an effort to further the reach of each others' content/brand by ensuring comments, likes, upvotes and shares of said content. You all will have mixed sentiments over this topic - either understanding there is a reason for everything popular, or anti-any shortcut (regardless how harmless to society). In any case, the term 'engagement pod' causes people to voice strong opinions one way or the other. For this exact reason, I have invited my friend Guillaume, Co-Founder and CEO of Lemlist and Lempod, to discuss and try to uncover what you all should know about Engagement Pods. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit marketingautomation.fm…

The Marketing Automation Discussion

1
White Labeling API Integrator Platforms | Alex Glen & CEO of Integry 40:36

6 years temu40:36

40:36

In this episode, we continue our deep-dive into the world of API Integrations for your product and between your product and the thousands of other apps out there. The founder/CEO of Integry joins us to discuss this world and how he created Integry after running into the issues we get into on the show. Learn how this world works, and what options you now have for your app and between yours and others. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit marketingautomation.fm…

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