Ian Faison & Jessica Gilmartin

Elevating Your Value Story at a PLG Company with Calendly's CMO


Jessica Gilmartin talks about the company's shift in marketing strategy from PLG approaches to partnering with large enterprises and shares her thoughts on a hybrid approach of both PLG and SLG strategies.



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[MUSIC]

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Welcome to Demand Gen Visionaries.

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I'm Ian Faizan, CEO of Caspian Studios.

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Today, we are joined by a special guest, Jessica.

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How are you?

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>> I am great. Thank you. How are you doing, Ian?

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>> Excited to have you on the show,

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excited to chat about marketing and demand and all the really cool stuff that

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you all are doing

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and currently before we get into all that.

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What was your first job marketing?

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>> My first job of marketing was at Dell in Austin, Texas,

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and I was a brand manager for our services business.

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So I was the person trying to get you to upgrade,

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like when your laptop breaks to get you to upgrade the service.

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Incredibly annoying, but very important and high margin.

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So it was a good way to get myself introduced to marketing.

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>> Oh, that's really funny.

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What that really is,

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I agree when I worked a long time ago on a similar type of campaign for Dell

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about getting your stuff fixed, so that's funny.

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>> Yeah, maybe we worked on it together.

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>> I know, right? That was just some of the advice.

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Okay, so flash forward to today, tell us about your role at CalME.

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>> So I just joined in January, so brand new.

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I'm the Chief Marketing Officer at CalME.

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>> Have you done any interview yet or is your first one a CMO?

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>> It's my first one. I've done some written ones.

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This is my first podcast.

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>> Huzzah. Here we are. So exciting.

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>> Yeah.

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>> So tell us a little bit about your thought process coming into the role.

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>> Yeah, so I had been very fortunate to be at Asana for the past two and a

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half years,

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which is an amazing company.

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Saw it through tremendous growth during the 2020 to 2022 years.

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And this was really my first introduction to PLG SLG Hybrid.

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And it was so incredibly interesting.

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I'd have to say for anyone that has done both,

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I would say that trying to do a PLG SLG Hybrid business from marketing

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perspective

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is about 1,000 times harder than trying to do either PLG or SLG on its own.

2:00

So I came from an enterprise marketing background,

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very traditional, reaching out to one single buyer,

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and really having to figure out how to integrate the two

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and still have that amazing bottoms up model,

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but then add on to it and integrate a top-down approach is so hard.

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It is basically like having two different marketing teams

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and two different sales teams.

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And so what I just got to actually really loved it.

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Like I love the complexity.

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I love the challenges.

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And I love the democratization of it.

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Right? So you have to really create a product that people love

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in order to be successful in a PLG motion and an SLG motion.

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And so what it was time for me to move on from Asana and sort of I had always,

2:40

my intention had always been to move back into a CMO role.

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I had been CMO of smaller startups before.

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And so when I was looking into what my next career move would be,

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I really wanted to continue on that path.

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I really wanted to look for a company that had amazing PLG chops

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and incredible PLG motion and figure out how to build an integrated SLG

3:01

motion on top of it because there's actually not that many people

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that have done it and seen it.

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And I thought I could bring a lot of that experience.

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And so when I was looking around, I talked to a few companies.

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And as soon as I met Tope, our CEO of Cali and heard his vision

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and understood what the company was trying to do,

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it just to me was an absolute match made in heaven.

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And I knew I wanted to come on.

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And I thought I could really make an impact and bring that value

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of having seen it at Asana, but hopefully doing it even better at Cali.

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Okay, let's get to our first segment, the Trust Tree,

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where we go and feel honest and trusted.

3:32

And you can share the deepest, darkest,

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demand-gen and marketing secrets.

3:37

What does Cali and Lee do?

3:39

Who are your customers other than Castfian Studios,

3:41

which is a customer of Cali and we love you all very much.

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So I think pretty much everybody knows what Cali does.

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So where are that link that you get every time somebody wants to schedule

3:52

any email with you?

3:53

And it is absolutely magical.

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We have over 10 million people that use it.

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And it works so much better than people saying,

4:00

"Hey, I'm ready.

4:01

I'm available Friday from 10 o'clock to 10.30 and next Saturday

4:05

from 1 to 2 p.m."

4:07

And it works magically.

4:08

And I think the exciting opportunity for me and one of the reasons I joined

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was that we are that is so much more.

4:13

Right? So we really are a scheduling automation platform

4:16

that serves individual users as well as really large enterprises.

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And we really focus on four different types of users.

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So we focus on recruiters and we make the scheduling of really advanced

4:27

interview paddles, incredibly, magically UV.

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Another one of our core customers are customer support folks.

4:36

Again, who are interacting and trying to engage

4:38

and having high volumes of conversation with their customers.

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And we make that process very easy.

4:43

Marketers. So we make the routing of leads from to sales very easy

4:49

and very streamlined so that sales people can get to leads quicker.

4:54

And then the final is salespeople.

4:55

And I think that that's probably what most people are most

4:58

functional and familiar with from a colony perspective is it just removes

5:03

the many back and forth between prospects and customers and our salespeople

5:08

so that salespeople can accelerate their deal of cycles.

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And I think the most important thing that we do is we have a really safe

5:14

and secure platform with a lot of data and a lot of automation

5:19

and a lot of integrations with other important enterprise platforms

5:23

so that an entire company could use Cali.

5:25

Yeah. And so Cali obviously started as a POG company a decade ago.

5:30

I can't remember the first time I used it.

5:32

It was a long, long time ago.

5:34

Had to be like seven years ago probably.

5:35

I was pretty, pretty early.

5:37

And now y'all are working with mid-market.

5:39

You're working with large enterprises like Twilio and Octa and Zendesk

5:43

and Gusto and all those sort of people.

5:45

So how do you evolve your marketing strategy as you go up market?

5:49

Yeah. So that's where that whole having two marketing teams comes into play.

5:54

And I think what's really important, I think the interesting part about it is

5:56

that

5:57

so many companies start their journey thinking of it as two separate

6:01

fuddles. Now I talk to so many different companies that have been moving up

6:05

market

6:05

and it's almost like they think about it's cannibalizing their existing

6:09

business.

6:09

And it's really hard not to think that way because you actually are creating

6:13

teams

6:14

and most companies are creating like an SLG team and a PLG team.

6:17

And so actually fight with each other about,

6:19

hey, what leads come to the website?

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Should we prioritize having them contact us for sales leads or should we have

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them prioritize signups?

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And then how do we prioritize when those signups occur?

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What do we do with them?

6:33

Right? Do we risk interfering with the signup experience and having them go to

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sales?

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And so it ends up being almost like turf wars and it ends up being really

6:41

challenging conversations

6:42

around what we prioritize. My perspective is very different, which is it's one

6:46

customer.

6:47

If you take a customer-centric approach, which is we need to do what's best for

6:51

the customer

6:52

and create all the opportunities for the customer to do what's right by them,

6:55

the decisions actually become very easy. And so the way that I think about it

6:59

from a

6:59

marketing perspective is it's always still a customer who has a problem to

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solve and our job is to

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figure out how to help them solve it. And so when they come to our website, how

7:08

do we give them

7:09

equal opportunities to make the decision that's right for them and to give them

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the information

7:13

that they need, whether that is signing up for a product or whether that is

7:16

filling out a form

7:17

to talk to sales. And then every single step of the journey, we're again giving

7:21

them opportunities

7:22

to decide what's right for them and whether that is continuing their journey as

7:25

an individual

7:26

sign up and hopefully giving us a credit card. And they can just become very

7:31

successful

7:31

self-serve customers or whether it's enabling them to understand like, hey,

7:37

there's more,

7:37

right? There's more to Calendly. And if you're part of a larger team, maybe you

7:41

're interested in

7:41

talking to a sales person so you can learn more. And then maybe if you are a

7:45

sales person that

7:46

has a larger team on Calendly, hey, maybe you would love to get your marketing

7:50

team involved.

7:50

Maybe you'd like to get your recruiting team involved. You can have a larger

7:54

conversation

7:55

around Calendly for your entire enterprise. And so I really just see it as a

7:59

continuum and as a

8:00

journey, always focus on what's best with customer. Yeah, it's so interesting

8:04

with these, with the

8:05

enterprise accounts where, and this is something Caspian worked with Asana on

8:09

was the sort of like

8:10

getting in front of the CIO in a meaningful way because you have, oh, we have

8:14

17 different teams

8:15

using Asana, for example, or Calendly, I'm sure you have the same thing

8:19

happening all over the place

8:20

with sales and recruiting and all that stuff. But at some point, somebody

8:23

starts, you know, whether

8:24

it's in finance or in IT or wherever starts to say, wait a second, like we're

8:29

using this company,

8:29

like, we're using this tool all over the place. Why don't we start an up level

8:35

of the conversation

8:35

and when you can go to those people with that insight and say, hey, this is how

8:40

y'all are using

8:41

it, that's a really advantageous place to be. Oh, 100%. So I think that to me,

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two of the most

8:46

important things that you need to be a successful PLG, SLG hybrid, number one

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is data. So really

8:53

understanding the usage of all the teams, all the individuals within a company

8:58

and understanding

8:59

how those teams relate to each other. And so because that's the only way that

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you can have

9:04

that meaningful conversation and also understand what are the companies that

9:08

are ripe to have

9:09

that conversation with. In one of the best and the worst parts of having PLG

9:12

businesses, you have

9:13

thousands, if not millions of companies to go after. That's literally the

9:19

opportunity is endless.

9:21

And so the only way that you can help yourselves team prioritize is to give

9:25

them really good data

9:26

about who are the teams that are using it and what does that mean, right? So

9:30

like, what does that

9:31

usage mean and how can they leverage that to have a conversation with folks in

9:35

IT, with procurement,

9:37

with the finance. And the second part of that, what you understand, those

9:42

customers that are

9:43

most ripe for expansion is how do you provide that value story? And that can

9:48

really be challenging

9:49

sometimes in an PLG led business because it is so focused, typically your sales

9:54

and your

9:54

marketers are focused on adoption. It's just focused on, hey, getting

9:58

individual users to use it.

9:59

It's sometimes hard to take a step back and say, if I were talking to someone

10:04

in IT or someone in

10:05

finance that is not a user of this product, how do I demonstrate the value? How

10:09

do I make sure they

10:09

understand why somebody should go from 15 different individual plans to one

10:16

broader enterprise plan,

10:17

which generally costs more money and also has a tax on the IT team to be able

10:22

to manage it.

10:24

And that's, again, where you just need different capabilities from marketing

10:26

perspective. You need

10:27

a product marketing team that can tell that story that is able to articulate

10:33

why your product is

10:35

important in the tech stack and then real value. It's so easy to go to time

10:41

savings or productivity.

10:42

That's generally not what IT cares about, that's generally not what finance

10:46

cares about.

10:47

And so how do you move from a story of productivity and time savings to a story

10:51

of business value

10:52

and ROI? So those are two really important things from marketing perspective

10:57

that you need as you

10:58

move up market. It's such a great point. When I had a conversation with a

11:02

handful of CIOs,

11:03

like years ago, probably five years ago, and six years ago, and we were talking

11:08

about Zoom,

11:09

and I was like, I don't get it. I don't understand why all three of you who are

11:13

like some of the

11:14

smartest CIOs, like why you all love this product so much? And they're like, oh

11:20

, it's just so easy

11:22

to manage from a CIO perspective. And they were just like, like all the other

11:28

stuff,

11:28

like all the features of functionality and all that, that was not what they

11:31

were talking about.

11:32

They were just talking about the actual management from an IT perspective and

11:36

being able to roll

11:37

that out to their organization. And like, that's the sort of thing where it's

11:41

like those enterprise

11:42

level deals that were happening for those particular accounts had so much sort

11:47

of such a different

11:48

motion than what the other accounts were. And like these CIOs were treated

11:54

really well by that

11:55

team. And I always that always just stuck with me where it's like, the reason

11:59

why those CIOs were

11:59

buying is completely different than what the end user cares about, like polar

12:04

opposite things

12:05

that they care about. And I mean, you just articulated that exactly right.

12:09

That's the interesting thing that we're seeing. And I saw it at Asana and I see

12:12

it at Calumlee.

12:12

And I think most companies are experiencing this, which is you do have this

12:17

very healthy tension

12:18

between tool proliferation and user adoption and needs, right? So an IT leader

12:27

is very

12:27

incentivized to have the minimum number of tools. And so when they're looking

12:32

at their

12:33

tech stack and they're saying, why can't we just use X or Y? We already use

12:37

them for our email.

12:38

We already use them for our messaging. We already use them for a video. Why can

12:42

't we just use

12:43

them? They have a product and it looks like it works. And so that is their

12:47

incentive. And then

12:48

you have individual users who have very specific needs and they're generally

12:54

not met by the larger

12:57

platforms. And so you have this really interesting tension that goes back and

13:01

forth about how do

13:02

you make the right decisions for the company that both support security and

13:08

adaptability and

13:09

manageability, but also support those power users who need the more

13:14

sophisticated platforms to do

13:15

their job. And so I think it's like our job as marketers to educate the folks

13:22

that are making

13:22

decisions in IT and finance about why default isn't good enough and why it is

13:29

important and it is

13:31

valuable to the company to add another tool to their tool stack because they

13:34

really don't want

13:35

to do it. Any other thoughts on the POGS OG? I mean, we could literally do an

13:40

entire episode just

13:41

on this because there's so many different things there. I mean, any other

13:45

things on POGS OG and how

13:47

marketers should think about it if you are doing both and if you are moving up

13:50

market? I'd say the

13:51

number thing on it, and this is just very top of line for me because it's what

13:54

I'm thinking about

13:54

now, is that it's easy to get bogged down in a lot of tweaks on the margin. And

14:00

it's easy to

14:00

get bogged down on sort of small things that you could do or being really

14:05

reactive. And I'd say

14:06

what I would encourage everybody to think about as they are moving up market is

14:11

how do you make

14:12

sure that every single person on your team is laser focused on the things that

14:15

matter the most.

14:16

If you think about the journey, make sure you document the journey from the

14:21

beginning and really

14:22

understand what are the hot spots. So if you document, how do people find you?

14:27

What do they

14:27

do on your site? What do they do when they sign up? What do they do when they

14:31

become a lead? What

14:32

do they do when they get to sales? How do they progress from an individual sign

14:37

up to a team

14:38

sign up to hopefully an expansion? Document all of that along with all the data

14:44

points around

14:45

conversion, rate, and size. And then just pick a couple to really focus on

14:49

because it can feel

14:50

really overwhelming because there are so many touch points and there are so

14:54

many things that

14:54

you have to do and you've got to have a ton of engagement with the sales team

14:58

and they need

14:58

so many materials and you need to do expansion. You just see the YouTube land

15:03

and it can feel like

15:04

gosh you have to do everything but you can't. And so starting with what's the

15:08

customer journey?

15:09

Where are the areas where we feel like we have the most opportunity either from

15:13

a just pure volume

15:15

perspective or from a conversion perspective and then only do those make those

15:20

your KRs and you'll

15:21

benefit a lot of you'll give your team a lot of clarity where they probably are

15:25

sort of

15:25

floundering a little bit because they're trying to do everything all at once.

15:27

Yeah that's really cool. I know that one of the things which we don't really

15:32

need to get into

15:33

but that when you have that where the rubber meets the road on the rep saying

15:38

is this person my

15:39

sale or not sort of thing? I know that that's something that always ends up

15:43

being a really

15:43

difficult choice for companies to make of like hey I've talked to this person

15:48

five times then they

15:49

signed up on the website or hey I can go them five times they never responded

15:55

but now they

15:56

signed up through the website and like those sort of things it's tricky it's

16:00

tricky stuff I don't

16:00

know if you have any thoughts there or we could kind of just keep going. If you

16:03

think about it you

16:04

don't really want to pay a salesperson for a deal that would have come in

16:09

anyway and so their job

16:12

should be to create new sales should not it should not be to facilitate sales

16:16

that would have come in.

16:18

So the job from a marketing and product perspective is to make it as easy and

16:22

delightful experience

16:23

as possible to sign up and if you do that then the only customers that should

16:30

be going to sales

16:31

are ones that have questions or need more you know sales enablement need more

16:36

materials and

16:38

should be signing larger deals and what you should be doing is figuring out how

16:43

do you create the

16:43

right experience the right routing the right logic so that salespeople are

16:47

talking to the highest value

16:48

customers that can close the largest deals. Getting back to some of the

16:53

organizational like org

16:55

structure stuff you mentioned earlier in your career this idea of like building

16:58

two different

16:59

sales teams two different marketing teams that whole piece is really really

17:02

challenging for most

17:03

people how do you organize your team now at Calon Lee how do you think about

17:08

doing that? Yeah so I have

17:09

a very typical team so I've got a head of contents a head of demand gen a head

17:16

of growth marketing

17:18

head of pmm head of brands so I think they are very they're set up in a very

17:22

traditional

17:23

marketing format I think the big difference is that each of them have to think

17:28

about the different

17:29

parts of the business and I think most importantly is that one of the big

17:33

things that I did when I

17:34

came is really heavily focused them on our move to enterprise it's very easy

17:38

for people to sort of

17:40

get stuck in the same type of work that they've always been doing and really

17:45

just continuing to do

17:46

the things that got us here and what I want to make sure is that we are moving

17:51

up market still

17:52

thinking about the business as two parts of the same funnel so still focus on

17:58

driving signups

17:59

but then how do we turn those signups into expansion opportunities with our mid

18:04

-market

18:04

enterprise customers? Do you work a lot on building like a sales enablement

18:08

function and those sort of

18:09

things feels like that would be a lot newer with going into mid-market and

18:12

enterprise obviously right?

18:14

Yeah so I think one of our newest teams is our solutions marketing team which

18:19

is really focused on

18:20

how do we think about specific personas and specific verticals which is very

18:24

new and

18:25

much more traditionally enterprise I feel very lucky that I inherited a really

18:30

strong team you

18:31

never know what they're going to come into when you join a company and I feel

18:35

very grateful that my

18:36

team is really strong really motivated and I think just needed a little bit

18:42

more direction in terms

18:43

of the way to go but they're all fantastic and so I'm like it was amazing I

18:48

feel very very lucky

18:50

because lots of people come into very different situations when they join the

18:54

new CMO.

18:55

And any thoughts to come into a remote only environment?

18:59

Yeah it's really hard it was so interesting when I joined Asana I also joined

19:02

during the pandemic

19:03

and that was my first remote role and I think it was actually one of the best

19:07

things that

19:07

had happened to me because my team was global I think I had teams in eight or

19:11

nine different

19:12

countries and so I actually had to learn really good habits from the beginning

19:16

and I think being

19:18

remote only is actually a real big benefit because even when you're in an

19:22

office environment the

19:23

reality is there's almost no companies in the world unless you're a teeny

19:27

startup where everybody

19:28

is actually in the same office you're always going to have contractors you're

19:32

always going to have

19:33

folks in Europe or Asia or even other parts of the country and just having the

19:39

right discipline from

19:40

the beginning of thinking about everybody with access to the same level of

19:44

information is so

19:45

incredibly important. I learned at Asana to do everything async. I don't love

19:50

doing it but I learned

19:52

to do it which is moving towards lots of written communication lots of videos

19:57

having meeting times

20:00

that sometimes you spend and do a Europe friendly sometimes you do a APAC

20:04

friendly lots of just

20:06

really thinking very deliberately about creating an inclusive environment most

20:10

people don't have

20:11

to do that and it's really easy to fall into lazy habits of just doing

20:15

everything like tapping

20:17

somebody on the shoulder and you can't do that in a remote environment which I

20:20

actually think is

20:21

really great so that it democratizes access to information for everybody in the

20:25

company.

20:25

All right let's get to our next segment the playbook this is where you open up

20:30

the playbook

20:31

and talk about the tactics that help you win. You play to win the game.

20:39

Hello you play to win the game. You don't play to just play it. What are your

20:46

three channels or

20:47

tactics that are your uncuttable budget items? So number one is clearly email

20:53

so email is the

20:54

absolute best way for you to reach customers when they have signed up and are

21:00

still considering you

21:02

versus your competitors or versus the status quo so it's unbelievably important

21:07

to have a great

21:07

email strategy and to constantly A/B test it. Number two is our webinars so I

21:13

really believe

21:14

very very strongly webinars. They are fantastic ways to think about both top,

21:19

mid and bottom of the

21:20

funnel so great from a just getting people to engage with you and to create

21:24

opportunities for

21:25

them to think about your products in a more strategic and different ways. I'm a

21:28

really big fan of

21:29

bringing in third party experts just generally helping people do their job

21:34

better and then all

21:35

the way through okay maybe you are a person that has a 20 person team so let's

21:41

give you information

21:42

about how to engage better and how to use the product better and how to think

21:47

about not just a

21:48

20 person team but hopefully for 50 people or 100 person on intercompany. Webin

21:52

ars are absolutely

21:54

must have and then the third one I don't know there's so many different

21:58

possibilities right and I'd

21:59

say Google is obviously a must have I think that's pretty standard and if all

22:03

that I need to know

22:04

that I would sort of put that in the category because it's just like you just

22:07

have to do it.

22:08

So although if LinkedIn just because I think it's been really interesting to

22:11

try some different

22:12

experiments especially if you know your persona and you can do some really

22:16

interesting experiments

22:18

there. And I'm so curious you have these distinct personas that are so

22:22

different from a business

22:24

standpoint and I'm sure that with these enterprise accounts it's an extremely

22:28

different type of a

22:29

sale because selling to recruiting and selling to sales or like you know I

22:33

guess they're kind of

22:34

similar in some ways but are just very different and so I'm curious like how do

22:37

you think about

22:38

shaping these accounts these very large enterprise accounts when they have all

22:43

these different personas

22:44

in them. So that's where you have to have that value story and that's where you

22:48

have to tell the

22:49

story of why CalME makes sense across an organization and that usually comes

22:54

down to things like

22:55

manageability and extensibility integrations with other major platforms

23:00

security is a really really

23:01

important part of it and so I think that's where you have to tell a story

23:05

around business value

23:07

and why having a recruiting team and a sales team and a support team on CalME

23:13

is better than having

23:15

a recruiting team with its own set of tools and a sales team with those own set

23:19

of tools and

23:20

marketing team with some set of tools. So it really comes down to the story and

23:23

it comes down to the

23:24

data and I think it comes down to what IT cares about which we talked about at

23:28

the beginning which

23:29

is around manageability and absolutely security is number one incredibly

23:34

critical. And you thought

23:36

some measuring success talked a lot about the sort of tactics and peace there.

23:41

So it's so interesting

23:43

I was just having this conversation with the person today who runs our paid

23:47

advertising and I think

23:48

it's so dependent upon the channel. I think what's to me what's really

23:52

important is that you very

23:55

clearly define success by channel and you don't try to mix and match. Sam who

23:59

runs our PR she's

24:00

the one that helps set this great interview up. Hello Sam. So she and I talked

24:05

a lot about what's

24:06

my definition of success for PR. To me it would be ridiculous to say the

24:09

definition of success for

24:11

PR is the number of people that come to our website number of leads and revenue

24:14

we get.

24:15

That's not how PR works right like if you get a hit in the Wall Street Journal

24:19

they're not linking

24:20

to your website and you're not expecting thousands of people to come. You

24:24

should be expecting that

24:25

you're able to tell your story in a different way to a different group of

24:29

people. And so what's

24:30

really important is that you identify what do you want to accomplish with that

24:34

channel up front

24:35

and then make sure that you have very clear objectives. In my case what I care

24:39

about is that

24:40

everybody knows Cali. I don't want more hits about Cali as a scheduling link.

24:47

What I want is for

24:47

people in IT or heads of recruiting or heads of sales to read about Cali as an

24:54

enterprise

24:55

scheduling platform. And so what I said our success looks like X number of

25:00

press articles in Y

25:02

publications telling this story and we define it up front and then we look at

25:08

the back and say

25:09

did we achieve this? Did we get into X publications and you're talking to Y

25:13

people?

25:14

And I don't care at all about the revenue from that because I know it's

25:17

indirect.

25:18

Then on the flip side you've got paid advertising and it's very clearly defined

25:23

right. So I am if

25:25

I am spending X millions of dollars on Google or Facebook or YouTube I'm

25:29

expecting very clear

25:31

result from it. So I'm expecting to see a certain number of leads that turn to

25:35

a certain number of

25:36

MQLs that turn to a certain number of opportunities that turn to a certain

25:39

number of sales and I

25:40

expect that to be recorded on every single week. And the way that I think about

25:45

it is that the

25:46

better a handle I have on those channels from a demand perspective and from a

25:52

budget perspective

25:53

the more opportunity I have to ask for money to support things that don't

25:57

directly drive revenue.

25:59

Right. So if I can show that I'm really intelligent and really thoughtful

26:02

around you give me

26:05

X millions of dollars I can give you Y result and stick to that then I can

26:09

start to ask for money

26:09

that does not have a very specific return and particularly things like brands,

26:14

billboard and

26:14

video ads and PR and influencer marketing. Those are not going to have a direct

26:20

influence on

26:21

revenue but they're really important from a long-term brand perspective. But I

26:26

need to earn

26:27

the right to ask for that money and that happens over time.

26:31

I agree. It's every time you compare apples to oranges on these stats you're

26:35

like you're never

26:36

gonna match up but someone sitting and listening to a 30-minute podcast episode

26:42

or a webinar

26:43

or reading your article in the New York Times or whatever it is is a completely

26:47

different thing

26:48

than then clicking on the net and going to the website. Not that one is better

26:51

or worse but it's

26:52

just they're very different and you need to shape the market in multiple ways.

26:56

Yeah and obviously having somebody listen to this podcast and listening to me

27:01

talk about

27:01

Calumli for 45 minutes is very different than somebody looking at a 30-second

27:08

video ad and

27:09

there's no way that you could measure them the same and I don't expect anybody

27:13

listening to this

27:14

call to be like I need Calumli right now maybe you will and I appreciate it if

27:18

you did but maybe

27:19

when a sales person reaches out or they see a new C&AD more likely to respond

27:25

because you've

27:25

heard this and you've heard the story and you understand what we're trying to

27:29

do. So it's just to me it's they're very different and I think if you try to create

27:34

exact parallels you're not going to be successful and I think you're going to

27:37

unfairly cut out

27:39

certain channels and certain tactics that could be really valuable in the long

27:43

run. I think all the time about Airbnb and I think nobody has done brand marketing

27:47

better than them

27:49

and who wouldn't want to be Airbnb and I think that's so important for people

27:53

to understand is that

27:54

you can't measure everything that they've done but man they've been successful.

27:58

Yeah on that note so Calumli just made an announcement about a new product

28:02

designed

28:03

to help better connect sales and marketing because sales marketing is forever a

28:09

pain point.

28:09

When we talk through some of the pieces here with PLG and SLG and all that

28:13

stuff

28:13

can you tell us more about the product announcement? This is brand new.

28:16

Yeah it is brand thank you new so it's called lead routing, advanced lead

28:20

routing we're really

28:21

excited about it and I think the interesting thing about this is a little bit

28:25

of a different sales

28:26

model and so it is it's less of a PLG motion and it's more directly supporting

28:31

marketers who are

28:33

trying to create better opportunities to tie leads to sales. I think the

28:37

general problem that every

28:38

marketer knows is that somebody comes to your website they fill out a form it

28:43

goes into some kind

28:44

of void somebody at some point does either manual routing or automatic routing

28:49

where they figure out

28:50

okay is this lead valuable they do enrichment they match it to sales force they

28:55

get it to a sales

28:56

person hopefully the sales person looks at it in their queue and then they e-

29:00

bell the lead and they

29:02

go back and forth five times to try to get a meeting and at that point it has

29:06

been god knows how long

29:08

and maybe the lead is still interested in talking to you or maybe they have

29:12

completely

29:13

forgotten about it so that probably is something that everybody I certainly

29:16

have experienced it

29:17

and it's probably something that everybody's experienced and so what our lead

29:20

routing does

29:21

is it eliminates all of that and it's pretty amazing so somebody comes a lead

29:25

comes to your website

29:26

it automatically links to things like HubSpot and Mercado so somebody fills out

29:31

a form and then

29:32

it on the back end it links to sales force so they can actually look up is this

29:37

an existing account

29:38

is this a lead that we want great Ian is the sales person that's responsible

29:42

for this account

29:44

and then it will automatically provide a calendar link with Ian's availability

29:49

and then the lead

29:50

can just set up time with Ian and it's just like all this magical work that

29:54

normally happen over

29:56

many days or weeks it now just happens immediately and so the customer has a

30:01

really fantastic experience

30:03

and they can talk to their sales person right away I love it it's so great I am

30:08

here for it speed

30:09

it all up speed it up talk to sales faster there's an amazing stat that 50% of

30:15

customers

30:16

go with the company that responds to them first yeah totally makes sense yeah

30:21

exactly when you

30:22

think about most customers are doing their research and they're looking at

30:27

three or four or five

30:28

different companies and they're probably reaching out to all of them in their

30:32

moment of need and

30:33

it's like whoever responds to them it gives the information it gives them a

30:36

reasonable price

30:36

they're probably going to go with and you just want to be first and it's really

30:40

hard these days

30:41

with all of the tooling and all the integrations and all of the systems that we

30:45

have to do that

30:47

yeah we want to we want to RFP recently where we submitted our proposal first

30:51

first aim better

30:52

to be honest but yeah no of course if you respond well throughout the process

30:56

like that is your

30:57

customer experience right that's the whole thing like how quickly you can book

31:01

a meeting with sales

31:01

that is your customer experience yeah it's so interesting one of the things

31:05

that I love is a

31:06

marketer is to look at a slack channel we have it as on and Cal and leave or

31:10

wins channel where

31:11

people sort of talk about sales people talk about their big wins and it's the

31:15

most interesting

31:16

thing from marketing perspective to sort of understand why you win deals and so

31:21

much of it

31:21

comes down to the experience so much of it comes down to the rapport that a

31:25

sales person builds

31:26

and the confidence and the trust that they build throughout the process making

31:30

somebody feel like

31:31

you are a partner to them and out of vendor and it starts from that very

31:35

beginning interaction to

31:36

all the way through signing the contract and hopefully pass that as well

31:41

because we're as a

31:42

customer even if it's not our money it's our company's hard earned money and we

31:48

want to be good

31:48

corporate citizens we want to be good stewards we want to make the right

31:51

decisions and having a

31:53

salesperson and having working with a company that creates that trust and

31:57

confidence is so

31:58

incredibly important how do you view your website so we have a lot of

32:02

opportunity we're really

32:04

excited about upgrading and updating our website I think our website is

32:08

incredibly good from a

32:10

sign of perspective I think it's one of the best websites from a if you go to

32:14

our website you

32:15

understand exactly what we do and we make it really easy for you to sign up I

32:18

think it's super clean

32:19

I think one of the big opportunities we have is to tell that enterprise story

32:23

and to tell

32:24

the value story and to enable people to understand that we're much more than a

32:28

scheduling link so

32:29

that's one of my very big KR's for the next quarter and probably the next few

32:34

quarters

32:35

exciting I love it that's a fun it'll be really fun to chat again in six months

32:41

or so and

32:41

hear how that journey is evolving let's get to the dust up where we talk about

32:45

healthy

32:45

tension whether that's with your board your sales teams your competitor and you

32:48

know

32:48

Jessica have you had a memorable dust up in your career

32:52

we've had a lot of them we just had one where we had company we had a

32:56

competitor reach out to us

32:58

because we were comparing ourselves to them and they were unhappy with the

33:03

comparison

33:04

and it was actually really interesting because it led us to have a lot of

33:09

really

33:09

interesting philosophical conversations around how we think about ourselves

33:13

versus competitors and

33:14

how we talk about ourselves and in my history I've always taken the high road

33:18

and I've always

33:19

been of the mind that we should share what we are why we are the best company

33:24

for the customers needs

33:25

but in a way that does not denigrate our competitors and that's always been my

33:30

philosophy and I think

33:31

that's been a philosophy that I have shared with Calendy which is hey there are

33:35

ways with which

33:37

we can educate our customers about the right approach to making decisions which

33:42

we believe is our approach

33:43

without mentioning competitors or without saying anything negative I always

33:48

believe there's room

33:50

for everybody and healthy competition is really good and so that was kind of a

33:54

very recent dust

33:55

up and I think it was like my second week of Calendy that I had to negotiate

33:58

that so that was

33:59

kind of interesting it was interesting to understand what the current value and

34:03

cultures were how my

34:04

CEO thought about it how my team thought about it and how we can allay concerns

34:09

from the sales team

34:11

around sales enablement while also being true to our values all right let's get

34:16

to our final

34:16

segment quick hits these are quick questions and quick answers just like how

34:19

quickly you can talk

34:20

to someone if you go to qualified.com qualified helps companies generate

34:24

pipeline faster tap into

34:26

your greatest asset your website to identify your most valuable visitors and

34:30

instantly start sales

34:31

conversations quick and easy just like these questions go to qualified.com to

34:35

learn more

34:35

Jessica quick hits are you ready I'm ready number one do you have a hidden

34:41

tellin' her skill that's not on your resume so when I between my first and

34:45

second year at

34:46

Wharton I spent the summer playing poker in Atlantic City so I'm I at least was

34:52

a pretty decent poker

34:53

player. Do you have a favorite book podcast or TV show you've been checking out

34:56

recently?

34:57

We just finished Magpie Murders on PBS a great book and great TV show.

35:03

What advice do you have for a first time CMO trying to figure out their

35:08

marketing or demand

35:10

gen strategy? Priorize. Great advice Jessica it's been awesome having you on

35:18

the show for our

35:19

listeners go to calonlea.com if you're a big enterprise company go talk to your

35:23

CIO and CFO

35:24

and give them the oil elbow and say hey why don't we why don't we go buy a

35:27

bunch of calonlea right

35:28

now and obviously check out a new product offering. Jessica any final thoughts?

35:33

And this is a lot of fun I really appreciate it thanks thanks so much.

35:36

Awesome well thanks again.

35:42

you

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