Ian Faison & Ed McDonnell 40 min

How to Run a ‘Pipe Council’: Approach Pipeline as a Team Sport


0:00

[MUSIC]

0:09

Welcome to Pipeline Visionaries.

0:10

I'm Ian Phason, CEO of Caspian Studios,

0:12

and I am joined by special guest,

0:14

very special guest, and how are you?

0:16

I'm Craig Ian, how are you?

0:18

Excited to have you on the show.

0:20

We've done podcasts and shows and series past,

0:25

or bringing it for the first time to

0:27

Pipeline Visionaries, super excited to dig into it.

0:30

You have a new role?

0:31

Tell us a little bit about your new role to some.

0:34

Yeah, hey, thanks. It's so good to be here.

0:36

We have done this a couple of times,

0:38

and every time I get a chance to

0:39

collaborate and spend time with you,

0:41

it makes my day, so thanks for having me.

0:44

I just joined Asana,

0:47

which is just a wonderful company,

0:48

in the collaborative work management space,

0:50

as their global head of revenue in August,

0:53

after a wonderful 10 and a half year

0:57

career in time at Salesforce.

0:59

So it's new beginnings here in 2023 for me,

1:02

and I'm really excited about it.

1:04

Obviously, we're biased because we're Asana customers,

1:09

and so we use Asana to make this show,

1:12

we use Asana to make 65 PDB podcasts,

1:16

so we're biased, but it's such a cool company,

1:20

it's such a cool product,

1:21

and it's really exciting that you're in charge of revenue.

1:26

I'm curious just like coming into the job,

1:28

what, how has it been in early days?

1:31

It has been, oh my God, it's been a blast.

1:36

That's the best way to frame it.

1:39

It's one of those opportunities where you just said it.

1:44

Like every person I talk to when I said,

1:48

"Hey, what are you doing, Ed?

1:49

"I'm gonna go, I'm going to Asana."

1:51

The first thing I hear at a people is we love Asana.

1:54

Whether people talk about it for personal use

1:56

or professional use, I get a lot of love for the brand

1:59

and a lot of love for the company,

2:00

and that was, that's been so much fun

2:03

to just be a part of that type of community.

2:06

I'm learning a lot, and I'm in a build mode,

2:09

and so like that to me is just so much fun and such a blast.

2:13

I'm meeting amazing people, both At Asana

2:16

as well as with our customers and some of our partners,

2:19

and I'm getting to stretch and do different things again,

2:24

which from a career perspective,

2:27

it's been very fulfilling.

2:29

All right, let's get into our first thing,

2:32

that the Trust Tree is where we go and feel honest

2:34

and trusted and you share those deepest, darkest,

2:36

revenue secrets.

2:37

We know a little bit about Asana,

2:41

but who are your customers?

2:42

Who are the folks that you're focused on selling to?

2:45

Yeah, our customers, it's interesting when you look at it,

2:48

are 46% of the global fortune 2000 or Asana customers.

2:53

So our customers range from all different types of companies,

2:58

whether it's the London Stock Exchange,

3:02

whether it's some of the large professional services

3:04

organizations, whether it's companies in healthcare,

3:07

like are our customers stretch all different types

3:11

of lands and industries and they range from very small businesses

3:16

all the way up to the large enterprises.

3:18

That's what makes it interesting and exciting, Ian,

3:21

is this next phase of automation,

3:24

if you kind of look at the stretch of automation

3:26

that happened, whether starting with sales of automation,

3:29

then service automation, then marketing automation,

3:32

like work automation is here.

3:34

And Asana tackles that problem

3:36

and tackles that problem at scale.

3:38

Our customers are people like you just said,

3:41

you run your pod using Asana.

3:44

Just think about how you framed it that way.

3:46

I didn't ask you to frame it the way that's the way you framed it.

3:49

When I talked to customers, they'll tell us,

3:51

we run our campaign on Asana when I talk to marketers.

3:54

Like we run our campaign engine,

3:56

we run our creative process.

3:58

When I talk to CFOs, we run our SEC filings process.

4:02

When I talk to CHROs, we run our employee onboarding

4:06

and talent acquisition on Asana.

4:07

Like that's how customers spring it to me,

4:09

is that they're running these massive processes

4:13

using Asana as the tool that helps them do it

4:16

with productivity, with efficacy and with efficiencies.

4:19

And I think that's really cool the way customers both

4:23

describe their love for Asana,

4:24

but also talk about what they use it for.

4:27

Yeah, and obviously with those different types of roles,

4:32

obviously, so many different people

4:36

within the company can buy it, so many people can buy it.

4:39

They can swipe their credit card and buy it,

4:41

or you could go into more of an enterprise sale

4:44

and get it for the entire organization.

4:47

I forget the step, but basically there's so many different teams

4:51

that have Asana in one place and not others,

4:55

so it's a really unique sort of challenge

4:57

to look at from a CRO, I'm sure.

4:59

How do you think about structuring your team

5:04

to get into those buying committees

5:06

when they're so different?

5:08

Yeah, so it's interesting how you just frame that, right?

5:12

Everybody can use Asana therefore,

5:15

how do we think about running a GoToMarket organization

5:18

when you can solve lots of problems for lots of people?

5:22

And I think about that from a focus perspective.

5:25

How do you create focus for your account executives,

5:28

for your company?

5:29

We spend a lot of time on our ideal customer profile

5:33

and our ideal customer persona.

5:38

And when I think about, we just talked a little bit,

5:40

CMOs, marketers, how do they drive their creative

5:44

to campaign to execution process?

5:47

A CHRO, how do you do onboarding

5:50

and talent acquisition and talent lifecycle at scale?

5:53

If you're a CFO, how do you think about driving

5:58

all of your regulatory compliance

6:01

and reporting processes using a tool like Asana?

6:05

And I bring that back to how do you structure?

6:06

You have to be really good at partnering

6:10

with your product marketing teams

6:12

and with your product teams on developing that ICP,

6:16

getting very, very focused on that ICP.

6:18

And that's how we're thinking about it, Asana,

6:21

is how do we really get very focused around our ICP

6:25

and when it's not just the hearts and minds,

6:28

when the use case and show the productivity

6:32

that you can gain from the use case?

6:34

Where Asana's a little bit different

6:36

and what makes it so exciting is

6:39

we can then connect it horizontally.

6:40

So we are one of the only technologies

6:43

that can then bring that all together

6:45

and show you how work is happening

6:46

across an organization.

6:48

And how is your resource allocation?

6:51

Do you have enough resources to deliver on the projects

6:53

that are on tap for completion over the course

6:57

of the next 30, 60, 90 days?

6:59

How do you then bring it to life

7:01

that actually shows you how your human capital

7:03

is being utilized and whether or not

7:05

it is driving the right productivity across the enterprise?

7:08

That to me is like, yes, you can win the CMO

7:11

and the CHR and the CFO,

7:12

but now you can also help solve a CIO's problem

7:16

by understanding how you're resourcing,

7:20

how your human capital and how you were delivering

7:23

against what is important to the company.

7:27

Yeah, I think that you're sort of in that space where,

7:30

and I think that there's been a lot of tools like this

7:33

with like shadow IT type tools where it's like people,

7:36

a business unit just likes it, they go buy it,

7:39

you know, this is what they prefer.

7:41

Hey, I use my last company sort of thing,

7:44

which is all well and good.

7:45

But with Asana, you have this opportunity to say,

7:48

hey, but if there's other parts of the organization

7:51

that also start using this,

7:52

we can look at you like holistically as a business,

7:54

like sit down with your COO,

7:56

look at, you know, operationally,

7:57

how things are being done.

7:59

So by having it in the more departments,

8:02

it actually increases the use case and increases

8:07

like the quality of the data,

8:09

the quality of the information for the enterprise.

8:11

There's like other enterprise or technologies

8:15

where it's like, it doesn't get exponentially better

8:17

the more people use the software, right?

8:20

Like it's not just like, you know, like another software

8:22

where it's like, hey, there's more people on it.

8:24

Like, yeah, that's cool,

8:25

but it doesn't give you more data

8:27

and transparency in the entire business,

8:29

whereas this shows you how the entire org is working,

8:33

which is obviously crazy valuable.

8:35

Yeah, and when I go back to that thesis of,

8:40

work is the next stage of automation.

8:43

When you just think about processes

8:45

that have gotten automated across enterprises,

8:48

there's not a lot of,

8:49

there's not a lot of software categories

8:51

that can connect a CEO's vision and objective

8:54

to the company down to the human capital resource planning

8:58

that has to happen at the CIO level,

9:00

plus solve really important problems

9:02

for each of the CBOs direct reports.

9:04

I think that's like, oh my God, what a great problem

9:08

to be at the forefront of.

9:10

And as long as one of several companies

9:12

that get to do it and get to do it at scale,

9:14

and it's one of the reasons why I love the category

9:17

because I really do believe CEOs, they're direct reports,

9:21

and then CIOs are trying to connect

9:23

our company objective is this.

9:25

We want to grow a flyer, retain, be more sustainable,

9:30

whatever those big objectives are,

9:34

and they want their employees,

9:36

they want their human capital to say,

9:38

I feel connected to that objective.

9:40

I feel like my work matters.

9:42

I feel like I have a voice.

9:44

I feel like I can be productive and successful here.

9:48

And then you have a CIOs office that can look at it

9:50

and say, we are driving productivity at scale

9:53

with our human capital and with our employees

9:56

because I can see the work happening

9:57

and I could see how it is flowing through the enterprise.

10:01

Wow, that's big.

10:04

When you came in and you were looking at doing that ICP,

10:07

doing their persona analysis, looking at all that stuff,

10:12

seeing how different these are,

10:14

thinking about how do I budget for this?

10:16

You're like, well, if I'm budgeting to a CFO,

10:18

and to a CMO, and to a CIO, and to all these people

10:21

where all these different people live in all different places,

10:24

they consume all different information.

10:27

It's a very different sales cycle

10:28

for all of these different people.

10:30

How did you think about strategically

10:32

going after those personas from a revenue standpoint?

10:35

Yeah, I still think we're early days.

10:37

If you look at Asana and even others that are in our space,

10:42

I think we've all done a really good job

10:45

of acquiring users and acquiring companies

10:48

to do differentiated projects, work, cash work,

10:51

portfolio work.

10:53

Now, we're all at this really interesting

10:55

inflection point of, well, how do you scale?

10:58

And that's where I'm trying to spend some time,

11:02

especially in my first hundred days, Ian,

11:05

is what does scale look like?

11:06

And how do you put that type of focus

11:09

in terms of scaling a company that has been wildly successful

11:13

up until this point?

11:14

But is that an inflection point to now,

11:16

to now continue that growth path

11:20

from what is traditionally product led efforts

11:24

to much more B2B enterprise software motions?

11:27

And that's a really interesting as an thrall.

11:30

Yeah, I wanna dig into that a bunch,

11:33

like, you know, coming in, obviously this is your background,

11:36

you spent a lot of time at Salesforce

11:38

doing a very B2B enterprise play,

11:40

but using that playbook, obviously,

11:42

you're gonna come in with a lot of that expertise with that.

11:44

As you remit here, how do you look at an organization

11:47

that has a bunch of that really strong PLG motion,

11:50

that obviously you want that stuff to keep happening

11:52

and build out that enterprise muscle?

11:54

There's a bunch of organizations

11:56

that are looking at doing this now,

11:59

and I think it's like, it's very, very tightly

12:03

to be chatting about it.

12:05

Yeah, the first thing, what I've tried to do

12:08

at the beginning here, Ian, is celebrate it and recognize it.

12:11

It's hard to build a self-service motion as mature

12:16

and as evolved as Asana and what Asana has done.

12:20

You have to celebrate it

12:21

because it is absolutely part of our growth story

12:24

as we continue in our journey.

12:27

It's now connecting it to business outcomes

12:30

and how do you connect that to the business outcomes

12:32

of a CMO?

12:33

How do you connect it to the business outcomes of a CFO?

12:36

How do you help a CEO realize corporate objectives

12:40

down to each and every one of their employees

12:42

through the work that they're doing?

12:43

And that to me is a really fun problem to solve

12:46

and one that is very solvable.

12:48

So the product-led motions that we have here at Asana

12:52

are really successful.

12:55

And not many companies have been able to grow at the scale

12:58

that Asana has in a B2B software and lens

13:01

with that type of motion.

13:02

Now it's connecting that through the inflection point

13:06

and really going into some of our customers here

13:10

and letting our customers know that we're here for them

13:12

and that we have a relentless pursuit

13:14

for their success as well.

13:16

And how do we bring that together

13:18

where they see, like you just said,

13:19

we run our pothole of it.

13:20

I'll keep coming back to that since you opened with it.

13:22

It's how do we help Asana look at it and say,

13:26

how do we not just run one

13:27

but how we run all of our podcasts?

13:28

How does that motion, how do we create productivity

13:31

for all the stakeholders?

13:32

How do we connect the work that's happening

13:34

so that we can do it better as we go forward?

13:39

The other thing I think I really love about this

13:43

and I've seen this at scale over my career,

13:45

change management's hard.

13:47

Asana represents a way to change management

13:50

with technology as an enabler.

13:52

And that's unique 'cause if you change the way

13:54

that you wanna deliver a podcast,

13:56

you can add that into the project.

13:58

And now you're not gathering five all-hands calls

14:01

with all the stakeholders saying,

14:02

here's how we're gonna do it now.

14:04

It's driven through the technology itself

14:06

as an enabling lift and that to me is really unique.

14:10

When you could do change management at scale

14:14

with technology as an enabler,

14:16

that is something that I think is really impressive

14:21

from an automation perspective.

14:22

So back to your question to some product lead

14:24

versus that evolution.

14:26

I think this is where you start to see that evolution

14:28

is when you unlock use cases

14:30

and unlock business outcomes for enterprises

14:33

that might be using your technology

14:36

for a certain, for something,

14:38

but how do you show them how to drive business outcomes

14:40

from it is the real opportunity?

14:42

All right, let's get to our next segment, the playbook.

14:45

It's where you open up the playbook

14:46

and talk about those tactics that help you win.

14:49

How do you spend your money?

14:50

What are your three channels of tactics

14:52

that are your uncuttable budget items at?

14:54

(laughs)

14:57

Well, we're big in paid media, product lead.

15:01

So paid media is a channel

15:02

that we have to continue to invest in.

15:05

We are looking into other ways to connect with customers.

15:10

And so I would be very,

15:13

it would be hard for me to cut a vent

15:16

and that type of spend

15:19

that we can connect with customers around.

15:22

And then something I'm learning as a CRO,

15:25

Ian is enabling technologies

15:27

to help your AEs be successful, right?

15:30

Yeah, so the Revenue Technology Stack,

15:32

which is something, when you work at Salesforce,

15:34

it's real easy, everything's in Salesforce.

15:37

And that's a true statement, right?

15:38

And by the way, it's what makes them

15:40

such a wonderful company at how they drive the success.

15:42

Not everybody has that luxury

15:44

and you have to find other ways to drive productivity

15:46

and drive success of your field organization.

15:49

And so that would be another place

15:50

that I'm spending time investing with.

15:52

Paid media and event spender too,

15:54

that I am very religious about right now.

15:56

Well, and I think it speaks to like relationships mattering

16:00

and like not to say that in a PLG motion,

16:02

they don't matter.

16:03

Of course they matter.

16:04

Of course customer success or customer stories matter

16:07

and all those things matter.

16:09

But it matters in a very different way.

16:11

And I don't know, it's very different from that

16:15

versus like the executive briefing center

16:17

and this massive play where you're like,

16:20

"Hey, you have 15 different teams

16:22

at your company that use Asana."

16:24

Like we need to figure out a way to have a company

16:30

have a conversation that we can drive more value

16:33

if those other seven teams are on there

16:35

and that sort of thing.

16:36

It's such a unique position there to have that stuff

16:40

or our entire marketing work runs on Asana.

16:44

Like, why doesn't everyone else?

16:45

And like that's just the type of A.E. that you have to have

16:48

to have those conversations,

16:50

the type of like leadership,

16:52

I'm sure has to be very different who's in those calls

16:55

whereas not having with a PLG motion

16:58

like or even having some enterprise accounts

17:00

but not as many as you want to have here in two years

17:05

that developing those muscles I'd imagine

17:08

is something that obviously you know so well

17:11

from your background but how you invest your marketing dollars,

17:15

how you invest into those relationships

17:18

is very, very senior level and very executive level

17:23

and just very different from probably the way

17:25

that money was invested for the previous decade.

17:28

- Yeah, so you mentioned two things in that

17:31

that I have a lot of passion about.

17:34

How do you take the success of your customer

17:36

and the success of your account executive

17:38

and those are the two most important relationships

17:40

you can have as an organization.

17:43

So, you know, everything customer out

17:45

so how do we help a customer find their success

17:49

with our technology, with our organization

17:52

and with the way that we help them adopt and drive value

17:56

and how do you help your selling organization

17:58

in your account executive organization

18:01

be a trusted partner to those customers

18:03

and focus on the success of your own executive.

18:06

And if those are the two most important entities

18:08

and relationships that we can build off of

18:10

you drive a lot of success.

18:12

By the way, that's where Salesforce

18:13

was incredibly successful.

18:15

I mean, everything is about the customer

18:17

everything is about their field organization.

18:19

- But about something that you don't want to be investing in

18:22

or something that you don't want to spend money

18:26

or time investing in over the course the next year.

18:29

- Ooh, that's a harder question.

18:31

Nothing's credible yet.

18:39

- Yeah, I don't know if nothing's credible.

18:41

I do believe that we, you know,

18:43

every organization has to think through

18:46

what are the metrics that are important to them.

18:47

And if you look at us, it is about our entry

18:52

into the enterprise.

18:55

And so we want to make sure that we are investing

18:57

in ways that we are advancing our ability

19:00

to win the enterprise at scale,

19:04

win enterprise customers and be a customer first organization.

19:08

And there will absolutely be some things that fall off.

19:11

There will be redirection of spend.

19:13

There will be, I don't know if it's about spending less

19:15

or differently spending what you have

19:18

inside your budget allocation.

19:20

And so I don't know that I'm smart enough,

19:22

a hundred days in as to what we will turn off.

19:24

But I do know that we want to make sure that we're investing

19:27

in ways that we help our field organization be successful

19:31

while still acquiring users and customers at the same rate

19:34

we've been acquiring them through our product-led efforts.

19:37

And those will converge at some point

19:39

and you'll have to make different trade off the same.

19:41

- Yeah, it's interesting to think about

19:45

what are those levers and is interesting you started with

19:48

at the beginning of the conversation with looking at our SCP,

19:51

looking at our personas.

19:53

And I think that that's the thing that people,

19:56

we just had to do a fantastic episode

19:58

talking just about that,

20:03

just about working on ICP and operationalizing that

20:07

and how important that is and how important it is

20:10

to get every single seller on the same page,

20:12

to get every single marketer on the same page

20:15

around your ICP, around the personas you're going after,

20:18

what's the order that we're going after them,

20:20

who's the most important ones?

20:21

Like where do we need to win,

20:23

where do we, you'll win and expand and all that stuff.

20:26

And I know you're in the throes of all

20:28

that sort of planning right now,

20:31

but it's so, that's I think that the key there

20:34

is to start with those.

20:36

Otherwise, you are gonna just do random acts

20:38

of marketing, random acts of sales,

20:41

just chucking money at different things

20:43

that might not be layering up to that key persona

20:46

that you need to win.

20:48

I just, I've read a, BVC had a really interesting article

20:52

out a couple of weeks ago about sure

20:55

and how to reduce churn.

20:57

And the entire article was about getting your ICP right.

21:00

- Yeah, right.

21:02

- Well, acquire the right customer

21:04

and you help that customer adopt

21:07

and help drive a business outcome for your customer.

21:09

The likelihood of churn goes into single digits.

21:13

- Yeah.

21:14

- Right?

21:15

And so the work on ICP, like when you talk about

21:17

where do I, where would I prefer investing money?

21:20

It's investing in getting the ICP right,

21:23

in really defining it, in helping our AEs understand it,

21:27

helping our customers understand it,

21:29

helping our marketing teams really develop around it.

21:32

Like when I talk to Shannon, our CMO,

21:35

we spend a lot of time on ICP

21:38

and what does ICP mean and how do we get just really,

21:41

really good at it?

21:42

If you get your ICP right, everything flows.

21:45

Your customers are more successful.

21:47

So to me getting ICP right is all about customer success.

21:50

- Right.

21:52

Yeah, one of the things that I always talk about

21:54

in marketing is sort of like fight where you can win.

21:57

Like what are the things that only you can do

21:59

that none of your competitors can do?

22:01

And whether that's from a marketing standpoint

22:03

or from a product standpoint.

22:05

And one of the things that you all have,

22:06

which is so cool is you have

22:08

all this data of how people are working in their organizations.

22:11

And like arming your sellers with that information.

22:15

Like did you know I can teach you something

22:16

about your business?

22:17

Or did you know CFO that I can teach you something

22:21

about your marketing organization?

22:23

Like that stuff is so valuable to be able to,

22:28

or teach your CMO about their organization

22:30

so they can tell their CFO like,

22:32

"Hey, by the way, this is how I can save 6%

22:36

"and actually add 4% more pipeline."

22:40

Or some, you know, whatever that thing is,

22:42

that stuff is such an advantageous position to be in.

22:46

- We have something called the Work Innovation Lab.

22:48

It's led by a Stanford professor, Rebecca Heinz.

22:53

She's incredible.

22:57

And she's developed a way where we can

22:59

visually show you how work is happening

23:01

and connecting at your integrars.

23:03

Through like the way the dots move

23:05

and the way you can see the clusters

23:07

and who's working well versus who's not working well,

23:10

all through a graphical rendering, which is really, really cool.

23:15

We were sitting with a top

23:18

professional services organization.

23:20

And we showed them and they're like,

23:21

"Can you show us this regionally?"

23:23

And so we went to the next slide.

23:25

It's like, here's how the United States

23:27

versus Germany versus the UK is clustering.

23:31

And they pointed out, they're like,

23:32

"Well, how do we help this one region

23:35

"and the region was Germany?"

23:36

They're like, "How do we help Germany

23:37

"get more connected with their work

23:39

"than what we're seeing in the United States right now?

23:42

"What are those levers that we can go and pull

23:44

"and how can we work with your team to drive work differently

23:49

"in this region versus the United States?"

23:51

And I was like, "Wow, like all through a graphical representation

23:54

"based on what you do sit like,

23:55

"our Work Innovation Lab is doing some really incredible things

23:58

"on helping companies understand how work is manifesting

24:01

"inside of their enterprises."

24:05

How are you thinking about customer stories?

24:09

Obviously that being a huge part of sales sources,

24:12

go to market is getting those trailblazer stories out

24:16

in front of everyone.

24:17

And with the enterprise, it's so important

24:21

to get those stories out.

24:22

What are you thinking about it?

24:24

- I think we have to do more of it.

24:27

It's like, that's another area of investment is

24:31

how do we tell the stories of our story

24:33

through the lens of our customer?

24:35

And it's what Salesforce and some other companies

24:39

just do so brilliantly and so well is.

24:42

They tell their story through the eyes

24:43

and the lens of a customer.

24:45

We were just able to do that.

24:46

We had two customer events, one in New York

24:49

and one in London.

24:50

We showcased IPG as a media brands as a great customer story.

24:55

There's a great video out there telling the story of IPG.

25:00

We need to do more of that.

25:01

And we need our customers to tell our stories.

25:03

We need to show how work is both being automated

25:07

but how work is flowing.

25:09

And when you think about AI,

25:10

how we're given AI a seat at the table

25:13

with human capital not independent of it.

25:17

- Yeah, you know, what we say here at Caspian.

25:21

And we've done a customer story with Asana.

25:24

So we can maybe like it up in the show.

25:26

But we say like if it doesn't happen,

25:27

Asana doesn't happen, right?

25:29

Harkening back to the old Salesforce thing

25:33

that everyone would say,

25:34

you know, like if you don't put it in Salesforce,

25:36

didn't happen sort of thing.

25:37

And the reason why I started doing that

25:39

or why I started sort of instilling that with our team

25:42

is because from a marketing perspective or, you know,

25:47

I mean like either Caspian's marketing that we do

25:50

or the marketing that we do on behalf of our customers

25:52

through building podcasts was because so many things

25:57

in creative work like have a task and they have a subtask

26:02

and they have all those things.

26:03

So we built this like beautiful template

26:05

that we use, we have a show launch template

26:07

and we have, you know, episode templates and all that stuff.

26:10

And when you can tweak those things

26:12

and like get it to, you know, an 80 to 90% solution

26:15

and you can, you know, drag and drop a new producer

26:17

or whatever and look at this, like this thing.

26:19

And then you can tweak it for certain use cases.

26:23

And then you can say, well, this show is actually

26:25

like a narrative show.

26:26

So it needs to have this type of template and that stuff.

26:29

If you're not putting the data in,

26:30

you're not going to be able to get the data out,

26:32

but you could go back and look, you're like, hey, you know,

26:35

you're supposed to do this.

26:36

But then there are all these added tasks every time

26:38

we do this and it's like, oh, maybe we need to make

26:40

a template for that.

26:41

And just like how, you know, how work is flowing

26:44

in your organization to your point.

26:45

But if you don't sort of have that underlying

26:50

sort of mantra and the understanding that you can,

26:57

you know, operationalize those things

26:58

and you can, you can figure it out for your next campaign

27:01

or whatever.

27:02

When I interviewed back the day,

27:03

told Tim of, of Asana, it's like 115 point,

27:07

Asana project that for launching a campaign.

27:11

It's like, here it is.

27:12

I'm like, dang, you got to give me that, you know?

27:13

And like, that's the stuff that I love.

27:15

Like that's the stuff where it's so actionable

27:18

and getting those stories out and like how people use it.

27:22

Because that's what we're all looking for.

27:23

We're all looking at our peers.

27:24

How do we do this?

27:25

That's why we make this show.

27:26

Like how are our peers doing this stuff?

27:28

So take that again, so that this is how you launch a show

27:31

and just take that for any creative or attend process.

27:34

There is a template for every content process

27:37

that exists across many enterprise.

27:39

Now, if you want to add something or subtract something,

27:42

again, I go back to the change manager

27:43

that can happen through enable technologies, right?

27:47

If you want to add, you want to take that cluster

27:49

or five or six asks that you see happening and say,

27:52

this probably should just be two.

27:54

Let's take this cluster, create two new tasks,

27:56

put them into the project.

27:57

And now disperse that to everybody that's running the show.

28:01

You just created change and change

28:02

management through technology.

28:04

Again, versus putting people on a phone saying,

28:07

we're going to change this and here's how we're going to change this.

28:09

It's all enabled through the stakeholders.

28:11

And I think about like a London Stock Exchange

28:13

that's thinking about research and how they run research

28:16

and their research through Asana

28:19

and how that's all templated going out into their community.

28:24

Or again, I think about IPG and how they run

28:27

all of their media in all of their different brands,

28:30

leveraging Asana in the creative and content process.

28:32

Like all of those are great stories to go talent to be a part of.

28:37

We have a major sporting association

28:42

that leverages Asana across both their,

28:47

the association itself, but then in some of the member clubs as well.

28:51

And they just built a technology where,

28:54

and this is the coolest stuff ever, by the way.

28:56

So they've created a way when you walk into a stadium,

29:00

your face is the ticket.

29:02

Oh, that's amazing.

29:03

Incredible.

29:04

And they tested it at one of their clubs.

29:06

The entire process was run on Asana.

29:08

Just the development of the tech, the rollout of the tech,

29:13

the testing of the tech was all done through Asana,

29:16

connecting both the association, the technology organization

29:20

and the participating club

29:22

in making sure that that was a successful launch.

29:26

Let's talk pipeline here.

29:27

Obviously it's pipeline visionaries.

29:29

I know you're 100 days in,

29:30

so you can't give us all the secrets there,

29:32

but you've built many, many pipelines

29:35

worth lots of de Narrow previously in your career.

29:38

Can you give us some secrets that you got?

29:40

Some things that other revenue leaders can do

29:44

to more holistically look at their pipeline

29:47

to drive some results here

29:49

in a pretty challenging technology environment right now.

29:54

Yeah, I spent a lot of time as do all of my peers

29:59

that do this function on pipeline.

30:01

Ian, I can say where I think that it gets done well

30:06

as when it's a partnership across all your stakeholders.

30:10

You have to have an ecosystem internally

30:13

at your organization that treats it almost as a council.

30:17

Like it's a stakeholder council meeting.

30:20

You have marketing, so demand generation,

30:23

it has a seat at that table.

30:25

PMM has a seat at that table for content

30:27

in how we think about content inside of all the channels.

30:30

Sales programs, how are we enabling our account executives

30:35

to be successful?

30:36

Sales development, whether that be inbound or outbound,

30:39

how do we think about the pipe mechanics?

30:41

And then strategy, pipeline to me is a team sport.

30:45

It is not one person, it is not one function.

30:49

It is such a, it has to be the highest performing team

30:54

in your organization at cross-functional scale.

31:00

There's nobody works for each other.

31:01

Everybody's in their own worlds,

31:03

but they have to come together as a team

31:06

and solve a problem that every B2B

31:09

enterprise software company faces,

31:11

which is do we have enough pipeline

31:13

to go into the market to be successful?

31:17

And so I think the tricks are,

31:20

one, measure the right things.

31:23

So what are your demand generation funnel mechanics

31:27

and metrics?

31:28

Okay, great.

31:29

Which content is performing not performing?

31:32

Okay, how much of your pipeline

31:34

is generated through sales development versus marketing

31:37

versus the AE themselves?

31:39

And what do you want those to be?

31:41

'Cause every organization's a little bit different

31:43

as to how much they want each of those stakeholders

31:45

to develop into their pipeline.

31:48

If you're not producing at the right scale

31:51

or the right coverage model, why?

31:54

Like interrogating the why is equally as important

31:56

as getting all hopped up as to why not.

31:59

In too many companies and too many people I have found

32:01

spend time on why isn't something happening?

32:04

Like versus going in and saying, okay, it's not happening.

32:08

What can we do differently to actually produce

32:10

a different result?

32:11

'Cause you get caught up on poking on sales leaders

32:14

and saying, hey, you're not hitting your pipeline metrics.

32:16

Like why?

32:18

Well, what's wrong?

32:19

And that friction well, good and has to app in,

32:23

you also have to be really open to interrogating,

32:26

is there something about our messaging?

32:28

Is there something about our content?

32:29

Is there something about the way,

32:30

the tools that we're using?

32:32

Whether it's you could be using tools like an outreach

32:36

or a LinkedIn sales and an avigator or a gong,

32:39

like there's so many different tools available

32:41

to help pipeline or qualified, right?

32:44

What are the tools that you're using

32:46

to go and drive pipeline through all of your different

32:49

channels that are available?

32:52

So to me, the interrogation of it in a healthy way

32:55

with everybody having a seat at the table

32:57

and being a team sport is the way that I have found

33:01

to be very successful running pipe council.

33:04

How do you, I love that you call it the pipe council.

33:07

That's great.

33:07

How do you think about attribution?

33:09

I know this is something that every single marketer hears

33:12

and they cringe at, not that attribution is cringy,

33:15

but just how it's done to every organization

33:18

and how do you think about it?

33:19

- Oh, I think we should have attribution, right?

33:24

I go back to attribution for attribution's sake

33:28

isn't very helpful.

33:29

Attribution for measuring what's working versus what's not

33:34

and having a mechanism for interrogating that

33:38

and saying, okay, it's working.

33:39

What can we do more of?

33:41

It's not working.

33:42

Where is the problem and how do we unlock the problem?

33:46

That to me is what attribution is.

33:47

If attribution is simply used for a quote unquote ROI

33:51

on marketing, it's while important,

33:54

the most important thing is to figure out,

33:56

do I unlock more budget to make something go faster?

33:59

Or do I have a problem that I have to go and figure out

34:01

how to unstick it?

34:02

That's where attribution comes in

34:04

is much more interesting to me than ROI.

34:07

Not to suggest ROI isn't.

34:09

But no, I know exactly what you mean.

34:12

I mean, it's one of the things that I think like,

34:15

we've talked a little bit on the show about in episodes past,

34:20

but you have people who are very draconian

34:23

in the way that they think about their attribution model

34:26

and they're like, well, we're only doing first touch

34:29

or whatever.

34:30

And maybe that works for their business,

34:32

but then you start to look at other types of metrics.

34:36

Well, for example, it's like, hey, we've had, you know,

34:39

thousand people download our e-book,

34:41

but those aren't turning into deals.

34:43

And it's like, yeah, but a thousand people

34:46

are engaging with your stuff and like, perhaps there's other

34:49

things that we could be doing with that population of people,

34:53

or maybe they're the wrong population of people.

34:54

But like, there's something that's valuable in that of itself,

34:59

even if it's not, hey, this is an 10X ROI initiative,

35:02

but like we're driving like engagement in this stuff.

35:05

So things like that that I think if you're like,

35:08

well, it's only a first touch model.

35:10

And those aren't driving, you know, it's been three months

35:12

and we haven't seen the ROI, like that's where I think,

35:15

like you said, it's just attribution for attribution sake.

35:18

Yeah, and in most B2B and our price software companies

35:21

need to get to multi-touch.

35:22

Like that, you just, you have to have

35:25

a multi-touch attribution model so that you understand

35:27

how your content is flowing and how the engagement

35:30

across the funnel is happening.

35:32

But to me, that is, to me, that's a what's working,

35:36

what's not and how do you invest

35:37

versus how do you go back.

35:39

Like that's where that conversation comes in

35:41

and has much more scale and productivity

35:45

than just are we spending money in the right place?

35:47

Any other pieces of advice for marketing leaders listening,

35:51

you know, hey, a new CRO just came in,

35:53

how to partner, what are they looking for,

35:55

how to work with them successfully?

35:58

Very quickly educate.

36:00

Like help us understand where we currently are.

36:05

So like what's working with customers, what's not?

36:09

Help us quickly understand how the funnel

36:11

has been performing unbiased.

36:14

Like we're coming in so fresh eyes and so open-minded.

36:17

Like feed into that, feed into things

36:19

that have been on your mind, tell us.

36:22

'Cause we may just have a different opinion

36:25

or we may have a different insight

36:27

that we can bring to the table to collaborate on

36:30

that helps you as a marketer get to where

36:32

you wanna go faster as well.

36:34

It's the best advice I can give.

36:36

It's just leverage our eagerness

36:38

to be successful as quickly as possible.

36:41

And that relationship between us and you is so critical,

36:45

especially in the first 100 to 20 days

36:48

to just get off and running as fast as we can together.

36:52

You, one thing that just kind of struck me

36:53

in our conversation here as you were talking

36:56

about the importance of ICP and personas and all that

36:58

is just giving that breakdown persona by persona.

37:02

How are we perceived?

37:03

How are we looking?

37:05

What's level of market penetration?

37:07

Jennifer Johnson back in the day,

37:08

she on I think it was on this one, said

37:11

where she talks about how the CMO is the chief market officer.

37:15

And if you can bring insights from the market

37:18

to the CRO and like this is how the market is broadly behaving.

37:22

This is how we fit within that

37:24

and they're to the opportunities.

37:25

I just love that phrasing.

37:27

And it's everything from here's how the analysts perceive us

37:30

gives our customers perceive us.

37:32

Here's how you're selling organization perceives.

37:35

Like those are all the stakeholders.

37:36

Here's what we're hearing.

37:37

Here's what we've seen in bringing those insights early days

37:41

to somebody that starts and ahead of revenue role like I did.

37:46

Insights are what we're looking for the most in the first sprint

37:51

in helping to develop our point of view on where to spend time.

37:55

There's so many different places I could spend my time.

37:57

What is going to have the largest impact

38:01

in the shortest timeframe?

38:02

And that's where I think the relationship with marketing

38:06

comes in very quickly.

38:07

All right, let's get to our final site with Quick Hits.

38:09

These are quick questions and quick answers.

38:11

Just like how quickly,

38:13

Qualify.com helps companies generate pipeline

38:16

to tap into your greatest asset,

38:18

your website to identify your most valuable visitors

38:20

and instantly start sales conversations.

38:23

Quick and easy, just like these questions Ed,

38:25

go to Qualify.com to learn more.

38:29

Ed, are you ready for Quick Hits?

38:31

I can't wait.

38:32

It's my favorite time with you, Ian.

38:34

Number one, what's a hidden talent or skill

38:38

that's not on your resume?

38:39

Oh, I would say maybe my relatability.

38:44

I'm the son of a nurse and a police officer

38:48

from the 80s and 90s.

38:50

And I just, I can relate to a lot of different experiences

38:53

and a lot of different people out there.

38:55

And I don't know that I would have showed up on a CV.

38:58

My mom was a nurse too.

38:59

I shout out all the nurses.

39:00

Do you have a favorite book podcast

39:02

or TV show that you check out?

39:03

So non-business, I'm reading the James Carr series right now,

39:07

which was just made into a show

39:09

with a terminal list on Amazon Prime.

39:11

It's a Orber Navy Seal.

39:13

It's been a fun series to read

39:15

and just kind of get lost in.

39:16

A book that I read recently was the David Grohl autobiography.

39:20

The way that he talked about leadership

39:22

without talking about leadership

39:24

was my favorite part of the book.

39:25

I just, how he navigated everything through Nirvana,

39:29

how he got there, how he took risks and chances in his life

39:33

and where he's brought himself to where he is today,

39:37

how he made the first Foo Fighters record all by himself.

39:40

He played every instrument.

39:42

He sung every vocal 'cause he didn't have a band yet.

39:44

Like, I just, the leadership lessons in that book to me

39:48

are, it didn't, but really brilliant.

39:51

That's awesome.

39:52

What would be your advice for a first time CRO?

39:55

- Oh, deeply listen,

40:00

but yet act on things that you trust or gut against.

40:04

- And it's been wonderful having you on the show

40:09

for listeners, you can go to asana.com.

40:11

Obviously, so many marketers are already using SANA,

40:13

but if you're listening right now and you're not,

40:15

you should go check it out 'cause it's great.

40:17

Ed, any final thoughts, anything to plug?

40:19

- I would just plug that this is one

40:20

of the most wonderful podcasts out there

40:22

and spending time with you is always, always a pleasure

40:26

and I always really enjoy our time together.

40:28

So thank you for having me.

40:30

(upbeat music)

40:33

(upbeat music)

X

This is a test comment.

X

This is a longer test comment to see how this looks if the person decides to ramble a bit. So they're rambling and rambling and then they even lorem ipsum.


author