Sarah McConnell & Cody Farmer 21 min

Drive Deeper Connections and ROI with Sendoso AI


Cody Farmer, GM, PLG at Sendoso takes us on a tour of Sendoso AI and how it aggregates data about the recipient to give senders tailored gift recommendations.



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[MUSIC]

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Hello everyone and welcome to Go to Market AI,

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the future of your Go to Market tech stack.

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I'm your host, Thera McConnell.

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These days, it seems like every company has AI,

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but on this show, we want to go a level deeper so you can see

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firsthand how businesses are actually applying AI to solve your business

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challenges.

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We're going to go deep into the use cases and showing you live demos of

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the latest and greatest in AI technology.

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So that said, today I'm joined by Cody Farmer,

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Product Manager at Sindoso.

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Cody, welcome to the show.

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>> Hi Sarah, nice to meet you.

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>> Yeah, thank you so much for joining.

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I will start this by saying we are Sindoso customers.

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I've used Sindoso for many years,

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but I have not seen your AI functionality yet,

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so I'm really excited for this show today.

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But before we jump into the demo,

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Cody, can you just tell us a little bit about who Sindoso is,

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what you guys do and who you're helping?

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>> Yeah, I mean, Sindoso as a concept is something that businesses have been

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doing for years.

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Sending swag to employees, sending swag to customers,

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sending gifts to customers on certain occasions, things like that.

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What we've really done is turned that process into something that's

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automatable, it's scalable,

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and you can basically just plug it into existing processes or

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other tools that you're already using today.

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So we're really helping out marketing teams, sales teams, customer success.

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We started to help out HR teams a little bit too with

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some employee engagement rewards as well.

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>> That's cool. That is great.

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So Cody, obviously the main part of the show is the demo,

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and so people come here to see.

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So with that being said,

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I would love to jump into a demo here of Sindoso and

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see your guys' AI functionality and just see what you guys are all about.

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>> Yeah. One of the things that I mentioned was helping to scale out the

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process of gifting.

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A lot of what we're looking to accomplish here is how can we scale this out,

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make it super personalized and scalable.

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So the first feature we're going to show is actually just our entry point

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into using AI in Sindoso.

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A lot of our customers, we really need to help answer three questions.

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Who do we send to, when do we send it, and what do we say when we send it?

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A lot of our value prop is really around like,

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do something catchy with the gift to grab attention,

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but the main value needs to be what your brand is selling.

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Otherwise, you're just not really accomplishing the goal that you're looking

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for.

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So when we started working on this feature,

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we started out with like,

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generated AI messaging tool and it's like,

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well, that's exactly what every single company calls their generated AI

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messaging tool.

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So we actually used AI to name this feature as well.

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We are calling it punpal.

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So often our customer success team gets questions like,

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hey, we're running a Cinco to myo campaign.

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What is like a cool message that you could send alongside that?

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So what punpal tries to do is basically just generate AI powered puns to

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include in your messages.

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And it reads in the product name of what you're sending,

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and you can provide it context to make it spit out a more targeted pun.

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But if you just click get a pun,

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it's going to give you something that is pretty generic based on the gift that

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you're sending.

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So this one is Pete's.

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We've got Pete's coffee and one of our coffee reminders for eGifts.

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It'll just rotate through the brands and give you a suggestion based on that.

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And you could just.

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Well, I feel like I generated like dad jokes.

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So like legitimately, yes.

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And I've always choked.

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I've worked this in Dosel for a long time and I always tell people,

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I'm an expert at automating cupcakes and I'm an expert at generating puns.

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Just like this is really just the encompassing of what I do in my head.

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When I talk to a customer of Sindoso.

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Totally. But I feel like, I mean, we just got into this demo.

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But when I think pun pound, the fact that you use AI to name your AI generation

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I think it's just like you've got full AI, like you guys are lean fully into it

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Is being creative, especially like I'm in marketing.

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I'm supposed to be creative.

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But like our sales team is using Sindoso every day.

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It's hard to be creative or think of like something unique and personalized and

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different.

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And you hear all the time, generative AI is going to help you do that.

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But people are like, yeah, but how is it going to help me do that?

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So seeing here that a rep or someone could use this orchestra success,

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we manage to be more creative,

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especially when you're sending multiple of these at scale is so useful.

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Totally. Yeah.

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And you and for the context part of it, you can plug in literally anything you

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know, like,

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I just learned you live in Arkansas.

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So if I'm like, are you used to live in Arkansas?

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But what is it?

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Do something that is Arkansas related?

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I could do that like Starbucks to someone in Arkansas.

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It's gonna throw the ways it will do upon the information that, you know,

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this one is like adding a latte love to your Arkansas adventures.

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So yeah, it basically just uses whatever it can to help guide the message.

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And a lot of times all the context a sales person might have is where is this

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person located?

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Totally.

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That might be it.

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And, you know, if you can use that, any type of personalization is relevant.

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So that's really what we're trying to accomplish with this.

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What I have been personally amazed by is I initially thought of this as like,

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well, it's pun pal.

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It's a really fun feature.

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I'm not sure exactly if this is going to take off with Sindoso's largest

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enterprise

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customers, right?

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Yeah, because it's like, yeah, it's puns.

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Maybe they don't want to do that immediately when we roll this.

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The biggest users were our enterprise customers who just were looking for

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scalable ways to do creative messaging based.

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Totally.

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Yeah.

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So really any context you can plug in, you do that.

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And the other thing I was shocked by is like a lot of folks have a lot of faith

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in what

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this thing says.

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And sometimes it's just literally they could get a pun, they copy this pun and

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they

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paste it and they send it.

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I promise you they don't even look at the message and it's that fast.

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It's amazing to me how targeted and good it has actually become over time as

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well.

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People can edit that, I'm assuming.

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So you say create a pun pun.

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Funpal is going to give it to you.

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Obviously you have the flexibility as a user to edit that.

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But to your point, like if it gets good enough and it's learning enough, you

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might not have to, but you can't.

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Yeah, exactly.

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Exactly.

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And I always advise people like add more context, like make your message more

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targeted for your brand.

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But some people are just like, Hey, I like the message with punpal,

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decorated for me and they just blast off with it.

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Cool.

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So Unpal is really the first thing.

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And another feature that we have been working on is gift suggestions.

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And we started work on this a while ago and really AI just helped make this

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better.

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So what this does is basically you can give us a recipient.

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And if you have interests that you know that they like, you can add those in as

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well.

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But if you don't have any context, it will look up what it can about the person

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and give some suggested sends based off of that.

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So yeah, the initial use case for this was really like salespeople who are

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sending to someone

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and maybe they learned what college they went to so they could come in and put

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in what college

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over time it started to expand.

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It's getting a little bit smarter.

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And the addition of AI has helped out a ton from that perspective.

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And right now it's still functioning off of like a relational database and not

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necessarily AI all together.

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We're training it right now to like be able to shop our marketplace, be able to

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shop Amazon as

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well because we have an Amazon integration so we can basically surface Amazon's

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entire marketplace

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and just suggest gifts for your recipient based off of that.

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That's really cool.

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Especially that one of the gifts was called bug bite thing suction tool at the

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very top,

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which as someone who lived in Arkansas and hiked in the outdoors,

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that's a pretty good gift idea for someone who's outdoorsy.

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Yeah, I really like so I think gift recommendation is really cool.

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Our good market team uses sendo so for a lot of different things, including

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customer success

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and our SDR team and our marketing team uses it.

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But I know we have struggled in the past with like, what do you send people

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that's unique and

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fun and like some reps are really, really good at it just because it's

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something that,

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you know, they maybe have a little more creativity and this, something they

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enjoy doing.

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Then we have other reps who are just like, I don't, I, I put a wall like I can

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't think of anything

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cool. So to have AI help you say based on what we know about them, even just

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like,

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slimming down the options like sendoso, I know your guys is inventory and your

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marketplace is

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so, so expansive, which is fantastic. But having something to help you narrow

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down that marketplace

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is really beneficial. I know for like our reps and our marketing team, we're

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thinking about

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campaigns. Yeah, 100%. I think one of the big objectives that and things that

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we've observed

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with our customers is like, they don't necessarily want to shop our marketplace

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So if we're not standard e-commerce, you're not going to Amazon to order your

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bug bite

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suction tool in general. So the more guided we can give you just direct

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suggestions.

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And the end state is like, how can we tie it all together? How can we give you

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a generated

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message that's related to the GIF and make it as simple as just clicking a

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button and sending it.

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And that's, that's the end goal of using AI at sendoso. We're just taking steps

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in that

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direction over time. Awesome. Yeah. Oh, and one more thing that I want to talk

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about is

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we're in early stage on what we're calling like our send signal tool. So this

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helps us with like

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what to send and what to say when you send it, but it's not necessarily

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answering like,

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when do I send a GIF? So another tool that we're working on is the ability to

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just suggest when

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it's time to send somebody a GIF based on what we learned from other tools. So

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that's awesome.

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So just in like, and saying like based on what we've learned about like your

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deal cycles and when

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people engage, like this is the most timely, that is, that's really cool to me

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because I think as

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like, I manage our budget from a marketing perspective and a go to market team

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and one of our biggest

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fears is like wasted spend. Like, I think we've heard before things that AI can

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help is like

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wasted marketing spend, but I feel like this is a really tangible thing where

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you're like,

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okay, if I know based on learnings and data that send also can ingest and say

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like, now is the

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right time to send this, then I'm more confident going to my executive team and

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saying, I need X

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amount of dollars for these really targeted things. And I know that they're

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going to work. Like,

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I know based on data and AI is helping me understand like these are going to be

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sent at the right

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time. So it's not just sending someone who's totally cold has no interest, a

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free gift. And

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they're like, Hey, thanks for this. I have no interest in your. Yeah. Yeah,

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exactly. It's really

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just like trying to make us as efficient as possible, get the highest

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engagement rate that you can get

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when you send gifts. And overall, just improving, you know, your deal cycle and

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generation as well.

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That's awesome. Yeah. So really, it's AI is helping to know so out a lot from

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like the three

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main questions that we look to answer. We've done a lot of like market

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awareness to drive like

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gifting as a real strategy as part of your marketing efforts. A lot of people

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already knew it, but

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they didn't know tools existed to help them with that. And now it's just making

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that process as

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simple as possible using AI. That's really cool. I know I've struggled before

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from like thinking of

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cool marketing direct mail for campaigns. And I feel like I'm already excited

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about getting off

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this call and now going into send us so and trying to figure out like being

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able to use these AI

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tools in the future and figure out within send us so based on our user and our

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buyer and the things

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that we know have it suggest things because I definitely know having worked at

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qualified for

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many years, like you sort of hit a wall creativity and you've used up what you

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think are all your

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good ideas sometimes and I've heard a lot about AI being able to help with that

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creativity.

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I however know I can just go into chat GPT and put stuff in there. I'm like, oh

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, I'm not really

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if the prompts not very good. The answer is not very good. And I like that send

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us was taking out

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that part of it. Like you guys have all that data. You know all of these things

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. I don't have to do

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as much of the prompting and you can help with the creativity side that I've

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been struggling with.

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So that's awesome. Yeah, definitely. And from like a development perspective,

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it's

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super interesting because the hard work isn't developing. The hard part is

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figuring out

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like how to manipulate it to give the best answer. And that's just different

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than almost

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everything else that you would develop in product. So only we've been hearing

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about that a lot on

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the show, which is like prompting. And we were learning about AI throughout

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this whole series is

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like people know that AI is useful and they know they can use it. But if you

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can't,

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your your outputs are only as good as your prompts. And we were learning that

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like

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human variability and prompting is not the best. And so it's great that send us

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who is trying to

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work through that and you guys are thinking about building that into your

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product. So it takes out,

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I guess that variability of human not being able to prompt very well to get AI

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to tell them

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the right things to send, how to send it, what to say and the timing of it.

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Yeah, absolutely. That's that's basically what I'm trying to answer on a day to

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day basis right now.

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Awesome. Well, Cody, anything else from a demo perspective you want to show?

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Otherwise,

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we can jump into our lightning round Q&A section. Oh, I think that about covers

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it.

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Maybe more to come, but this is where we're at right now. Awesome. Well, I

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think this was

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fantastic. I know I'm excited about using this. So I hope that our viewers are

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also

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getting some fun ideas that they can use from a direct male perspective. So

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with that being said,

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Cody, the last and final part of our show is our lightning round Q&A. So a

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couple questions for you.

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The first one is how long has Sandoso been building AI into your product?

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We've been thinking about it for years. Like from the gift suggestion

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perspective, we've been trying

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to basically accomplish this for a while. It got a lot easier recently. I will

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say that like the

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expansions that the overall market has made has made it a lot easier for us to

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build into it.

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I would say from a go to market and being able to actually really execute

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things easily, we've

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been building for about five months on the things that you see today. That's

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really cool. I,

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we've heard this answer a few times and it is really interesting to think of

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our people.

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Like we've been thinking about this for a long time. Like we knew there was a

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lot of power that

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we could build in using AI, but advancements in the market have now made it so

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much easier for

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you like Sandoso to actually build this into the product at a very, very rapid

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pace.

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Because like five times what you just showed is incredible. Like there's

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already some AI

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functionality there and to only be building it for five months is that's so

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fast.

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Yeah, I can remember two and a half years ago, we were working on like a

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weighted database to try

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to suggest gifts. And now there are softwares out there that you could

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basically just have AI

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train the weights in your database and like what's it to suggest within minutes

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. It's something

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that would have taken a data science team months to figure out previously. That

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's amazing.

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Pooty, everything that you just showed today, what is generally available to

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your customers right now?

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So you can start playing with pun-pal immediately. And I definitely suggest you

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do it if you happen.

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Like it's, it's actually just fun to sit there and generate puns. Even if you

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don't use it,

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it's still fun to click the button, put in your favorite celebrity, like

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whatever you want to do.

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The prompt is very good at creating pretty creative messaging.

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Yeah, that's awesome. I'm like, I feel like our reps could use that and put it

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into like emails.

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Like I think there's like things they could use to your point, even not with

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the sense to like

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work into their messaging because also pun-pal's just such a good name.

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It actually, I love the name so much. It's like the funnest thing I've ever

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gotten to product

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market from a product perspective because if I'm able to make the market say

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the term pun-pal,

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that is so funny. That's it. Like I was like, I dropped career highlight where

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we're good.

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I'm retiring afterwards. I just love it. But yeah, so pun-pal, available now,

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you can start using it.

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The gift suggestions is it in a beta state. So you have to talk to your

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Sundoso customer success manager if that's something you want to use.

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And there will be continuous improvement happening to both of these things.

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Obviously. Okay. Awesome. And now speaking of generally available to customers,

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who are some current customers that are benefiting from Sundoso AI from pun-pal

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that might be in

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your beta program for the sending, who are some of those customers?

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Yeah. So what's super interesting is Sundoso did launch a product led growth

16:23

initiative this year.

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And what we've seen a lot of is, we penetrated new markets. We're working with

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like individual

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real estate agents who are already doing gifting. We're talking to insurance

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agents as well. We're

16:37

already doing it as well. We've seen a large adoption. And this is something

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that we're

16:41

we're using as a user acquisition tool because pun-pal is really marketable and

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really fun to use.

16:46

So we've seen a lot of adoption from new industries that we weren't previously

16:51

seeing adoption from.

16:52

So it's helped from that perspective. But it has also helped our existing

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customers.

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And we've, you know, we've got numerous customers that are using these products

17:02

today

17:04

from patient pop, and a plan, you know, cradle point, qualified uses, Sundoso

17:10

as well.

17:10

But yeah, we've got a lot of folks using these features.

17:14

I love that you guys were able to take something that was AI specific and use

17:18

that to get into

17:19

a PLG motion. I feel like PLG motion is such a like hot topic right now and

17:24

hard to get into

17:25

that market. And the fact that you guys not only got into that market, but are

17:28

using something

17:30

that's like generative AI that is so popular and to get into PLG that's really

17:35

cool.

17:35

Yeah, I think from a from an overall strategy perspective, like if we can build

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a really strong

17:42

gift suggestion engine that tells people what to say when they send a gift also

17:45

, then that

17:46

becomes a much larger use case than what Sundoso traditionally works with.

17:50

So any steps we can take in that direction are super helpful. Obviously, right

17:55

now,

17:55

we are very much building things for our customers is what I would say.

17:59

Same. So to that point, AI roadmap looking ahead, we're a Sundoso, you kind of

18:04

touched on some

18:05

things that are in beta, but where are you guys looking to take AI and Sundoso

18:08

in the future?

18:08

Really, at the end of the day, we're just trying to become the most intelligent

18:12

sending platform that we can be. So it's figuring out how to tell people when

18:18

is the

18:18

best time to send to get engagement, figuring out how to, I mean, like the

18:23

employee engagement

18:24

thing is a big one for us too, because, you know, we've already got customers

18:29

who

18:30

their managers want to send them a gift. They know things about their employee.

18:34

And if we can capture that and then tell them like, Hey, it's your employee's

18:38

birthday,

18:39

you should send them something from this category. That's like the dream for us

18:42

is like just making

18:43

those questions as easy as possible to answer. And I don't know the exact path

18:49

that we'll take

18:49

to get there, but I do know that that is the direction that we're going. And I

18:52

know that

18:53

what is out there from an AI perspective is going to help us get there for sure

18:57

Yeah, that totally makes sense. And you mentioned it during your demo.

18:59

It'll be a slow evolution over time, but there will be small steps to get you

19:04

to

19:04

sending the exact right thing at the exact right time at the exact right

19:07

messaging. That's

19:08

just going to happen overnight. Like you guys will do a lot of different

19:10

advancements. And as AI

19:12

obviously is going to keep advancing, it'll be cool to see where Sundoso can

19:16

take all of this,

19:16

because it looks based on this, you're talking about like a go-to-market team

19:20

and even your

19:21

from a people perspective, an HR perspective, there's so many different use

19:25

cases I think that

19:25

gifting can be used across. And when it's powered by AI, I think there's a lot

19:29

of cool,

19:30

powerful things that can happen there. Totally. And I think overall, like the

19:34

AI abilities that

19:36

are out there expand far beyond what we are doing today and what anybody's

19:40

doing so far. So there's

19:42

a lot of unanswered questions out there. And as I've learned things every day,

19:46

I'm thinking of new

19:46

ways that we could potentially apply it to help our customers out. Awesome. And

19:50

now last question

19:51

of the lightning round is what other AI powered products is your go-to-market

19:55

team using and loving?

19:56

Yeah, I'd say we use Gong. We've got a couple, we use some of the data

20:03

collection tools as well

20:05

that basically run the person and try to learn as much as you can as quickly as

20:08

possible.

20:09

We also use qualified, qualified to AR. So definitely an important part of our

20:15

tech stack too.

20:17

But yeah, from the, and we use Sindoso also from the good market perspective.

20:21

Yeah.

20:22

Best power users of Sindoso. We are definitely power users of Sindoso and we

20:27

generate a lot of

20:28

puns as well. Yeah, that is, I will say as a customer of Sindoso, I've received

20:32

some really

20:33

good gifts from Sindoso. So I know you guys are power users of it and you're

20:36

using it fantastic.

20:37

We've heard Gong a lot on the show. I know they have some really great AI

20:41

functionality as well.

20:42

So that is super helpful. Cody, thank you so much for joining us today. I

20:48

really love seeing the

20:49

back in Sindoso and how you guys are thinking about AI. I know I am immediately

20:53

going to get off

20:53

this call and go talk to my go-to-market team and start brainstorming ways that

20:57

our

20:57

SDR team can really start utilizing these functions as they come out and as

21:01

they get out of beta.

21:02

And you guys are rolling out more amazing AI functionalities. So thank you so

21:06

much for joining

21:06

us today. Yeah, well, thanks for having me. And I'm a big fan of qualified, big

21:11

fan of using AI.

21:12

So definitely some overlap here and it was a great conversation. I'm looking

21:17

forward to

21:18

when we go wine tasting in Arkansas. Yeah, no, no, no, no, I promise you're not

21:23

. Thanks, Cody.

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