The way that Customer Marketing teams and functions should be staffed and organized will vary greatly from company to company, especially when looking at more traditional B2B or sales-led organizations vs Product-led organizations. In my experience, though, the best way to orient the team is around three core responsibilities: * Activation & Engagement: Measurement of activation metrics and time to activation, often in the form of lifecycle marketing. Driving customer education and programmatic communication that support enterprise onboarding, end-user training materials, and aircover to gain as much traction within paying accounts as possible. * Upsells & Expansion: Driven through targeted programs that aim to increase revenue from existing enterprise accounts through targeting new teams, referrals, and surfacing new MQLs to account managers. Can be done through Customer Advisory Boards, 1:1 Account Events, Customer Webinars, and account-based acquisition campaigns. * Advocacy: Measurement of output-based programs that develop champions and put your customers on a stage like case studies, referencable logos, and customer stories across channels (webinars, events, content). When first starting out or when you have a lean team, I've found starting with an account-based customer marketing approach is the best way to drive meaningful impact and quick wins for your CSMs and on your company's bottom-line. Identify the top renewals or any accounts at risk of churning and create targeted account plans to save and expand each. This will provide the frameworks and structures to scale as the team grows.

Everything starts with a great organic strategy and an SEO friendly website. When I ran demand gen at a very small company, the sales team was just starting to ramp up and I didn’t have a budget so website/content was where I focused on first. In parallel, if you have a direct sales team outside of a product led selling motion, I would align with your sales leader and all the regional managers and individual AEs. Demand generation is an extension of your sales team and tight alignment between sales and marketing is a key ingrediant to your and your company's revenue goal success. More tactically speaking, this is how I think about the foundation of my demand gen strategy in priority order: * Organic & Paid Channels: Organic is your website. It's a place where your prospects and customers learn about your brand, servces and offerings. It is also a place where you already have existing traffic. SEO is your friend. Often times we get stuck on talking about our products and we fail to do research on the terms our users use to search to get to our website. Keyword research is important because it allows you to do more with less. Make content for high search volume topics. If you have budget, that’s great! Paid digital tactics and SEM, where you can bid on competitors and keywords. Get reviews from customers on G2 Crowd and Capterra, and of course relevant content is always essential. Partnerships can also expand your reach. * Website optimization: An easy way to optimize your website is to start running A/B tests. Here at Salesforce we run a lot of A/B test on form pages, campaign pages, and different types of ads (message and copy) — to ensure we are using the best message and on-page functionality that is the most optimal for the conversion path. * Email: If you are just starting out, think of your demand gen strategy as these 3 lifecycles: pre-purchase (prospecting), in-trial/evaluation (purchase), and post sales (retention, loyalty, cross-sell, upsell, upgrades). You can start of with building 1 nurture for each of these stages and get more sophisticated once you understand your target audience and their buying behavior more. I would also consider having a different nurture for different selling motion, for example, a nurture for self-service/product led and a separate one for direct sales. * Outbound Campaigns & prospecting - One way to get help your sales team with outbound motion is to target top prospect accounts, use data science & lead scoring to pinpoint high quality leads. Send direct mailers to high propensity prospects and personalized 1:1 direct mailers. Keeping tabs on the competition is important, set up Competitive plays and review sites for compete signals. * A personalized experience - create this with real time customer interactions across all touchpoints. Connect digital interactions to online/office channels and functions. Design personalized journey’s based on prospects and industries. Use data science and give sales a recommendation action (i.e talk track, assets, data sheets, webinars, etc) to help with their selling cycle. 

This is where using Account Based Marketing and Demand Unit Waterfall (DUW) comes into play, especially for B2B Mid-market and Enterprise segments. Integrating a solution like Demandbase into your tech stack will help you identify accounts based on how they engage with your campaigns and execute channel tactics based on the DUW stages * Target Demand * This stage is all about sizing the market and identifying your Total Addressable Market or TAM based on your Ideal Customer Profile (ICP). * Which accounts are most likely to buy your products/solutions/services? * Pro Tip: Execute TOF (top of funnel) campaigns on paid social and third-party media partners * Active Demand * Of the TAM, how many accounts are in-market to buy in the near future * Pro Tip: Present TOF and MOF (middle of funnel) content via paid social and email * Engaged Demand * How many accounts have interacted with your website, campaigns or content? * Pro Tip: Continue the buyer’s journey with MOF content served up by paid social, email nurture and webinars * Prioritized Demand * In this stage, you’ll take all the target accounts that have engaged with you and prioritize them by Account Score. * Pro Tip: Build dedicated Outreach sequences for Sales Development teams / SDRs to use * Qualified Demand * SDRs have to start multi-threading to key contacts within the account. * Pro Tip: Work with SDRs to execute a targeted, high-touch direct mail campaign via solutions like Alyce or Sendoso * Pipeline Opportunity * More and more marketers are getting involved at this stage * Pro Tip: Execute brand campaigns on paid social, YouTube and display to stay top of mind

My number one tip when building or scaling a Demand Gen function and team is to ensure that there is a clear path to measureable outcomes and impact across the DG team. While understanding impact and building a sense of accountability is important for all marketing functions, it's critical for Demand Gen. Regardless of how your company is structured, every Demand Generation member should have a set of tangible metrics and business outcomes that they are working towards. This is generally a pipeline target, but may vary. For example, if your company sets different pipeline targets across industries or product lines, you want to ensure that you have 100% coverage over those targets through the structure of your team, which requires mapping all team members to targets. While the metrics and goals will differ depending on scope of the role, all should be connecting back up to key goals and objectives for the broader business.

Marketing cannot close business without sales. Sales is the most important partner to marketing, ABM or not. While you can gain the support of the leadership teams, sales ops, etc, if you don't have your sales team onboard with your plans, you will not succeed. Bring your sales team into the process early and keep them informed ia regular status updates (bi-weekly, monthly, or quarterly). Highlight your wins and your losses.

I'd love to, but we have yet to find an intent vendor that has data rich enough for our specific segment that would indicate readiness to buy. For other companies, I've seen this to be really effective, especially when 10s or 100s of people might start researching something the moment a problem is faced. In my current role, our ABM approach is primarily successful in an outbound manner, and there's not a strong enough inbound signal to leverage to guide our efforts. 

When I'm looking for a new role, I have a couple of steps in my process. First, I narrow down the job titles and types of companies I'm looking for. This might mean I only apply to Director of Demand Generation jobs at SaaS companies over 500 employees. At the manager level, decide if you're looking for Manager, Senior Manager, what type of company your experience best aligns with or you are most interested in, and if there is any other criteria that is important to you. Before beginning interviews with companies I've applied to, I'll do my research. Who works there, according to LinkedIn? How much funding do they have, according to Crunchbase? Who is on the leadership team, and how much experience do they have? What are employees saying on Glassdoor? What is the salary range for this position in general, and this position at this company? I've turned down interviews before because of Glassdoor reviews. If you know exactly what you are looking for, you can filter companies in and out based on that. If you're not sure or can't find enough information, go through the interview process to learn more. I'll ask a lot of questions during my interviews, as well, as tailor those questions to the person I am speaking with. When you meet with a peer reporting to the same boss, ask them about your potential boss's management style. When you meet with the most senior employee, ask them about the financial viability of the company. When you meet with sales, ask them what their biggest challenge is right now to close deals. The company is evaluating you, but you are also evaluating the company.

My role evolved as the organization grew from $100 mil ARR to ~4X the size today. In earlier days, our GTM motion was primarily PLG. I was measured on Qualified Traffic as a leading KPI, and Trial volume and Sales CVR% as the lag KPIs. Today, we have a twin GTM engine - PLG & Direct Sales model. My role and success parameters have evolved accordingly. I'm measured on Marketing sourced and influenced pipeline. The leading metrics are Trial volume and # of accounts displaying category intent and engagement in a given period.

The one lesson I learned the hard way as a Demand Gen leader was that I was not as knowledgeable about my target audiences as I thought I was. I kept seeing different people respond differently to various assets and did not understand why. I learned that it was important to thoroughly understand the audience before building or when optimizing the campaign. It can't just be work from a 3rd party paper (e.g. - Forrester), it has to be true on the ground insights (from Sales or a Research team). This was so important to me because I sometimes did not see the results I had hoped to see. Moving forward, I kept in constant contact with Sales to understand what they were hearing from prospects/customers. 

5 things I would consider quick wins within 90 days are: 1. Understanding challenges in the market and what differentiates your product in solving them. 2. A solid grasp of average deal sizes, time to close, and past 3 years of sales metrics and goals. 3. Completing a detailed analysis of past Demand Generation campaigns for successes, failures and most profitable ROI. 4. Received feedback on previous campaigns from cross-functional stakeholders and took a "needs assessment" to help them be more successful. 5. And lastly, and probably the most obvious, begin generating a pipeline with a solid 6-month plan.