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Katherine Kelly

AMA: Zendesk Former Sr. Director of Product Marketing, Katherine Kelly on Product Marketing Stakeholder Management


July 30, 2019 @ 10:00AM PT

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  1. How do you break down responsibilities and KPI's for product launches between demand generation and product marketing?

    Katherine Kelly
    Katherine Kelly

    Instructure Head of Product Marketing | Formerly ExactTarget (Salesforce Marketing Cloud), Zendesk, Slack, Salesforce • 6y

    We have partnered with our integrated campaigns team to formalize roles and responsibilites and then we actually aim to share KPIs. I think it makes us stronger to feel like we are succeeding and failing together vs being able to say Product Marketing "succeeded" in a quarter where we didn't hit our pipeline target if that makes sense.

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  2. How do you prioritize the variety of requests and responsibilities that fall on the Product Marketing Manager?

    Katherine Kelly
    Katherine Kelly

    Instructure Head of Product Marketing | Formerly ExactTarget (Salesforce Marketing Cloud), Zendesk, Slack, Salesforce • 6y

    There's really no perfect way. I'm not sure if you're asking at a broader level, how do you prioritize product's needs against sales or marketing needs, or if you mean on a granular level. I think the first step is understanding what is a short-term ask vs. something that should be owned, and then lookng at your team structure and making sure that you are staffed to have owners of the key responsibilities you are signed up to. Sorry that isn't more granular but this is a question you could take ...Read More

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  3. For a new product launch that is under development, when is the right time to start planning and meeting with the different channels?

    Katherine Kelly
    Katherine Kelly

    Instructure Head of Product Marketing | Formerly ExactTarget (Salesforce Marketing Cloud), Zendesk, Slack, Salesforce • 6y

    When you launch as quickly and regularly as we do, as soon as possible! :) But to be more descriptive - the goal is for these teams to have some visibility and control over planning for their workload, and for you to have all the resources you need for a launch. So I think it's helpful to look at it across a couple of horizons: Annual - work with product to give people a sense of the biggest launches coming for the year, at the beginning of the year. This should be something you and product lead ...Read More

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  4. What marketing tools (e.g. personas, buyer journeys, sales playbooks, etc) have you found most effective in getting stakeholders aligned on marketing strategy?

    Katherine Kelly
    Katherine Kelly

    Instructure Head of Product Marketing | Formerly ExactTarget (Salesforce Marketing Cloud), Zendesk, Slack, Salesforce • 6y

    One of the best alignment tools we rolled out in the last two years was a messaging source document. This document includes overview / background on the market, description of the thing we are launching or marketing, details of the audience and related personas, etc. This document can be used by various teams and is owned and kept up to date by product marketing.

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  5. How do you update stakeholders, and the company as a whole, on the recent activities and achievements of product marketing?

    What channel/form, what content do you include, formats, etc.

    Katherine Kelly
    Katherine Kelly

    Instructure Head of Product Marketing | Formerly ExactTarget (Salesforce Marketing Cloud), Zendesk, Slack, Salesforce • 6y

    This is a great question that varies by company size. In a smaller company it may be appropriate to present recent wins in an all-hands from time to time. But at a medium - large company, just like all product marketing, you have to think about your audience first and then plan the message and delivery that works for each. Here are a couple of ways my team and I do this at Zendesk: Regional syncs: we have monthly meetings with Sales and Marketing leaders in each region. We structure the meeting ...Read More

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  6. How can marketers be in the driver seat of product launches while managing eager product and sales stakeholders?

    Katherine Kelly
    Katherine Kelly

    Instructure Head of Product Marketing | Formerly ExactTarget (Salesforce Marketing Cloud), Zendesk, Slack, Salesforce • 6y

    The best way to get yourself in the driver's seat is to know where you're going and how to get there. If you understand the needs of each of these stakeholders and can start to anticipate their questions and put that proactively in your plans and communication I think you will start to feel like you are driving vs. reacting. 

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  7. Do you feel it is necessary to dip your toe in these other orgs/roles (ex. Demand Gen, Product) being a product marketer to fully comprehend your work and excel?

    Product Marketing is such a cross-functional role.

    Katherine Kelly
    Katherine Kelly

    Instructure Head of Product Marketing | Formerly ExactTarget (Salesforce Marketing Cloud), Zendesk, Slack, Salesforce • 6y

    Empathy is incredibly important for stakeholder management. The more you understand what your stakeholders need, can talk to them in their language, take feedback and get better at predicting and proactively providing the information they need the more trust you will earn from them. I don't think that means you need to know how to do their job, they are the expert and your trust in their ability to do it and to be the expert on that job is one half of the relationship. But really listen to them ...Read More

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  8. How do product marketing key stakeholders from other departments change as your company grows?

    Ex) <10 employees you meet with CEO and Head of Product—how does this change when you're 100, 500, 1000 employees?

    Katherine Kelly
    Katherine Kelly

    Instructure Head of Product Marketing | Formerly ExactTarget (Salesforce Marketing Cloud), Zendesk, Slack, Salesforce • 6y

    Such an interesting question because I actually think it doesn't change that much. My last role was a company that was ~150 employees, Zendesk is now ~3,000 I think. In both companies, my biggest stakeholders were: CEO Head of Product CMO Head of Sales Often it feels like the job of product marketing at the stakeholder level is to help translate between these people and their teams to keep everyone aligned. If the product marketing leadership in your team has a seat at the table with these execu ...Read More

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  9. How do you approach an environment where there has been no formal launch process and make sure you get the buy-in from engineering and product management?

    This is especially a problem in smaller, owner-led companies who don't realize they need product marketing and/or an official launch process. Thanks!

    Katherine Kelly
    Katherine Kelly

    Instructure Head of Product Marketing | Formerly ExactTarget (Salesforce Marketing Cloud), Zendesk, Slack, Salesforce • 6y

    I actually don't have much experience with this, I'm sorry! I wonder if you should just start rolling out / following a lightweight launch process to show-not-tell how it can help? I'm getting an error that my answer is to short so I am typing more but again, I haven't really experienced pushback on having a launch process in the past.

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