Tom Heys

On my first day at Crayon, I was told that we were using Airtable to manage marketing, and it was just icing on the cake. Like some of the other posters, we're using it to track an Agile-like process with monthly sprints. I'm an Airtable fanatic, and having used it at previous employers and on personal projects, I love that the ability to adapt it over time. If I don't know where I'll end up with task and project management, which is most of the time, then I'll do it in Airtable ensure that I ca ...Read More

As David mentions above, planning out the "story" – even in a simple product demo – is essential. I like to write a documentary style script, which has a table with voiceover audio on the left and corresponding video on the right. As far as the tech, Camtasia is a great product, though I usually want a little more control than it provides and thus use Adobe Premiere Pro to cut the videos after recording like many above using Quicktime. I add in some standard highlighting and click/tap animations ...Read More

My philosophy on battlecards aligns well with what the other posters have said on the topic. I tend to create two resources: one that is tactical in nature and gives reps the actual words they need to say in the moment (a true "Battlecard"); the other is more educational and provides deeper exploration when the reps are not in the moment (more of a "Competitor Profile"). If you want maximum traction with sales, you should consider doing these happy paths: Ensure that your battlecards are up-to-d ...Read More