Transcript
WEBVTT
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Hey there, this is James Carberry, founder of sweet fish media and one
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of the cohosts of this show.
For the last year and a half I've
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been working on my very first book. In the book I share the three
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part framework we've used as the foundation
for our growth. Here is sweetfish.
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Now there are lots of companies that
everised a bunch of money and have grown
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insanely fast, and we featured a
lot of them here on the show.
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We've decided to bootstrap our business,
which usually equates to pretty slow growth,
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but using the strategy outlined in the
book, we are on pace to be
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one of inks fastest growing companies in
two thousand and twenty. The book is
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called content based networking, how to
instantly connect with anyone you want to know.
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If you're a fan of audio books
like me, you can find the
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book on audible or if you like
physical books, you can also find it
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on Amazon. Just search content based
networking or James carberry CR be a ary
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in audible or Amazon and it should
pop right up. All right, let's
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get into the show. Hey,
everybody, logan with sweet fish here.
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It's a new year and at do
decade and we're celebrating by rounding up the
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top twenty episodes as we look back
on two thousand and nineteen. Will be
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sharing them here throughout the month of
January in our Hashtag best of two thousand
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and nineteen series, and today we
crack the top ten, number ten in
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our countdown of the top twenty episodes
of two thousand and nineteen. Here's my
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conversation with Cornelius Willis, CMO over
at Clary, around building connected revenue operations
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within your team. Welcome back to
be tob growth. I'm your host for
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today's episode, Logan Lyles with sweet
fish media. I've joined today by Cornelius
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Willis. He is the chief marketing
officer over at Clarry Corney lays. How
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you doing today, sir, I
am so excited to talk to you and
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your audience. M thank you so
much. Great Day. It is a
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great day. It's finally feeling a
little bit warmer in my neck of the
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woods in Colorado, even though we
had snow last week. Hopefully we'll get
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warmer. So between that and having
a conversation with you about the state of
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Revenue Operations, I'm doing pretty good
today. So, before we get into
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our conversation around the definition some of
the problems and solutions facing organization, specifically
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within revenue operations. Today, I
would love for you to introduce yourself a
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bit to the listeners here on BB
growth and share a little bit about what
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you and the team at Clary you're
up to these days. Sure so.
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I lead the mighty marketing team at
Clary and it's such an exciting place to
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work. Right now, our our
momentum is very strong and we're really helping
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a lot of different organizations. So
what Clary is is a company that helps
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revenue operations teams, and by that
I mean sales, marketing, customer success
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in the operations teams. Support them, helps reving new teams generate more pipeline,
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clothes more business and forecast to business
more predictably. And we're doing that
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now for about two hundred and diftew
organizations. I'm including a bunch of companies
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you produp so adobe, Su Mantech, Lanovo, new Tan x, octa
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whole bunch of companies that have actually
gone public based on having foresight into their
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revenue. The way we do this
is pretty interesting. We scan all of
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your business systems, including your email, your calendar, marketing automation and ABLEMENT
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systems and we look for signals that
give us information about deals and contacts and
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we automatically automatically update the crm with
that information, so your reps don't have
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to and the results are that your
reps get more time back to sell,
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sales managers have more insight into what's
happening in the pipeline, marketing folks know
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what salespeople are working on and businesses
know what their revenue is going to be,
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and the results are pretty remarkable.
As I say, we've had a
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number of our customers go public based
upon the ability to see where their revenue
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is coming from. And it also
changes the nature conversations within organizations to make
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them, frankly, much more trust
based and have a much higher level of
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collaboration and empathy across sales, market
and customer success. And again, the
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operations teams that support those groups and
kind of unique in my background and that
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I carried a bag and paid off
my student loans actually with commission checks.
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My territory was lower Manhattan and I
sold business telligence software banks, and so
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having that background really help me in
this new world of revenue operations. EAUSE
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me. It gives me some perspective
what the sales organizations face and what individual
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sales people, sales leaders, deal
with every day and how we can make
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that better. I love a couple
of things that you said their cornelias.
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In your background of having carried a
bag and worked on the sales side,
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now leading the mighty marketing team at
Clary, which I love the way that
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you refer to your team there as
well. I think that leads to that
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empathy that you mentioned is really needed. And the other thing you touched on
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there that I think we're going to
circle back to here in a bit is
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the trust factor between organizations, especially
when silo walls are up high between sales,
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marketing and customer success. I think
will circle back to that in a
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bit. For now, what I
would love for you to get off the
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conversation with Cornelias is, you know, a definition of revenue operations. I
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think it means something different, it
connotates something different, brings something different to
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mind with different folks, and so
from your perspective, how do you really
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see the role and the definition of
revenue operations for most of the organizations that
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you work with and just in general
today so for US revenue operations encompasses every
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role in the company that has a
number and if you think about it,
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probably everybody listening to this podcast is
working against the number every day and every
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quarter, and that doesn't matter whether
they're marketing folks or sales folks or customer
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successful books. In revenue operations is
that full team and you know, if
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you think about it, the creating
that accountability between those organizations is the real
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key to successful collaborations. So for
us, revenue operations is the big tent
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right. It's everyone driving revenue for
the company and that is the most important
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business process in any organization. I
love the way you describe it as a
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big tent covering these different functional roles. I'm just a picture of persons.
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That brings something very crystal clear to
my mind, Cornelius, as you think
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about some of the challenges that are
facing organizations today, what are some of
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the biggest areas of concern and some
of the things holding organizations back from really
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having a fully cohesive revenue team across
these functions that's really firing on all cylinders?
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Well, three things that I can
identify right away. First of all,
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the core systems don't actually have the
data in them that are required to
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run the business, and the reason
for this is simple, because reps don't
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update the CRM system. It's really
no fault of the sales force. For
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the sales people, the systems aren't
well designed to capture data. Back when
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they were designed, salespeople had deal
assistance, so would update the informission offline,
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and now that world has gone so
expecting sales you have to keep the
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crum up to date is ridiculous.
So the first thing you have to is
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automate that. The second big problem
is the the siloization of all the the
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IT services behind each of those functions. So as a marketing leader I have
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my Marquetto and my various systems.
The sales leader has their crm and their
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various systems. You often run into
the situation and companies where there is a
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dueling report meeting where I'm bringing in
my report, my counterparts bringing in their
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report and then we have a conversation
that lasted an hour on whose date is
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right, where the data came from
and whose view of the world is correct.
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Right. And then the third thing
is a lack of shared process,
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because you don't have you know,
a complete data set across the organization to
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look at, because everybody's got their
own reports and systems. It's very,
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very hard to create an integrated revenue
operations process that takes the the the business
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from the first touch to the close
to the renewal. And here's the thing,
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though. The customers way way ahead
of us. Right, the customer
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is already getting most of their information
about their purchase before they ever contact the
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company. Right, the world has
changed, but most organizations haven't caught up
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to where the customers and still are
operating in these silos absolutely and and those
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silos, you know, coming back
to something that you touched on earlier,
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it's really tough to have empathy for
people in other functional roles when there's this
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large wall at dividing you, whether
that's customer success to marketing, marketing to
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sales or anywhere within that Tyan.
And then, as you mentioned, you
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know, it's tough to have empathy. And then these trust issues arise,
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right, if there's no one single
source of truth, then there there become
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these battles over the data and trying
to even figure them out, even when
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there is a baseline of trust.
But that can get eroded very quickly in
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those sorts of meetings. Right,
yeah, you know, the problem comes
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down to, in my experience,
this this space of conversation that we shouldn't
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have to have, and the conversation
comes down to some version of this.
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It's are you doing your job right? You know, and we have that
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kind of same adversarial problem. Whether
it's the sales manager working with the sales
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up, whether it's marketing working with
sales, whether it's customers success working with
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sales, it's proved to me that
you're actually delivering what you said you were
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going to deliver right. And that's
what you get into this this scenario of
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the dueling reports and the bring your
own report culture. And when you have
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a shared view of the business,
when you have a shared data set,
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when you have all your assumptions visible, a lot of that, you know,
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silly conversation goes away and you can
have a conversation or what to do
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about the nature of the business.
And that that's, I think, with
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the most exciting thing that I see
amongst our customers is they started to have
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those kind of conversations rather than you
know, are you producing enough pipeline for
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me? Well, I can see
if you're producing in a pipeline. For
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me, you've got gaps here.
What are we going to do about it?
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Yeah, absolutely. It's really tough
to drive alignment, team work and
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everybody rowing in the same direction and
feeling good about what everyone's doing when the
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start of that conversation is, are
you doing your job? which, if
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we're honest and we think about some
of these meanings that we've all been in,
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we know that that's kind of the
underlying premise and where things are starting
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from. So I think moving away
from that is part of the solution.
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What I'd like to do, Corney, lass, talk about these three problem
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areas and let's flip them around and
talk about some of the things that organizations
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can do to solve for them.
You alluded to part of it in in
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the first one when you talked about
automating, but I'd love to dive into
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that a little bit more. You
mentioned, you know, core systems don't
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have the data needed and they're not
designed for the way that sales, marketing
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and customers success do their jobs today. What are some of the things in
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successful organizations that you've worked with or
you see out there that they're doing to
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solve for this problem and automate some
of their data input. Well, it's
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stunning to me how many organizations except
the status quote right. I mean there's
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this underlying assumption that, yeah,
nobody updates the crm. You know,
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there's nothing we can do about that. And I think about all the different
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times in my career as a marketer
right where I've tried to create incentives or
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tried to create penalties to get the
sales force to update the CRP right,
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and that's just kind of assumed by
most companies that that's just the way things
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are. And so we don't have
any data and so we can't really forecast
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since we can't really see what's going
on inside the pipeline. So solving that
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problem through automation but gives the reps
a whole lot of time back so they
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can sell, which is great,
but it also gives the organization the underlying
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data that it needs to actually operate
in a modern and efficient way. So
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I mean the answer there is technology. It's straightforward. It's really straightforward.
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Go in and and look at the
semantic structures and do the AI on the
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email file, on the calendaring system
and on the rest of the signal data
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and then correlated with deals, and
automatically update the CREF and that is that's
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part of the secret sauce of Clary. So automation is the answer to the
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first one. Yeah, so starting
at where is the activity happening, because
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it's not like it's all happening offline
and in facetoface meetings. There are,
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you know, calendar invite or emails. There's a lot of digital data.
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It's connecting that to to the back
end that in making it, you know,
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reportable and visible. So I think
you make a very, very good
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point there, that we can leverage
a lot of the digital data that we
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already have. A second problem,
you talked about Cornelius, is the silos
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between not only the silos between functions, which we've talked about a little bit
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and I think is well documented.
Everybody understands that, but the silos between
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the systems of each function, you
talked about earlier. To talk to us
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throughout some of the things that you
see successful organizations doing here to address this
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problem. So there's a bit,
a lot of efforts and certainly a lot
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of a lot of products market around
the idea of a common data set for
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the organization, a common view.
And the problem is it's not just about
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the data, it's also about the
user experience. Right. There needs to
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be an interface, a shared work
surface that different teams can use to collaborate
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to actually take action on the business. Just having a data warehouse with a
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set of tables in it is is
not even half of a solution. But
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having the data plus the workflow and
the user experience are on that to create
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a collaboration context across the teams is
the critical thing. What we see organizations
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doing in our customer base is changing
the processes of revenue operations to create collaboration
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moments between groups. Right. So
there's actually a really remarkable case study,
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in my opinion, on our on
our site that we did with Topo and
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are about OCTA and the way they
run their forecast process. But the way
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they do it is they have alternate
in quarter out quarter meetings and the outquarter
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meeting is a meeting that is led
by the marketing team and it's about looking
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for gaps and coverage in the pipeline
so that marketing to take action, to
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do events or do targeted marketing activities
around that particular gap right, but creating
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shared context and shared process across the
teams is a thing that marks best in
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class for these organizations. Hey,
everybody, logan the sweet this year.
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You probably already know that we think
you should start a podcast if you haven't
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already. But what if you have
and you're asking these kinds of questions?
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How much has our podcast impacted revenue
this year? How is our sales team
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actually leveraging the PODCAST content? If
you can't answer these questions, you're actually
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not alone. This is why I
cast it created the very first content marketing
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sea steed dot US growth. All
right, let's get back to the show,
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and that leads into that third problem
of you know, not only lack
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of shared systems and dashboards and interface
that everyone can can use easily, not
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just a data set that people can
go into. I love the way you
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put that. Doesn't even solve half
the problem. But then, as you
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talked about here, moving into shared
not only shared data but shared processes.
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Can you tell us a little bit
more about where organizations have taken it to
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that next level of not only looking
at the same data, looking at the
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same dash boards, using the same
systems, but then building processes around those?
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I think you alluded to a little
bit there. I'man. I love
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what you said in okay. Here
the gaps in the pipeline, you know
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for sales. Here's what marketing can
do about it. That's just a very
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different conversation than are you doing your
job? Are you doing your job and
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pointing finger back and forth? It
seems much more collaborative and so building on
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that, what are the next steps
that we take together so that we can
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row together, you know, in
the same cadence and hopefully in the same
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direction. Yeah, it's really notable. You when you when you think about
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cultural and process change, one of
the things to look at is what does
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the culture and process currently have and
why and how do you build on them?
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And there's certain key moments in the
selling cadence in the in the revenue
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cadence that are there for really good
reasons, like, for example, a
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forecast call, right. The forecast
call is there to create a commitment moment
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between the sales wrapp or the sales
manager and their superior and it's a really
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important psychological exercise to get people to
say what they're going to do, because
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if they say what they're going to
do, they're much, much more likely
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to do it. And so the
key really too, I think, making
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these kinds of changes is to build
on the existing, you know, for
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want of a better word, traditional
cadence that you see in sales and marketing
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organizations. So things around the one
on one meeting between the sales are up
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in the sales manager, the qbr
rite, the forecast call. In the
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forecast call is not just a question
of forecasting the revenue for this quarter,
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it's a question of forecasting the pipeline
for out quarters, right. But to
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build around those key moments in the
existing cultural rituals, if you will,
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in the existing sort of revenue operations
cadens in your company. And what can
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you do to make those more transparent, make those more accountable, create,
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you know, accountability moments around those
and then, through that, build trust
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across organizations and within in between teams. Absolutely it comes back to that point
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of empathy and trust that we talked
about so much early in the conversation.
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As you look to do these very
tactical things, they roll back up to
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that strategy of building trust and breaking
down those silo walls between those three main
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components of revenue operations. And,
you know, I love the way that
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you hit on all three potential solutions
for organizations to be thinking about automating their
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data input, breaking down the silo
walls not only between functions but between the
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systems of each of those functions and
giving them share processes and data sets.
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And I love what you said there
as well, in leaning on the existing
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cadences and the existing, you know, traditions of process within the organization.
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It's not that you have to reinvent
the wheel, it just takes a little
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bit of a shift in Lind set. That's right. That's right. Well,
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corn elays, this has been a
great conversation of of the way that
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you guys are looking holistically at how
teams can operate more efficiently across their entire
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revenue organization. If anybody listening to
this would like to stay connected with you,
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ask any follow up questions or learn
more about what you and the team
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00:19:00.359 --> 00:19:02.839
at Clary are up to these days, what's the best way for them to
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00:19:02.920 --> 00:19:11.069
do that? So follow us on
Linkedin. We publish helpful guides and tips
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00:19:11.150 --> 00:19:14.910
and tricks and interviews with our customers
two or three times a week. You'll
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00:19:14.910 --> 00:19:18.109
also hear about all the parties and
employee celebrations that we have inside Clary,
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because we're excited to share the full
clary culture with the world. Or check
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out our blog, clarycom blog,
and lots of interesting content. Another thing
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to look at we just launch our
masters of Revenue Series, which are interviews
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with revenue leaders. You know,
focusing on revenue leaders, that you are
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our leaders of that full big camp
that inscribed earlier of sales, marketing and
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customer success. In order takes to
run those kind of teams and how they
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put it together. Our first episode
is out. It's got Carl Eschenbach,
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the former chief operating officer of the
Mwhere, and Yami Ronggan, who runs
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the entire revenue operations at dropbocks,
and their insights into how to build a
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predictable sales culture, so lots of
different ways to keep up with clary.
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Yeah, absolutely. I'm really glad
that you pointed out the masters of Revenue
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Series. I was just checking that
out. Have had a chance to dive
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into episode one, is as you
mentioned, but just in kind of getting
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some of the tea serves there.
As I was looking at that preparing for
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our conversation, I thought, man, this is going to be some really
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great stuff. So definitely look for
masters of revenue on the Clary site.
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That's Clary Cela Arcom. That definitely
looks like a great series I'm going to
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be digging into. I Know Nikki
Ivy, one of our cohost here on
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BB growth, connected with some of
your team down at serious decisions and event
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you guys put on. So you
guys do put on good parties and have
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a good time to your point of
the clary culture, and we've seen that.
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So it's been great to connect with
you guys, Cornelius, and to
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have you on the show today talking
about some of the solutions that folks can
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aim for in developing a more cohesive
and ultimately a more productive revenue team.
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I really appreciate you being on the
show today. Oh, thank you so
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much for the opportunity, so fun
to share, and we'll come back later
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and tell you more awesome. OKAYI
are we totally get it. We publish
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a ton of content on this podcast
and it can be a lot to keep
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up with. That's why we've started
the DB growth big three, a no
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Sign up today at Sweet Phish Mediacom
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