SaaS Backwards - Reverse Engineering SaaS Success cover image

SaaS Backwards - Reverse Engineering SaaS Success

Latest episodes

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Aug 24, 2022 • 23min

Ep. 40 - How Amber Bogie Brought Full Funnel Marketing to Reachdesk. (Hint—it starts with finding the right company fit)

Like sales, marketers have a hard time with a product or service they don’t believe in. When Amber Bogie was searching for the right marketing opportunity, she was less concerned about the product and more concerned about joining a mission driven company. So, she developed a quadrant:What does the company offer as a product? What is the company culture and how does that fit in with you?What is the role itself and how does that fit with how you want to grow?What kind of leadership does it have?She found that at Reachdesk—a company committed to delivering customers and prospects a moment of delight and connection had the right mix.Now three months into her new gig, Bogie is bringing a holistic view of the marketing and sales funnel where targeted demand generation fills the top, and once they enter the CRM, account-based touchpoints begin with channels and tactics creating a flywheel effect. And account-based experience (ABX) is the key piece to create the flywheel. Brand drives demand, ABX throughout the entire journey, and customer advocacy fuels back to the top. ---Not Getting Enough Demos? Your messaging could be turning buyers away before you even get a chance to pitch. 🔗 Get a Free Messaging & Conversion Review We’ll analyze your website and content through the eyes of your buyers to uncover what’s stopping them from booking a demo. Then, we’ll give you a personalized report with practical recommendations to help you turn more visitors into sales conversations. And the best part? 💡 It’s completely free. No commitments, no pressure—just actionable advice to help you book more demos. Your next demo is just a click away—claim your free review now.
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Aug 18, 2022 • 23min

Ep 39 - Enabling sales is the name of the game for marketers in funded SaaS startups with Director of Marketing at eVolve MEP, David Gabriel

Aligning with Sales is job one for David Gabriel, head of marketing for the fast-growing startup eVolve MEP.“Sales has the hard job. They’re in the trenches and we want to do everything we can (as marketers) to make their jobs easier.”That doesn’t mean that they aren’t looking at the long-term picture—they do many things that keep them in touch with their customers.For example, they surveyed customers during COVID and found they were itching for group interactions. So they put together a Top Golf event, and it completely sold out. “If we’d followed the mainstream thinking on events we would have missed out on that opportunity.Surviving at a startup requires serious agility combined with a north star of profitability and marketing ROI.Gabriel achieves that by hiring “T-Shaped marketers,” which he defines as having a core skill but can also serve as utility players in all aspects of marketing. Depending on what sales is seeing determines what marketing focuses on - so the marketers have to be ready to pivot.---Not Getting Enough Demos? Your messaging could be turning buyers away before you even get a chance to pitch. 🔗 Get a Free Messaging & Conversion Review We’ll analyze your website and content through the eyes of your buyers to uncover what’s stopping them from booking a demo. Then, we’ll give you a personalized report with practical recommendations to help you turn more visitors into sales conversations. And the best part? 💡 It’s completely free. No commitments, no pressure—just actionable advice to help you book more demos. Your next demo is just a click away—claim your free review now.
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Aug 12, 2022 • 26min

Ep. 38 - Marketing as an investment portfolio with Fractional CMO Yasmin Morrison

Most companies do “checklist marketing” by default: We need to be on every social channel. We should have a newsletter for every customer segment. We need to go to all these conferences.Fractional CMO Yasmin Morrison challenges her clients to think about marketing more like an investment portfolio and every quarter, you make bets. If it doesn’t pay dividends, get out. Double down if it does.And you can put the odds massively in your favor if you apply the 80-20 rule (also known as the Pareto Principle) where a small percentage of activities drive a large percent of results.For example, 20 percent of your web pages are driving 80 percent of your traffic. Or, 20 percent of your blog posts are driving 80 percent of your leads.“Because SaaS companies collect a lot of data, they’re usually sitting on a gold mine,” she says.After conducting market research for one client, she found that two out of 100 integrations had significantly more demand than all the others combined. They wrote one blog post on one topic and one use case. A month later, they had 10Xed their web traffic. Speaking in terms of marketing as an investment portfolio will also improve communications with the CFO—it’s language they understand.---Not Getting Enough Demos? Your messaging could be turning buyers away before you even get a chance to pitch. 🔗 Get a Free Messaging & Conversion Review We’ll analyze your website and content through the eyes of your buyers to uncover what’s stopping them from booking a demo. Then, we’ll give you a personalized report with practical recommendations to help you turn more visitors into sales conversations. And the best part? 💡 It’s completely free. No commitments, no pressure—just actionable advice to help you book more demos. Your next demo is just a click away—claim your free review now.
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Aug 5, 2022 • 28min

Ep. 37 - A clean slate for demand generation – MJ Peters, VP of Marketing for CoLab Software.

Having been with Refine Labs, MJ Peters knew how to sniff out the opportunity to work with a company that gets marketing. Now four months into her new gig as the VP of Marketing for CoLab Software, MJ talks about building a demand gen first marketing model where marketing is measuring only Sales Qualified Leads (SQLs) and Sales Accepted Opportunities (SAOs) as opposed to anything further up the funnel (like MQLs, content downloads, etc.) that’s normally tracked in the lead gen model. That’s still hard to do—the industry has problem awareness (engineer tools live on a desktop making it hard to collaborate efficiently) but making the case to do anything about it is still a tough sell. And it takes time. Demand gen happens more slowly than lead gen because you’re measuring lagging metrics instead of leading indicators. Leadership has the stomach for it though. They’ve invested heavily in customer research, and MJ sees the opportunity to create a category for “Design Engagement Systems” where people would eventually search more on that term, leading right to them. Given that most companies aren’t working with a blank slate, MJ also has advice for those that want to make the shift but can’t turn lead gen off overnight. And as long as they’re open minded, the right marketing leader can have a big impact. ---Not Getting Enough Demos? Your messaging could be turning buyers away before you even get a chance to pitch. 🔗 Get a Free Messaging & Conversion Review We’ll analyze your website and content through the eyes of your buyers to uncover what’s stopping them from booking a demo. Then, we’ll give you a personalized report with practical recommendations to help you turn more visitors into sales conversations. And the best part? 💡 It’s completely free. No commitments, no pressure—just actionable advice to help you book more demos. Your next demo is just a click away—claim your free review now.
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Jul 29, 2022 • 30min

Ep. 36 - How Challenger Sale fits into your demand gen strategy—with Paddle CMO Andrew Davies

Where most SaaS companies experience problems with the effectiveness of demand capture strategies, Paddle had the opposite problem—they weren’t focused on long-term customer creation. In the beginning, that was fine because they “were so busy and productive "Hoovering" up the in-market demand.”Davies says that as a CMO, you always carry two time frames in your mind. One which is this quarter and next, making sure you’ve got a full pipeline, and the second timeline, which is how we’ll be positioned two years from now and how we’re warming them up now for future sales. Some just aren’t ready now, and you don’t want to lose them in the future. Another problem was messaging. Salespeople were stumbling around explaining the company’s mission to their customers. Davies set out to change the overall company narrative to fit more in line with the Challenger Sale where you reframe the problem for prospects so that they’re looking at this problem in an entirely new perspective and bring them along for the journey. “That results in a much easier sale whether they’re with sales or self-serve, they can go faster with less friction because marketing has paved the first few roads for them.”In other words, demand generation for Paddle is making sales easier, and Davies explains in a way that all SaaS companies can emulate.---Not Getting Enough Demos? Your messaging could be turning buyers away before you even get a chance to pitch. 🔗 Get a Free Messaging & Conversion Review We’ll analyze your website and content through the eyes of your buyers to uncover what’s stopping them from booking a demo. Then, we’ll give you a personalized report with practical recommendations to help you turn more visitors into sales conversations. And the best part? 💡 It’s completely free. No commitments, no pressure—just actionable advice to help you book more demos. Your next demo is just a click away—claim your free review now.
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Jul 21, 2022 • 23min

Ep. 35 - Recession-Era marketing starts now—with Fractional CMO Annie Wissner

Getting specific about your ICP is an old saw—but why then aren’t more companies marketing efficiently?Our guest, Annie Wissner, says the reason is because we’ve become too used to bull markets where you have wiggle room in marketing execution. “We're still in that digital wave where it's primarily about Google Search, but there's a lot of other methodologies that can be utilized to get to customers and prospects in a much lower cost and effective manner.”The times they are a changing—and those of us like Annie that have been through three recessions have a good idea about what comes next.Bottom line, the companies that operate marketing with efficiency will thrive and those that don’t…Well, don’t be in that category. Check out this episode for some clear strategies you can execute on immediately.---Not Getting Enough Demos? Your messaging could be turning buyers away before you even get a chance to pitch. 🔗 Get a Free Messaging & Conversion Review We’ll analyze your website and content through the eyes of your buyers to uncover what’s stopping them from booking a demo. Then, we’ll give you a personalized report with practical recommendations to help you turn more visitors into sales conversations. And the best part? 💡 It’s completely free. No commitments, no pressure—just actionable advice to help you book more demos. Your next demo is just a click away—claim your free review now.
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Jul 1, 2022 • 25min

Ep 34- Finding the single source of truth to simplify every supply chain

Suuchi Ramesh, founder and CEO of Suuchi Inc had envisioned a need for one single source of truth in supply chain across suppliers, factories, brands, retailers, warehouses, and customers when they began operations in 2017.A bold vision, for sure.But the timing (pre-COVID) helped making the space ripe for disruption.  In the same way that you’d eat an elephant (one bite at a time), Ramesh was able to break the problem statement into parts by connecting brands and retailers in the fashion industry with the network of factories in the Western hemisphere and expand to beauty, and Food & Beverages that make up 90 percent of their clientele.Today, after successfully building from a series A fund raise three years ago, their efficient money management strategy has positioned them well for growth as they raise the next round and expand their go-to-market strategy to generate demand in the 10 percent dramatically increasing their total addressable market. ---Not Getting Enough Demos? Your messaging could be turning buyers away before you even get a chance to pitch. 🔗 Get a Free Messaging & Conversion Review We’ll analyze your website and content through the eyes of your buyers to uncover what’s stopping them from booking a demo. Then, we’ll give you a personalized report with practical recommendations to help you turn more visitors into sales conversations. And the best part? 💡 It’s completely free. No commitments, no pressure—just actionable advice to help you book more demos. Your next demo is just a click away—claim your free review now.
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Jun 9, 2022 • 27min

Ep. 33 - Finding win-win opportunities in the margins with Dan Johnston, CEO of WorkStep

We knew that Dan Johnston, CEO of WorkStep had a great story about how they’ve shifted the go-to-market strategy as they’ve expanded post series B--especially for B2B SaaS marketers that have had to make the case for patience.That’s in here, but the overall story is much bigger than that.Having started managing a third-party logistics warehouse that imported trampolines, Johnston noticed something unsettling. It was staffed primarily with temp workers fraught with hidden costs. Not only is there constant turnover and constant training, but there’s also a detrimental human impact. Workers can’t move up in the organization and lose $5-$6 per hour in the spread.People shouldn’t be treated as cogs in a machine. They have valuable skills that are critical to the success of an organization. They’re talent. That was the problem to solve. Starting small, WorkStep limited itself to Portland, Oregon where they provided software solutions that make it easy to directly employ frontline workers for their supply chain roles.Starting small also gave them a big opportunity to learn about what their customers and their employees really need—to reduce turnover at scale.Recently, WorkStep wrapped up a $25-million Series B fundraise to add fuel to what’s already working, and the best part is that the entire ecosystem wins. ---Not Getting Enough Demos? Your messaging could be turning buyers away before you even get a chance to pitch. 🔗 Get a Free Messaging & Conversion Review We’ll analyze your website and content through the eyes of your buyers to uncover what’s stopping them from booking a demo. Then, we’ll give you a personalized report with practical recommendations to help you turn more visitors into sales conversations. And the best part? 💡 It’s completely free. No commitments, no pressure—just actionable advice to help you book more demos. Your next demo is just a click away—claim your free review now.
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Jun 3, 2022 • 29min

Ep 32 - Soul Searching to Scaling in short order with Fireflies.ai CEO Krish Ramineni

The founding story of Fireflies.ai told by co-founder Krish Ramineni sounds like a post-college rock band that turned into software hack. Instead of going to graduate school (working as a PM at Microsoft), Ramineni took his would-be co-founder up on an offer to “hang out” and “work on different things” in some free co-working space that a VC had given them in Boston.When they had something real, they went back to San Francisco, went heads down, bootstrapped, went through an accelerator, and raised a seed round. A month later, the pandemic hits, everyone goes remote, and the roller coaster ride begins. In the past 4 years, Ramineni and co-founder Sam Udotong have been scaling up the abilities of an enterprise voice assistant (or AI) meeting assistant. But it’s a lot more than the mystery attendee you see popping up in your Zoom meetings. But competing in a crowded space (with technology that wasn’t new) Ramineni and co-founder Sam Udotong knew they needed a broader vision for the product. So, they started looking at what teams needed that could be accomplished beyond automated notetaking. Their idea was transforming the product into voice workflow system for enterprises and for organizations. For example, if you’re in a zoom meeting, you could say “Fireflies, pull up the Q2 financial reports and tell me what went right and what went wrong.”Fireflies has capitalized on a product-led growth strategy from the beginning. They don’t spend very little on advertising today, and instead, doubled down on the freemium model, which gets the Fireflies.ai name is naturally viral in every single meeting. Also, because they’ve spent a lot of time and effort to integrate with the major CRMs, and because they have a compelling vision of what could be done with the tech in the future, we’re switching our transcription service now.---Not Getting Enough Demos? Your messaging could be turning buyers away before you even get a chance to pitch. 🔗 Get a Free Messaging & Conversion Review We’ll analyze your website and content through the eyes of your buyers to uncover what’s stopping them from booking a demo. Then, we’ll give you a personalized report with practical recommendations to help you turn more visitors into sales conversations. And the best part? 💡 It’s completely free. No commitments, no pressure—just actionable advice to help you book more demos. Your next demo is just a click away—claim your free review now.
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May 26, 2022 • 28min

Ep 31 - Straight talk about ABM—whether it’s the right go-to-market strategy and how to pull it off

Before you buy tech for Account Based Marketing (ABM), and even before you start picking target accounts, check out this episode with StrategicABM’s Chief Marketing Officer Declan Mulkeen.Their firm is 100% focused on ABM and Mulkeen talks about how the tech vendors have popularized the approach in recent years, but they didn’t create it. (it’s been around for over 20 years, and he proves it.)But today, most companies are getting into trouble by purchasing the tech first and launching ABM programs second. That’s only one of the myriad of reasons that companies are experiencing poor results according to Mulkeen, who advises that "you should do ABM without technology and get it working first. And then you can worry about what tech you need later." In fact, the only tech you need is a pen and paper. Write a strategy, think about the business outcomes, start small, test and measure. If you’ve been struggling with ABM, wonder if it’s the right strategy, or don’t understand how it fits with other marketing and sales initiatives in the first place, the answers are waiting for you here in this action-packed 30 minutes of straight talk about ABM. ---Not Getting Enough Demos? Your messaging could be turning buyers away before you even get a chance to pitch. 🔗 Get a Free Messaging & Conversion Review We’ll analyze your website and content through the eyes of your buyers to uncover what’s stopping them from booking a demo. Then, we’ll give you a personalized report with practical recommendations to help you turn more visitors into sales conversations. And the best part? 💡 It’s completely free. No commitments, no pressure—just actionable advice to help you book more demos. Your next demo is just a click away—claim your free review now.

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