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  • Jan 31 2019

Interview with a B2B Marketer: Emma Westley, Consulting CMO

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Every month, we ask a Marketer in B2B Tech the questions you may have been asking yourself. We talk today, at Finite with Emma Westley, A Consulting CMO with senior marketer status at Symantec, Hewlett-Packard and Accenture, to name a few.

She makes an impassioned plea for more Test & Fail cultures in B2B, the unfair advantage of a diverse marketing team and the importance of curiosity over formal qualifications. This is a real humdinger of an interview, full of thought and passion, so put the kettle on and meet Emma…


Q. Do you think you need a formal marketing education to get into marketing?

Honestly, I don’t think you need a formal qualification or a formal education in marketing. A lot of the formal stuff that you’d get from the marketing bodies is theoretical and quite out of touch with how marketing actually works in 2019 and what skills you need to make it work, especially in big organisations. They’re still teaching the 4 P’s, for example!

I think you need something to show your commitment to the field and that you’ve got some sort of curiosity. I’ve come across people who are perfectly capable in the marketing field, but they haven’t got a certain diploma, so they’re never considered.

Q. The tools and technology in the marketing sector change quickly, how do you keep up?

Reading that monster graphic every year from Scott Brinker is always a good reminder of the challenges of staying up to date with the different sub-disciplines of digital.

My main research arena is social media, just actively checking what people are sharing, what new things are coming out, which I guess ties in with what we were talking about the interest and curiosity that is crucial to stay on top in marketing.

Also, don’t be afraid of trying some of the tools because there are two aspects about a lot of the tools that are out at the moment. First of all, the free versions – They all have one and the experience has to be phenomenal, and secondly, they’re unbreakable. A lot of them are drag and drop, and really user-friendly. Due to sheer competition, If they’re not, they won’t be around for long.

I keep a list of things that will keep my interest and then every week go look at my list and give it a try.

Marketing Technology landscape, Scott Brinker

Warning; Opening this in full, may cause anxiety.

Q. You’ve been in a variety of different businesses and agencies of varying sizes and I assume varying structures. What’s been your experience of when a great B2B marketing team has come together?

It’s a very hot topic at the moment but I’d say diversity is important. By that, I don’t just mean in terms of you know, a good balance of male, female, lots of different cultures but also diversity of experience. I know you’re looking at maybe covering this in future events but I think having a B2C person in B2B marketing is actually really, really good.

You know everybody talks about ideas and where you’re getting your next ideas from, well the best place to get other ideas is if you go outside of your industry. You go outside of your comfort zone to improve. So if you’re in financial services for example, then you should get someone that’s worked in B2C retail. I truly believe that.

Q. How important is a culture of trying things and failing?

I’ve been in a mix of environments, where you’ve been allowed to try things and it’s been within the scope of your role to try things out and if it doesn’t work that’s fine. Some of the places I’ve been have not been like that.

A lot of the bigger, bigger companies will say they do it and then they don’t really so that you know, you’ll get the very, very top leadership saying we want to operate like a startup, you’ll get the top leadership saying that. Having experienced both sides of the coin, the best places (like HP) are the ones that allow you to test & possibly fail.

If you think about what your company is built on, it’s built on customers and employees. Marketing is not just marketing, It’s customer experience, It’s customer service. If you’ve not got someone on your board who represents your customers, and someone on your board who represents your employees, then that sounds to me a bit like a recipe for disaster.

Q. What’s your proudest marketing moment?

There are two to spring to mind. One was early in my career and I was doing packaging design for retail, working agency side, but for Hewlett Packard. The whole psychology of shelving and positioning in shops is fascinating. There was a big redesign going on, and It took months. Then it took months for it to go into production, then to actually get into shops. That moment when I went into a shop, I think it was a Ryman’s, and you see the box. If you’re with your family, for example, you go “I did that!”

The other one which is more recent, just shows how much your priorities change throughout your career, was when I was at MarketOne, who advise on what tech to use, and how to implement it. I was working with a client that worked in the semiconductor manufacturing space. Really niche tech. The internal marketing team were lovely. A lot of them had been in the company for a long time. They weren’t quite up to speed on things like automation, and even how to use their data, for example. What was interesting was that our business model was making the clients self-sufficient.

The amount of work this client was giving us was starting to go down a bit – which on the one hand was bad, but on the other, it was proof that we had done the job properly, because the client did say, “We know how to do this stuff now, you can stand down, because you taught us so well how to do it.” There is a certain sense of pride there too.

Q. What should an in house marketing team focus on, and what should they work with agencies on?

I wish it was different, but the reality is that, especially when you get to a certain size of company, in-house marketing becomes about processes and people. It becomes by making sure you’ve got your governance set up, or making sure all the right people are involved in different meetings, different stages of the project. You need to be certain that the processes are scalable, that the governance is in place around those processes. At that point, where the agencies come in is for ideas, and on occasion for cross-industry experience, or help with best practice techniques.

Q. I guess it very much depends on which role we’re talking about in terms of your career, but things like SEO, for example. If you went to an agency versus in house, was the business case, something like, “Here’s if we do it internally. Here’s an agency. This is the cost versus quality layout”?

It invariably does come back to a business case. Interestingly, one of the things I did when I was at HP was a business case going the other way, which was this department had been using an agency for years. I think they had gotten into a bit of a rut of farming all this stuff out to the agency, without really taking a step back and thinking if this was necessary.

When it originally started you could see the value that was being added by the agency, but over time we were frittering money away. It’s a case of not getting too complacent, as It did save the company quite a lot of money. I think it was a £500-750K saving in outsourcing costs.

Q. Are marketers now becoming technologists and is too much expected from the modern B2B marketer?

The first thing I’d say with this is it’s not just marketing. Sometimes I think we get a little bit in our mind and thinking we’re the only ones that are having technology come into everything. It’s the same for every department. HR is having the same thing happening.

They’re going down HR analytics, which is all very tech and data-driven. I’d also say as well if you look at the core of most companies now, nearly everything is tech to some degree. Everything that we do day today is tech-driven. It makes sense that marketing becomes a technology discipline. I don’t think that marketers are being asked to do too much, or there’s too much expected of them. I think I’d flip it and say it’s more of an opportunity for marketers to become more important within a business.

That said, I did see a ridiculous job description the other day.

Oh yes? Please share…

First of all, the role was called Audience Development and Marketing Ops. This is one role. Then it says, “You’ll need to love data, spot trends, dive deep into a spreadsheet, know your way around Marketo and other marketing tools, and also have experience in paid media and performance marketing with a test and learn approach.” I think actually what’s more important, which is the last thing on that, which should be at the top, is a test and learn approach. If you’ve got that ability, then surely that’s more important than what actual experience you had or what tools you’ve used.

Q. Should Senior Marketers have a seat in the boardroom? Why?

Unfortunately, there’s still a lot of companies that don’t have that kind of representation. I’d equate it to the HR function. These are two functions that still don’t have enough representation at board level. If you think about what your company is built on, it’s built on customers and employees. Marketing is not just marketing, It’s customer experience, It’s customer service. If you’ve not got someone on your board who represents your customers, and someone on your board who represents your employees, then that sounds to me a bit like a recipe for disaster.

I’ve seen a couple of cases recently where CMOs are now becoming CEOs. That needs to happen more because it’s traditionally your COO or your CFO or your CIO who becomes the chief exec. You think, what’s been holding the CMO from becoming CEO? Because that’s the voice of the customer. It should be. Yeah, absolutely, there should be.

Q. Lastly, you’ve spent some time agency side too – how has this changed perception? Can you do both?

When I first went agency to client one of the things that was quite interesting was when I was a client, I was able to enjoy working with agencies but I needed to know how to do a good brief. That was one of the biggest things, was actually putting proper briefs together for the agency, because I recognised the importance of that. The other thing that I could do as well, was I knew how the pricing had been put together. I was able to go back to agencies and say, “Look, I’m pretty sure we don’t need this and this. I know that you’ve marked that up.”

Going back to agency side I understood why things wouldn’t go as quickly as I’d wanted them to, or why I needed to involve 10 people on a presentation call because I’m thinking, “Why can’t they just present it to these two people?” But having done the client work I knew it’s because there’s this network of people. If given the opportunity, I would hire someone who has done both over one of the two.

And once you’re done listening, find more of our B2B marketing podcasts here!

The FINITE Podcast is sponsored by Clarity, a full-service digital marketing and communications agency. Through ideas, influence and impact, Clarity empowers visionary technology companies to change the world for the better.

Find the full transcript here:

Jodi (00:00)
Hi Chris, welcome to the finite podcast.
Kris Rudeegraap (00:03)
Thank you, Jenny. Thanks for having me.
Jodi (00:06)
It’s a pleasure to have you here today to talk to about a topic that is quite close to my heart as a community leader. We’re talking about community-led growth. Now, you’ve been doing this loads at Sendoso. It’s been one of your main key strategies that has really been pivotal to your success and your growth. I can’t wait to hear more about that, but I think as we always do, before we get started, I would love to hear more about your background and experience to date.
Kris Rudeegraap (00:35)
Yeah, of course. So I started Sindoso about 10 years ago. Prior to that, I spent about a decade in software sales myself. While I was at my last company, I was seeing… just the efficacy of email and seeing that response rates were kind of diminishing. And again, this was 10 years ago. I thought email was going to slowly die out as the spam hit it so hard. and so I thought about, Hey, what are some of the other channels that are less saturated and can still grab people’s attention? And that’s where really direct email and gifting came to mind. And so I was doing a lot of it very manually. I was in the office grabbing swag, packing boxes, or on a call here at dog. bar, go grab a dog toy from Amazon and ship it out to a prospect. and all those things worked really well. It was just a nightmare to manually track it manually, expense report, manually click on tracking links and follow up. So I dreamed of a platform that could do all this for me. That’s where Sendoza was born. we’re the leading global direct mail and gifting automation platform where we do all of the worldwide procurement fulfillment, all of the marketplace of gifts and mailers you want to send and then the software and data layer to bring it all together. And so over the years, I’m scaling that company from an idea to hundreds of millions in revenue, learned a lot and done a lot with community as part of a growth strategy over the years.
Jodi (02:00)
Yeah, absolutely. Really exciting to hear all about your gifting business and the thought process behind that. I mean, I’m sure it’s a lot more than a gifting business, but we’ll go into that in a bit. I did hear from you some really, really great results about what you’ve done with community and what it’s done for Sendoh. So I think community is so kind of a little bit abstract for marketers. They don’t really know how it can kind of impact the bottom line. So I thought, could you please share some really great key results that you can directly attribute to community?
Kris Rudeegraap (02:36)
Yeah, would love to. Maybe for the audience, I’ll take a step back to share a couple of different communities we have, and that will set the stage as we talk more in depth about them. the first community I was a super sender community, there’s about a thousand members in this, and this is a user community of active users, power users on our platform. This community, we engage through a Slack group, through a newsletter, through a sendy awards, a user conference, both virtual, we’ve done some in person, and then we have some AMA office hours through this community. The next group is our cab or our customer advisory board. This is kind of a dynamic community. Usually there’s a few dozen people that we engage quarterly to share product feedback, to get market intelligence from. And that community we typically pull from supercenters, but they could be executives that are not necessarily in our user community. I’ve then built a personal advisory group community. There’s over a hundred members here. This is mostly execs. and people that I’m sharing more details on the business, but a lot of them are our target ICP. But again, it’s a group of individuals that have opened their networks, opened their insights on. And then nurture our alumni. And this is probably 100 plus folks in this alumni community where I feel strongly that even after you leave, you could still be a valuable asset or you could still want to still, you Bleed Orange, as I like to say. And so I engage with monthly updates this alumni community as well. And so those are the kind of the different communities we have. A few stats. So our Supercenter community of Power Users, one of the areas that we wanted to do was we really want to focus on training and educating this community. And so we have this stat where any Supercenter who completes admin certification will spend 71 % more on our platform. And so that’s really a critical area where we try to, first we try to qualify people into this super center community and then we try to get them into certifications. So that’s a big one for us. The next one is. You know, we know that people switch companies often. And so we track all of our super senders through a tool called user gems and we’re tracking job changes. And then we go out and outreach to them when they’re at their new company, reminding them that they should continue to use Sendoso again. ⁓ and we have over a 60 % response rate from that list, which is huge compared to typical, like cold outreach, which is like, you know, in the. you know, few percent response rates. So really we re-engage our community after they switch jobs. And then the last stat for this ⁓ personal advisory group community, we’ve generated over 7 million in pipeline from this advisory community through warm intros. And that’s been a critical lever for us as we’ve continued to scale the business.
Jodi (05:31)
very interesting and some definite impact there. I was wondering, this is something that I don’t feel like is talked enough about in B2B is people moving jobs, you know, and your database is based on contacts and their associated companies and when they leave, you know, all you get is bounced emails and tracking them is quite a laborious process if you have thousands and thousands of data points, like…
Kris Rudeegraap (05:42)
Mm-hmm.
Jodi (05:56)
Do you automate that? How does that work from a practical standpoint?
Kris Rudeegraap (06:00)
Yeah, 100%. So the tool user gems we use, we will monitor all of our users through supersenders. And then when they switch jobs every month, user gems goes out and looks to make sure they’re at the same job. And if they’re not and they switch jobs, then user gems flags that creates a new profile in our Salesforce links back to the old record because so we can have some history of like how they use this before. And then it kicks off some automated engagement through this tool they have called GEMI, where it’ll actually then do the outreach for us. So even before we let any human into this, we might already have somebody to raise their hand and say, hey, thank you for welcoming me. Will you then use Cendoso to send them gifts celebrating their new role? And that is all very automated.
Jodi (06:56)
Very cool. Yeah, I thought so. That’s great tips and great tool recommendation, but we’re just to say we’re not paid. is is totally just organic recommendation. Yep. Nice Cool. So I suppose I’m thinking, you know, what was it about Sendoso that made you think community strategy was compatible?
Kris Rudeegraap (07:04)
Yeah, that’s just something that I love personally.
Jodi (07:19)
you know, is community for everyone or is there something unique about when you were like this decision making process when you were founding Sendoso that led you to this?
Kris Rudeegraap (07:29)
Yeah, you know, it’s a good question. I’d say, I mean, honestly, at first, I’d say community as a strategy wasn’t necessarily a strategy was almost more of like survival, where in the very early years, you’re obsessed with your customers, you want constant feedback. So you’re really trying to engage them very frequently. And that ended up driving a couple things. One was, you know, our best customers were already becoming advocates themselves. They were already shouting out that they loved us. And so that was already happening. Two, we really realized that… you know, some of the original channels, like I thought, Hey, I’m starting this company because email is dead. Well, what are their channels can we leverage? And so kind of the community engagement as a strategy was really critical for us. Because if we built relationships, even if they switch companies, it was much easier to engage with them than just do a cold email outreach. So we thought, Hey, let’s build these relationships. So we really optimized for the kind of the long-term when starting this. But I think. For us, we sell into a lot of marketers, sales, and CX roles. Those are kind of our three core kind of personas. And I think that certain ICPs tend to have better success with community. I think for us marketers, they enjoy talking to their peers, they enjoy sharing best practices, they enjoy learning. And so that’s really helped us build a… community based on our ICP. I could imagine maybe some ⁓ ICPs maybe are less interesting for like a community strategy. But I think also because we were a cool new tool years ago, we were a new category where marketers didn’t fully understand like how do I leverage direct mail automation? And so having this community with education and peers lent itself to people wanting to almost brag about it and join a community to share more about it.
Jodi (09:20)
Yeah, absolutely. definitely seems like education is a big piece there and it almost seems like a lot of the more mature communities that exist in B2B now started with a forum of customers talking to customers experience managers troubleshooting and figuring it all out together. So actually did the start of your community strategy really look like? You’ve mentioned kind of advocates and maybe wanting to encourage word of mouth, when did it start to become more kind of structured and strategic and maybe measured?
Kris Rudeegraap (09:57)
Yeah, mean, looking back on it, think very early it was scrappy. It was these small dinners. was these, you know, more of an informal Slack group to get going that then was formalized as we brought on like a customer marketer. So no grand vision or, you know, fancy tooling, I’d say day one. It was just getting smart people in a room and getting them to talk to each other. We did have some fun early stories. So one that comes to mind was we had an early community event where I gave everybody fake prop money, like the money that they use in like Hollywood. And then I acted as an auctioneer and I made people bid on the features that they wanted us to build the most. That was probably my, one of my favorite community moments because it just got everyone so excited and the limited money made them really think about the trade-offs of which feature on our roadmap they really cared about most. And so I think bringing in some creativity and fun. You know, again, continue to make this community interesting. And I think that you need to bring interesting content or interesting initiatives into the community.
Jodi (10:58)
I’m interested because you’ve you really made it clear that there is kind of a bubbling excitement for your product and that that is interesting to me because it it almost seems like maybe third-party communities might be more kind of trusted or seem more objective in their recommendations for like tools or you know brands products and things like that. How did you engage customers to be brand advocates? How did you encourage that bubbling enthusiasm without feeling too salesy or like you were pushing Sindoso too much, if that makes sense.
Kris Rudeegraap (11:39)
Yeah, I think a few other things we did. You know, we, ⁓ we oftentimes had these office hours or AMAs where it was just the community, in these like, ⁓ zoom meetings. There was, and at some points we would have a customer market and they’re just to, kind of moderate or just to kind of chime in and help. But for the most part, it was community led. So I was, you know, one of our customers standing up saying, Hey, I’ve got a great story. I’ve got a successful Sendoso campaign I’ve done. I want to share with you what I did, what I learned and what I’m doing. And so it was really intentional for us to have them come in and share their success as a community member versus us coming in and saying, hey, here’s what you can do with our platform or, let’s teach you something instead. It’s like, hey, let’s let a peer teach you something. And so I think that was really strong. Even our Sendy Awards was that on steroids where we would award people for having success on our platform. And then the award ceremony was them sharing what they got their award for and what campaign drove that award. And again, I think that just goes back to feeling more real and authentic than having like some Sendoso member pitch.
Jodi (12:51)
Yeah, that’s absolutely makes sense. It’s, I feel like so many communities can mistake thought leadership or just kind of content strategy for community strategy. And really the heart of community is facilitated, facilitating those peer to peer connections and really encouraging those conversations between your, your audiences. And I can see, so that’s how you kind of, you’re not sales and you’re not blasting a message out. You’re really.
Kris Rudeegraap (13:11)
Exactly.
Jodi (13:19)
Yeah, encouraging those conversations. Is there anything else you do to encourage those conversations? I guess, you know, bringing your customers to events and you mentioned you’ve got a Slack channel. Is there anything else that you do?
Kris Rudeegraap (13:31)
One thing that we launched last year that I think is interesting too is we wanted to bring more customer conversations to the top of the funnel or earlier in the sales process as a community strategy. we really realized that customers love talking to customers. And then we also realized that a lot of peers or prospects wanted to talk to customers as part of the buying cycle. And oftentimes those were like back channels or harder for prospects to find. so, you know, one we are trying to that more prospects into this community. We don’t want it to become too prospect focused because you won’t have the value add yourself if you’ve never used Sindo. So, but one tool we recently rolled out was a company called Slash Experts. And what I loved about that is it really created a portal where we could showcase a couple dozen of our customers and then anyone could come instantly book a meeting with them. And so it eliminated us. feeling like we’re gating and only allowing prospects or customers to speak to people we’ve like purely vet first or purely say, hey, you want to talk to a reference? Here’s one person. Instead we say, here’s a bunch of people. You pick who you want. And that’s opened up more conversations. And I think at the end of the day, it all goes back to more conversations. And if people are organically talking to each other about you, it just spurs more engagement. so we’re trying to, back to facilitating conversations.
Jodi (14:55)
Absolutely. Yeah, that’s really interesting. And you’re lucky that you have so many kind of power users. Just out of curiosity, from a practical standpoint, how do you incentivize those advocates to kind of give up their time and promote or talk about Sendoso to prospects?
Kris Rudeegraap (15:12)
Yeah. So some of them do it because they want to have peer to peer network. And it’s almost like something that is context switching for them. It’s getting out of their day to day to, you know, talk to somebody else that’s interesting peer and share their success. It’s almost like brag, you know, being able to brag. for some of them too, we offer up like a thank you, or we’ll give them some compensation for their time. but it’s mostly driven by people that are raised their hand and they just want to, you know, celebrate their successes, share what they’re doing. And I think that a of people are in that boat where, you know, maybe their day-to-day job is, you know, something that they want to break out of and, and, know, do something a little bit different. so speaking with a peer randomly about a cool tool they’re using in their tech stack, ⁓ is something that they are willing to raise their hand for.
Jodi (15:56)
Yeah, awesome. Thank you for sharing that. I guess you are a gifting platform as well, so I guess, you know, it’s about recognition and it’s about, you know, rewarding that kind of advocacy. So I’m sure you do that as well. On gifting, how does that come into this? it?
Kris Rudeegraap (16:02)
Yeah.
Jodi (16:18)
impact your community strategy at all? Do you send gifts to new members or ambassadors? I think you’ve mentioned it briefly. Do you want to go into that a little bit more?
Kris Rudeegraap (16:27)
100%. Yeah, I think one of the best ways to engage a community is to ⁓ reward good behavior or just to surprise and delight. Because I think that goes a long way too. And so we will, there’s welcome kits, there’s things around ⁓ holidays, there’s thank yous, there’s life moments. So we try to track. know, life moments of our community. And if, you know, if they’re having a kid, they’re getting married, those are celebratory life moments that we can gift them. A lot of times we’re gifting swag items because again, they want to wear the Sendo so logo proud, proudly and go out and showcase to the world that they’re a super center or that they love the Sendo. So brand. I think swag plays a big part in, you know, gear that they want to wear and merge. but like you said, I think there’s different reasons why, rewarding good behavior tends to drive more good behavior. But I think the life moments is something that. some companies don’t think about, you we think about it because we’re, you know, a gifting platform, but it goes a long way if somebody, you know, has a big life moment and you step up and, you know, send them a nice little gift and that really helps build that relationship.
Jodi (17:41)
Yeah, I’ve never thought about that before. guess in B2B particularly, there is such a kind of boundary between business and personal life. know, I mean, we’re starting to cross it even more as B2B marketers use kind of consumer driven platforms like YouTube or even TV advertising. how do you kind of, how do you feel?
Kris Rudeegraap (17:48)
Mm-hmm.
Jodi (18:07)
Audiences react when a business kind of knows their personal life events and how do you see that line kind of maybe fading away in the future?
Kris Rudeegraap (18:19)
Yeah, you know, I think, for what we’ve seen is that that line is becoming blurred, especially since COVID where more and more people were working from home. And also people spend the majority of their day at work or working. And so if you can bridge the gap between what they’re doing for work and what they’re doing at home and or make that feeling, make them feel like you care about more than just their work. I think that builds the connection. and it builds, you know, if you have similar interests, you can build connections. If you, know, can, ⁓ thank people and, you know, at more of an emotional level, because I think a lot of business is transactional, and community, can really find people that care deeply about your brand. so if you can, you know, again, connect more emotionally with them, it tends to build that stronger bond and that stronger relationship, which then means. you know, when we do follow up after they switch jobs, they want to rejoin the community, you know, they want to feel a part of it again. And part of that is the warm and, you know, fuzzy feeling they felt when, you know, we sent them a gift, congratulating them on, you know, a job promotion and something that was a little different than just a, you know, or sending them a, you know, baby onesie with their favorite sports team logo on it. Things like that go a long way, even if they’re small.
Jodi (19:42)
I guess that’s another way that community marketing is described. It is one to many and I guess all one to few and that means that you are really making people feel special and like they’re being heard and like you’re not just some big brand hidden behind a website and fancy graphics. You are people behind that brand and you really are having those kind of one-to-one conversations. Would you agree?
Kris Rudeegraap (20:09)
Exactly. 100%. Yeah. And we’ve also done some stuff too, where we’ve, you know, we see actions where community members are talking with other community members and we’re rewarding that behavior too and thanking them for participation. So I think a lot of different ways you can use gifting in your community strategy.
Jodi (20:27)
All right, well, that’s all we have time for today. So thank you so much, Chris, for coming on the finite podcast. It’s been a pleasure to hear about community marketing from your perspective.
Kris Rudeegraap (20:36)
Yeah, thanks for having me on. What a fun conversation.