Who would win in a fight between marketing automation and a marketer?

All you really need to know

Here is the poster

The older I get the more simple things seem to become. A long time ago (nearly 20 years!) there was a book that was popular that stated “Everything I learned I Learned in Kindergarten.” You’ve probably heard of it. It was cute and playful and reminiscent. When I first saw the poster (version) I didn’t have much to reminisce upon – I was 8 years old. I looked at it like most things I did in my youth – with contempt. I thought that it oversimplified life and was a “stupid” generalization of someone who undoubtedly was a gigantic failure (I was an aggressive and opinionated 8 year old). There were things on it such as “Share Everything”, “Flush” and “Play Fair”. SUPER! Thanks for the obvious tips! Now let me continue living my complicated 8 year old life of attempting to NEVER compromise, avoiding vegetables and never, at any cost playing fair.

I continued on that same path for all of my teenage years and well into adulthood. It wasn’t until you run headfirst into your 100th or 100,000th wall that you start to realize there may be an easier path around those walls – and one that is in fact paved, well marked and in great condition. It’s been there the whole time, while you and your own stubborn nature pushes you past those big glaring signs – and safely back into the solid brick wall mortared mainly by your own lack of vision, bad attitudes and uncompromising nature. It wasn’t until I lost my first business in 2008 when I took a step back and considered another way. First, I didn’t “lose” the business – we all just lost our friendships – which led to my eventual departure. It takes a huge life event like that to change someone’s thinking – it doesn’t just happen overnight. The realization I came to in those following months were the same I had mocked as a child – “everything I need to know, I learned in kindergarten.

Wow, look at this guy

One of those things was playing fair. It doesn’t sound positive but I actually think sometimes conflict can be. Sometimes it’s the only way to break down barriers causing an extreme amount of tension – just remember to keep it fair. Obviously fewer fists are thrown in the boardroom than on the playground but not all conflict is physical either. Some struggles evolve into an all out battle. It seems like that age old battle between people and machines has taken center stage in the marketing space – the latest area of business to be targeted by cloud software. Marketing Automation they call it – and it’s all the rage. The amount of messaging hitting the presses and general online space is staggering. Vendors, consultants, naysayers, proponents, journalists, analysts, developers, users, prospects, hangers-on, leeches – they all have an opinion. The problem is, it’s ending up to be a pretty unfair fight.

Gratuitous fighting cat pic

Gratuitous fighting cat pic

Still in its infancy, the majority of messaging falls within the manna from Heaven category. Some of it is actually useful and most is pure crap. Regardless, the underlying tone cannot be ignored. Anytime you bring automation into the benefits statement, you also bring the flag of war. War against those currently making their living doing what now will reportedly be automated at a much more efficient cost point. The battle cry is clear, evolve or a machine is waiting to fire you. Going back to the school analogy, it is that moment of no return where someone publicly throws down the challenge and you have only two choices, turn tail and run or meet at the old oak tree after the last bell. Marketing Automation has kicked dirt in the faces of many marketers but rather than showing up, sleeves rolled and fist clenched – instead they are headed home in the back of their mom’s station wagon, complaining of a stomachache. Sissy.

The thing I learned in kindergarten was that in a fight often there are no winners – often it’s just a release of tension and after the dust clears some of the strongest bonds are formed. Ultimately, no one wants to lose. Because losing is often such a traumatic event everyone can often feel for the loser. Many may be thinking about the time they lost or how much they wouldn’t want to be in those shoes. I’ve been in a few fights in my day. I’ll never forget my first real fight though. It was with another kid at school and it happened at the bus stop. It had been building all week and I was nervous. Everything happened very quickly and before I knew it, it was over. I didn’t feel like I had won though – I felt bad. I helped the kid up and after that we actually became good friends, which lasted through grade school and into high school. The key wasn’t winning – the key was playing fair and how you acted afterward. That was the lesson I took from the whole ordeal.

When it comes to marketing automation, most marketers aren’t even showing up to play at all. They have played into the buzz that Marketing Automation, in and of itself is the key. Unfortunately that’s false. Marketers are STILL the key. Marketers create the process, which Marketing Automation… well, automates. It’s on us to develop these innovative communication strategies, it’s our responsibility to create super compelling content and it falls firmly on our plates to create predictive models that actually forecast revenue BEFORE campaign execution. It’s on us!

Perhaps marketers should revisit this helpful list of basic knowledge, who’s simplicity makes it impossible to deny. Look hard at the list and focus specifically on the fifth bullet point – and Clean Up Your Own Mess.

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The Marketing Automation Times Podcast – Justin Gray on MA Success

Our guest for this episode of the Marketing Automation Podcast is Justin Gray, CEO & Chief Marketing Evangelist for LeadMD.  Justin founded LeadMD in 2009 and has spent the last 12 years helping companies overhaul and optimize their marketing and sales departments. Most recently Gray served as the CEO for MaaS Impact, a Marketing Automation start-up. Prior to that he was Vice President of Sales & Marketing at BillingTree and founded RootOne Marketing while in college at the age of 17.

This interview covers the following topics.

  • Background on LeadMD how they help companies with marketing automation.
  • When an organization should engage a marketing automation consultant.
  • How to use marketing automation software to improve the lead scoring process.
  • The biggest mistake most companies make in their marketing automation efforts.
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All I want for Christmas is Simplicity – The #1 Key to Marketing Automation

The holidays are here again and every year I exclaim a combination of the same things: “Man, that year flew by” and “I really want to keep things simpler this next go around.”  The fact that I say these statements each year is a testament to the difficulty that surrounds simplicity, and also the fact that I’ve yet again failed at my goal.  Most of our major struggles in life arise out of learned behaviors growing up. The themes that we carry with us regarding relationships, love, success, business and money are all perceptions that we grasp on to and hold as truths.  In most cases they never fail to prohibit us from achieving our true goals and cause us to fail time and time again.  I’m not one of those people who attends motivational seminars but Tony Robbins has always had some great things to say on the subject of “changing your story” for results.  You can check out a video here that does a good job of explaining his outlook.

In my opinion the best way to change our story is to ask why. Most of the truths we cling to cannot be explained when someone asks the simple question of, “why?”

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Trust in the Garden of Eden

As I was allowing a 60 year old Italian man to straight shave my neck last week at my regular barber (pretty cool old style barber shop – they call it a “whack”), I was suddenly struck by the notion of trust.  It’s funny how the implied consent of placing your tender neck in the hands of a half blind, mostly in-comprehendible aging man from the old country will cause you to consider such things.   Working with a consultant is much like being a barber.  You only go to one when you absolutely need it, it’s hard to find a good one, sometimes you walk away wondering if you could do a better job yourself and when you do find one you like you wonder why you didn’t go earlier.

Much of the “Marketing Automation” landscape is made up of what I would consider to be “do-it-yourself” haircuts.  The notion of asking for help is perpetually tied with shame and plagued with trust issues.  Everyone wants to be trusted – at work it defines our value.  As marketers we are forced to prove value on a daily basis, and much of that value comes from knowing the business, the product, and most of all, the buyer.  For the most part we don’t trust that anyone knows our space better than ourselves.  When buying new tools to help us better communicate with those buyers we want to be the champions and we want to justify any new expenses with real results.  The only problem with that equation is all of the baggage we bring with us.  You simply can’t start cutting that new “do” with gobs of Aqua Net, molding paste and years of buildup weighing you down. You have to start clean. Continue reading

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The learned responses of Pain and Denial

I remember when I was a kid my parents loaded up the family van and we went on a bit of a road trip.  The destination was “camping”.  No one seemed to know where camping is exactly; maybe that’s the idea. In my mind at the time I remember pretending that the van was something cool like the A-Team van (it wasn’t.)  It was one of those big conversion vans, with a table inside.  That alone says something about the chosen mode of transportation – it had a table inside.  I hope that never happens to me again.  I don’t feel comfortable as the sort of person who drives a kitchen.  This particular kitchen had huge (at least they seemed so at the time) exhaust pipes that ran down each side.  The van had an identity problem – part kitchen, part optimums prime.  To begin our trip I promptly stuck out my youthful, ignorant, un-knowing calf and placed it squarely on that industrial looking, pre-safety regulation, disco era glowing red manifold.  It hurt like a sonofabitch.   I doubt I said that word, but I did scream like one.  That was the last time I did that.

Not that many people knowingly touch their skin to hot exhaust pipes but doing it once will make you more than cautious of the experience.  Fortunately these days there are fewer and fewer conversion vans and an even smaller number of them sport the kind of free-love era carelessness necessary to put two huge pipes on either side of a van, right below the exit doors.  Still there are plenty of these experiences that have taught me life long lessons and general areas to avoid.  We all have to go through this process.  A lot of people have different names for it, some call it trial and error, some call it maturity, some call it wisdom, and I call it denial.

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What happens at Dreamforce stays at Dreamforce

After Dreamforce last week, 95% of Dreamforce attendee’s blogged about Dreamforce in a “Top (fill in the blank)” take-a-ways format, with a statistic somewhere in the first paragraph – So there, I’ve done both, can we move on now?

We all know Dreamforce is a great event – and I say that because Salesforce.com spent millions of dollars to convince me of that.  I respect Salesforce simply because they are after my heart in terms of marketing spending.  With an annual marketing spend that consistently flirts with the 75% of annual run rate (approaching $2bn at this point – up 2x from 2009) Salesforce knows that a well told story is just as important as having a story to tell.  And what better audience to market innovation to than an exponentially growing group of indoctrinated cloud junkies looking, for that next fix.

A Marketing Juggernaut

I remember I had a friend who worked at Sage in 2005 (I still have the friend, however she no longer has the job).  I was looking at buying Salesforce.com for the first time.  This was when cloud computing was under heavy attack from IT departments, traditionalists and basically anyone who hates change.  I loved it, because I despise that group in its entirety.  She was selling against Salesforce.com by touting their marketing spend in relation to revenues saying it was irresponsible and couldn’t sustain product innovation – 6 years later Saleslogix is dead (Sage’s largest CRM at the time) and Sage products aren’t even in the top 10 CRM’s any longer.  I say I made a good decision.

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First Dates

I am terrible at hiring.  It’s a fact.  On the lifetime I have fired as many people as I have hired.  That’s a pretty big number.  I’m not proud of that metric.

With my hiring epiphany out of the way, I have said many times that my only talent in life is spotting talent.  I have an excellent “gut” for what people can accomplish, what motivates people and how far they can go.  Juggling ClownOne of my first and most influential bosses said of employee workload, “I’m going to keep throwing you balls until you drop one – and then I’m going to scale it back 20%”.  I’ve latched on to that and continue to use it with what I consider to be success.  Through this process I’ve been fortunate enough to find some of the best, brightest and most talented individuals who have truly enriched my life and provided a much-needed diversity of perspectives.  The people you surround yourself truly dictate your own success.

So considering that these two areas (hiring and talent spotting) seem to bring completely desperate results for me I started giving it much thought a few weeks ago.   Most would probably say that if I’m such a good judge of talent why am I such a terrible failure of a recruiter.  Well the answer lays in the fact that hiring is such a one-dimensional process.  Its like a first date.  No one goes on a date and starts revealing their faults.  It’s only on date five where the autoerotic asphyxiation fetish is revealed in the midst of a crying temper tantrum over an awesome blossom at Chilis.   I also have the defeatist personality trait of immediate trust.  This leads to a lot of very positive first dates, and a lot of very short relationships.

37 Signals has some interesting comments on hiring in their book re-work, if you haven’t read it I strongly suggest the book.  I read this book a little over a year ago and as a result SOME of my hiring woes have been alleviated.  I hire everyone with a 90 day “courting” period.  You come, you work – some work out, some don’t.

To complicate my problem, we operate in a space that is “budding” to say the least.  The talent pool is shallow and the ocean of individuals trying to claim talent is vast.  Because of this paradigm I was excited to hear about the newly formed Marketing Automation Institute (MAI).  LeadMD was asked to join and sponsor to which we pretty much immediately acquiesced.  For me this is an interesting concept this early on in a product lifecycle – and a very necessary one.  If you’re not familiar with it yet – and why would you be, it’s days old – the MAI is a vendor agnostic training and certification center focused on Marketing Automation best practices.

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Quality (Service) is Like Buying Oats

When I was a kid my father had this plaque hanging on the wall in his office.  The simple plaque of wood and metal read bluntly

‘Quality is Like Buying Oats’.

Like most children I grew up with very idyllic views of both my parents, and especially my father.  Over the years some feelings fade – and eventually we all realize no one is the superman/woman we envisioned them to be when we were small (when superhuman strength was defined mainly by lifting things) – but some things never fade.  For me that was the quality that my fathers work represented.

It read like this but looked much cooler

An Architect and a Builder, to say that my father did things his way was an understatement.  Un-compromising. Driven.  Relentless.  Those are some of the words I use to describe him.  Now into his 60’s he still exhibits those traits and unlike many people’s fathers – he has not gotten soft with age.  In fact he and I own a business together – an organic farm – just to make sure I have enough aggravation and stress in my life.

Anyway, back to the plaque.  He kept this plaque up on the wall and although he never cited it with a client or with me, that maxim seemed to drive his actions everyday – in a very uncompromising way.  Below the heading was a bit more of an explanation.  It read,

‘If you want nice fresh oats you have to pay a fair price. If you can be satisfied with oats that have already been thru the horse, that comes a little cheaper.’

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Marketing Automation is Sick

It’s Monday.  Last week on Friday I got sick.  Really sick.  I never get sick and I hate being sick – the aches, the fever and resultant sweating, the sore throat, the stuffiness – the complete and utter incapacitation.  I’m not talking a head cold or hangover, I’m talking SICK.  It sucks.  I entered bed on Thursday night and just never really left… for the entire weekend.

Sometime on Friday afternoon I managed to crawl and retrieve my ipad, that then replaced my phone, which I had been relying upon for intermittent communication with the outside world – mainly demands for medicine or small, easy to swallow Jell-O based foods.  The ipad gave me access to on-demand movies that I stream to my TV, watch 5 minutes of and then fall back into a Theraflu induced coma.  I think this weekend alone I probably wasted 40 to 50 bucks on movies that I know the opening credits to very well but have never seen anything past the 10-minute mark.

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Sunshine and Unicorns; Marketo Announces “Marketo Next”

A day trip to San Francisco, wireless Internet on the plane, and beautiful Bay Area weather all had me in a great mood.  Point of my quick trip?  Hobnob with the Marketo crew and customers during their 2011 product launch event.

Marketo Next Announced

The theme of the event was clear… marketing automation is fast becoming “revenue performance management”.  Basically, no more excuses for marketing spend to be looked at as an expense.  Rather, marketing is an investment that should have a direct and measurable link to revenue production.  Agreed.  Marketo’s mission?  Drive $2.5 trillion in incremental growth across their customers. Nice.

“Marketo Next” will start rolling out to customers June 25th, 2011 and will be their largest release to date.  Here’s a sneak peak of the more significant features along with screen shots swiped from the back table:

Influence Analyzer – visually see how different marketing activities influence accounts throughout the life cycle… powerful intel for marketers and executives.
Marketo Next - Influence Analyzer

Program Analyzer – another analytics enhancement that visually shows effectiveness across different marketing programs based on adjustments to variables and slider bars on-screen. Translation:  visually see which marketing efforts are bringing in the cash.
Marketo Next - Program Analyzer

Visual Modeling – it’s hard to remember how everything fits together sometimes (i.e., initial email driving smart list members to a landing page to a thank you page with multiple follow-up flows).  This enhancement provides a single area where you can see all the pieces of your elegant marketing puzzle.
Marketo Next - Visual Assets

Event Module – integrated with WebEx and other event hosting apps (GoToWebinar/Meeting?), this new module will let you easily manage online events, reminders, messaging to attendees vs. non-attendees, etc.
Marketo Next - Visual Assets - Events

Social Scoring & Messaging – move lead score based on social engagement and movements. Automatically send marketing materials to individuals based on their tweets, Facebook posts, etc.
Marketo Next - Social Scoring

Social Publishing & Sharing – publish landing pages to Twitter and Facebook, and enable email recipients to share great content with their followers and friends.
Marketo Next - Social Publishing

Looking forward to June 25th and getting our hands on these significant changes! In case you were really expecting unicorns in this post, sorry.

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