Operations at Enterprise Scale - Paul Wilson
Operations can be difficult in organizations of any size, but in large companies, there are special challenges.
What does it take to succeed as an ops leader in the world's biggest enterprises?
Today's guest is a former marketing ops leader from Marketo, Adobe, Slack, and Salesforce. He delivers a master class on navigating enterprise complexity.
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About Today's Guest
Paul Wilson has been a sales and marketing leader, consultant, and marketing operations executive at some of the largest companies in the world, including Marketo, Adobe, Slack, Salesforce, and OneTrust. Today he is the CEO of GTM Systems.
From Paul's LinkedIn: "GTM Systems is dedicated to reinventing the intersection of marketing, sales, and customer success operations into a unified go-to-market operations framework."
https://www.linkedin.com/in/pwtoday/
Key Topics
- [00:00] - Introduction
- [01:24] - Which type of work/company size has been most rewarding for Paul. Enjoyment from working with people to solve challenges.
- [03:54] - What to do when joining a new enterprise. Establishing the mandate of the role and what resources you have.
- [05:54] - The role of marketing ops in the enterprise. Important distinctions between MOPs and Sales Ops. Lack of sandbox environments in the MarTech stack creating greater risk. Everything is in production. Marketers are reliant on their tools to deliver experiences and are more impacted by issues.
- [09:00] - Why we can't we have sandboxes in MarTech. Possible perception of finance that this is less critical. Proximity of CRM to IT. Growing distinction between operations and technology in many companies. Business Systems / IT teams absorbing sales tech.
- [16:09] - Relationship between marketing operations and marketing strategy. The right way to relate to stakeholders. Need for campaign engineering and MOPS to have a voice in marketing planning discussions. Analogy to a structural engineer in discussions of building construction.
- [23:50] - The biggest changes someone should expect moving from a smaller org to an enterprise company. Big companies don't move quickly. Importance of establishing relationships with navigators who can teach you. The experience taught Paul how to communicate effort, developing tiered messaging for different levels of the organization.
- [36:28] - Inevitability of dysfunction in an enterprise. Will all enterprises approach being a real-life Dilbert strip? Some dysfunction comes with the territory.
- [40:21] - The coolest/most complex projects are in enterprise. Paul's experience doing large projects and the thrill they bring.
- [43:04] - Is Paul a lucky charm for M&A?
- [43:41] - The implications of AI be for marketing. Justin sees some benefit as a convenience / efficiency tool but is skeptical of generative capabilities. Paul believes AI will be revolutionary, but we are still in the "dot-matrix" phase. Discussion of ethical concerns.
- [48:56] - Paul's new firm, GTM Systems.
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Transcript
We all know that ops is hard in a company of any size,
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:but in the biggest enterprises,
there's some special challenges.
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:First off, there's more of everything.
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:There's more people.
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:Process, technology projects
are more complicated.
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:Communication takes more time.
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:. And so the question I wanted to ask
today is, what does it actually take
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:to succeed as an ops leader in some
of these crazy complex environments?
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:Today's guest is the great Paul Wilson.
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:Today he is the CEO of GTM Systems, which
is an agency focused on GTM operations.
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:But before that You've been a marketing
ops executive at a dream resume of
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:companies, Marketo, Adobe, slack,
Salesforce, I have to think you real
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:high point for you was probably when
you got to work with me at Perkuto.
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:Am I right?
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:You can.
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:You could, yeah.
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:Paul Wilson: absolutely
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:Justin Norris: have to say that.
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:really I just wanna
welcome you to the show.
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:Thank you for being here
great to speak with you.
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:Paul Wilson: Oh, it's, it's an honor.
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:you.
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:and I have a long history of and
coffee and discussions off topic,
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:so this is gonna be awesome.
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:Justin Norris: I listed a bunch of
things that you, that you've done,
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:and it wasn't even, you half of it.
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:you've been a consultant, you've been
in-house, you've been big, small, you
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:now are starting an entrepreneurial
journey, running your own shop.
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:I'm just curious, What type of
work have you found so far has
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:been the most rewarding for you?
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:Paul Wilson: the work that's the most
enjoyable and the work that kind of
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:drives me forward is, the human factors,
the solving challenges with people parts.
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:So it isn't a specific technology
isn't a specific data challenge or
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:getting integrations to, to run.
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:Those are the endorphin
rushes of what systems can do.
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:When you finally see a green light from
the red light, that's always great.
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:Justin Norris: I know that feeling.
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:Paul Wilson: the, the real factor me
has always been in, in pretty much
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:every role that I've done, either with
technology or in other parts of the world.
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:It's the human factors of working with
others to solve problems that are.
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:or challenges that are really in the way.
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:Justin Norris: So when you, when you
talk about those people factors, do you
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:mean, working with those other people
kind of ops field or collaborating
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:with your stakeholders other teams
where you need to, you know, with
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:sales or in marketing or whatever.
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:Or is it both?
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:Paul Wilson: Yeah, it's definitely a blend
of both because you know, when there are,
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:when there are challenges to address,
like, let's think about if, if we put it
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:in the context of an example, if you're
working on a migration, the connective
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:tissue that the team doing, the work I.
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:Has, and that work
needs to be coordinated.
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:And, and, and the work needs to flow.
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:And when those people work
well together, it's enjoyable.
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:You know, even if the challenges
themselves are almost insurmountable.
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:The comradery and the
connection is important.
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:And then in terms of that stakeholder
alignment you know, being a, a people
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:pleaser, I've often, you know, it,
it is a very good feeling to feel
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:as if you're solving a challenge
that your customer, internal or
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:otherwise is looking to see solved.
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:So again, that is a partnership to
me, is ensuring that, you know, the.
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:teams doing the work, the teams leading,
the organizational change, sort of
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:all of the layers are the same canoe,
paddling in the same direction, really
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:trying to pull that problem forward.
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:And those are those moments that
I feel really most energized and
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:like I, I want to do that work.
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:Justin Norris: let's unpack
that a little bit more.
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:Like had a number of
experiences where you've.
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:stepped into a pretty big role at
some of these places and with a
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:pretty big mandate, I know, to migrate
huge systems or, integrate acquired
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:companies how do you start that process?
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:Because the beginning, you're coming in
and you don't have those relationships.
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:How do you kind of map out an organization
and set yourself up for success?
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:'
Paul Wilson: to me the first most important investigation
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:to do in the roles that I have
moved into has been establishing.
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:What I believe the mandate of the
role needs to be comparing that
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:and pushing around to find out what
is the organization's expectation
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:of the mandate of the role.
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:So if
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:Justin Norris: Yeah.
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:Paul Wilson: in and I believe that
order to accomplish The operational
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:goal set in front of me, like migrate
three systems into one big new system.
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:If I believe that the mandate entails
spending dollars, removing people and
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:hiring people, I need to be very clear
that that's what I need to deliver the
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:magic of making three things turn into
one, and I push and test that with
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:the organization that I'm in to say.
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:Are you gonna be comfortable
giving me these things?
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:Not just with me asking for them.
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:Like, will you be
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:Justin Norris: Hmm.
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:Paul Wilson: to empower me?
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:And if the answer is no, it
isn't necessarily that you throw
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:up your hands and you leave.
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:It's that, okay, well, I.
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:What do I have?
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:Like what are, what are
the edges of that mandate?
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:Because in order to help work with
others and to be a part of a team that's
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:running that transformation, I need to
be able to provide the information to
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:the team I'm working with that says, I.
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:Yeah, we're not gonna be able
to hire an agency or we will
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:be able to hire, like all
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:Justin Norris: Hmm.
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:Paul Wilson: the parameters need
to be clear when you're looking to
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:embark on a transformational change,
you don't want to over commit.
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:And I've been in the, in circumstances
where, you know, unfortunately the rules
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:change or budgets move and whatnot.
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:And so you need to know what the impact
is of that on the mandate that you have.
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:So
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:Justin Norris: How do you consider, how
do you define the role of marketing ops?
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:If what would be in scope and out
of scope from your point of view?
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:Paul Wilson: Great question.
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:You said that's a, a one hour podcast.
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:At its core, one of the, easiest
places to see the practical difference
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:between marketing ops and sales ops
is in the simple experience that.
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:A lot of us have where you're in a
discussion with the team that's working
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:in Salesforce and they talk about the
notions of making changes in sandbox
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:and promoting them to production.
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:That is not the way
marketing operations works.
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:That's not the way that the systems
had been established in the market.
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:It'd be great if they did, but they
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:Justin Norris: Mm-hmm.
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:Paul Wilson: And so what I've
tried to explain to people in sales
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:operations before so that they kind
of get the, the picture that it
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:isn't just that simple foundational
difference of having a sandbox or not.
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:that imagine if the
seller's using Salesforce.
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:You are working in their live production
instance of are unable to send an email to
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:a prospect delivering them a quote because
of something that's happened or changed
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:in the environment, and they're on you
right there telling you to get it fixed or
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:requesting that these fields get created
or making this change on the fly and.
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:The operational distinction of working
in a live environment that marketers
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:are always trying to do things in
means the discipline of control and
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:change management and everything
related to how marketing operations
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:has to function, needs to provide
the diligence that sales operations.
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:Enjoys and having a sandbox in a
production environment without the
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:latitude of time, because generally
speaking, there isn't a dependency of.
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:What Sales Ops does in Salesforce
to the day-to-day production
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:of a sales organization.
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:They can still send an email.
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:They can pick up the phone, they can
reach out on Slack or LinkedIn or whatever
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:it is, and communicate and send things.
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:Salesforce isn't the dependent
platform for that occur.
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:Marketing.
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:The technologies that we work in are
the live environment that deliver
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:everything that marketers do.
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:so we have a much higher degree of risk.
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:We have a much higher degree of
responsibility, and I think that
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:where there's challenges is when Have
an expectation that they can just
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:request a change and it will happen
without understanding the degree of the
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:Justin Norris: Mm-hmm.
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:Paul Wilson: interconnectedness of
things the risks that can occur on
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:a platform that isn't necessarily
as stable as they may think.
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:It's so understanding scope,
understanding all of these things.
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:Our internal customers not
understanding what it is that we do.
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:Like all of these challenges pile onto the
fact that we're in a, a live production
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:environment a hundred percent of the time.
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:Justin Norris: But, but why?
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:Like, why can't we have a functioning
sand, like marketing automation's
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:been around for 15 years?
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:Have they not figured this out yet?
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:I know that's not, I don't blame you for
it, but why do you ha, could you hazard
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:a guess why we can't have nice things?
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:Paul Wilson: I, I would hazard the
guess being that the tenuous connection
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:in finance's, definition of Marketing
to revenue means that dollars in that
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:area of comfort as critical as spending
dollars to make sure that the opportunity
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:object in Salesforce never breaks.
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:So it it's the cultural notion that I.
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:Which needs to go away, honestly,
like go to market is, is everything.
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:It's everything from the anonymous
web visit through to the renewal.
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:I think establishing a paradigm
that says all of these systems
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:are as equally critical in a world
that's pure, almost pure digital.
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:So digital experiences are all
experiences be they marketing, sales,
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:or customer success experiences.
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:So don't get to have fancy things because.
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:The history of 15 years has been,
you didn't really need them, did you?
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:I mean, You said you did, but
here we are You're doing fine,
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:Justin Norris: You are doing it.
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:Paul Wilson: You're doing it.
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:So we enabled the pain that we're
suffering in today, which Is what being
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:in marketing operations is all about.
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:Justin Norris: Is less proximity to it.
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:A factor , was C R more
it adjacent somehow?
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:And so the expectation of proper
environments was there and maybe
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:marketing was like, well, they're
just out on the fringes with their
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:brochures and their trade shows.
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:They could do.
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:Paul Wilson: Yeah.
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:The, that, that lineage.
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:And we're definitely dating
ourselves in having conversations
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:of our brochures and whatnot.
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:But I think that the, the proximity
to it and the transformation
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:that I have seen happen in.
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:The enterprise space over
the last, you know, five, to
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:seven years is we've seen the.
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:The distinction between technology and
operations, you can, I, I now see in
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:many organizations where the technology
is considered the property of it.
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:Where Salesforce or the c r m is
owned by the IT organization, they
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:extend their ITIL methodology on,
you know, you make a request, it gets
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:processed, it gets put into a sprint,
it goes through a, a, a mechanism, the
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:enterprise organizations have adapted
to that rhythm within sales operations.
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:Where know that there will
be another sprint, there will
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:be a change that happens.
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:The operations teams working in
Salesforce that run the deal desk,
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:that use, you know, manage cases that
facilitate the usage by sales and by
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:customer support and customer success.
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:All of those teams are foundationally
aware that now Salesforce has been
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:absorbed into this diligent world of it.
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:Marketing technology is still a bit of
a mystery, so there are organizations
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:who've attempted to put Marketo and
other marketing automation platforms into
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:the IT regime, and I've been adjacent
to and present in the conversations
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:Justin Norris: mm-hmm.
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:Paul Wilson: IT executives saying, What
do you mean you don't have a sandbox?
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:Like there's still just a gap of
understanding and appreciation of
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:what that livestock environment
feels like from an operations lens.
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:So there will probably be adaptations
that come from vendors like
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:Salesforce and Adobe and HubSpot.
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:as they try to push farther into those
enterprise organizations where the
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:ability and the capability to have full
live environment sandboxes is easier.
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:But the reality is, the expectation
of our clients in marketing but
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:the email needs to go out tomorrow.
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:It has to, it just has to
like, so there's this difficult
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:tension that we, that we live in.
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:Justin Norris: I experienced
that tension at times.
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:Paul Wilson: We all, we all,
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:Justin Norris: you, we,
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:Paul Wilson: that
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:Justin Norris: we live, we we swim
in that tension, this actually to a
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:place where I wanted to go, which is I.
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:When I started for a long time in
in marketing ops marketing ops,
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:marketing automation, marketing
technology, they were almost synonyms.
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:I don't think it's ever been that
way in, in sales ops, like you
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:alluded to a lot of the sales ops.
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:Functions and responsibilities.
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:Deal desk comp planning,
territory planning, you know,
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:supporting sales leaders.
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:Much more of like a, a go to market.
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:And strategic, sometimes C B Q.
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:Yeah, and, and, and like my own
organization, we have a sales ops team.
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:We have a Salesforce team, which kind
of rolls into sales ops but is distinct.
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:And then sales ops is more . Sales
process improving our methodology.
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:And that distinction , it doesn't
exist with the same level of clarity
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:I find in marketing operations.
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:I think a lot of practitioners
are still system admins
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:primarily, first and foremost.
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:Some teams have those other functions,
but . I don't see it in the same way.
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:And so I guess I'm curious,
do you think that just doesn't
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:exist 'cause it's not needed?
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:Or is it, is that where it's
going and it's just like a
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:maturation of this function?
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:Where, where does it go?
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:Paul Wilson: I think it is, it's
largely related to the developmental
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:maturity of the organization
that you're, that you're looking
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:Justin Norris: I.
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:Paul Wilson: So I think that the
landing marketing technology, inside
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:marketing spend and marketing process.
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:Means in most organizations there
isn't an respect is such a dangerous
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:word to say here, but there isn't
an existing appreciation for the
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:need for for infrastructure, you
know, the, the, elements of control.
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:And so in that marketing operations
world, Almost everybody's an admin because
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:almost anybody is gonna be called on to
solve an, solve an immediate problem.
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:And I.
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:think that the organizations who mature
past that point are a little less
261
:agile from the marketer's perspective.
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:But a little bit more consistent
from the experience and the proper,
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:respective privacy and compliance rules,
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:the
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:Justin Norris: Mm-hmm.
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:Paul Wilson: handling of data, like all
of the foundational concerns that I think
267
:are gonna become much more prevalent.
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:Justin Norris: angle into the same
thing might be , to what extent
269
:should marketing operations influence
or help define marketing strategy?
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:Sometimes you see people with titles
like director of Strategy and Operations
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:where, because there's a difference
between like,, we need to climb this
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:mountain, help us figure out how to
do it and make sure we do it in an
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:efficient way, and that it gets done.
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:And marketing ops doesn't really
ask like, should we climb this?
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:Is this the right mountain?
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:Is it a good idea
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:Paul Wilson: right.
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:Justin Norris: the right time of year?
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:Versus let's figure out which mountain
to climb, or if we, maybe we should, you
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:know, go for a swim instead or whatever.
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:And and then figure out also how to do it.
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:Paul Wilson: I love that analogy actually.
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:So mountain climbing is one that,
you know actually just a little
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:earlier today, I was in conversation
and, and mountains were the topic.
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:Because you know, if you think
about the idea that if you are
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:a marketer and you tell me.
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:And I'm in operations that,
know, the goal to climb.
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:You know, the three sisters in Alberta,
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:Justin Norris: Mm-hmm.
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:Paul Wilson: that's the goal.
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:There's so many dimensions that from
an operations perspective come to bear
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:on how, how does that get addressed?
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:So you know, it could be that you would
like to, you know, you would like for
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:marketing to be able to achieve the,
the task of climbing those mountains.
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:And there's three of them.
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:And so you've asked
for this and we are in.
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:You know, we're in Toronto and
so marketing operations people
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:are gonna be like, okay, well,
so we need to get to Alberta.
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:We
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:Justin Norris: Mm-hmm.
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:Paul Wilson: out where we
could get the climbing gear.
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:We need to be able to, and you're,
you're telling me that I need to do that.
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:I've got $18 to spend.
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:So from an operations perspective,
the ability to, like, there's so
305
:many dimensions that come to mind and
you know, so there's that marketing
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:operations organization that has
the $18 three people, and they
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:need to get marketing to the top of
three different mounds in Alberta.
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:Justin Norris: I'm gonna MacGyver it.
309
:Paul Wilson: the marketing, then there's
the, the marketing operations team that
310
:is like, well, we can get in the corporate
helicopter and I can drop you there.
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:And so they have all of the
capability, they have all the capacity.
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:And that's when the marketing team
says, well, no, it's not about getting
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:to the top of the mountains, it's
about climbing them and going up.
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:Oh yeah.
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:But we, we, we just, we will drop
you from the helicopter on the top of
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:the mountain, and that's what we do.
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:And so the operations discussion.
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:Long way to get to your point.
319
:I believe that campaign engineering
needs to be a function and it's a missed
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:function in all marketing planning and
the capacity of having a campaign engineer
321
:connecting the abilities of data and
systems and processes deliver on the
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:promises that marketing is looking for.
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:That gap caused a lot of issues and a lot
of challenges in our space, and it's a
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:very important and missing process for.
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:Most marketing organizations have
that voice at the table to say that
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:fancy campaign you plan to to do next
fiscal year leveraging generative ai
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:because you heard about it on LinkedIn.
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:We don't have the data.
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:All of the systems you're
talking about don't integrate.
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:Today, I'm supposed to reduce
our technology spend by 15%.
331
:How exactly do you want me to accomplish?
332
:The mechanics of you delivering this
magical experience that you think
333
:you can deliver as a marketer, we
need to be in the room all the time.
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:Justin Norris: So campaign
engineering, it's an interesting term.
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:Maybe the first time , I've heard
it, and like typically we talk about
336
:campaign operations, which to me is
more like, we need to run a webinar.
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:All right, we're gonna do bing, bang,
boom, and we're gonna do our thing.
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:This, this is much more of , you
are there in the room, , advising on
339
:The feasibility potential implications
as the, the strategy is being defined.
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:Is that what you mean?
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:Paul Wilson: Yeah.
342
:So the, the role of a campaign architect
or a campaign engineer is a marketing
343
:campaign runs on so many different
fronts now, and the digital experience
344
:of that campaign is so critical.
345
:I.
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:That marketers can imagine what they
want that digital experience to be.
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:They wanna be able to curate
that experience, and the reality
348
:is to deliver that experience.
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:There's data, there's systems,
there's process, there's everything
350
:that needs to happen underneath.
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:And that can campaign architect
or engineers, the person
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:who's in the room saying.
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:We, we, we can do that, but we
don't have a system today like
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:qualified that integrates the chat
experience rate into Salesforce.
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:So, we'll, we'll need, we'll,
we'll need to get something on the
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:roadmap do some investigations.
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:Do you have the budget?
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:And so we now call all the way back
full circle the idea of mandate.
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:So even a campaign has to have a mandate.
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:So what is the spend?
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:What's the number of resources that can
be applied and the campaign architect or
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:engineers, the person in the room at the
experience that is expected and trying to
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:align it to what is possible or what needs
to be invested in to get to that possible.
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:So operations as a discipline is
working within the current capabilities.
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:Justin Norris: Mm-hmm.
366
:Paul Wilson: operating them, running
that, doing the work, delivering the
367
:assets into the market, supporting
the data flow, everything that
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:happens within the known universe.
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:And then the campaign architect
or campaign engineer, I.
370
:Needs to be in the room because
marketers don't know when they're
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:at the edge of that universe.
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:So they may think, well, yeah, we're,
it's just a, a new set of nurture emails.
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:Surely we can do that.
374
:But what if that new set of nurture,
nurture emails is dependent on a
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:piece of product telemetry that
isn't currently getting into the
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:mar marketing infrastructure?
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:All of a sudden there's an engineering
effort or an architectural effort that
378
:needs to be deployed because it isn't
just a matter of a few different emails
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:that are being sent in a nurture cadence.
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:a different picture, so operations or
technology people need to be present
381
:in almost every new imaginative
conversation that marketing is driving.
382
:Justin Norris: You know what I'm
envisioning as you're talking I
383
:always like to use physical building
me metaphors, but it's, it's kinda
384
:like having an engineer, a structural
engineer, a civil engineer in the room.
385
:I.
386
:To advise on , you're building this
massive skyscraper or this fancy bridge
387
:and like, can this actually stand up?
388
:Will it obey the laws of physics
389
:Detached audio: and.
390
:Paul Wilson: that's a, that's a great
analogy because, you know, it's,
391
:it's, it's wonderful that a tenant
in the building up on the 78th floor
392
:and they're looking at the beautiful
vistas that this room has, and they're
393
:thinking, this is, this is amazing.
394
:I would like my kitchen to be right here.
395
:and the engineer is the person that's
in the room going, okay, we're 78
396
:floors up and there is no plumbing
on this side of the building.
397
:How, how are we gonna, how?
398
:Yeah, it'd be a great spot
for your kitchen, but the
399
:infrastructure's not there.
400
:We can get it there.
401
:Do you have four and.
402
:a half million dollars to put
your kitchen in this space?
403
:Yes or no?
404
:Justin Norris: Yeah, anything
is possible with time and money,
405
:but is it, is it worth it?
406
:I think in some ways, a lot of what
you're describing there is the enterprise
407
:perspective kind of infused into it.
408
:And I, I wanna address this a
little more explicitly because me
409
:and Mike, my daily reality at a 400
person company is, is, is different.
410
:And so I, and I know you've
experienced both sides.
411
:So Let's say I was going to, to,
to leave my my job tomorrow and go
412
:work at a 10,000 person company.
413
:What should I expect to be different?
414
:Not, I'm not doing that.
415
:I'm just the hypothetical.
416
:For some, the hypothetical listener
who is contemplating that change, what
417
:kind of shock to the system should they
expect moving into that environment?
418
:Paul Wilson: Did you just
resign on your podcast?
419
:I mean,
420
:Justin Norris: we can edit this out later.
421
:Can't no.
422
:Paul Wilson: I, that it's really,
it's, that's a difficult question
423
:to answer because I have seen a, a
range of Agility in the enterprise
424
:space there are many dimensions.
425
:Is it centralized or decentralized?
426
:Do they have operational maturity
or they do not, are they a
427
:process and systems heavy.
428
:Operational organization.
429
:So know, the experience of
working in a 37 year old software
430
:company demonstrated that that
431
:Justin Norris: Hmm.
432
:Paul Wilson: has processed, they
have ways that things happen.
433
:They, they don't move quickly.
434
:So if you're moving from a 400 person
to a 10,000 person company, you need
435
:to understand some of the cultural
operational factors to know, okay.
436
:You may wanna show up and, and be scrappy
and do things your own way and, and
437
:break the mold and do things different,
438
:Justin Norris: Mm-hmm.
439
:Paul Wilson: and immediately find out that
there is no mandate for you to do that.
440
:So in the shift, it's a
matter of establishing the
441
:relationships with navigators.
442
:Inside that organization who can teach
you about the operational culture of
443
:the organization, they can provide
you with the guidance so that you
444
:become literate in accomplishing the
things that you want to accomplish.
445
:And in other enterprise
organizations, they have operational
446
:structure, can be very Empowering.
447
:But the challenge then becomes you
find out that there are Not only are
448
:you, you know, you're the new Chief
Cook in the kitchen, but you also find
449
:out that there are 37 other kitchens.
450
:So there's a bunch of other people doing
things in a bunch of different ways, and
451
:the brand experience is very fragmented.
452
:The ability of you to influence and
change things across the board is
453
:very limited, you might be able to.
454
:Be in a 10,000 person organization
and do things however you want, but in
455
:essence, you're, you're on an island.
456
:Justin Norris: So, although I
have not had the experience
457
:of working for a company that
size, I have consulted for them.
458
:I've been embedded inside them.
459
:And my observation there is and this
would be one of the more, you know,
460
:process oriented ones that you described,
let's say, and my observation was the,
461
:the work becomes so much more meta.
462
:Like, you're not saying, all right,
we wanna do this thing, let's do it.
463
:It's let's have a meeting to create the
deck, to pitch the boss's boss on building
464
:a plan for then creating a mandate to do
this thing maybe in Q three of next year.
465
:And and that can be hard.
466
:Like, like there's this a completely
different skillset, like you said,
467
:to navigating that process and
understanding these are the buttons
468
:you push to get things done here.
469
:does it great, I suppose ever, does
it ever feel hard to, to do that?
470
:Or is it just like, Nope, this is
actually, this is how this game
471
:is played and I enjoy moving
through these systems and achieving
472
:things within this framework.
473
:Paul Wilson: I think you probably know me
well enough to know that I don't run on
474
:PowerPoint so I do find that challenging.
475
:and I have , in , the experience
of my career, can do that.
476
:It's not the way I, I like to work.
477
:But it just becomes What you are
looking for in your experience?
478
:So the ability work at enterprise
scale is a different skillset.
479
:The skillset that I feel I learned
apart from PowerPoint skills was the
480
:ability to communicate of effort, that
is something that isn't necessarily as
481
:significant in smaller organizations.
482
:But it me look a little differently at
the work and effort of what marketing
483
:operations and marketing technology
can achieve because the contribution
484
:of putting emails in market faster, the
contribution of cleaner data, all of these
485
:elements are very difficult to enunciate.
486
:Justin Norris: mm-hmm.
487
:Paul Wilson: Until you've had to
really push and and think about what
488
:the upstream message needs to be.
489
:That says at the C level, the messaging
is the brand will be stronger.
490
:At the SS v P level, the
messaging is we will be different.
491
:That difference makes the brand stronger.
492
:The messaging at the director level is
operational discipline that we need in
493
:order to be able to deliver a better
experience that makes the brand stronger
494
:at the senior manager level, it's.
495
:That stuff that has been a pain for
us to manage and deal with for years
496
:now be funded it'll make the brand
experience more, experience more.
497
:You like it.
498
:It's the cascade all the way down the
chain of what the impact bubbles up to and
499
:Justin Norris: Mm-hmm.
500
:Paul Wilson: at that enterprise scale
is informative And it's helpful to
501
:really understand how to deliver
the message that matters to the
502
:people at the level that they're at.
503
:Justin Norris: And that's an amazing
skill, what you just described in what
504
:you just kind of modeled in real time.
505
:To me that is, A, a significant
differentiator between maybe a very
506
:talented technician or technologist,
you know, systems integrator.
507
:Even someone who's very good with
process, but they don't necessarily
508
:know how to maneuver within a complex
organization and address the concerns
509
:of all those different stakeholders.
510
:did you just develop that
organically through hard knocks?
511
:I mean, always , been a very good
communicator even since the days that
512
:we've worked together, but , was that just
experience teaching you how to do that?
513
:Paul Wilson: It.
514
:It is and and it's through
a series of mistakes really.
515
:And I think that the.
516
:The harsh reality of what
marketing operations and technology
517
:professionals live in is the, the
lack of an interconnectedness of
518
:what matters, being messaged all
the way up and down the chain.
519
:So if you're in an organization
and the C M O is a, I don't wanna
520
:worry about technology type leader.
521
:And you're a technician
and your messaging that?
522
:you're trying to communicate
up is all about technology and
523
:Justin Norris: Mm-hmm.
524
:Paul Wilson: By the time it gets to
the person who has budget to spend
525
:and who can help solve problems, if
all that they're hearing about is
526
:technology and data problems and they
don't wanna understand that, or they
527
:don't want to embrace solving that the.
528
:The ceiling you're bumping into
is the, well, that's what we're
529
:paying you to do, type ceiling
530
:Justin Norris: Mm-hmm.
531
:Paul Wilson: communicating the value
and, and connecting with the outcome
532
:that someone is looking to or someone
is able to or wants to process.
533
:Is the skillset that I think
is, is very, very important.
534
:And that would be if you're in an
environment where the C F O doesn't
535
:wanna think about or doesn't wanna
understand that, that that's not
536
:their, that's not where their head's at
their head is at innovating the brand.
537
:you connect the message to say,
ability to innovate the brand is
538
:negatively impacted if we can't send
personalized communications at scale.
539
:Right.
540
:Justin Norris: Mm-hmm.
541
:Paul Wilson: And the C M O will say,
well, yeah, I mean, I can't do a b M
542
:if I can't do good personalization.
543
:Okay, we can solve that problem.
544
:It's gonna take some dollars.
545
:Can you gimme the dollars
to solve that problem?
546
:Is the conversation you
have with that C M O?
547
:Not we need to go into the market, put
out an R F P, figure out which vendors are
548
:going to be able to do an analysis that
establishes the data quality score of the
549
:dataset that we got from this acquired
You might know all of that minutiae, but
550
:what you communicate and what you get
actions, decisions on is not the minutiae.
551
:The minutiae is your job, but
552
:Justin Norris: Mm-hmm.
553
:,
Paul Wilson: that necessarily.
554
:Justin Norris: because nobody cares.
555
:That's the, that's the tough truth.
556
:That's.
557
:Paul Wilson: they want it solved.
558
:And have seen dollars unlocked or
they've not been unlocked in the past.
559
:Because the way it's communicated
is just a little different.
560
:If you're trying to say, we need to
solve a Marketo problem, the C M O
561
:is gonna experience the instinct of,
I'm already paying enough for mar,
562
:I don't wanna pay any more for it.
563
:So the problem isn't a Marketo problem.
564
:problem is a brand experience, or the
problem is an ability to scale, or the
565
:problem is something If you're trying to
sell at that level, if you're trying to
566
:sell solving the problem at that level,
the message needs to be appropriate.
567
:Justin Norris: You know, I had an,
an experience that captured this
568
:not too long ago, Had a business
development b d r leader looking
569
:at a, a new dialer for his team.
570
:And you know, budgets being tight.
571
:It's like, no, there's no way.
572
:Can't bring another tool.
573
:What's the, you know, we have
dial like, why did a trial
574
:just, just did it and put it with
a, with a team, relatively small
575
:team, with the benefit of, of small
organizations that you can't do that.
576
:And Massive increase in number of
of connected calls and produced
577
:a really quotable statistic
like in X amount of time.
578
:We did as many calls as we
did in this whole much bigger
579
:period, like a month or whatever.
580
:And like you said, that all of it, nobody
says, oh, we need a new dialer because
581
:it's gonna give us capability, X, y, Z.
582
:You have a statistic like that.
583
:Like, well, yeah, this is a no brainer.
584
:We have to do this.
585
:And it's, it's learning.
586
:It's learning to take this and
then to talk about it like that.
587
:I, I think particularly in the enterprise,
probably more complicated in the
588
:enterprise, but really in organizations
of any size, you have to learn to do
589
:that, to not be perceived as a button
pusher, for lack of a better word
590
:someone that understands business impact
and can talk about business impact.
591
:Paul Wilson: it also works in those
environments where may be an executive
592
:or a leader who thinks that a, a
massive change needs to happen.
593
:You know the, we need to move to
HubSpot because I've heard it's
594
:a lot better than Marketo and.
595
:Being able to work in those kinds of
environments and work through those sorts
596
:of challenges is a communication problem.
597
:It, it,
598
:Justin Norris: Yep.
599
:Paul Wilson: really is the ability to
navigate and, and understand what are
600
:the messages that are most important
to, have communicated through that.
601
:And you aren't always going to win.
602
:And that's why this is
a fun space to be in.
603
:Justin Norris: There needs to be a
kit know, where the fire extinguisher,
604
:you hit the glass with the hammer and
it's like if your VP went to college
605
:with someone who sells Pardot and
now they're trying to shift you onto
606
:Pardot, , break the, break the glass and
it gives you the thing that you can say
607
:Paul Wilson: and I mean, I've, I've, I've
been guilty of, of similar sort of rip
608
:and replace things in the past and it's,
it's scar tissue that you work through
609
:Justin Norris: I feel the same.
610
:And I think the challenge is because
when you, part of what brings you into
611
:this space is that you love the tools.
612
:you articulated it perfectly, like
endorphin rush of seeing the light
613
:go green and it's a live feeling
of like, it's working, it's ama,
614
:look at this thing that I did.
615
:It's amazing.
616
:And.
617
:And you can become focused
on that as an end in itself.
618
:And then bring that perspective
to an executive and you'll get
619
:brought up short so quickly because
620
:Paul Wilson: Yeah.
621
:Justin Norris: they, they do not empathize
with the thrill of of that achievement.
622
:really care about the business
value that's being generated.
623
:And
624
:Paul Wilson: Yeah,
625
:Justin Norris: yeah,
it's a lesson to learn.
626
:Paul Wilson: absolutely.
627
:Justin Norris: I have a working
theory that as businesses get bigger,
628
:they inexorably approach becoming
a real life Dilbert comic strip.
629
:Like the level of dysfunction
that emerges , part of my working
630
:theory is just that like, Systems
eventually become so complicated and
631
:so self-referential that it can become
impossible for that to not happen.
632
:Obviously there's all sorts of
companies and there's obviously very
633
:high performing big companies, but I
read an article some time ago, some
634
:anonymous with someone who worked at
Google and just talking about like how
635
:that culture changed and how so much of
what they do is now just focused on like
636
:Google stuff
637
:Paul Wilson: Yeah.
638
:Justin Norris: versus like the
delivering of business value.
639
:Agree, disagree with this theory.
640
:Am I wrong?
641
:Is it, is it possible to be a non
dysfunctional, huge company, or is some
642
:level of dysfunction just inevitable in a
system, a corporate system, that complex.
643
:Paul Wilson: Well, first I'm gonna
pick up on the Dilbert reference
644
:because in so many ways is analog.
645
:There, there's a perfect Dilbert comic
strip separating it from the author, but
646
:from like the, the comic strip of the, the
character saying that they're engineering,
647
:they're not very happy and they, you know,
want to maybe go and do something else.
648
:And I forgot the middle panel
in the strip, but last panel is
649
:the person saying, well, maybe,
maybe I'll go into marketing.
650
:And, and the, the other character says,
oh, that's just liquor and guessing.
651
:I mean that the reason we don't have
nice things, the reason we don't
652
:have budgets is because marketing
is just liquor and guessing.
653
:But The degree of operational
dysfunction is correlational
654
:to the organization's side.
655
:And I don't see that ever changing.
656
:And, you know, in the span of my
business to business sales and
657
:marketing career A good 20 ish years.
658
:I have seen a number of different
evolutions of, Hey, there's a
659
:whole new way that we can manage
this large organization and it's
660
:gonna be entirely different.
661
:I've seen a number of iterations of
that and to a T when a large enterprise
662
:organization looks to adapt itself
and change the way it functions.
663
:is a period.
664
:That, that chaos actually creates
some alignment and momentum and
665
:Justin Norris: Hmm.
666
:Paul Wilson: then the operational
stability overrides and you get
667
:into the layer upon layer of middle
management of those meetings to
668
:discuss the meeting, about the meeting.
669
:Like that, that kind of dysfunction,
I believe is Always going to persist.
670
:I mean, we saw the impacts of the
pandemic, the idea that, uh, the
671
:decentralization, the digital head,
head headquarters in Slack where
672
:everybody can just work in Slack.
673
:We don't need to be all together
in the meeting or in the building.
674
:now gut reverse on that, where
some leaders are saying, oh no, we
675
:know we, do have to be back living.
676
:There are some things I completely
agree, are much more productive
677
:in person than they are virtual.
678
:But inevitably, the larger the
organization, the higher the
679
:degree of operational mess and,
and static, and that's just,
680
:that's the way it's going to be.
681
:Justin Norris: So it
comes with the territory.
682
:Be prepared and you know, obviously
some are better than others.
683
:Paul Wilson: Yep.
684
:Justin Norris: Yeah.
685
:But yeah, I mean the, the simplest
system is a business of one.
686
:You're almost always in alignment,
easy to make decisions, easy to pivot,
687
:Paul Wilson: Yeah.
688
:Justin Norris: of course,
689
:Paul Wilson: Yeah.
690
:Justin Norris: so
691
:Paul Wilson: Impossible
692
:Justin Norris: the the,
possibly get fired.
693
:The flip side, less, seem that
I'm kind of on, big companies.
694
:But you get to do big, cool,
ambitious things at big companies
695
:that Just don't get done.
696
:And so as, as someone who does enjoy
the endorphin rush of scaling those
697
:mountains sometimes smaller companies
wouldn't have a need to do that.
698
:Paul Wilson: Yeah, so I've,
I've kind of experienced it.
699
:If we divide the world into three, the
small, the medium, and the large, I
700
:have had those experiences at all three
ends of the spectrum where you know,
701
:looking at the operational complexity
of moving into an 80 some odd thousand
702
:person company at Salesforce and seeing
initiatives succeed at bringing in, a
703
:very powerful facilitating into that.
704
:larger organization.
705
:When Slack came into Salesforce,
know, seeing some of that, you
706
:don't get to experience that unless
707
:Justin Norris: Mm-hmm.
708
:Paul Wilson: the worlds of those sorts
of alignments and seeing that kind
709
:of change at that scale is amazing.
710
:And then had the mid
market type experience of.
711
:Very messy, problematic, Marketo issues
Marketo and dynamics are not sinking.
712
:You've bricked the Marketo instance,
it's been bricked for weeks.
713
:There's big roadblock, big jams that
need alignment from into Marketo, into
714
:deep into the customer organization
and getting those things fixed.
715
:You know, having those successes.
716
:Are so amazing.
717
:And then had just, you know, the, the
one person Airtable talking properly
718
:to Workato doing something in Postman,
getting something to show up over there.
719
:Like it's, I.
720
:I think that it, it depends
on your character and what
721
:Justin Norris: Yeah.
722
:Paul Wilson: that feeling of success.
723
:Absolutely.
724
:At the enterprise scale, you get to
be in a different ecosystem while
725
:you're experiencing your success.
726
:But I think if you're looking for that
connection working with people and
727
:feeling success by solving challenges,
Not that the size doesn't matter, but
728
:the scale doesn't really necessarily
make a big difference if you are
729
:really just tied to that feeling of
730
:Justin Norris: Hmm.
731
:Paul Wilson: something
732
:Justin Norris: Winning is winning
the, you may be playing on a different
733
:board or in a different, Environment.
734
:But if you understand the rules of the
game and you can, I understand that
735
:that what you're talking about there.
736
:You, you twice now, I think at least
twice, maybe more companies that
737
:you've worked for have been acquired
by big fortune, five hundreds.
738
:Do you consider yourself like a lucky
charm of sorts or do , is there, is
739
:there some cosmic effect happening
there or you think that's just a fluke?
740
:Paul Wilson: Yeah, no, I, I, I
absolutely believe that Benioff
741
:made his decisions based on where,
742
:Justin Norris: So
743
:Paul Wilson: I was.
744
:Justin Norris: that Paul Guy looks pretty,
pretty smart if it's, if he's there, I,
745
:Paul Wilson: Yeah.
746
:Justin Norris: yeah.
747
:Paul Wilson: No, it's it's
really just being in the
748
:right place at the right time.
749
:I think with the right attitude and the,
the the right skillset, I'm very lucky.
750
:Extremely lucky.
751
:Justin Norris: I have maybe two more
questions, but the first I want to,
752
:I want to touch on ai 'cause I know
that this is something, I think you're
753
:doing a talk on it at Mossa Palooza.
754
:Coming up clearly this is an area
you've, you've thought a lot about and,
755
:investing your thought capital into.
756
:lay out my perspective and then
I, I want to hear yours, but,
757
:I think I've been dabbling.
758
:I, I would say I've kind of approached
it from a skeptical place and I've
759
:seen some interesting things from an
efficiency point of view, summarizing
760
:notes, creating, highlights, reviewing
calls and giving transcripts.
761
:And There's certainly
convenience, efficiency, things.
762
:I've been underwhelmed with the,
the generative, the creative aspect
763
:of it in the sense that a lot of
what I've seen has been very . not
764
:just not good or, or generic.
765
:Like you're always gonna get
something that's generic and, and
766
:that's what I've struggled with.
767
:How can something that's sort of
definitionally based on the average of
768
:a trillion different data points that
it's reviewed, how do, how do you get
769
:something that, you've talked a lot about
brand experience that produces that good
770
:brand experience and your perspective
on this may be still evolving, but
771
:I'm just curious for your take on it.
772
:Paul Wilson: Yeah, I, I really
believe that we're on the, the verge
773
:of a massive transformational change
in the space of marketing, sales,
774
:and customer success operations.
775
:And it's going to be driven
you know, the three I.
776
:Core pillars of what machine learning
can do in our space, and that first that
777
:you're touching on is the content factor.
778
:So the, the visual and the textual
content and what content can be created.
779
:The second element of transformation is
going to be in that automation like the,
780
:the experience at scale through machine
learning can do to ensure that that.
781
:Machine generated content and imagery
and whatnot is delivered to the
782
:right audience at the right time,
at the right point in the cycle, on
783
:the right surface, in the right way.
784
:And the third element of what
machine learning will do is.
785
:The analytics and reporting and feedback
and all of the, the deeper knowledge of
786
:big data and where big data will show.
787
:And I think that from a maturation
perspective, your criticism is valid
788
:because I believe we're at the dot makes
matrix era of putting, you know, printing
789
:pictures off the internet using your dot
matrix printer in terms of what generative
790
:is gonna be able to do in the space.
791
:We're really at the tip of the iceberg.
792
:We aren't pushing.
793
:Large data sets of corporate and
history and data the mix of what the
794
:machine learning models are processing
when they're generating their content.
795
:We haven't yet been able to really
these models over a period of three
796
:and four years develop the voice.
797
:Like I think that we're really so
early that it's difficult to assess
798
:the technology will do for us.
799
:But I am hundred percent confident
that when we have this podcast three
800
:years from now and revisit this
conversation first, it'll be our
801
:digital assistants that are having this
podcast, not us, but we'll be looking
802
:at a very different paradigm of what.
803
:Technology like the idea of you know,
the marketing organization being more
804
:prompt base where you'll be able to
say, Suggest a four step nurture program
805
:for this persona in this geography.
806
:And you're looking and assessing a few
possible formats and content mixes and all
807
:of the smart list building construction,
808
:Justin Norris: mm-hmm.
809
:Paul Wilson: just happens in the
background because learning has been able
810
:to look at and assess and come up with
the mixes without us needing to Do so.
811
:So I think our space.
812
:Needs to be extremely diligent
and stay ahead of what machine
813
:learning can and can't do.
814
:curate what that change looks
like in order to be present in the
815
:room once the change has happened.
816
:Justin Norris: Do you have concerns
at all or do you feel it is a
817
:just a unvarnished good and, and
benefit that will come from it?
818
:Or do you think that there is risk for.
819
:and there's obviously a number of
different vectors where things could
820
:be negatively impacted from jobs
to maybe the quality of the output.
821
:Do we diminish the ability of marketers
to think about these things if they become
822
:too, you know, the kind of wally effect
where we become too reliant on the tools?
823
:do you feel that is overblown concern?
824
:Paul Wilson: That's another podcast.
825
:I mean, I have a lot of concerns
and you know, when we start, I'm
826
:looking at it from the mechanical
lens of those three pillars
827
:Justin Norris: Yeah.
828
:Yeah.
829
:Paul Wilson: learning can do.
830
:Justin Norris: Which makes perfect sense.
831
:Paul Wilson: ethics, when
we start thinking beyond,
832
:Justin Norris: Yeah.
833
:Paul Wilson: a different
and and scary conversation.
834
:But I think we've seen very consistently
that Enterprises and businesses
835
:will make dollar decisions first,
836
:Justin Norris: Mm-hmm.
837
:Paul Wilson: decisions going
to be on the mechanics.
838
:Justin Norris: Just to wrap it up,
Paul, you are some months in now
839
:into your new venture, G T M Systems.
840
:Just for those that might be curious,
tell us a bit about it and what you're
841
:doing , and what are the sorts of things
you wanna do and who do you wanna help?
842
:Paul Wilson: Yeah, so I'm
still kind of putting together
843
:what that path looks like.
844
:I, I describe it as stealth mode.
845
:, Because there are a number of different
paths to take, but where I'm focusing
846
:is on helping organizations assess
their readiness for the change
847
:that I was just sort of describing.
848
:Justin Norris: Hmm.
849
:Paul Wilson: how do enterprises
assess or not their data set is mature
850
:enough to use in a machine learning?
851
:Algorithm, how can they assess which
vendors are the right vendors at the table
852
:to think about moving towards over the
course of the next two to three years?
853
:What is the operational structure that
they may wanna look at that says, I.
854
:My marketing ops and sales ops
organizations need to really become
855
:one, because SS d r and B D R function
as a whole is gonna be much more
856
:machine learning, content driven.
857
:So I'm gonna have three or four rockstar
people, I no longer need 15 humans.
858
:So how do we do, how do we
enable that transformation?
859
:So it's those kinds of Pathways that
I'm investigating and working with
860
:some, some great first customers on.
861
:But in terms of establishing scale and
how I grow this I'm being diligent.
862
:I do not want to under deliver and
it's a vast area of potential work.
863
:So I do want to kind of establish
a, a skillset around it.
864
:Justin Norris: I'm excited for you.
865
:I know whoever you work with
will not be disappointed.
866
:And where can companies find
you on the web if they wanna
867
:see more about what you do?
868
:Paul Wilson: The best
place to start is LinkedIn.
869
:The, the G T M Systems website
is still fledgling and, and I'm
870
:working through establishing that.
871
:So is always the best
872
:Justin Norris: We will, we will
have your LinkedIn in the show
873
:notes and Hey, Paul, it's always a
pleasure to chat with you and this
874
:like kind of what our conversations
have been like over the years.
875
:So I'm glad to just have it in a recorded
format that other people can listen into.
876
:That's it for today.
877
:I want to thank everyone for listening.
878
:Any