The Demand Efficiency Podcast

Podcast

Audio

Demand Generation

Growth

PandaDoc CRO, Nate Gilmore on building teams to support the revenue triangle

Episode Outline

[04:39] Nate’s background

[07:16] How does one focus on team building, service delivery, customer experience?

[10:13] The ability to build a revenue engine that works with the product engine.

[11:18] Understanding marketing and sales channels as your platforms

[12:04] What to look for inside of an eCommerce transaction funnel or inside of a marketplace

[14:34] What could also serve as instrumentation panel for success

[16:35] How to ensure strategic direction is implemented

[17:04] The art of balancing competing priorities

[19:22] Use empirical evidence to decide stages of your opportunity funnel.

[20:19] Moving from discovery of that into something predictable, repeatable, and scalable.

[23:19] Begin the experiment for the best customer experience


Nate's inspirations

Brian Balfour

Barret Foster

Damon Schechter


Connect with Nate

LinkedIn

Twitter

‍

The Demand Efficiency Podcast

Podcast

Audio

Demand Generation

Growth

Episode Outline

[04:39] Mandy’s background

[07:16] Discovering that running a company, it's evident it's an emotional business.

[10:13] Take time to really take a step back and use data as your foundation.

[11:18] While that looks great in a spreadsheet, it doesn't work in real life because until you have a process that's documented and that you can measure, and that is getting consistent results.

[12:04] Think deeply what needs to happen to hit your goal and direction you’re going to, based on what you have so far, make some assumptions on conversion, what type of pipeline you need, how many new opportunities

[14:34] Consider how many demos there, do they need to have a week or how many discovery calls depending on what type of sales cycle they are, how many discovery calls?

[16:35] Where is our product actually fit right now? And how are we going to attack that?

[17:04] Figuring out how to hold people accountable and then the second part was how to implement that correctly with the team

[19:22] The way to break the sales process into the four main categories

[20:19] Why Mandy really loves mentoring people and leading a team in house


Mandy's inspirations

Mark Roberge

Jeremy Liew

Connect with Mandy

Mandy Cole

Twitter

‍

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