Rooted In Revenue
Revenue Tip
Episodes
7 days ago
You Can't Manage What You Don't Measure
7 days ago
7 days ago
In this episode of Rooted in Revenue, host Susan Finch welcomes back Debi Davis, owner and operator of 3D Communications AI, for an insightful discussion on the importance of measuring and managing data to drive business growth. CEOs and CROs will find valuable insights as Debi shares her expertise on analyzing processes, improving communication, and leveraging data to make informed decisions. Discover how to effectively collect, organize, and utilize data to enhance your company's performance and stay ahead of the competition in today's rapidly evolving technological landscape. Join Susan and Debi as they explore the concept of "you can't manage what you don't measure" and provide practical advice on harnessing the power of data to achieve your business goals. Don't miss this opportunity to learn from two industry experts and take your company to the next level.
Listsen to the series here.
Wednesday Feb 21, 2024
Customer Intelligence Fuels Growth - The Overlooked Metrics
Wednesday Feb 21, 2024
Wednesday Feb 21, 2024
CEOs, are your metrics telling the whole story of your company’s health? Susan Finch poses this vital question to her guest, customer intelligence expert Laura Patterson, in this episode. Laura spotlights critical yet overlooked metrics beyond sales and profit — brand equity and customer value. These interlinked measures provide unparalleled visibility into your company’s ability to attract, retain, and expand customer relationships over time. According to Patterson, savvy executives harness these advanced analytics to steer product innovation, segment customers precisely, model business impacts, and ultimately make decisions that accelerate growth. Connecting the dots between these additional metrics and concrete outcomes gives you the power to future-proof your organization amid disruption. Will you lead with expanded metrics to propel competitive advantage? The insights in this episode equip you to do so.
The intro focuses on the bottom-line benefits of the discussed metrics for CEOs and uses Laura Patterson's expertise to compel leaders to incorporate broader intelligence.
Links from this episode:
VisionEdge Marketing
Laura Patterson on LinkedIn
Speaking Workshop
Advisory Services
About Laura Patterson:
Laura Patterson has believed in the power of customer-centricity since childhood, when she sold chocolates door-to-door. She founded the growth strategy firm VisionEdge Marketing in 1999 to help companies reap the rewards of a customer focus. Patterson has severed as director of customer marketing and brand strategy, customer relationship manager, customer marketing initiative lead, and customer loyalty architect for companies like Motorola. An award-winning author and speaker, she shares her expertise through books, interactive workshops, research, and advisory services to boards and executives. Patterson is passionate about enabling businesses to accelerate growth through four key game-changers: better growth strategies, organization-wide customer-centricity, performance measurement, and operational excellence. With over 25 years helping companies implement these customer-first approaches, her mission remains unchanged - inspire organizations to fully leverage customer intelligence for sustainable success.
Tuesday Oct 31, 2023
Career Conversations That Drive Engagement and Success
Tuesday Oct 31, 2023
Tuesday Oct 31, 2023
What if we viewed every employee as having untapped potential waiting to be uncovered? Russell Kern joins Susan in this episode to discuss how shifting to strength-based coaching can profoundly transform organizations and lives. Through focusing regular conversations on nurturing strengths, managers become empowering partners in their employees' career journeys. Employees feel recognized for their unique abilities and supported to grow as individuals. Imagine the ripple effects across teams and companies when people are passionate about using their natural strengths daily. The data is clear - strength-based coaching boosts engagement, productivity, profits, and retention. They would like to hammer home that it is time to stop focusing on profits and focus on people. We hire PEOPLE to work with us for 30% of our lives. The strengths revolution starts with believing in human capabilities and caring deeply about enabling every individual to thrive. Get tips on how small changes by managers can unlock tremendous organizational success. The future is bright when we inspire greatness in one another. This is the first of several conversations to come between Susan and Russell.
A bit more on Strength-Based Coaching from Russell Kern:
Strength-based coaching plays a unique and critical role in developing strong teams and improving organizational financial performance. It enables each team member to learn what their greatest strengths are. In doing so, individuals can grow more in their careers by being encouraged to apply their natural abilities to their daily work. This develops a feeling of being respected and recognized for who they are and the importance of their unique contributions to the team. This further helps to increase their sense of belonging and shows support for their personal and career growth, which directly impacts their engagement at work and their team’s performance. In a study spanning 45 countries and 49,495 business units, Gallup found that strength-based workgroups saw increases in both sales and profits. And on average, these workgroups also saw:● 3% to 7% higher customer engagement● 6% to 16% lower turnover (in low-turnover organizations)● 26% to 72% lower turnover (in high-turnover organizations)● 9% to 15% increase in engaged employees● 22% to 59% fewer safety incidents Furthermore, Gallup also found that teams that focused on developing their strengths had 12.5% greater productivity and 8.9% greater profitability than teams that did not.
Monday Jan 30, 2023
Transform Employee Performance with Strategic Insight
Monday Jan 30, 2023
Monday Jan 30, 2023
In this episode, we cover the importance of understanding business strategy for every person working for a company. Our guest is Rob Brodo. Rob is the Co-Founder and CEO of Advantexe. Rob talks about how many CEOs struggle with leading an organization that lacks a clear understanding of their value proposition to customers. The discussion includes the difference between the "believers" and "non-believers," and the importance of knowing the company's strategy and its impact on a company's success. Listen to this first part of a 4 part series on understanding business strategy and how it can benefit your organization.
Links related to this episode:
https://www.advantexe.com/business-acumen-virtual-workshop
Rob Brodo on LinkedIn and Twitter
Susan Finch on LinkedIn and Twitter
About Advantexe:
Advantexe Learning Solution's mission is to provide world-class Business simulation-centric Business Acumen, Business Leadership, and Strategic Business Selling talent development solutions to organizations around the world in order to help them execute their business strategies and achieve their goals and objectives.
Their vision is to be the premier talent development resource partnering with their clients to close the talent gaps that are preventing them from flawlessly executing their strategic initiatives and achieving their short- and long-term business objectives.
Wednesday Jan 11, 2023
How Are You Marketing To Your Employees?
Wednesday Jan 11, 2023
Wednesday Jan 11, 2023
A more complete title is, "How are you marketing to your employees, customers, prospects, community?"
Today I’m talking with Jeanne Hopkins who is launching Salty Marketing Company this month. We’ll cover what a fractional CMO is and isn’t, the four elements of marketing that every company must include or fail.
Employees
Customers
Prospects
Community
Consider this a wake-up call to marketers who are unable to justify their spending. This is part one of our session.
Links from this episode:
Connect with Jeanne on LinkedIn: https://www.linkedin.com/in/jeannehopkins/
Connect with Susan on LinkedIn: https://linkedin.com/in/susanmfinch
About Jeanne Hopkins, B2B Fractional CRO with growth marketing chops, Advice with Accountability, GTM, PLG; former @hubspot VP Marketing; Speaker; Author; Advisor; Mentor; Start-up Investors:
Deep expertise in data-driven, high-velocity B2B and B2C customer acquisition, sales, marketing, and customer success organizations. Inbound (obviously)-based lead gen programs to support global demand for high-growth SaaS companies. Experienced in building GTM programs from scratch and turning around existing ones. Able to forge lasting partner marketing relationships with startups and enterprise-class organizations. Inbound marketing success in driving practical corporate, divisional and industry lead gen and nurturing programs. Success in growing and leading teams towards rapid results plus can enthusiastically manage many programs, people, vendors and campaigns concurrently, Proactive and highly productive w/analytical skills, thrive in a rapidly changing environment (start-up to corporate marketing), inspires excellence in others. Demonstrates concise, effective communication both written and spoken, able to handle ambiguity, a high workload, and an extreme amount of detail - all within budget.Building sustainable relationships that drive revenue via demand generation programs: Strategic, Technical & Creative - Co-chair MassTLC Sales & Marketing Group; Co-author, "Go Mobile", #1 best-selling mobile marketing book. Named to Sales Lead Management Association "Top 50" 3 years in a row and "20 Women to Watch" in 2015/14/13 & 2011; Named to VAR Guy Top Channel Leaders in 2015; MSPmentor People to Watch in 2014; BizJournal marketing experts; Speaker @ MarketingProfs B2B Forums, HubSpot Inbound 2011/12/13/14/15 Conferences, MIT Entrepreneurs Forum, AMA, Social Media Today, BrightTalk, MassTLC, Social Fresh. Advisor: OneScreen.io; Siemplify.co; Rank the Vote Digital Council; USEFULL (Coffee Cup Collective); Below The Fold (Acciyo)Author: Go Mobile!
Wednesday Dec 28, 2022
Reducing the Perception of Risks with Prospects
Wednesday Dec 28, 2022
Wednesday Dec 28, 2022
We need our prospects to be so confident that they will get the return they expect. And so it's the ROI model, but also it's the level of confidence about the ability to achieve that. The fact that sometimes even what our customers tell us, they see value in our own solutions starts to change and evolve. Eric Whittlake of 6Sense joins Susan today. He says, "One of the things that you likely will see is they value the thing that's more immediate than the thing." That extends into the need for us to do things to reduce the perception of risk with prospects of choosing a, hopefully, our solutions. That has to do with our sales process, that has to do with our marketing, and establishing credibility. There's more that we have to do there because we have a higher bar. It's time to stir it up again. We have to recognize how much has potentially changed in our market, with our prospects, and how that is so much more important that we go do this work now to understand how we're going to prioritize. Listen to this episode, "Reducing the Perception of Risks with Prospects."
Wednesday Dec 07, 2022
Outcome-Based Budgets vs. Line Item Belt Tightening
Wednesday Dec 07, 2022
Wednesday Dec 07, 2022
It doesn't really matter whether you're a really large company or really small company, you have to continue to find, keep and grow the value of customers, which is the essence of marketing. You can't stop looking for customers and doing that work, but you also have to focus on keeping them. In this episode, Laura Patterson, President of VisionEdge Marketing gives suggestions for smaller to mid-size companies about building an advisory panel from your customers and why that continues to build loyalty, resources for valuable information, and your ability to better serve all of your customers. This fits into the topic of budgets and getting away from a line-items from the past, compared to outcome-based recommendations to nimbly move forward. You will pick up several tips you can implement at your own company - no matter the size - in this episode, "Outcome-Based Budgets vs. Line Item Belt Tightening."
Wednesday Aug 24, 2022
The Importance of a Playbook and Just Sitting for 30 Days
Wednesday Aug 24, 2022
Wednesday Aug 24, 2022
Too many times a new CMO or CRO takes a position in a company and immediately wants to make changes without really observing to see what has been working, experience the company culture and getting to know the team. Jeanne Hopkins has been a CMO or CRO for many notable companies, including HubSpot, Ipswitch, Continuum, and currently OneScreen.ai. She knows the people are the greatest asset a company. In this episode Jeanne talks with Susan about her playbook and how important it is for it to align with that of any company she works for. Sometimes adjustments need to be made. Sometimes the company she is joining doesn't have a playbook so they start a fresh one based on Jeanne's. It's a huge value she brings - the ability to observe and pull from the wide range of experiences and successes she's had in B2B tech. Join us for this episode of Rooted in Revenue, "The Importance of a Playbook and Just Sitting for 30 Days."
Wednesday Feb 02, 2022
Wednesday Feb 02, 2022
Sales Managers and Leaders - you need to get your sales teams up 3x. Susan Finch's guest is Todd Duncan. A great place to start is with his golden nugget of a tip. At the end of each hour at the 55-minute rule. In the last 5 minutes of every hour, review what you did in the last hour. What was productive? What worked? What didn't work? If you simply start with this ONE tip, you'll be on your way to working much smarter in the following hours. Waiting until the week's end, or the month's end is too late for this review to make adjustments and improve.
He'll also give his opinion as to why sales pros slip back into bad habits after having great coaching and training. One word - discipline.
And TRUST - the most important thing to earn and the easiest to lose. How do you get back on track?
What is your WHY? What is your deep motivation? How does an action allow you to achieve something that is really emotionally important to you? You will want to listen to this more than once to fully absorb these huge tips you can start today.
And when you're done listening, go over to ToddDuncan.com and sign up for everything he offers. Follow him on all social channels. As Corey Frank from the Market Dominance Guys says, "Invest ONE hour per day on LEARNING and IMPROVING yourself." This is a great place to start. Everything can improve - you need to accept that and be willing to do the work to improve - every day.
Get his book - High Trust Selling on Amazon
About Todd Duncan:
Todd Duncan built a successful real estate and mortgage business before committing his life to help others do the same. At a young age, he learned the importance of building relationships, and that transactions will make you a living, but relationships will make you a fortune. That life lesson has carried him through his career and helped him become the #1 salesperson nationally at just 23 years old, write 17 books, start his own podcast, and make a transformational impact on the hearts and souls of business professionals.
Wednesday Jun 30, 2021
Correcting the Disconnect in Your Customer Service
Wednesday Jun 30, 2021
Wednesday Jun 30, 2021
If someone is completing a form, you never want your customer to take any action that they don't know what's next for them. They need to know what's next and how long it will take. This is just one tip from Sonia Portwood and Virginia Robbins from PCBB. Customer service can make or break your business. Look at everything that you do from the point of view of your customers and you can't go wrong. Virginia reminds us to be brave when a customer leaves. Pick up the phone and ask what happened and how you could improve. It will only make you more successful. We made so many sudden changes last year and now it's time to review, adjust and make sure we are truly listening to our customers and incorporating their problems, hiccups, and complaints to be better at serving them to hopefully avoid repeating the mistakes.
Monday Jun 21, 2021
Vetting Your Network Security Vendor and Locking It Down.
Monday Jun 21, 2021
Monday Jun 21, 2021
What are the questions you should ask before you select a network security advisor? What should you ask yourself? What are your accessibility needs? Be sure to include the factor of your team's cell phones. How secure are they? The simple requirement for facial recognition to login can save headaches and disasters. Listen to this short episode walking through the logic and some actionable tips.
Wednesday Jun 16, 2021
Time for Security Review to Continue #WFH or Hybrid
Wednesday Jun 16, 2021
Wednesday Jun 16, 2021
When we all were sent home suddenly, not everything was ready for this transition, including the security of the workspace we were cobbling together at home, in closets, on kitchen tables, our cars, coffee shops. Many companies have continued to evolve policies, purchase equipment for those working remotely. But many haven't been able to. This episode will help those companies start that thought process and catch up.
Michael says, "Treat your remote and home network the same way you would your corporate environment. Having policies in place that you review regularly helps you stay on top of this."
Michael tells the story of someone who was able to work from home, but what the company didn't realize, she was sharing the computer with her student daughter. This left a lot of vulnerability because the company didn't send her home with a dedicated computer, or cite the requirements to protect company information and that of their clients. This episode helps us pick up where we left off when we started working from home. Many aren't going back. It's working out well. Follow these tips to ensure it continues to work better and improve constantly.