Zoe Merchant

After 20 years delivering B2B marketing strategies in the IT industry, Zoe founded Bright to help tech and consulting firms get the most from their marketing investment. Using agile marketing to test, learn and build on success. Zoe leads the team in delivering results through continual and focused improvements in order to support client’s business goals. A huge foodie and committed turophile – Zoe counter balances this with gymming, running and walking.

The big 6: How agile marketing drives operational success

Our panel discussion with industry leaders uncovered six actionable ways marketing ops teams can deliver efficient, effective, and engaging campaigns

Driving operational efficiency while creating marketing that engages your audiences is no small feat. Marketing operations are the backbone of high-performing teams that drive efficiency, improve workflows, and boost effectiveness. Agile marketing is now crucial in transforming marketing operations, helping teams streamline processes, and enabling a culture of continuous improvement.

In our recent panel discussion hosted by Zoe Merchant, MD of Bright and agile marketing expert, Amanda Green, Marketing Operations Director at Stenn, and Lisa Sutton, CRO and marketing ops specialist, we focused on how agile marketing is transforming marketing operations. We’ve summarised the six key drivers for success here in this briefing note.

Remove operational bottlenecks: Quick wins

To tackle bottlenecks Amanda, Lisa and Zoe recommended remaining agile and adaptable by establishing consistent and repeatable workflows and templates including:

Briefing templates: Standardise templates to ensure all necessary information is available at the start of a project, helping avoid delays and miscommunication.
Approval workflows: Simplify approval processes and use workflow management tools like Monday.com, Jira or Asana to automate and track them
Kanban boards: Visual tools like Trello, Miro or Microsoft Planner can help manage and prioritise tasks, providing a clear view of tasks in progress and those needing attention.

Build a culture focused on growth and experimentation

For agile marketing to thrive, a culture that encourages experimentation is vital.

Education on experimentation: Zoe stressed the importance of educating teams on the benefits of experimentation to reduce fear of failure
Data-driven decisions: Without data and insights, experimentation is ineffective. Setting clear hypothesis, KPI and investing in reporting and tracking tools is essential to robustly test and learn from experiments, allowing your teams to iterate to drive continual improvement
Risk-managed experimentation: Zoe emphasised using experimentation frameworks to manage risk effectively and ensure experiments are valuable without exposing the organisation to unnecessary risks.

Effective metrics for high-performing marketing ops

Data-driven decisions hinge on choosing the right metrics. Amanda and Lisa suggested focusing on:

Efficiency gains: Measure productivity improvements in marketing workflows and campaign delivery
Customer Lifetime Value (CLV): Understanding CLV in B2B marketing is key and tracking CAC (Customer Acquisition Cost) can help marketing operations teams make informed decisions that drive long-term value
Data quality: Accurate and reliable data is the backbone of successful marketing operations, as it ensures other metrics are dependable.

Fostering collaboration and breaking down silos

Clear, open communication and cross-functional collaboration is essential in breaking down silos that hinder marketing effectiveness.

Regular cross-functional meetings: Amanda recommended clinics, forums, and collaborative meetings to facilitate better communication and understanding between teams
Knowledge hubs: Lisa suggested creating accessible knowledge hubs with key information, enabling teams to self-serve and access essential data without formal meetings. Bright frequently help clients establish centres of excellence to facilitate knowledge sharing to underpin marketing effectiveness.
Reward and recognition: Celebrating cross-functional successes can build trust and foster teamwork, breaking down organisational silos.

AI and automation in marketing operations

The role of AI in marketing is growing, but it’s essential to approach it with clarity, including:

Targeted use cases: Rather than viewing AI as a catch-all solution, focus on specific use cases, such as data insights, campaign personalisation, and process automation and set out small scale tests to understand the value, before scaling
AI as an enabler: Lisa emphasised the importance of understanding the value AI can add rather than introducing it as just another tool and expecting marketers to figure out how to make best use of it
The AI sandwich approach: Zoe introduced the concept of the “AI Sandwich,” where the process begins and ends with human input (the bread!), ensuring that the AI outputs (the filling!) are curated, relevant and accurate.

Preparing for future technologies in marketing operations

To make the most of new technologies, Lisa and Amanda advised:

Starting small: Implement small, low-risk pilot programs, using a tool such as the Bright AI activation framework to allow teams to familiarise themselves with new technology without disrupting operations
Stealth AI adoption: Both leaders acknowledged the need to manage “stealth AI” (AI tools adopted by individuals without formal approval) by setting guardrails, creating guidelines and offering training to maximise adoption benefits.

Ready to transform your marketing operations?

Agile marketing isn’t just a process—it’s a mindset that drives efficiency, collaboration, and customer-focused results. Start by fostering a growth mindset, tackling one workflow bottleneck, and piloting a small agile initiative.

With data-driven insights, collaboration, and smart use of AI, your marketing ops can thrive in today’s fast-changing environment.

Ready to secure greater marketing agility? Explore our Agile Marketing training and pilot campaigns. Get in touch to transform your operations.

November 21, 2024 Zoe Merchant Agile Marketing In Practice, Marketing Effectiveness

Key takeaways from the Marketing Leadership Dinner: AI Activation in B2B Marketing

The Bright B2B Marketing Leaders Dinner served as a platform for senior marketing professionals to explore AI adoption in complex B2B environments. Discussions took place under Chatham House Rules, fostering open dialogue about the opportunities and challenges AI presents to agile marketing teams. This briefing summarises the core themes from the event.

Key themes and insights:

Embedding AI into agile marketing and ways of working

AI adoption in B2B marketing requires more than just technology; it must be woven into the organisation’s agile marketing processes and ways of working. Marketing teams with agile frameworks are better positioned to test, learn, and adapt AI tools quickly, allowing them to unlock the full potential of AI in their strategies. Successful AI adoption hinges on integrating it into competency frameworks, success metrics, and daily operations. Agile methodologies provide the flexibility required to experiment and scale AI across marketing functions.

Key takeaway: AI should be seen as a tool that provides opportunities across the function to help deliver marketing outcomes. From in-depth data analysis and insights, to developing strategic plans and creative campaigns, the role of AI in marketing will grow exponentially in the coming years. And, while currently most marketers are just dabbling with AI for content creation, having a robust process for AI tool selection, testing and implementation is what will set apart the AI innovators from the laggards.

Testing, guardrails, and demonstrating value

While AI offers exciting possibilities, it’s crucial to establish clear frameworks and guardrails for responsible experimentation. Marketing teams need the freedom to test AI tools, but with safeguards to mitigate risks and ensure that AI applications align with business goals. KPIs should be built into testing processes to measure the tangible impact of AI on marketing operations. Demonstrating early results will help build a business case for wider AI adoption across the organisation.

Key takeaway: Structured testing and clear metrics are essential to showcase AI’s value and ensure responsible usage in marketing campaigns.

Creativity and efficiency gains: Unlocking potential

AI has the potential to free up creativity within marketing teams by automating routine tasks like design resizing, video production, and data analysis. This shift allows marketers to focus on high-value, strategic activities, such as campaign innovation and targeting. However, efficiency gains have been limited to specific tasks rather than widespread across all operations. Time saved through AI automation is often redirected to other critical areas, reflecting the workload complexity typical of B2B marketing.

Key takeaway: AI can enhance creativity and optimise certain tasks, but its broader impact on efficiency will take time to materialise as B2B teams explore more use cases.

Prioritising AI use cases for maximum impact

To ensure the most effective AI adoption, there needs to be top – down consideration of company-wide objectives around areas such as efficiency, productivity, improving customer experience etc as well as marketing teams prioritising use cases based on key criteria such as impact, scalability, and alignment with the business wide objectives. AI tools should be deployed where they can deliver the greatest value to marketing efforts, especially in areas like campaign optimisation and data analysis. Scoring use cases can help determine where to focus resources and ensure maximum return on investment.

Key takeaway: Focusing on high-impact, scalable AI use cases will enable B2B marketing teams to derive more value from their AI investments.

Addressing leadership expectations and adoption challenges

A common challenge is the misconception from senior leadership that AI will immediately reduce headcount or replace marketing teams. In reality, AI in B2B marketing is still in its early stages, and the focus should be on enhancing capabilities rather than replacing staff. It’s important to manage expectations and communicate the strategic benefits of AI, particularly in driving smarter automation and providing actionable insights. Bring transparent with AI experimentation and its results will help those at all levels understand the role of AI in the business, and it can also help to reduce ‘Shadow AI’, the unsanctioned use of AI with an organisations.

Key takeaway: Leaders must focus on AI’s potential to enhance marketing efforts rather than seeing it as a tool for reducing workforce costs.

Training and skills development for marketing teams

AI adoption requires not only the right tools but also consideration of training to equip marketing teams with the skills needed to maximise AI’s potential. Attendees discussed the need for formal training programmes to ensure that teams can fully leverage AI tools and integrate them into their agile marketing workflows. Teams should be encouraged to take a test and learn approach and use experimentation to try things out openly and share the result, this would also reduce the risk of shadow AI use.

Key takeaway: Structured training is essential to ensure marketing teams have the skills to harness AI effectively within agile marketing environments.

Data analysis as a key AI use case

AI’s ability to streamline data analysis was highlighted as one of the most promising use cases in B2B marketing. Tools like Copilot allow marketers to efficiently interrogate complex datasets, providing insights that can drive more informed decisions and targeted campaigns. This enables marketing teams to focus on higher-level strategic analysis rather than manual data handling.

Key takeaway: AI-driven data analysis is a critical area where AI can deliver immediate value to B2B marketing teams by simplifying complex tasks and enabling data-driven decisions.

The importance of the “human AI” sandwich

Near misses, like incorrect translations or missing key details in technical content, show the importance of a “human-AI-human” sandwich approach. First, human input guides the process, setting the context. Then, AI works to quickly create and process the content. Finally, a human checks the output to catch any subtle errors or missed nuances. This layered approach ensures both speed and accuracy, especially when dealing with complex topics where AI might miss the finer details.

Key takeaway: A human-AI-human workflow combines the best of both worlds, ensuring efficient and accurate results.

Conclusion

Mark Breslin, AI expert and dinner guest shares his thoughts…

“Humans are creatures of habit and changing working practices is hard. To help drive sustained adoption of AI inside an organisation, once you’ve landed on high impact use cases that you’ve got the data for and you can measure, think through how the workflows need to change, and make it as seamless as possible.

For example, you want to avoid having colleagues copying and pasting in and out of ChatGPT into multiple tools, you want GenAI integrated with your tooling and your company’s data because that’s how you will achieve ROI. Foster a culture of innovation and experimentation, define the guardrails so controlled failure is okay”.

It is clear that agile ways of working are foundational and provide a framework that allows for the adoption and scaling of AI within marketing and beyond. This dinner revealed valuable insights into how AI can be integrated into B2B marketing by adopting agile marketing, prioritising high-impact use cases, and ensuring that teams are well-trained. As AI continues to evolve, agile marketing environments will enable B2B marketers to experiment, learn, and scale AI initiatives effectively. While efficiency gains are still developing, the potential for AI to drive creativity, enhance data analysis, and support smarter marketing operations is clear.

Our next marketing leaders’ dinner will take place early 2025, attendance is by invitation only, you may request a place on the waiting list here

October 15, 2024 Zoe Merchant Marketing Effectiveness

Communicating marketing value to the C-Suite: A strategic and agile approach for B2B Marketers

In the dynamic landscape of B2B marketing, securing investment from the C-suite hinges on effectively communicating the value of marketing efforts. Senior marketers in mid to large firms must demonstrate a balance between short-term demand generation and long-term brand building while showcasing resilience and adaptability.

The balanced approach: Brand building and demand generation

To gain C-suite buy-in, illustrate a strategy that balances immediate needs with sustainable growth. Short-term demand generation drives sales and meets targets, whereas brand building enhances market positioning and fosters customer loyalty. This dual approach is akin to a balanced diet: quick fixes might offer immediate energy, but long-term vitality requires a sustainable approach.

Effective communication strategies

To communicate marketing value effectively, marketers should:

Align with business objectives: Ensure marketing strategies are directly linked to business goals. This alignment helps the C-suite see how marketing initiatives drive company success.
Utilise data-driven insights: Present concrete data that highlights the impact of marketing campaigns on lead generation, conversion rates, and ROI. Data-driven insights lend credibility and demonstrate tangible benefits.
Showcase success stories: Highlight real-life examples where marketing efforts have led to significant business outcomes. These success stories resonate with executives and illustrate practical benefits.
Focus on KPI: Track and present key performance indicators (KPIs) that demonstrate both short-term and long-term value. These include customer acquisition cost (CAC), lifetime value (LTV), brand awareness, and engagement rates.

Understanding stakeholder needs

Different stakeholders in the C-suite have varying requirements and priorities. Tailor your communication to address these needs effectively:

Chief Financial Officer (CFO): The CFO is focused on financial efficiency and return on investment. Highlight metrics like CAC, ROI, and LTV to demonstrate the financial impact of marketing activities. Show how marketing investments contribute to cost savings and revenue growth and establish agile budgeting to allow for adaptability.
Chief Revenue Officer (CRO): The CRO prioritises revenue generation and sales performance. Emphasise metrics such as lead quality, conversion rates, and sales pipeline growth. Take a RevOps approach and showcase how marketing efforts drive high-quality leads and support the sales team’s objectives.

Chief Executive Officer (CEO): The CEO looks at the overall strategic vision and long-term growth. Present a balanced view of short-term results and long-term brand building. Highlight how marketing aligns with the company’s strategic goals and supports sustainable growth.

Demonstrating value over time

Understanding and tracking the right KPIs is essential for demonstrating marketing value over time. Essential KPIs include:

Customer Acquisition Cost (CAC): Measures the cost of acquiring a new customer. A lower CAC indicates more efficient marketing.
Customer Lifetime Value (LTV): Estimates the total revenue a business can expect from a single customer account. A higher LTV signifies greater long-term value and is influenced by retention and expansion metrics.
Brand awareness: Metrics such as brand recognition, and social media engagement gauge the effectiveness of brand-building activities.
Funnel metrics: Track performance at each stage of the buyer journey:
a) Awareness stage: Impressions, click-through rates (CTR), and engagement rates.
b) Consideration stage: Lead generation, cost per lead (CPL), and lead quality scores.
c) Decision stage: Conversion rates, sales-qualified leads (SQLs), and win rates and value.
Retention and expansion metrics: Key for understanding customer loyalty and growth potential:
a) Retention rate: Measures the percentage of customers retained over a period.
b) Churn rate: Indicates the percentage of customers lost over a period.
c) Customer expansion: Tracks upsell and cross-sell success rates.
d) Net Promoter Score (NPS): Measures customer satisfaction and loyalty, reflecting the long-term impact of brand-building efforts.

6. Avoiding vanity metrics: Vanity metrics, such as social media likes and website traffic, can be misleading as they do not necessarily correlate with business growth. Focus on actionable metrics that provide insights into customer behaviour and business impact.

Addressing budget cuts and resource reduction

Budget cuts and headcount reductions can significantly impact marketing effectiveness. To manage these challenges:

Show consequences with data: Use data to project the business impact of budget cuts, illustrating how reductions might lead to fewer high-quality leads, lower brand engagement, and ultimately affect revenue.
Leverage agile budgeting: Adopt agile budgeting practices that allow for rapid scaling up or down based on market conditions. This approach ensures flexibility without compromising long-term goals.
Avoid tactical short-termism: Balance short-term needs with long-term brand-building activities to avoid focusing solely on immediate results.

Building resilience in marketing teams

In today’s ever-changing business environment, resilience is key. Resilient marketing teams adapt to shifts and support evolving objectives, reflecting positively in performance. Strategies include:

Embrace change: Foster a culture open to change and quick to adapt. Agile marketing practices, such as regular sprint reviews and iterative planning, help teams stay flexible and responsive.
Invest in your team: Continuous professional development ensures your team has the skills needed to navigate new challenges and leverage emerging opportunities.
Foster collaboration: Promote cross-functional teamwork to drive more effective and innovative marketing solutions.

Agile marketing practices

Embed agile marketing practices that are data-driven and focused on continuous improvement because the way your teams work underpins the results you achieve:

Experimentation and learning: Implement a test-and-learn approach to discover what works best and iterate based on findings.
Data-driven decision making: Use data from experiments to refine strategies and demonstrate business impact.
Collaborative cuts: Work with the C-suite to make informed, collaborative decisions about budget cuts, ensuring they are strategic and support long-term goals.

And finally, lead by example

Demonstrate a growth mindset, take the feedback given and work with it. B2B marketers must adopt a strategic approach to effectively communicate their value to the C-suite. By aligning marketing initiatives with business objectives, leveraging data-driven insights, focusing on meaningful KPIs, and adopting agile practices, marketers can secure the necessary investment for success. Understanding the specific needs of different stakeholders, avoiding vanity metrics, and demonstrating the tangible impact of marketing activities will ensure the C-suite recognises marketing as a critical driver of business growth.

For more insights and agile marketing strategies, explore Bright’s Bright Ideas. By showcasing the strategic value of marketing, senior marketers can elevate their role and drive enduring success.

July 22, 2024 Zoe Merchant Marketing Effectiveness, Marketing Efficiency, Marketing metrics, Marketing Strategy

Bridging the gap: How agile marketing fuels next-level sales enablement with RevOps

The age-old struggle for alignment between marketing and sales is a well-worn path. Marketing creates fantastic content and engaging campaigns but sales don’t use or support the initiatives. Sales feels relevant sales enablement resources are lacking, while marketing struggles to understand their needs. This disconnect hinders revenue growth; and this is the key point, we’re all in it together, and creates a frustrating experience for everyone involved.

The answer lies in a powerful combination: agile marketing, a robust sales enablement strategy, and the strategic integration of Revenue Operations (RevOps). RevOps takes a holistic approach, aligning sales, marketing, and customer success teams across the entire customer lifecycle.

Building the foundation: communication & alignment

It all starts with open communication and clear alignment. Here’s what you need to establish a solid foundation through RevOps:

Shared objectives & metrics (OKRs/KPIs):RevOps facilitates the creation of common goals for marketing and sales, ensuring both teams understand and work towards the same business and revenue objectives. This fosters collaboration and a sense of shared responsibility.

Cross-functional collaboration:Talk to your sales colleagues, create trust and a closed feedback loop so you can continually improve things, together. RevOps ensures all departments are working together towards a common goal. This includes marketing, sales, customer service, and product development. By breaking down silos and encouraging communication between departments, RevOps can help to create a more cohesive and efficient organisation.

Change enablement communications:Establishing a robust internal communication strategy is essential to ensure employees will engage with changes within the organisations, ensuring anything from the introduction of new technology to a change in strategic direction, is successfully and sustainably implemented.

Consistent communication:Use internal channels (Teams, email, sales meetings) for short, regular updates. Organise events, virtual or actual, where you can mix and mingle and have open dialogue. Highlight content releases, showcase its value, and keep all teams informed on progress towards shared goals.

Data-driven decisions:RevOps champions data-driven decision making. Analyse content performance with marketing automation tools to see what resonates with buyers. Use this data to refine messages and content formats in collaboration with both sales and marketing teams.

Empowering your sales force: The sales enablement arsenal

Agile marketing allows you to adapt and create content that directly addresses sales needs. Here are some key weapons in your sales enablement arsenal:

Competitor battlecards: create one-page summaries that compare your offering against competitors. This empowers sales to confidently address customer concerns and is readily available to sales reps through the CRM or a centralised content library.
Content for buyer roadblocks: Collaborate with sales to identify specific barriers in the sales process and validate through customer feedback. Create content (videos, infographics, interactive tools) that tackles these issues head-on (e.g., how your product streamlines ERP implementation).
Customer advocacy & case studies: Showcase success stories and customer insights. Develop short-form content for emails highlighting the importance of specific topics to your audience, the benefits of working with you, and quantifiable ROI.

Feedback loops: Continuous improvement for sales success

Don’t let content become a one-way street. Utilise feedback loops to gather insights and improve the effectiveness of your sales enablement efforts. Here are a few ways to do this:

Post-demo surveys: Design and deploy post-demo surveys to capture feedback from prospects. This feedback helps understand if the demo addressed their needs and what additional information they require. Sales reps can then use this information for further engagement.
Seller kits: Create pre-made social media posts, messaging templates for outreach, and CRM snippets for easy content integration in the sales workflows. These seller kits ensure consistency and empower sales reps to leverage effective sales enablement content.

Personalisation & nurturing: Tailoring the buyer journey

For high-value accounts, go beyond generic content. Implement Account-Based Marketing (ABM) strategies:

Personalised Web Pages: Create landing pages with the prospect’s branding or logo and highlight relevant client success stories in reports or ebooks. This personalisation fosters a stronger connection with the prospect.
Nurture Flows: Develop multi-channel nurture campaigns with at least seven touchpoints to stay top-of-mind and guide prospects through the buyer journey. Ensure accurate CRM data for effective nurturing and automate much of the nurture process. Regularly review and optimise nurture flows with marketing to maximise their impact.

Optimising personas & filling buyer journey gaps

Analyse your buyer journey to identify areas of underperformance in volume, velocity, and deal value. Here’s how to optimise:

Refine buyer personas: Conduct market research and analyse customer data to ensure your buyer personas are accurate and address the specific needs and challenges of your ideal customers.
Test & nudge: Experiment with different marketing tactics (e.g., email campaigns, social media efforts) to see how they impact prospect conversion.

Embrace experimentation: Start small and utilise an agile approach. Test different strategies and continuously iterate based on data and feedback. These article on experimentation in marketing and the experimentation framework offers valuable insights on building your experimentation strategy .

Tailoring the approach: Recognising team variations

Acknowledge that different teams may have varying needs in terms of content consumption and support:

Less experienced sales reps: May require more social selling support and easy-to-use digital tools. Create targeted training modules and readily accessible social media content templates.
Experienced sales leaders : May benefit more from ABM-focused content and strategies. Ensure they have the right tools and resources for personalised outreach to high-value accounts.

Conduct surveys, focus groups, or interviews regularly and during any discovery phase for campaigns to understand your sales team’s maturity and capabilities. Collaborate with existing sales operations initiatives (e.g., regular sales force surveys) to gather valuable data. Streamline these processes and ensure insights are shared effectively with both marketing and sales teams.

An empowered and united team

By adopting an agile marketing approach, building a robust sales enablement strategy, and leveraging the power of RevOps, you can transform the relationship between your marketing and sales teams.

This fosters collaboration, empowers sales to close deals more effectively, and ultimately drives revenue growth. Remember, it’s not about creating content or campaigns in a silo; it’s about creating a collaborative and aligned approach where marketing, sales, customer success, product and other revenue generating teams work together in perfect harmony to achieve a common goal: exceptional customer experiences and sustainable business growth.

June 11, 2024 Zoe Merchant Agile Marketing In Practice, Leading Change, Marketing Effectiveness

Times are tough, changeable and high pressured for most senior B2B marketers and CMOs. Aligning to business goals and demonstrably driving business growth is more important than ever.

Over the last few years working with senior marketers to deliver greater marketing effectiveness and agility I’ve learnt about and applied the ideas of Revenue Operations (RevOps) with the principles of agile marketing. Agile marketing, the foundation of Bright’s ethos to help marketers demonstrate value through delivering great work; champions adaptability, customer centricity, and efficient collaboration. The introduction of RevOps expands these benefits across all revenue-generating functions, through improved alignment, efficiencies and effectiveness, and quantifiable growth against shared goals.

Before diving into the relationship between agile marketing and RevOps, I’ve identified common indicators that signal the need for a RevOps framework in B2B organisations:

Misalignment between revenue generating functions:
– including Sales, Marketing, Partner & Alliances, Product and Customer Success: Operating in silos indicates the need for the unified strategy that RevOps provides
Inefficient use of data:
If leveraging data across customer touchpoints is challenging, RevOps’ integrated data analytics approach offer a cohesive view for informed decision-making
Inconsistent customer experiences:
Disparate customer experiences suggest a coordination gap, which RevOps addresses by harmonising interactions
Operational inefficiencies:
Manual processes or redundancy point towards the process automation and efficiency enhancements facilitated by RevOps
Difficulty in measuring Marketing ROI:
The inability to directly link marketing efforts to revenue outcomes underscores the need for RevOps’ accountability and clarity.

Lots of firms have these challenges many of them are perpetuated through the organisational culture, the ways of working as well as team and departmental silos. As I share how the integration of agile marketing principles with RevOps, the emphasis on collaboration with the Chief Revenue Officer (CRO), cross-functional teamwork, and a cultural shift towards alignment and collective goal pursuit becomes increasingly significant. These are critical success factors for marketers committed to making an impactful contribution to revenue growth.

Collaborate with the CRO

We all know that a productive partnership between marketing leaders and the CRO is critical for sales and marketing alignment and forms the bedrock of RevOps success. For example, when one of our software client’s CMO and CRO began holding regular strategic sessions, they achieved a unified view of the customer journey, enhancing cross-sell opportunities by 10% within six months. This partnership ensures every initiative is directly linked to revenue, creating a united approach to growth.

The power of cross-functional collaboration

Cross-functional collaboration is a key principle of agile marketing and underpins the success of a RevOps approach, reducing and removing (where you can) silos to create greater cross functional collaboration to continually improve the customer experience. An example from our work at Bright is a project with a global HCM software marketing team that focused on improving cross-functional collaboration to improve efficiencies and formed cross functional agile squads/hubs including their sales stakeholders and product Subject Matter Experts (SME), which led to a 20% reduction in lead follow up times and improved conversion rates by >5%. This collaborative approach and culture ensure all departments are working towards common business goals.

Cultivating a culture of alignment and collective goals

RevOps necessitates a shift towards an alignment and collective goal pursuit are prioritised. Everyone moves in sync and are focused on KPI and OKR that are shared and aligned to the business goals. A Bright client – a continual improvement product and services firm – implemented agile marketing and activated RevOps to define, agree and set common goals and metrics as well as ensuring there was data & reporting to support this approach. This included the CRO, CMO and CFO as well as cascading across the sales and marketing teams. This culture of alignment enabled the organisation to adapt to changing internal and external market factors effectively and meet strategic objectives with greater cohesion.

How to get started

Implementing a RevOps model is a strategic shift that focuses on aligning cross-functional teams and cultivating a culture of shared goals and objectives. For B2B marketing leaders, establishing common goals and KPIs is the first step. This ensures alignment across all teams contributing to revenue generation.

Quick-start Agile Marketing & RevOPs checklist:

Align on objectives and KPIs:
Ensure revenue generating teams such as marketing, sales, and customer success teams agree and share common goals
Review current processes:
Identify gaps in collaboration and alignment
Establish regular cross-functional communication:
Keep all teams informed and engaged
Implement shared reporting:
Use dashboards for transparency and to track collective progress
Pilot small agile marketing projects:
Demonstrate the benefits of agile marketing and RevOps approaches by starting with manageable initiatives such as a pilot customer acquisition or retention campaign.

This approach offers a clear framework for beginning with RevOps, guiding organisations through the early stages of adopting a more aligned and efficient revenue generation strategy.

Integrating agile marketing principles with a RevOps framework is an effective strategy for not only elevating the role of marketing in revenue generation but creating alignment and strategic focus to propel your businesses forward towards its objectives.

April 9, 2024 Zoe Merchant Agile Marketing In Practice, Leading Change, Marketing Effectiveness

The interplay of key components in B2B Agile Marketing

In the high-octane world of B2B marketing, standing still is not an option. Agile marketing is not just changing the game—it’s rewriting the rules. This approach, with its heart set on adaptability and laser-focused on the customer, is propelling forward-thinking businesses into new realms of success. It’s about being nimble, quick, and, most importantly, effective.

So, let’s dive into the nitty-gritty, the bread and butter of agile marketing: epics, user stories, tasks, and deliverables. These aren’t just buzzwords; they’re the gears in the engine of change. Through our adventures in transforming marketing strategies with our clients at Bright, we’ve seen first-hand how these components can revolutionise practices and align with OKRs and KPIs to deliver unmatched value.

The essence of Agile Marketing: Where strategy meets action

The core quartet: Epics, user stories, tasks and deliverables

Epics are the grand visions, the “what ifs” turned into “let’s dos.” They’re ambitious missions tied to the heart of your business goals or defined by the critical functions of your marketing strategy such as lead generation or customer retention.
User stories are the soul of your customer persona, sharing their desires, needs, and aspirations. These stories draw you closer to your audience, guiding bespoke marketing initiatives.
Tasks are where thoughts turn to action. These are the steps that transform user stories from dream to reality, aligned with your epic ambitions. They’re the day-to-day on your Kanban boards, the pulse of progress.
Deliverables are your battle scars and trophies; they’re tangible proof of the journey from concept to completion, marking your path towards conquering your epics. They’re milestones that measure success, learning, and adaptation.

Real success stories

Informa Markets Pharma market leadership: Their leap into agile marketing was based on an epic focused on market leadership. Breaking down this monumental goal into actionable user-stories led to ground-breaking engagement and a dominant position in the pharma industry, surpassing key tradeshow objectives.
Reward Gateway conquering a new segment: They took on the epic of penetrating a new market segment with agility on their side. Focused on “Rapid SME market entry,” they tailored their user stories breaking down their approach into tasks and deliverables that tested, learnt, and adapted, turning feedback into gold and smashing their KPIs.
TECHNIA embracing the virtual shift: The epic was to capitalise on the success of their physical event investment to captivate and grow their audience with virtual events. By weaving the magic of their physical events into the digital fabric, they created user-stories that crafted immersive experiences that not only retained but enhanced the value of their community in the virtual space.

The interplay of components: The engine of marketing effectiveness

Diving deep into the mechanics of agile marketing illustrates the importance of a harmonious interplay between epics, user stories, tasks, and deliverables. These components combined with agile marketing ceremonies, principles and critical success factors to create strategic coherence, responsiveness, and iterative brilliance. It’s about moving with purpose, making every note count, and every action sing. In the end, agile marketing isn’t just a way to do marketing; it’s a manifesto for doing business in the modern world, brilliantly orchestrated for those ready to lead the charge.

March 26, 2024 Zoe Merchant Agile Marketing In Practice, Marketing Effectiveness

AI, RevOps and emotion! A look back at the top B2B marketing trends of 2023

It’s that time of year where we all start to reflect on the trends that have had the biggest impact in 2023. At Bright we’ve spent our year reinventing marketing with our amazing clients, including injecting greater agility into how marketers work together and with other revenue generating teams to refocus on the customer. It’s been a big year for marketing transformation. Marketing is emerging stronger, leaner, more data-driven and able to be more effective and efficient at engaging audiences.

It’s been a rollercoaster from a macroeconomic perspective and as a business founder and MD there’s been a lot to navigate personally, as well as helping clients become more adaptable and able to manage change.

One of my highlights was being selected as a juror for the Cannes Lions International Festival of Creativity for the B2B Creative Lion. Not only was this an amazing experience but it gave me unique insights into some of the biggest trends and critical success factors in B2B. Ranging from why you need to forge an emotional connection with your audiences, to the need for investment in long-term brand building to augment your demand and performance marketing.

As well as this, we have seen the growth of AI and RevOps (my personal favourite), and marketers moving further away from a traditional funnel to a fly wheel model. Throughout all of this, an agile marketing approach is fundamental to being able to quickly test and adopt these developments by staying responsive, data-driven and collaborative.

The importance of emotion and patience

During my time as a judge at Cannes Lions it was clear that a shift towards a more creative approach (akin to the boldness of B2C) is increasingly evident and showing results in B2B. It’s evident in successful campaigns such as Workday’s Rockstar and Disco’s Lady J [add links] B2B marketers to use emotion in their campaigns to achieve cut through and connect with their audiences.

Research has shown that using emotion, storytelling, and humour leads to better audience engagement. Campaigns with purely emotional content performed about twice as well (31% vs. 16%) with only rational content according to neurosciencemarketing.com. This is still fairly new ground for B2B marketers so using agile principles to test and measure what works and what doesn’t is key.

The other trend I saw emerging at Cannes Lions was that patience is a virtue in B2B. From the entries we consistently saw more of a focus on long-term brand building, and a move away from over-reliance on performance marketing. According to LinkedIn’s B2B Marketing Benchmark report, 59% of B2B marketing leaders say their C-suite has increased the importance of brand building given economic conditions. Fellow B2B Creative juror Ty Heath, Director of Market Engagement at LinkedIn’s B2B Institute commented: “Brand building is the single greatest opportunity in B2B. We see that most B2B marketers are over-leveraged in lead generation, but brand building is what drives future cash flows.”

The AI wild west

No 2023 wrap-up would be complete without mentioning the impact of generative AI. This was the year when AI really started to disrupt B2B marketing, and beyond. The areas where we have seen the biggest impact from generative AI has to be in content generation with the launch of ChatGPT back in November 2022, what a difference a year makes! Other content AI tools soon followed. Lead generation tools such as LeadIQ and Kartra are also helping to identify and generate high-quality leads for B2B marketing campaigns.

AI in marketing offers unpreceded opportunities, with many starting to realise efficiency gains through simple use of AI apps within their existing martech. Longer term marketing leaders will need to understand which types of AI to test and invest in and how to approach it. Privacy and security related issues are a key consideration. Leaders need to set up their teams to be able to successfully test AI solutions by putting in place the guardrails for successful and safe adoption of AI. This points to an agile marketing approach and being able to test and learn then quickly scale where value is demonstrated. Marketing leaders need to be careful to safeguard and remain customer centric and authentic. Quick efficiency gains could spell disaster without proper consideration around effectiveness and the impact on engagement. There is plenty of upside in AI adoption as long as developed within a proper framework.

From funnels to fly wheels

The move away from a funnel view of our customers to a fly wheel model continues to gain traction. In a traditional marketing funnel model, the focus is on attracting customer prospects and then converting them to purchasing customers. But marketers have realised that it’s not just about acquisition and customers can fall out of the model. Smarter marketers are recognising the full value of a customer and the need to market to clients at every stage of their lifecycle. By fostering loyalty and advocacy you can maximise the customer lifetime value.

The flywheel model focuses on keeping existing customers engaged and turning them into repeat customers who are also willing to act as promoters for your business. The flywheel business model is more effective and should drive higher revenue because it prioritises the customer.

The rise of RevOps

Another big trend in B2B marketing this year has been the growth of Revenue Operations or RevOps . Aligning your revenue generating teams – sales, marketing and customer success functions across the customer life cycle to drive growth and keep teams focused on the same metrics and KPI is quickly becoming table stakes. This cross-functional alignment clearly requires an agile approach, breaking down siloes to improve communication, collaboration and alignment to business goals.

Agile remains key

What’s clear is that 2023 has been one of the most exciting years for B2B marketing. All of these trends have the potential to transform how we engage with our audiences and increase marketing effectiveness. While the developments and trends in our industry are exciting, it can get overwhelming to keep up and remain innovative. An agile, growth mindset, alongside the related tools and processes enables marketing teams to respond quickly and effectively to changing customer preferences, market conditions and developments to ensure they are delivering the best results for their companies and clients.

Get in touch to find out how Bright can help you harness agile marketing to deliver your marketing strategy in 2024.

Resources/reading list:

December 7, 2023 Zoe Merchant Leading Change, Marketing Strategy

Behind the scenes at Cannes Lions: Emerging trends in creative B2B

A first-hand account of the role of a juror and the trends emerging

Unexpectedly, an invite to join the jury of the prestigious Cannes Lions landed in my inbox, thanks to an anonymous nomination. Quite the surprise, and I can’t deny it, I was absolutely chuffed. It’s not every day you’re offered a chance to contribute to such a distinguished process and simultaneously tap into the pulse of emerging trends for the B2B community.

Now, this isn’t any old jury service. This is the B2B Creative Lion category and it’s just in its 2^nd year. A ten-strong team of rather remarkable jurors, which it has been a pleasure to meet, we’ve been handed the baton and with it, the responsibility to spotlight the very best of B2B creativity. We’re a diverse bunch, with different stories and backgrounds, but united by one shared goal — to inspire B2B marketers across the globe.

I will pull back the curtain on this journey — give you an insider’s view of our deliberations, a glimpse at the standout trends, and a deep dive into what really happens in a Cannes Lion jury room.

The jury assembled in May, and we are deep in the throes of the first round of judging, with the deadline steadily approaching. This stage is rigorous and immersive, an explosion of creativity, clever marketing ideas and beautiful crafting of creatives, it offers a fascinating glimpse into the evolving landscape of B2B marketing.

Blurred lines between B2B and B2C marketing

One trend that stands out is the blurring of B2B and B2C marketing lines. B2B campaigns are increasingly employing emotion-driven, personalised elements often found in B2C marketing, resulting in more engaging, human-centred experiences.

Redefining the B2B aesthetic

Bold colour palettes and daring design choices are challenging the traditional, more reserved B2B aesthetic, signalling a shift towards a more vibrant visual language. Combined with the emphasis on clear and simple messaging in the most impressive creative ideas. Amidst the clamour for attention, straightforward messages still hold their ground as the most effective.

A fresh take on creative playfulness and emotional depth has also surfaced in the entries, amplified by the refined use of omnichannel marketing strategies. These campaigns resonate deeply with audiences, reflecting the maturation of the industry.

Business value at the forefront

Marketers have made significant strides in leveraging data and insights, aiming to deliver not only creative campaigns but tangible business value. Personalised experiences, enabled by the blending of channels and tactics, are on the rise, fuelled by the quest for a seamless buyer journey.

Brands rallying around a cause

Interestingly, many submissions underscore a compelling shift towards purpose-led partnerships. Brands are aligning with causes and missions that resonate with their audience, leveraging shared values to cut through the noise. This approach builds authentic connections, deepens brand engagement, and proactively supports many noteworthy causes.

The tech-savvy marketer

The emergence of Web3 and AI technologies within campaign execution, a shift towards a more digital, automated marketing landscape. Clever campaigns tuning into tech-savvy audiences are making the most of emergent channels such as NFTs or AI tools to harness the power of AI for personalisation. These campaigns have fine-tuned their messaging for specific industries or individuals. Demonstrating a next-level understanding of not just where the audience is now, but where they are heading.

The quality of the submissions is high, signalling that B2B marketing is moving up a gear and redefining benchmarks of creative excellence.

I’m excited to continue the journey towards shortlisting the final contenders, and I’m looking forward to the time spent discussing the entries with my fellow B2B jurors, without a doubt, there will be some lively debates on who makes the cut.

I’ll continue this series, documenting the intriguing process behind the scenes at the Cannes Lions Awards. Keep an eye out for the next update.

May 30, 2023 Zoe Merchant Engagement, Marketing Strategy

How will Web3 and the Metaverse affect B2B marketers?

Women in Crypto event takeaways:

Check out the event here

Last week I attended a great event with some fantastic speakers – Women in Crypto: How will the metaverse affect you? It got me thinking as a B2B marketer – there is a lot to unpack and explore to harness the opportunities Web3 presents. The event made clear that Web3 is a long-term strategy; spanning a 3 to 5-year time horizon and needs to be considered alongside other marketing channels and tactics. As the world becomes more immersive B2B marketers need to think about how they will complement Web2 experiences and how it can be used to build their brand and generate leads.

Lavinia D Osbourne founder of the Women in Blockchain talks brought blockchain to life by sharing a simple train metaphor – think of blockchain as the train tracks, the trains as the platform providers (such as Coinbase) and the train carriages as the assets such as NFTs and tokens. Lavinia focused on the opportunities for mass adoption to create a more diverse and inclusive web experience within the Metaverse.

Seema Khinda Johnson, founder and COO of Nuggets, a leading self-sovereign verified identity and payments platform, spoke about the potential for Web3 to level the playing field. One area that is ripe for change is KYC (know your customer). In Web2 you provide a lot of data to organisations who then control that data. With Web3, you own your data and can share it with organisations on a permission basis. This has massive implications for marketing as we know it today, where organisations have access to large amounts of data that they can use to target individuals, including selling it off to unknown buyers, and presents a huge risk if it falls into the wrong hands.

Kerry Elsdon, VP of Global Digital Marketing at Mastercard talked about three areas that we’ll see shifts in and marketers need to consider. Firstly, fun & social interactions will change hugely and we’re already seeing a shift in newer generations focusing on how they present and express themselves via avatars, wearables and NFTs. Secondly, the way we shop and why we shop – how shopping will become more immersive, interesting and accurate (yes! the demise of multi-buying and endless trips to the post office for returns!). Finally, shifts in how we learn and work as the Metaverse provide new immersive and interactive experiences.

A thought that I agreed with was that marketers should avoid feeling overwhelmed by the new environment by asking questions and not being afraid to seek assistance and advice; much is still developing, and you’ll get there sooner if you’re nimbler in your approach.

It was reassuring to hear some war stories from Camilla McFarland, VP & Head of Customer Success at Mojito, an NFT platform for brands entering Web3. Camilla shared how major brands such as Nike are taking a long-term 3 to 5-year view of their Web3 strategies and projects and are still very experimental.

Marketers have a huge opportunity with Web3 to become more inclusive and create truly engaging and immersive experiences that transcend geographic and economic boundaries. Now is the time for B2B marketers to get Web3 ready and take an agile approach to understand how they can offer a valuable and meaningful experience to clients, partners and employees. Start small, test, learn and improve to build out a strategy that works harmoniously with their Web2 presence and will allow users to direct how they want to engage in a Web3 world.

The event was informative (Bravo to Lauren Ingram from Women of Web3, Wirex and The Cryptonomist for a great real-life event). It was great to hear from some of the industry leaders about their thoughts on Web3 and the Metaverse. My biggest takeaway was the importance of being agile and taking a long-term view when developing a Web3 strategy. It’s also important to remember that we are still in the early stages of adoption and experimentation so it’s important to be open-minded and willing to learn. Web3 and the metaverse will provide new opportunities for B2B marketers to reach their target audiences through more engaging and interactive content whilst allowing more efficiently and accurate data collection.

What did you think of the event? What was your biggest takeaway? Let me know in the comments.

September 21, 2022 Zoe Merchant Marketing Effectiveness

Why is an agile marketing approach to briefing so important?

You’ve got the idea; now how do you make sure it’s successful? This is where effective briefing comes in. The process of briefing sets up your team for marketing success by ensuring everyone has a clear understanding of the what, why and how of the campaign or project. It starts with ideation and ends with validated results – making it an essential part of any B2B marketer’s toolkit. In this blog post, we’ll discuss why good briefing is so important and outline key steps to help you deliver winning outcomes every time.

For those looking for greater marketing agility having good discipline around briefings is key. By following a few simple steps, you can make sure your team is always aware of the big picture as well as the details. This will help them to deliver better results, faster.

So, what are the key steps to take when briefing for agile marketing success?

Set clear objectives

The first step is to set clear and measurable objectives that align with your marketing and business goals, KPIs and/or OKRs. Without these in place, it’s impossible to know if your team’s efforts are having the desired effect. Be sure to involve key stakeholders in this process so that everyone is on the same page from the outset.

Data should be driving your marketing team’s activities. By setting out baselines and KPIs for key performance indicators, you can keep your focus on the appropriate outcomes while giving your team a goal to strive for.

Identify your target audience

Next, you need to identify your target audience. This might seem like a no-brainer but it’s critical to define and prioritise your target market and the personas of decision makers and influencers. For B2B marketers’, audiences can often be narrow with a relatively small number of key accounts they want to target. Part of your briefing process is to understand these accounts and work out what their pains or barriers are, what gains they want to create and their personal and business drivers – then you are able to create a proposition that fits their requirements and use this knowledge in your marketing to test best how to engage your audience. Without this level of detail, your team will have a hard time creating targeted and effective content.

Outcomes vs outputs

When briefing your team, it’s important to focus on the desired outcomes of the project rather than outputs. In other words, what do you want to achieve and how will you measure success? For example, if you’re looking to increase brand awareness, you might measure this by tracking web traffic or social media engagement. By clearly defining the outcomes you’re looking to achieve, you’ll be able to create a more effective brief and ultimately get better results.

Sharpen your brief with experimentation and testing

In order to be most adaptable and agile in your marketing, you’ll need to agree on how you’ll take ideas forward and iterate until you find the most compelling creative approach for your campaign or asset.

The majority of agile marketers focus on a minimum viable approach so that they can rapidly test different ideas, channels, messages, or calls to action. They then use the information gathered from these tests to help make informed decisions and cut down on the overall time it takes to get their product or services out onto the market. You should aim to capture how you want to use experimentation and testing as part of your brief and even start to set some hypotheses to prove or disprove early on to support fine tuning the project or campaign outputs.

Include a call to action

Don’t forget to include a call-to-action (CTA) in your briefing. This could be anything from asking the team to create a piece of content that’s shareable on social media to designing an interactive tool that a prospect can use to calculate the cost or efficiency savings. Without a CTA, it will be hard to drive engagement, generate responses and measure the success of your marketing efforts.

Get a grip on the business case and budget

It’s crucial that B2B marketers can show ROI, so they must be mindful of their budget and how it affects their bottom line. To get the most out of their marketing campaigns, modern marketers should follow a framework that includes small, regular releases of funds to support larger investments down the road. Because money matters are often sensitive topics within companies, especially when facing an economic downturn, it’s essential for marketers to be able to demonstrate the value they bring with every penny spent.

Get sign off

Finally, it’s important to get sign off from key stakeholders. This will help to ensure that everyone is on the same page and buy-in has been achieved for the project. Once you have sign off, you can move forward with confidence, knowing that you have the support of your team and senior management.

Make sure your team is always on the same page by ensuring quality briefings. This will lead to a more agile marketing process, and your employees will thank you later when they see how much better they work and the impact of their efforts.

Download our free one-page Agile Marketing Campaigning game plan here to begin your campaigns and projects the Bright way.

Zoë Merchant Managing Director

August 24, 2022 Zoe Merchant Agile Marketing In Practice

Our panel discussion with industry leaders uncovered six actionable ways marketing ops teams can deliver efficient, effective, and engaging campaigns

Remove operational bottlenecks: Quick wins

Build a culture focused on growth and experimentation

Effective metrics for high-performing marketing ops

Fostering collaboration and breaking down silos

AI and automation in marketing operations

Preparing for future technologies in marketing operations