Renegade Marketers Unite

Filing for Chapter 11 bankruptcy protection is not exactly a CMO's dream situation. In fact, if handled poorly it could be a career-ending nightmare not to mention the potential reputational damage to the company. Fortunately for Avaya, which filed for Chapter 11 in January of 2017, CMO Morag Lucey provided the kind of courageous leadership that leaves one both awed and inspired. Lest you think we are exaggerating, have a listen to this episode and you'll want to join the Morag Lucey fan club with us. On the podcast, Lucey explains how she helped Avaya weather the storm and come out all the stronger. Here's what you'll learn: How to present a strong business narrative. How to keep your message simple—even in turbulent times. How to draw up a real vision of the future. How to communicate with your employees. There was nothing fundamentally wrong with Avaya when it filed for bankruptcy; Earnings before interest, taxes, depreciation, and amortization (EBITDA) were high, and the brand maintained a healthy reputation. The culprit for Avaya's Chapter 11 filing was its $6 billion debt. When the deficit grew too large to handle, the company needed to restructure itself financially. Lucey, who was in charge of managing internal communications in regards to the bankruptcy filing, aspired to preserve Avaya's image and address any worries about the brand's stability. She managed the process by explaining the situation to Avaya's customers, affiliates, and employees on a regular basis. "We met [with our constituents] daily and talked about the narrative of what was happening to us and why it was happening," says Lucey. "And on the other side, we also balanced that with all of the positive that was happening." Lucey made it perfectly clear that Avaya had no intention of going belly up. On the day Avaya filed Chapter 11, the company was already working on a campaign to show that nothing was wrong with the service it offered. "The key is the stories that we tell," says Lucey, "and the customers that continue to rely on us to provide that experience that is outstanding…this was just a debt issue. We [could] still execute in terms of serving the market." Openness was the key to Lucey's communication strategy. From holding regular meetings to promoting CEO video communications to distributing employee newsletters, Avaya used a variety of mediums to keep its workers in the loop in regards to the impending changes. The brand used storytelling to send the message they sought to get across. Avaya wanted to let its employees and customers know that bankruptcy wasn't the end; it was a new beginning. Lucey explains, "It was very much a story about the future. We had to bring the past to the future, and so we really did write the narrative of where we've been and where [we are] going." For Lucey, storytelling is more than a means of keeping customers and employees at peace; it's a mechanism to reach clients emotionally. "[What we do is] not just communications for companies to make big profits," she says. "It's really about the connection between people and it's creating a world in which we can have more time to spend doing the things we want to do, while we seamlessly interact and communicate with all the things that we have to do because it's mandatory in our life." Business can be a welcomed, integrated part of life. Even though Lucey was able to safeguard Avaya's image in the face of bankruptcy and keep it going strong, she understands that her brand has to keep evolving to remain vigorous. She believes change is always imminent in marketing, and every CMO needs to be a "catalyst for change" to stay ahead of the curve. Lucey says, "Today, if you don't look at transforming your marketing organization and really focusing on how the technology delivers to the customers in a way so they want to consume it, you're going to be left behind." Success today doesn't necessarily equate to success tomorrow. Be ready when the call for innovation beckons. (These show notes were prepared by Jay Tellini.)

With great power comes great responsibility. When Lexmark acquired Kofax—an automation software company—in 2015, the now-global business was burdened with the task of streamlining its marketing functions. Kofax CMO Grant Johnson was tabbed for the job. It was Johnson's duty to institute a centralized marketing plan that the company's worldwide sectors could follow. Grant Johnson talks about his formula for creating a unified, global marketing strategy in part two of his interview. Host Drew Neisser, accompanied by Inc. magazine author Bill Carmody, ask Johnson about his trials and triumphs. If you missed part one of this interview, please refer to episode 31. Here's what you'll learn: How to unify all employees within your organization. How to harness the power of teamwork. How to integrate positive habits into your marketing strategy, while unlearning ineffective ones. Why simplifying your marketing goals is critical. Here is a sample of the content discussed in this episode: Drew: It's hard to get our marketing messages to stand out…what is one thing you do to make sure your marketing cuts through? Grant: We take great pains to avoid the one-size-fits-all approach or what I call random acts of marketing. Instead, we work toward truly integrated marketing campaigns that encompass print, digital, social, etc. Part of cutting through effectively is a relentless focus on delivering consistent messaging across every touch point and element of a given campaign. Like many companies, our customer base cuts across a range of verticals – from Banking and Financial Services and Insurance to Healthcare, Government and BPOs. For some of these verticals, like banking, we frame the message around their primary concerns, e.g. how we can help enhance the customer experience (faster account openings and easier loan applications through mobile apps, etc.). We call that "customer speak," instead of techno speak, and it really helps us stand out from the cacophony of competitors touting their offerings.

This episode is the first of a two-part series with Grant Johnson, CMO of Kofax, a huge company you made not have heard of unless you're in need of automation software. Grant is a veteran marketer who managed to pull together three separate organizations into one cohesive marketing machine and in the process, discover many keys to successful B2B marketing. My co-host in this in-depth exploration of B2B marketing is entrepreneur and Inc magazine author, Bill Carmody. Kofax CMO Proves that in Marketing, United We Stand. If "every village has its idiot" had an antithesis, it would be "every community has its organizer." In any group setting, he or she is that person who naturally brings together disparate individuals with a common bond and, most importantly, mobilizes them for action. At Kofax, that person is Grant Johnson, Chief Marketing Officer. The automation software company was acquired in 2015 by Lexmark, which had recently subsumed two additional software brands. As the new CMO, Johnson set out to unify the various marketing functions of the now-global brand. "I think we are in a unique position now at Kofax to look at the market with a fresh set of eyes," he says, "and we have the opportunity to reinvent ourselves. Although we have this broad portfolio of great software and solutions, we know that in the customer-driven era, it's about them, not us." The Cause: Customers Several years ago, Johnson realized that the only way for Kofax to thrive was to attain best-in-class marketing practices. How to do this required time, but it mostly involved attaining the maximum threshold of relevance with its customer. Because marketing technology is a vast, specialized landscape, Johnson also understood that Kofax could be hyper-targeted and intentional in its marketing and still generate a high volume of business. To reach that stream of business took building, refining, building, refining the customer journey via experimentation and retargeting, with some failures and what Johnson terms "sacrifices" along the way. "I have a motto, which is 'do great work that works.' If it doesn't work, stop doing it. If it works great, whether engaging customers and prospects, generating leads or nurturing opportunities, do more of it." His department eventually netted out with five detailed customer personas and predetermined content roadmaps. "We take great pains to avoid the one-size-fits-all approach or what I call random acts of marketing," says Johnson. "Part of cutting through effectively is a relentless focus on delivering consistent messaging across every touch point and element of a given campaign." These journeys are continually tested and refreshed via community engagement, influencer campaigns, and social listening. The approach is what Johnson calls "aim, ready, fire," and it helped Kofax's revenue climb from $300 million to $600 million in just three years. The Activists: Employees Getting three marketing departments on the same page after the merger, however, was no easy task for Johnson. The first step was a marketing audit among the brands, a new work stream Johnson called "marketing best practices." The groups gathered and came to discover who did what best. "The work stream became both a catalyst for change and way to galvanize the organization around a consistent set of best practices," says Johnson. "The teams could envision how they could do better marketing by making the changes." Part of helping teams "unlearn" their less effective habits involved a physical blueprint of 2017 plans that outlined their marketing roles and was created with assistance from outside firms. "That fact that every group could see how they were contributing to and impacting the integrated plan helped literally get them on the same page they could refer to, communicate and understand." The Goal: Change Johnson says the 2017 plan is off to a strong start, but he explains that one hard lesson for marketers to learn is that lasting change always takes more time than anticipated. "People can nod their head, agree to the new directive and then just go back to doing things the way they have," he says, "Especially when the leadership is thousands of miles away." One way to expedite the process, however, is spurring employee cohesion by blending teams and creating new ones. "I didn't just put managers based in Irvine [headquarters] in charge of larger groups. I gave some increased responsibility to leaders based in Lenexa, KS and Europe," says Johnson. His department also merged content, digital and social teams for the first time, driving higher productivity. Spoken like a true organizer: "I knew that I had to find a way to bridge different cultures and operational styles if I had any chance of success."

Brace yourself for the most inspiring episode of Renegade Thinkers Unite thus far. In fact, our guest Coss Marte, had us choking back tears. His story begins a little over a decade ago, when he kick started his own enterprise as a teenager in front of a New York City bodega. By age 19, Marte's business was raking in over $2 million dollars a year. He ran into trouble shortly thereafter, and in less than ten years he was scrubbing toilets at a reconstructed hotel to pay his rent. The reason for Marte's struggles is simple: his business was the business of selling drugs. He was incarcerated at 23 on charges related to peddling drugs, and spent seven years in prison. Marte, now 31, is a free man and an up-and-coming marketing phenom. Upon his release from prison, he founded ConBody—a prison style fitness program where students work out with minimal equipment. Thanks to Marte's marketing guts, ConBody is now one of the fastest growing fitness programs in NYC. To be frank, the young entrepreneur probably knows more about advertising than most CMOs. You can learn more about ConBody here: https://conbody.com/ As you might expect, the seedlings of ConBody—which is short for "convict body"—came while Marte was incarcerated. "I got my first medical examination and was told that I could die in prison because of my health issues," he says. "As soon as they told me this, I went back to my cell and I started doing lunges, and any type of exercise I probably knew." Marte lost 70 pounds in six months after customizing his own exercise routine. Not long afterwards, he helped over 20 inmates lose over a thousand pounds combined. Having inspired others to make positive lifestyle changes, Marte started thinking about his past—and his future. "I started realizing that I was creating a web of destruction," he says, "and for the first time I started praying and asking God, 'How can I give back?' And that's when ConBody was born." Marte mapped out a plan for an exercise center while he was in solitary confinement, and then turned those blueprints into action when he was released a year later. Marte's bold marketing tactics helped put ConBody on the exercise studio map. He began marketing his business by speaking to women who were doing yoga in public spaces. Simply talking to them about ConBody, Marte managed to steadily build a customer base. "There [have] been times," he states, "where I stood on the train and said, 'Ladies and gentlemen, pay attention.'… I tell my story and I'll tell about ConBody." Marte says he continues to share his story about 20 times a day, never underestimating word-of-mouth. ConBody has boomed since its inception. Upon speaking at a conference, Marte was approached by a woman who offered him the opportunity to open a ConBody location in one of New York City's most famous luxury department stores, Saks Fifth Avenue. This change in fortune still gives Marte goose bumps. He says, "Every time I go up to the second floor [of Saks], I start smiling because the first thing [I] see on the floor is a mannequin with a ConBody t-shirt on." ConBody's studio atmosphere is no doubt responsible for part of its success. With the intention of motivating participants, Marte designed the studio like a prison. Brick walls and prison bars line the fitness center. Signs that read "five minute showers" and "do the time" line the interior. At ConBody, you'll find all the same body weight equipment as you would in a prison. This gritty appearance is one of the business's most popular features, giving members a hardcore workout experience. Following Marte's lead, marketers should strive to provide consumers with a similarly exceptional experience. This is the driving force behind ConBody. "If I keep going and I keep delivering a great product," Marte says, "no matter what I'm going to wake up, I'm going to be okay, and I'm going to live life." (These show notes were prepared by Jay Tellini.) What You'll Learn Ideas for starting up killer guerilla marketing campaigns. How incorporating your passion into your business can lead to prosperity. How to tackle unexpected marketing challenges. Advice for establishing a clear and effective brand vision. Quotes from Coss Marte As an entrepreneur, you just don't know what's going to happen, what you have to deal with. You don't know what you're going to sign up with. You've just got to roll with the punches. I share my story about 20 times a day, and I stop random people and I go up to everyone who I think works out. I try to find somebody and train them and duplicate myself, which is impossible. But you do what you can, and you manage and you just set priorities and expectations. I was affecting so many people in my life and so many people that I sold drugs to, when I started realizing that I was creating a web of destruction and for the first time I started praying and asking God, "How can I give back?" And there's when ConBody was born.

Gone are the days of "just throw it out there" and "let's see what happens" when it comes to marketing campaigns. The hard truth is that in 2017, we have too much information at our disposal to lean on our instincts and creative prowess to connect with consumers, and today's leading marketers know this better than anyone. How Take Rob Rakowitz, Global Director of Media at Mars, who was recognized by The CMO Club for his cut-through Content Marketing performance with brands like Uncle Ben's, Snickers, Pedigree and Whiskas. Rakowitz understands that to drive growth, marketing teams must use a targeted, well-researched approach backed by fail-safe insights—and the simpler the goal, the better. Here are just a few of things you'll learn from this episode: How to make your marketing campaign stick. The significance of identifying brand purpose and engaging with consumer culture. How to diversify your marketing strategy. Why service is the new selling. Driven by data It could be said that a good marketing theory works well outside of marketing, so a good marketing leader practices his theories outside of work. For his part, Rakowitz enjoys mining data as a member of a cycling team. Thanks to the Internet of things, even riding a bicycle generates a mind-boggling amount of data. Armed with insights before a race, for example, his team can determine distinct roles and peak performance points "much in the way that you would for launching a really great campaign." The implication for brands here is that data offers not only meaningful positioning but can also inform when to act on topical content. In Rakowitz's opinion, it's the CMO's duty to show his or her teams how to make these same discoveries. "The only thing that you can do in this role," says Rakowitz, "is equip teams with the right navigation tools so that they can wade into this unknown and increasingly complex territory and actually drive growth from it." And to drive growth, he says, these teams must make simplicity a goal, as the team with the discipline to focus in an ever-distracting environment will eventually outpace its competitors. "I find that the more you can simplify down what it is that we're trying to do from a vision perspective," he says, "the better an idea travels." Content that cuts to the point At Mars, Rakowitz says he was able to influence and coach teams in the execution of "fantastic content programs" for the labels that sought to understand how to best bring the brand, consumer and customer together. "It's what I like to call the idea of 4C conversion that bring consumer, customer, communications and commerce closer together," says Rakowitz, and it centers around a simple purpose. With Uncle Ben's, the Mars Food team discovered that the brand's purpose is helping consumers make great food choices. "We find out that consumers who start meals with rice are more likely to choose a lean protein or a vegetable to go along with it," he says, leading to healthier eating outcomes. But when Mars released Uncle Ben's ready-to-heat pouches in the UK, the Uncle Ben's UK team discovered that consumers either weren't aware of the product or saw it as irrelevant. Working with BBDO and MediaCom, the team started to look to content to address the reach and relevance shortfall. They developed a series of short online videos that featured a celebrity chef demonstrating the product in a public park, which engaged healthy consumers. The best-performing clip was trimmed and disseminated to TV and social media. "It was a very content-driven idea backed up by behavioral data," says Rakowitz. "We were able to use social media to make sure the content was as personal as possible. And it actually yielded some really nice business results for us." Another data-supported campaign Rakowitz championed was "Kitten Kollege" for Whiskas, following an insight that new cat owners often lack the knowledge to properly care for them at first. Mars' Petcare marketing team and agency partners in BBDO and Mediacom created tongue-in-cheek videos about a kitten's life stages using insights from Mars' Pet Institute research center in the UK. Partnering with Google and YouTube also helped raise the brand's profile, "simultaneously educating and entertaining and then closing the gap with commerce." While Mars marketing measure success with methods sometimes as sophisticated as biometric tracking, many are available to any CMO. "What we did for Uncle Ben's was 100 percent behavioral, digital metrics that are available to a lot of marketers," he says. In fact, Rakowitz recommends taking advantage of as many sources of data as possible to see the best results from a campaign and glean the best insights for the future. "I think that's very much an agenda I had, with a lot of my colleagues out there—taking more and more advantage of things to drive better planning, strategy, and activation."

Without communication, businesses crumble. Sending a clear message is the only surefire way to get people to care about your brand. This need for coherence isn't limited to the marketer-consumer relationship, however—all business branches should work in harmony in order to present a sharp brand image. Ann Davids, Senior Vice President and CMO of Direct General Insurance Company, specializes in coordinating her company's identity on all fronts. In this week's episode of the Renegade Thinkers Unite podcast, Davids explains how a brand identity can become too abstract if it's not managed well internally. It's Davids's duty to weave product language, internal language and consumer language together to create campaigns that customers and Direct employees can embrace. Marketers should stay in close contact with their fellow departments, believes Davids. When the marketing department at Direct works in unison with the entire office, it can accomplish brand goals from all angles. Davids says, "I've often heard it said that marketing should make the rest of the organization uncomfortable. I couldn't agree more. I'll really advocate for anything the business needs, even beyond marketing if it helps move the needle." This strategy is mutually beneficial, Davids finds. In addition to orienting the marketing team's attention to the overall business plan, she seeks to involve other business disciplines in Direct's advertising campaigns. In previous years, Davids has laid out the blueprints of her team's marketing strategy for all to see—literally—by distributing architectural blueprints in frames around the office. "We basically run our own internal campaign, and it tends to get people excited and raise intellectual curiosity," Davids says. "We have people hand-raising to opt in to work on these things instead of having to recruit." The blueprints clearly illustrated the marketing strategies, but they also generated interest in the projects from the entire company. Let's face it; if an organization can't get its own team members excited about a campaign, how can it expect to make a lasting impact on consumers? Speaking of impacting consumers, Davids notes how Direct aims to be, well, more direct. "We try to just always speak the customer's language," she says. "Whatever that happens to be for your particular customer, I think you have to really understand them and how they talk and process, and what they're looking for." Offering exactly what the consumer needs is only half the battle, however. Without clear, direct marketing, any campaign can fall flat. Given the nature of Direct Insurance's industry, it's inherently tough to make consumers eager to engage with the brand, which is why Davids's team goes the extra mile to make their experience enjoyable. Davids says, "A lot of people don't want to pay for insurance, either, so we make it fun, we make it pleasant and we try to have added little surprises along the way that make it easier to do business with Direct Auto and Life Insurance." These "little surprises" have resonated well with customers, she says. Another challenge for Direct has been the transition to new marketing platforms. When the company knew it wanted to establish a strong digital presence, Davids was careful not to jump the gun with new channels. Her team decided that gradual changes would better suit the brand's customers. "Our customer is still telling us that they enjoy other mediums, as well as digital," says Davids. "They're still heavy consumers of television and radio, so we've been careful in how we transition to digital." This kind of adaptability is an important piece of Direct's marketing puzzle. Davids talks about the art of identifying the next big thing: "Really, what I consider state of the art is knowing when to jump on a trend versus waiting. Or how you might migrate within your own media mix." Although her team is always looking for the next big thing, the marketing department acts slowly and steadily when integrating it into a campaign. If Davids could offer just one piece of advice to her fellow marketing leaders, it would be to maintain a robust network of professionals. "I think you've got to find people that you connect with," she says. "If you make investments in these relationships, they will be valuable. There's nothing more valuable to me than my network and the mentors I've had over the years." (These show notes were prepared by Jay Tellini.) What You'll Learn Ways to engage your company's entire business staff with your marketing strategy. How to speak your customers' language. Advice for building a successful network with likeminded business professionals. When to put the pedal to the metal on your marketing strategy, and when to hit the brakes. Quotes from Ann Davids Really, what I consider state-of-the-art is knowing when to jump on a trend versus You have to listen to your customer. Think about how to present yourself, your personal brand, through words and actions and engagements. Strive for what you want, and don't be shy about letting people around you know your goals. You have to be open to different challenges that come along, in work as well as in your personal space, and be willing to share what you learned from those experiences.

One of the most difficult but important things marketers can do is find a way to make their brand stand out from the competition. This is an especially weighty challenge in the financial industry, as Suzanne Copeland, the former CMO of Sterling National Bank, will tell you. Faced with regulatory restrictions and fierce competition, Copeland applied renegade thinking to separate Sterling from the pack. In this episode of the Renegade Thinkers Unite podcast, Copeland explains how the bank's brand positioning allows it to provide one-of-a-kind customer experiences. (These show notes were prepared by Jay Tellini.) Creating a unique brand experience is crucial not only to marketing, but also to business success as a whole. At Sterling, this was no easy feat. As Copeland points out, "Everybody tells you that their customer relationship is better. It's kind of hard to really tease that out to some specifics that explain exactly how you're better." Abstract problems like these require creative solutions. For example, Copeland's content marketing strategy at Sterling went against the grain to reach to its audience, and you may be surprised to learn that digital marketing had little to do with it. The company wanted to bring its message to the consumer's doorstep—literally. The finished product for Sterling was Connect Magazine, a print publication featuring the success stories of some of its clients. Copeland says, "We have been publishing Connect Magazine for over seven years now, and a key feature is that we do client profiles. We have a cover story with a client talking about their business." Connect Magazine continues to spread brand awareness for both client businesses and Sterling National Bank. Copeland continues, "[Featured clients] sprinkle in where Sterling has helped them with their business." By mentioning how the bank has assisted clients, the publication also gets people talking about Sterling. As Copeland notes, "There is some relationship building with regard to the prospects and, quite frankly, most of Connect is mailed to prospects and that helps build our brand. But at the same time, it is going to our clients…It is also creating brand ambassadors that will praise our services." Like Copeland, many marketers face the challenge of presenting a uniform brand image. The team at Sterling is constantly maneuvering to keep all employees on the same page. "We have a lot of different sales people with a very specific approach," Copeland says. "It's really hard to be efficient with that. So, for us, the challenge is how do you have a really lean organization? How do you create some level of consistency and some configurability so that you can address vertical markets?" Copeland urges marketers everywhere to hone in on their core business to find a unifying message. She says, "The other thing now I think that we can do ourselves is just be maniacal about focusing on our business strategy, really understanding what is it this company is doing." Perhaps the biggest blunder a marketing team could make is to seclude itself from the company's other operations. "The biggest 'don't' for me is getting cornered in the marketing world," says Copeland. "You've got to be able to have relationships beyond that in the organization, and really understand what other parts of the organization are doing, and not just say this is the marketing domain and that's the only place that I stay." Meet the Guest Suzanne Copeland is the former CMO of Sterling National Bank, an institution that offers banking services and solutions to business owners and consumers. She holds an Executive MBA from the University of Memphis. After starting her career as an art director, Copeland moved into a corporate leadership role at First Tennessee Bank in her hometown of Memphis. Copeland started at Sterling in 2009 and has since launched Copeland Collaborative, an initiative that provides consultation for women at Sterling and executes strategies to improve employee engagement. What You'll Learn How to distinguish your brand from the pack. Tips for building relationships with clients and prospects. How to maintain a consistent brand message. Advice for understanding both your brand and your industry. Quotes from Suzanne Copeland Wherever you are, you really need to know: how does this business run, how does this business make money and what [are] the activities that you are driving in marketing? I still think if you can get in front of the absolute right person at the right time and say the wrong thing, it won't work. I do think having a personal brand is really important. The more and better data you have, the more discreet your activities can be toward changing particular behaviour.

Customer experience is at the core of marketing success. Nimble founder and CEO Jon Ferrara explains where and how brands should be targeting their messages in Part II of his interview on the Renegade Thinkers Unite podcast. Ferrara grew Nimble out of the idea that brands do best when customers recommend them to their networks. Nearly nine years later, Ferrara's business is stronger than ever and venturing into new marketing frontiers. During his extensive tenure in marketing, Ferrara learned that business doesn't have to be impersonal. In fact, his experience at GoldMine CRM—and eventually Nimble—demonstrates that the best marketing strategies are personal in nature. Ferrara says, "I think the mistake that many businesspeople make is that they make business about business…[but business] is about connecting with people. That's why they'll remember you." Jon walks the walk on that philosophy, sharing both his personal and private social accounts with the people in his network to this day. Ferrara didn't originally foresee GoldMine, his first business venture, taking a turn towards customer-centricity. "GoldMine actually started out as an accounting software company," he says. "I needed something to manage the relationships, so I built and designed GoldMine to do that. It turned out that GoldMine really was our future and we had to pivot." Ferrara's strategy at GoldMine was to "build relationships with editors and writers so [consumers would] see us being written about in publications, and then we started slipping in radio ads and airplane ads." Nimble, which launched in 2008, capitalizes on that same influencer-driven approach. "We're here to help those influencers build their brands in social sales and marketing by helping them inspire and educate our customers," he states. "So it's a win-win situation." The company anticipates user counts of multiple millions in the near future. One of Ferrara's top priorities is helping Nimble's marketing team strike the right balance between telling a unified brand message and genuinely opening up to potential partners. He says, "The relationships happen at that one-to-one level across your team members, but you still need to have a unified message, be consistent about that messaging, drive the high-level stuff, and then integrate." Knowing that he's serving his customers is Ferrara's biggest reward, and he takes every compliment to heart. "When somebody stops [me] on the street and says, 'you know, Jon, you changed my life with GoldMine,' or 'you're changing my life with Nimble,' that's the best," he claims. "That's why we do what we do." Meet the Guest Jon Ferrara is a social marketing sensei. As a co-founder of GoldMine CRM, he innovated new ways for marketers to build relationships with customers. Ferrara launched Nimble in 2008, the next-generation CRM product for small businesses. Ferrara provides top-notch social customer relationship management to marketers everywhere. He currently serves as Nimble's founder and CEO, where he specializes in entrepreneurship, product innovation and brand and identity development. What You'll Learn How customer experiences can expand your brand more rapidly than advertising can. Best practices for managing customer relationships. The importance of helping social influencers succeed in your audience's niche. The value of having a unified brand message. How to cook a chuck roast (seriously!)

Jon Ferrara grew the social selling platform Nimble from scratch to 100,000 users in just a couple of years without spending a dime on media. He has also converted 15% of those users to paid subscribers making Nimble a model for bootstrapping entrepreneurs. Having been a CRM pioneer with Goldmine which Jon sold in 2000, he is a wonderful font of insights and inspiration so much so that we recorded two episodes. This episode will teach you how to develop a clear-cut selling strategy for your brand, and look good doing it. You'll also learn how to institute an effective CRM strategy that won't overwhelm your business. No matter the bandwidth of your organization, Jon offers his testimony to describe how sharing content and networking with influencers can reel in dollars. Jon is a pioneer of CRM, and has used outside the box thinking to connect with influencers. After co-founding GoldMine three decades ago, Jon discovered new ways in which businesses can discover and engage with potential customers. His work resulted in the launch of Nimble in 2008, the next generation CRM product for small businesses. Jon believes that the key to marketing is using professionals who your target audience trusts to recommend your brand, rather than advertising to them yourself. He boldly claims, "I think it's more powerful when other people talk about you than when you talk about you."

Is the key to immortality for brands simply about finding the right moment for reinvention? When Ron Chemow's Hamilton became Lin-Manuel Miranda's Broadway sensation, Global Head of Corporate Marketing Aniko Delaney recognized the opportunity for BNY Mellon to reach new audiences. Affectionately called the Hamilton campaign, "Invest In Our Legacy" managed to not only to honor BNY Mellon's founder Alexander Hamilton but also to modernize the brand. So far, her team's modernization efforts have paid off in big ways, with triple-digit increases in engagement and brand awareness on Twitter, Linkedin, and Facebook. In this podcast, we'll examine how Delaney and her team capitalized on the Broadway Show, Hamilton, to help BNY Mellon's marketing cut through. You'll learn how to identify moments of opportunity for reinventing your brand, the importance of having a message that resonates across all social platforms, and the keys to keeping a seasoned brand relevant.