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Sales Lead Management Association Radio


Why Pipeliner CRM could be the first serious challenger to SalesForce

In this fast-paced interview, CMO Eric Quanstrom makes the thoughtful, bold statement, that of all the CRM systems, only Pipleliner CRM is a serious challenger to SalesForce dominance in the CRM space.  Eric contents it is their entire entrepreneurial approach that will be welcomed by salespeople and copied by other CRM companies  as the future of CRM.   At a recent reception in Los Angeles at the Johnathan Club, CEO Nikolas Kimla and Eric said that times have changed, but SalesForce hasn't (my interpretation).   It should be an interesting interview. 

About Nikolaus Kimla

Nikolaus Kimla is the founder and managing partner of Pipelinersales, Inc. and the creator of Pipeliner CRM software. More than 19 years ago, Kimla set the foundation for Pipeliner’s future with his company uptime ITechnologies.  Kimla is also the initiator of the independent economic platform GO AHEAD! based on the principles of free market economy.  GO-AHEAD! is about connecting people and business leadership around values such as freedom, responsibility, and entrepreneurial spirit. In addition Kimla is a renowned author and works by Kimla include Salespeople Embracing It All, The IT Revolution and Empty Coffers--New Burdens.

About Eric Quanstrom

Eric Quanstrom is Chief Marketing Officer for PipeLiner, Inc.  Quanstrom brings a rare combination of marketing, digital media, technology, and strategic experience to his role, (July 2014) where he guides global marketing activities, including inbound, web presence, social media, corporate communications, and user experience programs which build on Pipeliner's commitment to be the leading sales management tool in the world.

Previous to Pipeliner, Quanstrom was CMO/VP, Marketing & Sales at Nimble, a business and social relationship management tool, leading over 4X growth across key metrics. Prior to Nimble, Quanstrom was Chief Operating Officer (COO) of Sorenson Media, an award-winning provider of high-quality video solutions such as Sorenson Squeeze, the gold standard in video encoding and the original video codec company behind Flash and Quicktime.

Quanstrom, who guided over 50% revenue growth while at Sorenson Media, is also adept at leading marketing at startups, serving as vice president of consumer marketing and business development at SightSpeed, which was acquired by Logitech in October 2008. Other past successes include roles as director of marketing and sales for Appellation America, an innovative online wine portal, and the West Coast head of the Fox Online Properties (, and

About PiperLiner, Inc.

Designed by sales professionals for sales professionals, PipeLiner is a next-generation CRMone that works with the entrepreneurial personality of sales professionals to help them do their jobs more productively and effectively.

Visualize your sales pipeline and gain actionable insights. Open your Pipeliner CRM and get an instantly readable graphical overview of all your opportunities in the context of your sales process. A visually rich, uncluttered model of your actual sales pipeline acts as your interface. It's real-time sales data, organized so you can always remain focused on revenue targets.

  • Gain insights fast, and devise more effective sales strategies
  • Focus on proactive coaching support (instead of jumping in as a "super closer")
  • Click and voila!—Instantly "readable" sales and activity reports
  • Promote best practices with popular and easily understood visual tools
  • Search less and sell more—Customer and account details are in one comprehensive view

Because Productivity Soars 24/7 (Online or Off)

Your Pipeliner CRM system is available anytime, anywhere in the world. We use a unique hybrid approach—a blend of Cloud-based and on-premise engineering—we call it the SMART Cloud. Your data is always safe in the Cloud, but you are always able to work with your entire system anywhere.

  • Work on your own schedule, online or offline
  • Most recent synced version of your system is always ready
  • Control your schedule when on the road, at "no access" customer locations, on a hike, or on a plane

Because You Can Track Progress in Real Time

Pipeliner CRM for sales teams makes it easier to visualize and follow your sales process.

  • Forecasts are front and center, updated in real time
  • View pipeline from any angle at any moment
  • Save your favorite views as Profiles and see them with a click
  • Alerts, timeline views, and powerful filters improve sales forecast accuracy and lower risk
  • Collaboration tools for sharing, delegating, and interacting keep salespeople working toward goals in a timely way
  • Social monitoring adds relevance to prospect relationships and builds trust

Because Common Sense Pricing Has Big Advantages

Pipeliner is affordable, easy to implement, and has a high rate of adoption by salespeople and teams.

  • One low price for all the core features, plug-ins, offline client, mobile CRM app
  • Full implementation in hours
  • Full support as you come on board
  • Sales teams see value and adopt enthusiastically
  • Training in hours with low learning curve
  • Low monthly fee and no hidden costs
  • 30-day trial with no strings attached, no credit card required

Headquartered in Los Angeles, California and Vienna, Austria, Pipeliner CRM spans every content, with offices in the UK, Sweden, Slovakia, and India. Follow our discussions on FacebookLinkedIn, and Twitter or online at



ROI Moments with Patrick McClure of Connexia

Patrick McClure is a Proven Sales Manager and Executive with the ability to quickly determine critical problems and their root causes. His 25 year corporate career includes direct sales in excess of $100 million in products and services and management of multiple high performance teams. Jim Obermayer has known Pat for 8-10 years. He's a real refined sales consultant, author and so much more than that.

His focus: How do we increase the performance to increase the output of sales organizations?
To achieve that, 10 years ago, he started his own firm completely focused on accelerating sales performance and sales management.

Jim asked, "How do you increase output?" since THAT is his primary statement of value that he will increase output.

Patrick replied, "I have a very good diagnostic tools of what is wrong." He usually gets called in on the premise that the sales people cannot sell. But when he gets there he usually finds there are other problems. It's a multi-faceted series of problems: problems with marketing, value proposition, lack of training by sales management or sales. He gets to the true bottom of the issues and puts tools in place to fix the real problems.

03:15 - Case study

Conflict between inside sales force and outside sales force. Couldn't figure out what was causing the millions of dollars of revenue lost due to the conflict. Sales process says that when a customer calls in to order, the inside sales team would just take the order and stick it in the file. They would not take the additional step of informing the outside sales person. The orders were delivered into the field, but the outside sales person had no idea nor any way to follow up.

The results he told them, "Looking at the files in this room, there is $20M additional in sales that you don't even know about."

He proceeded to set up notification for outside sales to be notified.
He then put in training for inside and outside of how to follow up.

This resulted in a 30% increase in revenues.

Jim observed, "So many times everyone knows what's going wrong but not how to fix it. "

05:00 - Let's train the sales people!

Looking at Connexia Group's website. What else can you do for companies?  

05:23 He gets called in to find a solution. Frequently, a CEO says, "The problem is, we need sales training...." Based on experience, he increases the depth of the initial investigation,  "Let's talk about they don't know how to close, value proposition, sales process, target market, marketing..." all of this stuff comes together and the synergy affects the outcome. The team needs to function together. Of course the sales people won't be able to sell if this is not in place and they'll be blamed for the problem. 

He also offers business planning and business development.

Here's another Case Study:

The formula was that in place for a firm for 15 years was VERY successful New recruits went through a 6 month training - the resulting plan was they made:600 calls, they'd get 10 appointments, resulting in 2 deals. 

Then the financial meltdown occurred.
No more buyers and sales completely changed.
It wasn't working. 

What he found through analysis is that the critical problem was that they were 100% dependent on one sales strategy  - the phone. As a result they were failing.

He put together a program of 10 different ways to acquire a client without the phone. 
He trained sales how to do that and deals took off like a rocket. 
One team of 25 sales people experienced a quick 10-20% growth.

Jim asked, "How do you approach these engagements?"

Patrick responded with his typical method, "I propose initial engagement - gap analysis - that takes about 3-4 weeks - I charge a flat fee for that. Then, I come back with findings and recommendations. It may result that it is a match or not."   If it is a match and some of the needs are outside his area of expertise, he brings in affiliates and manages the project. 

Average start up engagement for gap analysis - between $5000 and $10,000 - 30-40 hours of his time. This results in an in-depth report of what's wrong, plus recommendations of how to fix it. Sometimes he goes in and reshapes sales for several months and then replaces himself with a new VP of Sales. 

You can connect with Patrick here:

Patrick is a keynote speaker - loves to speak on topics of sales, sales optimization, management diagnostics, customer service and is a distinguished speaker with Toastmasters International.

#B2C Google Local To Do List for Businesses and History

Join +Stephan Hovnanian and I as we have an enlightening important conversation with our featured expert, +Mike Blumenthal to talk about a website's local presence and what business owners need to know. We'll also get into some unravel issues that come up.

This show will cover two parts. First, FINDING all versions of you and your business on Google... How do they search for that on Local, the new business pages, YouTube and G+.

When you find all versions, where is the best place to start the merge and/or delete?

What about when they have more than one location?

The verification process to identify ownership and take control.

As important as the new business page changes are, these first steps are critical to know the mess before you can focus and hit the local pages hard. 

Then we'll dive in with Mike about the new Places changes on Google. Here is his post on the topic of Google Local:

Mike Blumenthal IS Mr. Google Local - he is THE expert on all things Google Local. Please check out his blog category on the topic:

I think I'll be hiring him for my own tangled mess.
or read the highlights first here:
Some highlights include:

02:59 How local search has evolved by +Mike Blumenthal 
04:38 Google Plus is an advertising environment, Maps is a directory environment
04:52 Mike talks about the bus ride to the current search results method.
06:50 +Stephan Hovnanian   asks what businesses need to feed Google, as far as correct information.
07:45 Top data providers:   #infousa     ,  #localeze  and  #acxiom  
09:00 Several ways to influence the data and results
09:40 NAP: Name, Address, Phone Number - must be consistent EVERYWHERE - not just Google.
11:00 Start with a NAP Audit to verify they have your right location and info.
12:20 step 2: Go to maps sites:   #navtech   #teleatlas and #openstreetmap   to see how your business address resolves.
13:15 do the same on Google maps. If they can't find you, you can't close the sale!
15:50 +Chad Russell   comment about citations.
17:15 Local prominence - such as the Chamber of Commerce.
18:15 Don't forget about local business guides and listing sites.
20:00 The coveted 7 Pins on page one of Google search an the map to the right.
22:40 - A fabulous profile image is critical.
23:35 Q from +Jennifer Mortensen   Do reviews factor into rankings?
5+ reviews will give you a ranking bump.
25:30 Google will use driving directions for results if there are no reviews to consider.
26:00 How frequently do people post reviews for local businesses? 
56% of 1000 surveyed in US said NEVER, 22% less than once per year.
27:54 Phone numbers are the KEY GLUE that hold a data cluster together. 
29:00 If Google calls you to confirm your business, you'd better be answering it with the name you have in your listing and not a variation!
31:30 Comment from +Linda Buquet   regarding location prominence and centroid - how it's changed over the years.
33:20 Q from +Christopher Vogelmann   - Does the Twitterverse affect our search rankings. Jump to here to find out.
35:44 - +Susan Finch  says the best advice she can give a business, "Be BETTER at what you do! Be the best." that's how you affect rankings, reviews and more.
37:00 plug for Mike's service,

Here is the gift for today's show - a PDF checklist to get you started. I'll post it early so you can do some checking before the show:
The PDF gift is here:


Watch Now:

How to stop wasting marketing dollars on non-revenue tactics

Michelle Jacobs and Matt Hertig of Alight Analytics discuss how multi-channel marketing analytics can help companies be more efficient with every marketing dollar. Marketing management today has pressure to spend money on things that work and leave the rest for their competitors. Michelle and Matt share how they use ChannelMix Big Data Warehouse to increase sales online and offline for their customers.

About Michelle Jacobs, Co-Founder, Alight Analytics
Michelle Jacobs is the Co-Founder and Managing Partner of Alight Analytics, and continues to lead and develop their marketing analytics and measurement practice. Her passion for delivering insightful, actionable marketing analytics is a key pillar of the company's success. She is responsible for helping clients like Helzberg Diamonds, AMC Theatres and Hill's Pet Nutrition maximize their digital marketing efforts through intelligent use of multi-channel analytics. Before Alight Analytics, Michelle directed Web analytics, marketing and advertising strategies for companies such as H&R Block, American Century Investments, Saatchi & Saatchi, and Toyota.

About Matt Hertig, Co-Founder, Alight Analytics
Matt Hertig is the Co-Founder of Alight Analytics, an independent marketing analytics firm based in Kansas City, Missouri. Under his leadership, Alight has developed an industry-leading marketing analytics platform, ChannelMix, which has established Alight Analytics at the cutting edge of multi-channel marketing analytics.  Prior to founding Alight Analytics, Matt built an extensive background in CRM, database marketing, web strategy and business intelligence by serving as an executive leading multi-million dollar database marketing systems and multi-channel web strategies at companies such as AMC Theatres, American Century Investments and Payless ShoeSource.

About Alight Analytics
Alight Analytics delivers global marketers powerful, actionable marketing analytics. As a pioneer in the space, Alight has been offering its holistic analytics platform and services since 2007. With a talented team of dedicated experts, a proven process, and the industry’s best platform, Alight reveals omni-channel insights to enable marketers to optimize all their marketing channels. These insights significantly increase marketing ROI across their entire marketing portfolio – both online and offline. As the only marketing analytics firm to provide a full-service solution, Alight integrates its clients’ own marketing data in its cloud-based ChannelMix Big Data warehouse, builds custom dashboards, delivers regular, proactive insights and creates powerful attribution and predictive models to ensure future success.Alight Analytics was named the 2014 Best Business Analytics Solution Provider by Innovation Enterprise, a 2014 25 Under 25® award winner by Thinking Bigger Business and Alight’s Co-Founder, Michelle Jacobs, was named one of Ingram’s 2014 40 Under Forty honorees. Alight Analytics is a Google Analytics Certified Partner, a Google Analytics Authorized Premium Reseller, a MarketLive Integrated Partner, an Amazon Web Services APN Consulting Partner, a Tableau Software Technology Partner and part of the SAP HANA Startup Program.

SLMA Special Program: Sorry for the inconvenience but social selling is a revolution

John Golden, author of Social Upheaval How to Win @ Social Selling, former CEO and president of Huthwaite, and currently president of Focused Revenue Results, will be interview by SLMA Radio host Jim Obermayer to discuss his latest work Social Upheaval.  Golden makes the case that social media is slanting the playing field in favor of the buyer at the salesperson's expense.  At the same time, he says if you cannot sell off-line, you cannot sell on-line.  Obermayer says he looks forward to this interview more than almost any other in recent memory and this program on SLMA Radio will take up the entire 55 minute segment.   Obermayer met Golden at a reception hosted by Pipeliner CEO Nikolaus Kimla in Los Angeles at the Johnathan Club on June 11th.

About John Golden

John Golden is the Amazon Best Selling Author of "Winning the Battle for Sales: Lessons on Closing Every Deal from the World's Greatest Military Victories" and has recently published his second book ​"Social Upheaval: How to Win at Social Selling".

A globally acknowledged thought leader, John, has a passion for small to medium businesses, especially in helping unlock the advantages they can hold over larger organizations in terms of focus, agility and speed of execution.

He previously held the position of President & CEO of Huthwaite, the creators of SPIN Selling, where he achieved the highest revenue, operating profit and margins in the company's long history. The average operating profit margins of 20+% achieved during his five-year tenure compared with a 10% average margin during the 10 years previous to his arrival.

Likewise as President & CEO of Omega Performance, Golden achieved operating profit margins of 20+% during his three-year tenure compared with a 14% average during the prior 5 years.

Drawing on his time successfully running small-to-medium businesses and business units, as well as interacting with a multitude of diverse organizations across the globe, Golden has developed a framework for how to identify and target 7 levers that can deliver revenue and margin growth. He founded Focused Revenue Results to help other small and mid-market businesses achieve their goals and unlock their growth potential.

About Focused Revenue Results

Focused Revenue Results, Inc. was founded to help small and mid-market businesses unlock their true potential in terms of revenue and margin growth. Everyone involved with the organization has a passion for helping small and mid-market business achieve outsized results. Everyone has run either their own business or small & mid-market organizations. We all understand the constraints businesses of these sizes operate under but we also know how to unlock the advantages and how to drive top and bottom line growth.   T.  760 260 8077 


How do salespeople stay relevant when buyers are liars and evasive?

The Barriers Salespeople Face in Following-Up Sales Leads

Richards Brock is interviewed by SLMA Radio host Jim Obermayer as they discuss the increasing difficulty of salespeople being able to have meaningful discussions with inquirers.  Are salespeople marginalized as the buyer becomes easily educated about products without the benefits of a salesperson?  How does the salesperson stay germane in a game where the buyer is often evasive and dishonest about their intent?    


About Richard Brock


Richard Brock is a tech-savvy, entrepreneurial software development professional with over 30 years of experience in CRM Solutions and deep roots in Marketing Automation. He is the co-founder and CEO of LeadLife Solutions, a provider of an on-demand lead management solution that drives revenue by bundling state-of-the art marketing automation technology with lead management systems to maximize sales opportunities. He is a board member of the Technology Executives Roundtable, mentor to various technology companies and Founding Father of CRM. 

Richard pioneered the Sales Force Automation space by starting Brock Control Systems (Firstwave Technologies), which became the leading provider of web-based Customer Relationship Management applications.

About LeadLife Solutions

LeadLife was founded and designed by experts with lots of sales, marketing and customer relationship management experiences. We understand the pressures placed on sales and marketing departments to hit numbers.

Whether it’s a sales execution tool, a marketing automation solution or both, LeadLife’s proven platform provides companies flawless execution of their marketing and sales strategies.  And we are there to help.

About Sales Talk Technologies


By the time you get an opportunity to speak with the prospect, they have all kinds of information and preconceived ideas about their needs and the solutions that can meet their needs. So, you need a way of seeing what they’ve done and aligning your conversation with theirs. Unlike other software, SalesTalk is part of a proven platform that interprets the seller’s conversations through a click or touch technology and is combined with the prospect’s digital behaviors, providing consistent execution of your company’s sales strategy.


The story-so-far feature within SalesTalk allows you to do just that. SalesTalk’s story-so-far feature is unique because it delivers critical data by tracking the timing and flow of every interaction with a prospect – each and every digital and conversational behavior is logged complete with time spent.

All information within the story-so-far is synchronized behind the scenes with a company’s CRM system.

Increase your win to forecast ratio – making sure sale reps are aligning their conversation with their prospects and knowing what your prospect is interested in. Sales management get what they need from their CRM system without sales reps doing any extra work. It’s about better sales call each and every time so your reps can sell more.


If I had a nickel - Webmaster Transitions: Pleading Ignorance Doesn’t Fly

This is the first in a series with SLMA Director, Susan Finch along with her cohost, Stephan Hovnanian

If I had a Nickel: Webmaster Transitions - Pleading Ignorance Doesn't Fly
It used to be that you would have "the guy" and he would hold the keys. Uh, BAD IDEA. It's YOUR presence, YOUR domain, YOUR email, YOUR BRAND.

If you decide to part ways for whatever reason with "the guy" there are a lot of aspects of your web presence that you will want to get a copy of. 

We have been on both sides of this discussion, as providers helping our clients move to new providers, and as the new provider for a client who has dumped, been dumped or simply parted ways with a web services provider. Years of hard lessons are now coming to you, free of charge so you are prepared to make that switch when the time comes.


========OUR FEATURED EXPERT========

+MaAnna Stephenson:
MaAnna is a geek who can still speak in plain English and helps solopreneurs, small businesses, and non-geeks create sites that gets noticed by search engines and readers. Whole-site setup, consultation and training including WordPress, SEO, content, conversion, security, performance, MailChimp, and memberships.

MaAnna's links:

Show Highlights Include:

  • When someone takes over your site - what tips do you have to prevent this pain?
  • Big question that you need to know FIRST: WHO OWNS YOUR DOMAIN?
  • Who are the domain contacts? There are usually 4: Registrant, Admin, Billing, Technical. You need to be at least two of those - REGISTRANT (owner) and BILLING
  • While we're at it, who has the keys to your social media? Do you know the logins? Is it the webmaster you are firing?
  • Select a domain registrar that is easy to communicate with - a PHONE they pick up so you can TALK. If you are switching Webmasters, you may need to move your domain to another provider.

NUGGET: When you set up the contacts for your domain, after you ensure you do have access to that account, make sure the admin contact or owner of the domain is listed as an email of yours NOT associated with the domain so you can get in, get support and  notifications. If you have, make sure the email for notifications is something like

Another security measure  in case your web server goes down, gets crashed into by a truck, etc., is to have the DOMAIN registered with ONE provider and your site hosted with ANOTHER provider. This was met with mixed reactions.
On one hand, it's nice to have ONE place where everything is to make managing easier - fewer logins, etc. 
On the other hand, it's a disaster when that one provider goes down.
Example, when Blue Host and GoDaddy had their systems hacked and brought down last year, people were stuck. There was no way to change the website location to a temporary page on another system because both the domains and the domains were in the same place. Now, if you have your domain registered and records at GoDaddy and your site hosted at BlueHost, this wouldn't be as bad. If bluehost went down, you could redirect the domain to a TEMPORARY page on Godaddy under you account to at least give folks your logo and contact information during the server issues and then switch it back when you got the all clear.

We'll talk about dual name servers in another show.

NUGGET: to see what sites are up and down.

What to look for when considering a new web services provider - this is not the hosting company, but the person, company or team that will take care of your website and online needs:

Check the references and ask around about any company you are considering. Don't just go by reviews. MaAnna talked about the "honeymoon phase" reviews - those within the first few months. Scroll to the older ones and check on those glowing reviews from a year or more ago. Are they still happy with the service?

Realize how rare it is to find one company that not only specializes in web development, but in social media and SEO too. They may do one or two pieces of the puzzle, but not all. This group strongly advises against a one-stop-shop because if anything goes awry with that ONE company, your entire online campaign, presence and branding can be lost or at least severely damaged. Even vetting these companies is no guarantee that something unexpected won't happen to them.

Things to check before transition - make sure you know the answers and the whereabouts, licenses and more to the following:

Do you have custom programming, scripts, carts, etc. Do you own it? 
You need to know this.
Clean up your online assets! URLs SQL (databases), files and more. You may not realize all that you have accumulated over the years and just have piles of items taking up space, confusing the search engines or even possibly conflicting with your current efforts.

========Your Series Hosts========

+Susan Finch - Marketing, PR & Web Pro for DECADES! 
With a background in public relations and advertising since 1986, Susan is a "gentle guide for clients trying new venues online." She engages those skills as she helps create an online presence that will appeal to existing and future clients and/or investors. All these factors are considered before she constructs a suggested plan for clients. It goes way beyond an online presence.


+Stephan Hovnanian - Web strategy, Google+ for Business
Stephan Hovnanian is a web strategist and email marketer for Shovi Websites, author of the Google+ Pro Tips series of ebooks on Amazon, and host of a weekly webcast called Google+ Business Spotlight. Stephan distills the content and advice out there on the Web into useful and applicable ideas to help your business make the most of its online presence.

Twitter: Shout-out:


Watch Now:

Sales Managers Suck at Taking Responsibility

In This 25 minute discussion, Jim Obermayer gets Velocify CEO Nick Hedges opinion as to why sales lead follow-up is so dismal, and why sales manager’s appear to not take responsibility in making it happen. 

Jim says, "The premise is that millions of dollars are spend on lead generation and 75-90% of all inquiries are not followed-up. This means 75-90% of the marketing dollars are wasted and there are huge opportunity loses when sales fails to talk to potential buyers

We have traditionally blamed salespeople, but to follow-up or not is a strategic decision and part of every manager’s responsibility when his/her people fail in this most basic skill."

1:08 Whose responsibility is it. We have to start holding sales managers responsible for not performing.

1:30 Sales Managers haven't had the tools to figure out who's doing what and when.

1:52 Focused on win rate

2:13 Focus on qualification rate in the first place from marketing qualified lead to sales qualified lead. It's been really neglected and ready for change.

2:57 Is it more tool oriented? Jim wants to know.

3:15 Sales doesn't use the tools.

3;27 Velocify the tool: Sales acceleration software. Helps inside sales teams - makes them more effective at taking a lead that is marketing qualified and turning it into a sales qualified lead.

4:03 Distributing leads to sales team based on historical sales performance.

4:20 Guided workflow

5:42 Velocify includes the pieces left as optional in most CRM tools. This is not a CRM tool.

6:00 The problem is, more people going into inside sales teams because of lead marketing leads explosion. This leads to poorly trained team.

7:00 Sales 2.0, Jim said the speakers said the only sales forces growing in following year will be inside sales teams. Nick Hedges agrees.

7:45 Bring field teams inside - that may be the answer.

8:45 Nick's advice to sales managers, "Have to move to something over time. If you start off with highly prescriptive, it tends to get rejected by the sales people. Kind of tie things up over time. 

9:40 Reporting and visibility systems about people's relative performances is a really good way to drive the right behaviors.

10:10 Best clue is boards on the wall showing the top performers. That's how you know they some some good systems in place.

10:51 Everything should go over to sales, according to Nick Hedges.

11:25 Marketing automation systems are good for drip emails and content until the lead qualifies as a sales qualified lead.

12:15 Most transformational thing about marketing automation is that it created a catalyst for sales leaders and marketing leaders to agree on what is a viable qualified marketing lead. If that doesn't happen, you're back in that cycle of rejecting leads and having leads rejected.

12:55 Qualified lead is clear for Velocify: based on bad framework, size of prospect, clear intention to purchase our software. There is no such thing as a standard definition. Make your marketing qualified lead definition as less-exacting as you possibly can. 

13:20 There is no substitute for human conversation.

14:00 Jim told a story about a company who was in deep trouble closing deals and meeting quota: "Criteria was so tight that they were not making quota, but 2500 leads were stuck in lead qualification portion of the system." Had to kick it loose.

15:25 Nick Hedges does not stand by BANT framework. He feels you'll lose too many potential sales qualified sales leads staying strict to BANT.

On Velocify's Ideal Customer:

16:50 B2C customers include banks, mortgage companies, insurance companies, higher education. They tend to orient toward medium and large size companies.

17:30 B2B is fastest growing in their portfolio, tends to be pretty vertically agnostic. Medium and large size companies with a common characteristic: they are trying to scale their sales efforts at a very fast pace.

About Nick Hedges: 
Nick Hedges is president and CEO at Velocify and a 15 year veteran of the Internet and software as a service (SaaS) industry. Nick joined Velocify in 2008 as SVP of business development and then held various roles at the company, including head of sales and chief revenue officer, prior to becoming CEO in 2011. 
Prior to Velocify, Nick was a case team leader at Bain and Company, where he led strategic assessments in the technology, consumer products, media, and private equity industries. Prior to Bain, he was the CEO of an online marketplace for the global soft commodity industry that provided trading and logistics services to companies across Africa, Asia and Europe. The company was one of the few early dot-coms to generate healthy revenue and was a forerunner of SaaS technology. Earlier in his career, Nick worked at Andersen Consulting (now Accenture) on Internet and process-reengineering projects and at Ogilvy and Mather Advertising as an account manager for big brands, such as Kodak and Ford Motor Company.

How to fix your database to boost email success by 40%

10 steps to optimize your b2b email marketing database

Host Jim Obermayer interviews Frank Jamieson, president of Applied DM Research.  Databases have always been important, but in this interview, Frank discusses the ten steps that marketers can use to optimize their email marketing databases.   Remember, the database is 40-60% of an email blasts success.  Optimize your database and watch the return climb 40-60%.


About Frank Jamieson


Frank Jamieson is President of Applied DM Research and with 15 years’ experience he has built target rich marketing databases.  Applied DM Research has provided  target marketing services to: Apple, Equinix, Solarcity, Sunpower, Box, Michelin, Cisco Systems,,  Shell Oil, DocuSign, In-N-Out Burgers DMA/Direct Marketing Association Board Member


About Applied DM Research


Applied DM Research offers a fully integrated suite of marketing database solutions for b2b and b2c marketers that includes customer profiling, market segmentation, prospect database development, data appending, database cleansing and sales funnel analytics. We also offer project management services for specialized direct marketing and digital marketing campaigns.

Specialties: Customer Profiling, Prospect Database Research, Market Segmentation, Data Appending Database cleansing, Sales Funnel Analytics, Media Targeting Profiles, Email Appending, Telephone Appending, Computer Mapping, Direct Marketing, Lead Generation, Database Marketing, Digital Marketing, Demand Generation




How to ID Your Best Prospects out of the Primordial Slop

Host Jim Obermayer discusses with Tony Tissot, director of Marketing at eTrigue,  how to extract the most qualified prospects from the masses of inquiries that most companies create.  When salespeople are surveyed they always say, “ I want more leads.”    Three months later they say, ”You misunderstood me, I want more qualified leads.”  Tony is going to share how this is done. 


About Tony Tissot

Tony Tissot has been an advocate of marketing automation capabilities since before the term was coined, while running marketing and corpcom for a $2B division of a Global 50 company and later, two successful technology start-ups.  Tony Tissot is currently Sr. Director of Marketing at eTrigue, a pioneer in marketing automation. twitter @tonytissot

About eTrigue

eTrigue provides easy-to-use Marketing Automation solutions to help you identify hot leads and close more sales. eTrigue DemandCenter marketing automation creates, executes and tracks powerful multi-channel demand generation campaigns, email marketing campaigns, and online activities with real-time lead alerts, automated lead scoring and reporting, and search-based profiling without requiring dedicated staff or IT integration.
  • Target and nurture your best prospects easier
  • Align Sales and Marketing to drive revenue faster
  • Improve ROI and accountability with measurable results
 eTrigue helps generate and qualify sales leads, shorten sales cycles, and increase revenue. In addition, eTrigue’s advanced analytics give marketers the tools they need to measure results and demonstrate true ROI.
Software-as-a-service, eTrigue DemandCenter Intelligent Demand Generation solutions combine sophistication with ease of use. No dedicated resources are required to run eTrigue marketing automation or to make changes to achieve a better fit with your marketing and sales process. And because we understand the inherent value of volume in sales, our flat-fee pricing allows for an unlimited number of company users with unlimited campaign frequency and customer activity—promoting, not penalizing, your company’s growth and success.
Successfully enabling customer demand generation programs for 25 years, eTrigue was initially developed by one of Silicon Valley’s leading marketing and demand generation agencies. Inspired by the difficulty of running demand generation programs for startups and for multinational clients within the constraints and limitations of cumbersome, or feature-light applications, the eTrigue marketing automation and sales acceleration solutions were developed to fill a need for a better demand generation solution.
The eTrigue DemandCenter automated marketing solution has been such a success that demand outgrew the high-tech agency. With years of development completed, over 3,000 successful demand generation programs launched, and a strong customer base growing more than 100% per year, eTrigue Corporation was officially launched.
When it’s time for your sales to take flight, contact eTrigue Corporation at 800.858.8500.