How did this non-marketing but data-driven leader become a Chief Marketing Officer? Shafqat Islam, the CMO of Optimizely, may have had an unconventional introduction to marketing, but he brought a wealth of insights on the power of data to his role. Hear how he’s leading Optimizely’s marketing team into building a culture of data and experimentation.

Let the Data Do the Talking

In this episode of Data-Driven Decisions, we dive deep into the world of marketing data, measurable targets, personalization, and customer-centric marketing.

Shafqat shares invaluable insights on how to approach personalization strategically, emphasizing the value of starting simple and scaling up gradually. He discusses the challenges of content creation for personalized experiences and offers practical advice on leveraging AI to find patterns in customer feedback from support tickets and sales calls.

We also explore the critical role of experimentation and testing when it comes to new marketing ideas, and why Optimizely considers experimentation part of its culture. Shafqat explains why it’s so important for marketers to have a rock-solid understanding of the typical customer journey and why this should be documented and measurable.

In This Episode:

• 0:37 - How Shafqat ended up in his role
• 2:36 - Why Shafqat wanted to build a more data-driven culture
• 4:58 - How this approach affects the marketing team
• 7:07 - The importance of experimenting with new ideas
• 8:28 - Optimizely’s approach to experimentation
• 12:33 - Why personalization is still a huge topic for marketers
• 15:22 - Finding a balanced and realistic idea of personalization
• 18:20 - How Optimizely helps its clients use their own data to make decisions
• 20:54 - Why all marketers need to map out the typical customer journey and document it
• 24:25 - How to ensure customers get the right resources
• 27:09 - How Shafqat researches and understands his customers
• 30:14 - The most important marketing metrics
• 31:56 - How Optimizely uses AI to find patterns in customer interactions

Quotes:

“Marketing is as much about the customer as it is about the prospect. In fact, in the business of our scale, it may be more customer than even prospect.”

“It's really, really important to document the customer journey and understand all the touchpoints and then come up collectively as a marketing organization, with what we want that ideal journey to be."

“Experimentation is much more than tools. To me, the idea is how do we create a culture of experimentation?”

Resources:

• Connect with Shafqat on LinkedIn: https://www.linkedin.com/in/shafqat/
• Optimizely: https://www.optimizely.com/

Purchase the book at koganpage.com/datadrivenpersonalization (use code CCData20 for 20% off and free shipping in the UK and US) and sign up for more content at convinceandconvert.com.

How can data help marketing and sales teams achieve their goals? A common mistake some marketers make is not being clear on those goals in the first place. This can lead to marketers and sales teams trying out lots of different tactics in an effort to drive results. But there is a smarter way – using data to build a goal-oriented mindset from the get-go.

Start with Marketing Goals, Not Tactics

In this episode, Tessa Barron, Senior Vice President of Marketing at ON24, talks about why marketers should shift their focus from traditional marketing tactics to a goal-oriented approach. Tessa explains how marketers often fall into the trap of continuously using new tactics without clear objectives and how harnessing the right data can transform a strategy.

Tessa discusses the importance of identifying key signals that indicate buyer readiness, using webinars and events to gather valuable first-party data and using that to create actionable insights that align marketing with sales. We also hear Tessa explain why marketers should create scorecards, identify the metrics that matter most, and improve conversion rates by leaning on data to drive decision-making.

In This Episode:

• 1:54 – A shift to goal-oriented marketing
• 6:22 – Leveraging webinars and other tactics for collecting customer data
• 11:11 – The importance of asking customers the right questions and using those answers
• 14:41 – Aligning marketing and sales to achieve conversion goals
• 18:58 – Testing, iterating, and improving conversion rates
• 26:49 – Why pipeline is a “lagging indicator”
• 31:32 – Why brand awareness is a leading indicator
• 33:51 – Using metrics that matter

Quotes:

“Starting with the goal first, and then the last step is determining the tactic that can really help marketers make the shift.”

“What aspect about a buyer makes them more likely to convert to an opportunity than not? By knowing that, you can start to set traps. You can start to create different interactions that will help uncover that.”

“There is no database on the planet, no third-party resource that can give you that kind of qualitative information that really makes a difference when we talk about improving conversion rates to pipeline and ultimately revenue.”

Resources:

• Connect with Tessa on LinkedIn: https://www.linkedin.com/in/tessa-barron/

Purchase the book at koganpage.com/datadrivenpersonalization (use code CCData20 for 20% off and free shipping in the UK and US) and sign up for more content at convinceandconvert.com.