Bold Journeys Podcast
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Bold Journeys Podcast episodes

  • Jason Bystrak: The Role of the Channel in the Technology Buyer’s Journey

    Just as online shopping and review sites have changed the way we buy at home, the technology buyer’s journey has also seen massive change. The shift from products to services, new ways technologies are sold and delivered to the market, and the focus on customer experience are having a profound impact on both buyers and sellers. Channel success requires we re-examine the buyer’s journey. 

    I did just that with Jason Bystrak, VP of the Cloud Business Unit at D&H Distributing and member of CompTIA’s Channel Advisory Board. Jason shares the work he and the Advisory Board completed on the buyer’s journey and the role of the channel (partners, distributors, and vendors) in that journey. 

    KEY TAKEAWAYS

    The technology buyer’s journey can be broken into four main stages. Each stage presents an opportunity for the partner, distributor, and vendor to influence the buying decision. 

    Stage 1: Marketing
    • With the way that people are learning about technology, having a strong online presence is more important than ever
    • Vendors and partners need to focus on “how do you educate them” not “how do you sell to them”
    • Distributors can help in this phase by running educational events and pulling together market data for the vendor and partner to leverage
    • Stage 2: Sales
      • There are 7 steps to the sales process phase: assessment, evaluation, positive review, contracting, negotiation, quoting and then acceptance
      • Vendors need to provide adequate training for the channel to execute each of these 7 steps
      • Distributors should be echoing that training and providing a multi-vendor experience for partners to offer a complete solution 
      • Stage 3: Technical
        • The technical phase should be focused on the implementation from start to finish and making sure that everything that was promised is delivered
        • Distributors can help their partners by integrating with the common managed service provider platforms
        • Partners, distributors, and vendors should all be asking “how do we integrate our products to make it easier to implement and manage?”
        • Stage 4: Customer Success
          • The 3 steps within customer success are support, billing/paying, and adoption
          • The role of the vendor is making sure that throughout the service consumption they’re able to provide partners with key performance indicators as to what’s being used and how
          • Vendors should also be sharing use cases and trends to help their partners drive deeper adoption 
          • SHARE THIS

            From a culture standpoint, these line of business leaders that are often involved with the decisions, they don't want to be sold to. You really need to focus on how you educate them rather than how to sell to them. @jbystrak
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            It's no longer about the technology or the bells and whistles, it's about the business outcome. @jbystrak
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            The role of the vendor is making sure that throughout the service consumption, they're able to provide key performance indicators for their specific products as to what's being used. @jbystrak
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            LINKS & RESOURCES
            • Follow Jason on LinkedIn and Twitter.
            • Learn more about D&H.
            • Learn more about CompTIA and how you can get involved.
            • The post Jason Bystrak: The Role of the Channel in the Technology Buyer’s Journey first appeared on Channel Journeys.
              32 min
            • Jason Bystrak: The Role of the Channel in the Technology Buyer's Journey-CJ36
              Online shopping has changed the way we shop. Today's technology buyer acts a lot more like a consumer. Jason Bystrak, VP of the Cloud Business Unit at D&H Distributing and member of CompTIA's Channel Advisory Board, shares the work he and the Advisory Board completed on the technology buyer's journey and the role of the channel (partners, distributors, and vendors) in that new journey.
              32 min
            • Tricia Atchison: How to Build an Award Winning Channel Marketing Program

              There’s a lot of complexity to building a successful marketing strategy. One of the biggest challenges is that partners have all levels of marketing expertise. Some partners are even better at marketing than their vendors. But many more have limited capabilities, and some have none at all. Most have a deep desire to do good marketing, even if they don’t know how and lack the infrastructure to do it.

              This week I spoke to both Tricia Atchison and David Pereira to learn how they help partners become successful marketers. Trisha Atchison is the Worldwide Director of Channel Marketing and Enablement at Citrix. David Pereira is the founder and president of Get Lift, a full service B2B marketing agency. David worked with Trisha to create KickStart, a program designed to help partners create and execute the most effective route to pipeline creation and sales growth. The program won Sirius Decisions’ Channel Marketing Program of the Year award.  

              KEY TAKEAWAYS

              Citrix’s Kickstart Channel Marketing program has five core components that enables their partners to execute an integrated marketing strategy.

              1. Content 

              Content is king. The foundation of an award-winning program is having great content for partners.  

              2. Planning

              Planning is something many marketing programs don’t focus on enough. This includes joint business planning and creating quarterly or six-month marketing plans.

              3. Budget

              Find ways to make it easier for your partners to access marketing funds. Citrix integrated funding into the marketing planning process to fund a series of campaigns rather than a single activity or event.

              4. Resources

              Because Partners have different levels of marketing resources and infrastructure, they need varying levels of support. Citrix solves this by offering marketing agency support where the agency executes on the partners’ behalf. This provides more consistent execution and tracking of results. 

              5. Enablement

              Enablement is a foundation for success, and not just partner enablement. First you need to enable your partner managers on your marketing program, what it means for partners, and the ideal profile of partners who can benefit most from it.  

              SHARE THIS

              The first key to a successful Channel Marketing program is content because content is king. @tricia_atchison
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              Sometimes you just have to be willing to put yourself out there, be bold, and not be afraid that it may not work perfectly the first time out the gate. @tricia_atchison
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              LINKS & RESOURCES
              • Follow Tricia on  LinkedIn and Twitter.
              • Follow David on  LinkedIn and Twitter.
              • Learn more about Citrix and Get Lift.
              • The post Tricia Atchison: How to Build an Award Winning Channel Marketing Program first appeared on Channel Journeys.
                47 min
              • Tricia Atchison: How to Build an Award-Winning Channel Marketing Program-CJ35
                This podcast is a double-header with Tricia Atchison, WW Director Channel Marketing and Enablment at Citrix, and David Pereira, Founder of GetLift, a full service B2B marketing agency. Tricia and David discuss how Citrix built an award-winning integrated marketing program that is enabling partners and improving their channel marketing effectiveness. Listen and learn Tricia's 5 Steps to increasing your channel marketing return on investment.
                47 min
              • Rob Rae: How to Find, Engage, and Inspire MSPs

                We talk about changes in the channel often, but a huge one I have seen take place over the years is the switch from the traditional reseller model to the Managed Service Provider (MSP) model. Partners have transformed their business models from one-time product and service sales into recurring-revenue contract-based services. MSPs combine white label cloud offerings from multiple vendors with their own services IP into a packaged service. 

                This week I spoke with a channel pro who knows a thing or two about MSPs. Rob Rae is the VP of Business Development at Datto, a cloud backup and disaster recovery vendor who has gone all in on MSPs. We discuss the story of Datto and their 100% MSP channel success. Rob shares why he is fine not knowing who his end users are. Learn his secrets to finding, engaging, and inspiring MSPs.

                KEY TAKEAWAYS
                Finding MSPs
                • MSPs come in every size, shape and color. The one consistent thing across the board for all the varying types is that all want recurring revenue and want to own the customer contracts for the business.
                • Since there is no “MSP search engine”, one of the best ways to find and acquire new MSPs is through tradeshows.
                • Qualify your MSPs by asking how many end users they are working with, who they are, what they look like, and what verticals they focus on.
                • Engaging and Inspiring MSPs
                  • Channel incentives used to be about free gifts, trips, and discounts. As the channel rapidly changes, incentive tactics are changing as well. 
                  • MSPs are much more concerned with recurring revenue. During the sales process, you must be able to show them that you are focused on their success.
                  • Retaining MSPS requires providing phenomenal support at every step. 
                  • MSPs can only protect themselves so well. They rely on the vendors that they’re using to help make sure that all of their security gaps are closed and tight.
                  • SHARE THIS

                    It's no longer about free products or discounts. That's not how the channel works these days. It's about how much recurring revenue you're going to make for them. @RobTRae
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                    All I'm doing is providing the wrench, the tool that the MSP needs in order to perform their services. @RobTRae
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                    LINKS & RESOURCES
                    • Follow Rob on LinkedIn and Twitter.
                    • Hear how to navigate the evolving MSP channel
                    • Learn more about Datto.
                    • The post Rob Rae: How to Find, Engage, and Inspire MSPs first appeared on Channel Journeys.
                      41 min
                    • Rob Rae: How to Find, Engage, and Inspire MSPs–CJ34
                      This week I speak with a channel pro who knows a thing or two about MSPs (Managed Service Providers). Rob Rae is the VP of Business Development at Datto, a cloud backup and disaster recovery vendor who has gone all in on MSPs. We discuss the story of Datto and their 100% MSP channel success. Rob shares his secrets to finding, engaging, and inspiring MSPs.
                      41 min
                    • Daniel Burrus: How to Create an Anticipatory Channel Organization

                      In this age of exponential growth and innovation, we are all at risk of being disrupted by new competitors and new business models. Yet most of us are driving into the future spending more time looking through the rearview mirror than through the windshield. But what if you could anticipate the future? What kind of partner program would you develop? What kind of partners would you recruit? What kind of competitive edge would that give you? 

                      This week’s guest, Daniel Burrus, is a technology futurist, best-selling author of The Anticipatory Organization, and founder of Burrus Research. I have a fascinating conversation with Daniel as he shares how you can predict the future by studying and categorizing trends. Learn how you can create an anticipatory channel organization that will enable you to disrupt instead of being disrupted.

                      KEY TAKEAWAYS
                      Types of Trends
                      • All trends fit into one of two categories; hard trends and soft trends.
                      • A hard trend is based on absolute certainty. The advantage is that you can see it coming, which lets you turn that change into opportunity.
                      • A soft trend is based on an assumption about the future. The advantage is that you can influence the soft trend in a positive way if you do not like where it is headed.
                      • Becoming an Anticipatory Channel Organization
                        • Start by asking yourself, what are all the things you are certain about and uncertain about? What are the things that you know will happen? What are the future facts? What are the hard trends shaping the future? 
                        • Once you’ve looked at the future of your organization and you identify the hard trends and opportunities, think about the predictable problems that you, your partners, and your key customers will have. How can you anticipate these and pre-solve them?
                        • Narrow down your list to the low hanging fruit. Pick one or two that wouldn’t take long to accomplish yet will have a big payoff. Then make it happen. If it can be done, it will be done. And if you don’t do it, someone else will. The risk now is not doing it.
                        • Be sure that when you’re pitching your initiatives internally for funding that you use more facts and less opinion. Be sure to share the cost of saying no before you even get an answer. Make the no dimensional. It’s not just about money spent or loss of competitive clout. It’s loss of brand, loss of customers, and loss of market share.
                        • SHARE THIS

                          Anytime you can see a disruption before it disrupts, anytime you can see change before the change hits, you can use that to your advantage. @DanielBurrus
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                          The beauty of a soft trend is if you don't like it, you can influence it. And the advantage of a hard trend is you can see it coming, and that lets you parent change into opportunity. @DanielBurrus
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                          Unplug from the present, the crisis you're managing, the deal you're trying to cut, and instead plug into your future. Why? It's where you're going to spend the rest of your life. @DanielBurrus
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                          If it can be done, it will be done. If you don't do it, someone else will. The risk now is not doing it. @DanielBurrus
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                          LINKS & RESOURCES
                          • Follow Daniel on LinkedIn and Twitter.
                          • Order your free copy of The Anticipatory Organization.
                          • The post Daniel Burrus: How to Create an Anticipatory Channel Organization first appeared on Channel Journeys.
                            39 min
                          • Rob Spee: Top 10 Channel Tips from the Channel Journeys Podcast

                            I feel very fortunate to have such great channel talent on this podcast. It’s hard to keep up with all of the invaluable tips provided by my guests, who collectively represent centuries of channel experience.  In this episode, I highlight my top 10 channel tips from the first 10 episodes.  

                            KEY TAKEAWAYS
                            • Rob has a new gig as RVP Channels at Outsystems, the number 1 low-code development platform.
                            • The Channel Journeys Podcast will carry on with Rob’s mission of sharing channel knowledge and elevating the channel profession through provocative interviews with channel leaders.
                            • You can read even more of Rob’s top tips in an article published this week in the Software Executive Magazine, Channel Best Practices From The First 10 Channel Journeys Podcasts
                            • SHARE THIS

                              When you think about how your customers want to buy and who the customer is talking with throughout the buyers journey, you're going to see that they touch a lot of organizations that could be potential partners for you. - Rob Spee
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                              Partners are learning that the real money is in specialization. They want to create their own intellectual property, they want to add true business value. - Rob Spee
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                              LINKS & RESOURCES
                                • Follow Rob on Twitter and LinkedIn
                                • Read Rob’s Software Executive Magazine article Channel Best Practices From The First 10 Channel Journeys Podcasts
                                • The post Rob Spee: Top 10 Channel Tips from the Channel Journeys Podcast first appeared on Channel Journeys.
                                  15 min
                                • Rob Spee: Top 10 Channel Tips from the Channel Journeys Podcast - CJ32
                                  I feel very fortunate to have such great channel talent on this podcast. It's hard to keep up with all of the invaluable tips provided by my guests, who collectively represent centuries of channel experience. In this episode, I highlight my top 10 channel tips from the first 10 episodes. This is a subset of the tips published in my article: https://www.softwareexecutivemag.com/doc/channel-best-practices-from-the-first-channel-journeys-podcasts-0001
                                  15 min

                                About Bold Journeys Podcast

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