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Getting Started with the Agile Marketing Navigator: Team Showcase



Getting Started with the Agile Marketing Navigator: Team Showcase

We recently introduced you to Agile Marketing Navigator, a flexible framework for navigating agile marketing for marketers, by marketers in the article A new way to navigate agile marketing. The navigator has four major components: Collaborative Planning Workshop, Launch Cycle, Key Practices and Roles.

Last week we shared how to conduct a great Daily Huddle as part of the multi-step Launch Cycle. Today we’re going to dive into the next part of the Launch Cycle journey — the Team Showcase.

Holding a Team Showcase

This is an event where the team showcases work done in the Launch Cycle and gets feedback from stakeholders. Additionally, the team shares any relevant performance metrics in order to learn through experiments and data rather than opinions and conventions. The group reviews the Blueprint to see if priorities for future work have changed. If feedback is valuable, the team re-prioritizes and adds or removes items from the Marketing Backlog (after the meeting).

Benefits to holding a Team Showcase are that it:

  • Eliminates the need for “static” status reports
  • Shifts the focus to data and metrics rather than opinions and conventions
  • Gives Stakeholders a “real-time” opportunity to provide feedback
  • Empowers the team to share what they’ve been working on to all levels in the company
  • Allows for flexible planning and the ability to pivot what happens next based on feedback
  • Celebrates accomplishments!

The Team Showcase should be held at a consistent day and time at the end of each Cycle, either every one or two weeks. The Product Owner invites any relevant Stakeholders based on what work is being showcased. For some companies, the audience may change from Cycle to Cycle, depending on the nature of the work. 

Team members rotate sharing the work that has been done recently, giving everyone an opportunity to be proud of their accomplishments. Unlike Scrum’s Sprint Review, the work showcased may or may not have been fully completed during the Cycle, but rather is live in the market, and there are learnings based on data and analytics that can be discussed.

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An opportunity for constructive feedback

Stakeholders offer constructive feedback on any work showcased. The goal isn’t to hear comments like “I want the image to be blue,” but rather, “Have we thought about other uses for this ad? Maybe we can test how it would perform on Instagram?” The Marketing Owner has the “power” to decide what to do with the feedback and how it may alter work.

The Team Showcase is real-time, so status reports that once took hours to produce — obsolete before they hit the manager’s inbox — get replaced with impactful live conversations.

Marketers have access to plenty of data, but too often they’ve moved on to the next project or campaign before anything is done with that data. The Team Showcase is a wonderful opportunity to share data regularly with the team and the Stakeholders: plans should change based on learning by doing.

Showcasing work and how it’s performing is a great way to get team members to share their work with stakeholders and leaders. However, not all results are favorable, and it can be scary to share negative results. It’s important for the team to feel psychologically safe to share the good, bad and the ugly. Agile is all about fast failures and quick pivots, but it takes some time to get to a place where most people are comfortable being vulnerable.

Leaders should underline the importance of what was learned, not what went wrong. This allows the team to be open and honest about what’s really going on. Pivoting is a natural part of an agile marketing team, as well as putting more emphasis on what’s high-performing. This “nail it and scale it” approach will help turn a team from a static one that simply delivers into an innovative one that is really agile.

Catch up on the Agile Marketing Navigator series!

Opinions expressed in this article are those of the guest author and not necessarily MarTech. Staff authors are listed here.

About The Author

Stacey knows what it’s like to be a marketer, after all, she’s one of the few agile coaches and trainers that got her start there. After graduating from journalism school, she worked as a content writer, strategist, director and adjunct marketing professor. She became passionate about agile as a better way to work in 2012 when she experimented with it for an ad agency client. Since then she has been a scrum master, agile coach and has helped with numerous agile transformations with teams across the globe. Stacey speaks at several agile conferences, has more certs to her name than she can remember and loves to practice agile at home with her family. As a lifelong Minnesotan, she recently relocated to North Carolina where she’s busy learning how to cook grits and say “y’all.”

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Salesforce winter 2023 release: The business executive’s guide



Salesforce winter 2023 release: The business executive's guide

More than 150,000 companies are Salesforce customers. Salesforce’s share of the CRM market is about 25%. 

Few customers take advantage of the thrice-yearly release updates rolled out to every Salesforce user. I get it. Folks aren’t always paying attention to the releases because they’re focused on running their business, tending to the million things that come up each day. 

The full edition of this Winter’s ‘23 Release comes in at over 700 pages. The boiled-down, brass-tacks summary is still 32 pages.

Few business executives have the time and bandwidth to keep up with the ins and outs of these updates. Your admins and marketing operations people may slog through the whole doc but may not connect the dots between business initiatives and platform functionality. 

This series will connect those dots. I’ll summarize what you need to know about the latest release in five key categories: commerce, sales, service, marketing and loyalty programs.

I’ll cover the features that will help you make better decisions for your business and maximize how you use the platform. 

Based on features in this release, Salesforce is focused on:

  • Improving the base platform (adding ease that your hands-on admin and developer teams have requested for a long time).
  • Creating even more ways to connect with customers.
  • Offering more industry-tailored options that bring value to a business more quickly.

Robust support for subscription selling added to Commerce 

Adding a subscription pricing model benefits most businesses, whether you’re a fan belt manufacturer or an artisan dog food company.

Making it easier for your customer to buy your product is always a win-win, and this release makes implementing subscriptions more seamless from the backend with the Connect API tool. 

Connect API resources now support subscriptions and multiple product-selling models: 

  • One-time sales where products are sold for specific prices once. 
  • Term sales offer time-limited subscriptions. Products are sold and renewed for a specific amount of time, e.g. 12 months. 
  • Evergreen subscriptions offer products on a recurring basis until canceled.

Configuring charges for collecting local taxes in international jurisdictions was also enabled. 

Dig deeper: Salesforce unveils features to boost automation for marketing and sales

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Additions to sales enablement functionality

Overall, I’m loving the general focus on enablement through enhancements with dynamic forms, screen flows, and Slack integration. 

Teams can now build and launch enablement programs that drive to the most important KPIs for your business. You can now focus on specifics, like programs for a particular region or product, and offer incentives to drive business from them. 

And, dynamic form improvements mean end-users have more flexibility with fields and sections to display on page layouts. 

Sales teams can now better access, update, share records and get important notifications on their key accounts directly within Slack using a new integration. Sales can collaborate in account- and opportunity-focused Slack channels while accessing Salesforce data. 

And, you can make it easier for sales teams to work with colleagues throughout the enterprise in departments such as fulfillment, shipping, and finance. This is enabled using Slack and providing real-time access to data stored in Salesforce to everyone who needs it.

Next time, I’ll dive into the latest service, marketing, and loyalty programs features included in the Winter 2023 release.

Opinions expressed in this article are those of the guest author and not necessarily MarTech. Staff authors are listed here.

About The Author

Joe Anzalone

Joe is Vice President, Salesforce Technology at Shift7 Digital. As a member of the Shift7 leadership team, Joe works to craft solutions and architectures that meet ambitious client goals using the power of the Salesforce platform, including product ownership for Shift7’s Industry GTM Accelerators. Joe brings more than 20 years of experience implementing Salesforce and other digital platforms including enterprise solutions and complex technology implementations. He sits on the Salesforce B2B Commerce product advisory board. Shift7 Digital is a Salesforce Ventures-backed agency, revolutionizing the digital experience for manufacturers, distributors, and their customers.

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