Introductions

• Welcome to all of our new and returning CAB Members
• Review of the agenda Uberflip team attendees: Randy Frisch, Yoav Schwartz, Mike Waldron, Josh Gladstone, Beth Wanner, Upasna Chandna, Alyana Ladha
• Sharing roses + thorns of the past year, a great variety from each attendee, some highlights of roses included chatting with more marketing leaders on a regular basis, becoming more customer centric, team growth and strengthening, time to rebrand, pull back and double down on ideas, spending more time with family and having more opportunities to appreciate life outside of work.
• Some common thorns that the board faced included managing work from home life, navigating budget and headcount cuts, the absence of face to face marketing, starting new roles during the pandemic, lack of connection with team members.

Poll: What are you planning to change in your strategy in the 2H of the year? See results here.

Industry Trends + Uberflip Highlights + Customer Highlights 2019-2020

• Time to Scale: Companies are starting to come out of conversation mode and aggressively increase headcount and budgets
• Speed Wins: Those companies first to market will more often than not capture the most mindshare and maximize their opportunity potential
• Enable Sales: Marketing’s responsibility is about empowering sales to continue the conversation in a seamless and personalized way
• Prime Time ABM: ABM is no longer an experimental strategy, technology is allowing us to be hyper targeted with little extra effort
• Retention and Expansion: Demand and content marketers are being asked to support retention and expansion efforts more than ever before
• Unified Journey: Marketers are prioritizing technology, hiring and processes on building the ultimate customer journey
• Customer Experience: identify data, attract through channels and engage your audience! Pain points: speed to market, personalization at scale, empowering sales - Mike reviews how we can tackle these challenges with Uberflip.

Poll: Which of these pain points resonates with you the most? See results here.

• Randy opens the floor about defining personalization at scale and the pains that people experience with this:
• Jacqui Fleming: Personalization at scale means how we’re automating that process, automating audience generating and getting the content out to them. Identifying which content matches which account can become quite manual.
• Stephanie Safi: Personalization = creating content specifically for 1:1 accounts and personalization at scale. The messaging around the content, meaning you really need to research and understand the challenges for accounts and how your value propositions actually relate to their needs. Hyper-personalization beyond just a logo or name, etc.
• Dan Lowden: having that really good content where someone thinks that every time a company reaches out to them, they see value
• Lucy Gillard: We have a lot of content, the data side is very tough with strict policies, so we don’t have a lot of data that other companies do. The stricter that data policies get the harder it is to personalize.
• Justin Keller: Sales understanding and utilizing all of marketing’s content in an efficient way is tough.
• Randy: How do your sales people access your content? > Sharepoint, Google Drive, HighSpot, Seismic, endless Slack messages
• Randy: Who owns the organization of this content? Is it more on marketing or sales? > Mostly Marketing, some teams where Sales owns

UES Overview & Success Stories Operational Efficiency

• Save time, elevate accuracy and enhance reporting via Audience Segmentation, Identifying Tags, Auditing Content and Configuring Automations
• Training/Education: Continued education on the marketing tactics and methodologies that support organizational goals and processes.
• Technical Configuration: Guidance and assistance building a sound content experience foundation and campaign construction.
• Strategic Planning: Support overall marketing strategy to drive pipeline and increase content engagement.
• Case study: Without clear alignment between content and segments, some assets were missing from critical locations, other assets were incorrectly placed, and in general reporting content topics was cumbersome. There was an operational lag. UES helped segment audiences, audit content and assign tags. Then, Smart Filters were configured to drive operational efficiency.

Poll: How many members are there on your marketing team? See results here.

• Randy opens the floor with the question: What percentage of your marketing team regularly logs in to Uberflip?
• Responses show that most teams have a champion user for Uberflip - what would make more people sign in?
•  Individual permissions for the content team to see content performance analytics

Customer Story & Q + A: Jacqueline Fleming from SAI Global

• Last year: lean resources, uncertain business environment and the need for speed!
• Supported customers with a pandemic information centre and resources in order for them to do what they needed to do Goals for operational efficiency:
• Agility - moving with the projects and being okay with getting things going instead of precisely perfect, Be Relevant to your customers and the time, Connect to Business Goals and narrow your focus in order to eliminate non-mission critical elements.
• Speed to marketing focus on sales enablement, ABM and Content Personalization and Demand Generation Metrics to demonstrate to your board and how to identify value and success within your sales strategies
• What’s next? Unlocking the tech stack & evolving the digital brand

Poll: Which Uberflip outcome is the most valuable to you? See results here.

Product Roadmap

• The vision is to be able to show a content map of what routes people are taking on your website.
• Improving onbrand experience with more robust and customizable themes
• Making pushes in analytics to not only see how content is performing but which individuals are taking what actions and how they are engaging
• Expanding the content platform integration list Automatically generating tags for content
• Import and build new audiences
• Mapping out the journey with content and identify the gaps easily and quickly
• Automatically building streams
• Promote content from wherever - getting real time notifications
• Unlocking analytics enrichment to see how accounts engage and which content is driving growth for business
• Sneak Peek:
• Data Integrations Marketplace and app improvements
• Platform speed, scalability, stability Usability Improvements
• Q3 releases: UTM parameters, Code Saver app, Stream purpose

Poll: Which feature on the product roadmap and the upcoming product cadence are you looking forward to the most? See results here.

Poll: Which feature on the product roadmap is missing that would add a lot of value for you? See results here.

Closing Remarks

• We are here to support your content experience journey in the 2H of the year
• UberEats gift cards have been sent out to all attendees - dinner on us!
• We would love it if you could leave us reviews with full marks on the G2 and TrustRadius platforms.
• Customer referral bonuses are available to our customers! Inquire with your CSM for more information.

If you have any questions, please feel free to reach out to our Customer Marketing Team:

Upasna Chandna, Director of Customer Marketing upasna.chandna@uberflip.com | +1 647-964-8396

Alyana Ladha, Customer Marketing Lead alyana.ladha@uberflip.com | +1 647 994 9443