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Bold Starts May 5
Forrester Women's Leadership Program (In-Person Only)
Join us as we focus on how to help women leaders in your organization break down barriers and overcome challenges. Learn from your peers on advancement strategies for women leaders and participate in a conversation about how to develop meaningful relationships with women leaders in the B2B marketing, sales, and product industry. All are welcome to join!
More information can be found here.
Speakers:
Gretchen O’Hara, Vice President of Worldwide Channels and Alliances, Splunk
Raji Srinivasan, Jack R. Crosby Regents Chair in Business Administration, UT Austin
Lynn Teo, Chief Marketing Officer , Northwestern Mutual
Kim Lasseter, Global Director, Google Cloud Partner Advantage Program Design & Strategy , Google Cloud
Maria Chien, VP, Principal Analyst, Forrester
Lisa Singer, VP, Principal Analyst, Forrester
Forrester Certification Workshop: Optimize The Revenue Process For Growth (In-Person Only)
In today’s market, most B2B buying decisions are made by buying groups rather than individuals, so the transition to a demand management process focused on opportunities and their associated buying groups (instead of individual leads) is crucial for improving marketing and sales performance. In this hands-on workshop, you’ll learn how organizations can use Forrester’s B2B Revenue Waterfall to plan and manage revenue opportunities, complete your own readiness questionnaire to make the transition to converting these opportunities through buying groups, and work in small group discussions to brainstorm post-assessment actions that you can take back into your organization.
This session is a sample of content from Forrester’s Accelerating B2B Marketing Certification course.
Speakers:
Terry Flaherty, VP, Principal Analyst, Forrester
Jenna Wohead, Director, Product Management, Forrester
Assessing GenAI Use Cases: What Should You Do? (In-Person Only At The Fairmont)
Generative AI offers exciting opportunities, but also opens the gates to chaos as everyone turns it on everywhere. Businesses need a simple way to identify what’s important as well as what’s feasible to ensure that customer experiences remain enjoyable, on-brand, and compliant.
During this working session, you’ll learn:
- How your peers are approaching gen AI
- Why prioritization is only part of the picture
- How to identify quick wins and good investments–and avoid bad ones
Access to Excel or Google Sheets is recommended but not necessary.
Speakers:
Kathleen Pierce, Principal Analyst, Forrester
Musical Experience: Team Anthem
Join us to craft a B2B Summit Anthem led by talented musicians. No musical experience needed – just your enthusiasm! Stand alongside your fellow attendees, singing the song you helped create, guided by musicians who’ve rocked out with music legends. Get ready for an exciting experience that fosters connections and creates unforgettable memories.
Executive Leadership Exchange (Invite-Only): ELE Welcome Reception
As Summit 2024 kicks off, we invite you to join the Forrester team and your fellow ELE delegates for a welcome drink.
Nick Buck from Forrester’s B2B Marketing Executive Strategies service will provide some opening remarks and preview of the great content and sessions you can look forward to at Summit.
Speakers:
Nick Buck, VP, Principal Analyst, Forrester
Poolside Welcome Reception (In-Person Only)
Cool off by the pool for a Welcome Reception!
Monday May 6
Forrester Certification Workshop: Plan For Audience Centricity
To move from product to audience centricity, you must design a go-to-market architecture that aligns the offering portfolio to buyer audience segments. In this preview of content from Forrester’s B2B Marketing Certification, you’ll explore how your company can define target audiences and better understand buyers to improve your go-to-market effectiveness. You will also learn how Forrester Certification can help align your teams to deliver a strategic and connected go-to-market approach.
Speakers:
Barbara Winters, VP, Principal Analyst, Forrester
Jenna Wohead, Director, Product Management, Forrester
Welcome & Opening Remarks
Welcome to Forrester B2B Summit North America 2024. This session will set the tone for the next three days of bold vision and actionable insight from Forrester.
Speakers:
George Colony, CEO, Forrester
Keynote: A New Generation Of Buyers Will Force B2B Reinvention
B2B buying has reached an inflection point – younger generations have eclipsed older generations, creating a distinct set of challenges. B2B companies must reinvent themselves to navigate this evolving buyer and invest in insights to understand how the generational divide influences B2B purchases. In this keynote, attendees will learn:
- Key trends, data, and insights about today’s buyers
- Opportunities to align across the growth engine
- Implications for buyer-facing technology
Speakers:
Amy Hayes, VP, Research Director, Forrester
Keynote: Actions Speak Louder Than Words: What Customer-Obsessed Companies Do Differently
It’s easy to talk about customer obsession; it’s harder to translate desire into action. Set aside the guesswork: This keynote will demonstrate tangible ways that B2B companies can become buyer and customer obsessed. You’ll learn:
- How customer obsession maximizes value for the company and the customer.
- What “putting customers at the center” looks like in execution.
- Examples of how B2B companies are taking action through connected lifecycles, relevant metrics, and more.
Speakers:
Amy Bills, VP, Principal Analyst, Forrester
Marketplace Break & Networking
Marketplace breaks are your chance to connect with sponsors and catch up with colleagues on the show floor.
Attend one session:
11:10-11:20 am - Mediafly: [How To] Incorporate Value Into Every Buyer Engagement
Value selling has emerged as a powerful antidote to the dreaded “no decision” and stalled deals. But too often, value selling is relegated to ROI calculators and business cases that are seen as a checkbox in your sales process. Today’s buyers demand value from every interaction with your sellers. Learn how to infuse value selling into every stage of the buyer’s journey to close bigger deals, faster — using flexible, self-serve value tools.
Speakers:
Lindsey Tighgart, CMO, Mediafly
11:10-11:20 am - Openprise: Trust Issues? It's Not You, It's Your Data
Do you ever feel like your revenue team’s relationship with data is on the rocks? You’re not alone. Many go-to-market and ops teams face a cycle of distrust and inefficiency — data that they can’t trust, is incomplete, or just feels disconnected. All of these lead to slow actions, wasted time, ineffective programs, and unbacked decision-making. We’re here to play matchmaker, introducing you to a RevOps data automation platform that’s the perfect fit for your needs. Say goodbye to tech stack headaches and hello to seamless, trustworthy data that drives success.
Speakers:
Mike Ni, CMO, Openprise
11:25-11:35 am - Emerald Studio: Content Storytelling: Engaging Buyers, Generating Leads
Are buyers hearing your message? Take an audience-focused approach to content strategy and development. We’re sharing examples of assets that deliver at each stage of the buyer’s journey, attracting new prospects and connecting with even the trickiest personas. If you’re getting pressured for better leads and engagement, don’t miss this spotlight.
Speakers:
Alexis Carroll Cline, Director of Content Strategy, Emerald Studio
Cristina Puscas, Account Director, Emerald Studio
11:25-11:35 am - Stensul: How Shell Energy Made Its Marketing Creation Efficient
To effectively tell the story of its drive to develop innovative energy solutions, Shell Energy needed to improve its use of email. However, the company realized its creation process depended on technical skills and was prone to bottlenecks and brand inconsistency. In this session, you’ll learn how Shell Energy transformed the way it builds emails and reduced creation time by 33%, saving almost 123 hours/month used to hone strategy to optimize marketing performance.
Speakers:
Christian Bianchi, Digital Marketing Integration Manager, Shell Energy
Noah Dinkin, Founder and CEO, Stensul
11:40-11:50 am - Exclaimer: In 2024, Demand And Brand Go Hand In Hand
In this session, we’ll delve into the argument that without a solid brand, there can be no real demand. In times of economic uncertainty, marketers often face the challenge of budget cuts, with brand investments being the first to suffer. However, we argue that brand investment is essential for scaling demand efficiently and driving growth this year. By adopting a strategic approach, leveraging technology, and prioritizing consumer trust and privacy, marketers can overcome challenges and thrive in the ever-evolving landscape. We will discuss how to:
- Work smarter and not harder to scale efficiently in 2024.
- Understand which channels to prioritize and how to combine strategies to drive results for your business and unlock your growth.
- Leverage human-first and personalized strategies to improve resonance and results.
Rather than grappling with outdated methodologies, we’ll help you find ways to work smarter, not harder. By creating strategies tailored to your business and its trajectory, we can revolutionize demand generation and scale efficiently.
Speakers:
Carol Howley, CMO, Exclaimer
11:40-11:50 am - Knak: How To Scale Email And Landing Page Creation
Are your email and landing page templates boring and too rigid? Are you tired of waiting weeks for your agency to build your campaigns? Are you in marketing ops and feeling like you’re in the weeds building out emails and landing pages for your marketers, when you could be working on much more strategic projects? Are your marketers frustrated? It doesn’t have to be that way. Join Knak in this session to discover how to:
- Quickly and easily build emails and landing pages with no code.
- Speed up your review and approval process.
- Improve campaign performance.
- Create more content quicker and faster.
- Delight your marketing teams.
Join this session and say goodbye to a chaotic email and landing page creation process.
Speakers:
Andrea Vicic, Director of Product Marketing, Knak
Breakout Sessions
Case Study Sessions (In-Person Only)
Join case study sessions to hear real-world stories, solutions, and insights leveraging the best in today’s technologies and services.
Attend one session:
Bigtincan: How Uber Eats Puts The Coach In Coaching
In this session, Uber Eats shows how it supports its commercial managers with resources, training, and tools to encourage more effective manager coaching. This session will provide guidelines to easily create a simple playbook to define what “good” looks like for your sellers and managers. Additionally, you will find simple coaching frameworks that can be implemented today. Finally, learn best practices for using technology to scale coaching in your organization.
Speakers:
Angela Apple, Global Head of Sales Enablement, Uber Eats
Bombora: Siemens Utilizes Opportunity-Based Marketing Surpassing ABM Limitations
Traditional ideal customer profile (ICP) and account-based marketing (ABM) methods often fail to pinpoint prospects’ needs and research moments effectively. This session advocates for adopting opportunity-based marketing (OBM) as a revolutionary strategy surpassing ABM and ICP approaches. Leveraging advanced intent research data from Bombora, OBM identifies prospects “in-market” and understands their research interests, transcending demographic and behavioral targeting. For Siemens and similar complex organizations, OBM ensures tailored content and maximizes digital and social campaign impact by eliminating sales outreach latency. Join to discover Siemens’ success with this innovative approach.
Speakers:
Alyson Burke, Director of Intent Data & Reporting, Siemens Digital Industries
Cvent: 6sense Transforms Meetings With Jifflenow By Cvent
Discover how 6sense leveraged Cvent’s Jifflenow to elevate its third-party events and activations, transforming its approach to meetings at scale. Gain insights on streamlining meeting organization, enhancing data clarity, and seamlessly syncing with CRM systems. This case study will reveal key strategies for leveraging meetings to drive revenue and optimize go-to-market efforts, showcasing the tangible impact on 6sense’s event presence and business outcomes.
Speakers:
EJ Oelling, Vice President, ABX, 6sense
Digitalzone: The 2024 State Of Demand Gen
Digitalzone surveyed 1,500 B2B marketers from around the world to better understand the modern B2B marketer and the state of the demand gen industry. This research uncovered new and emerging industry trends and helped establish some new benchmarks for 2024. Experts will dive into the key insights from this research and discuss how these market trends are impacting their own organizations. This session will explore key questions like: What demand gen strategies are working? How are marketers interacting with third-party vendors? How are marketers using data to enhance demand gen strategies? How are marketers measuring and evaluating ROI of demand gen tactics?
Speakers:
Eboni Ryan, VP of Marketing , Digitalzone
Liz McComas, Team Director, Media Direct, ROI-DNA
Impartner: How Palo Alto Networks Scales Marketing With Partners
In 2023, Palo Alto Networks prioritized partner marketing automation, leading to the successful implementation of LaunchPad, its partner marketing program, under the leadership of Stephanie Zembal. With over 700 partners now utilizing the automated marketing programs across various platforms, including email, social media, and content, LaunchPad has proven its effectiveness. This session will delve into Palo Alto Networks’ goals, encountered barriers, best practices, and key takeaways for implementing scalable and automated partner marketing functions.
Speakers:
Stephanie Zembal, Sr. Manager Channel Marketing, Palo Alto Networks
Lindsay Jensen, Sr. Director of Partner Strategy and Growth, Impartner
Lead2Pipeline: Proofpoint's 200% Pipeline Acceleration With Full-Funnel Programs
Join growth marketing expert Chadia Sparrer as she explains how her team at Proofpoint transformed its marketing and sales outcomes despite lower budgets and longer sales cycles. Leveraging personalization and real-time intent over the past 12 months, her full-funnel approach with Lead2Pipeline has driven 200% pipeline acceleration and 2:1 performance with her sales team. Learn from her team’s lessons and adapt your campaigns to convert more effectively at every stage of your buyer’s journey.
Speakers:
Chadia Sparrer, Senior Manager, Demand Generation at Proofpoint
Chip Klang, Co-Founder and CEO, Lead2Pipeline
Leadspace: Pure Storage Revenue GTM: Global ABM/Territory Targeting
Learn how Pure Storage prioritized over 200M companies globally to strategically align its sales and marketing investments. Understand how the Pure Storage/Leadspace team aligned around account-specific total addressable market (TAM)/serviceable addressable market (SAM) models – how they were developed and customized by industry classification. Goals, solutions, and challenges for global hierarchies for TAM and territory assignments will be shared. Technology and intent targeting approaches will also be discussed. Change acceleration and shared vision strategies will also be shared on aligning teams and leadership.
Speakers:
Laurie Cremona Wagner, Vice President, Marketing Operations and Strategy, Pure Storage
Marge Breya, President, Leadspace
Outreach: Navigating the Evolving Landscape of the Account Executive
Speakers:
Stephen Oommen, VP, Strategic & Enterprise Sales, Outreach
Kelly Shara, Senior Client Account Executive, Outreach
Salesforce: Drive Marketing And Sales Alignment With Trusted AI And Connected Data
When marketing and sales are aligned, they can close deals faster and improve the customer experience. Learn how creating a single view of the customer can help revenue teams leverage AI to increase sales and drive pipeline.
Speakers:
Neha Shah, Sr. Director Product Marketing, Salesforce
Gigi Stepanyan, Senior, Specialist SE, Salesforce
Nathan Maphet, VP, Product Management, Salesforce
Marcos Duran, Sales and Marketing Automation Consultant, Sercante
TechTarget: How Broadvoice Is Building Its Revenue Waterfall Fueled By Intent
In this session, Broadvoice showcases how it’s reshaping its revenue waterfall fueled by powerful intent data from TechTarget. Join for unfiltered insight from noted practitioner Malachi Threadgill, former Forrester analyst and current Broadvoice marketing leader, on how the company is transforming success centered on buying groups and pipeline. Get real advice on what it takes to rethink and realign people, processes, and technology — including intent use cases — without upsetting everything and everybody. Take away specific tactics, a transferable roadmap, and broader ways of thinking to propel your own journey.
Speakers:
Malachi Threadgill, VP of Growth and Product Marketing, Broadvoice
John Steinert, Chief Marketing Officer, TechTarget
Lunch & Marketplace Break
Attend one session:
1:10-1:40 pm - Assessing GenAI Use Cases: What Should You Do? (In-Person Only At The Marketplace)
Generative AI (genAI) offers exciting opportunities, but also opens the gates to chaos as everyone turns it on everywhere. Businesses need a simple way to identify what’s important as well as what’s feasible to ensure that customer experiences remain enjoyable, on-brand, and compliant.
During this working session, you’ll learn:
- How your peers are approaching genAI.
- Why prioritization is only part of the picture.
- How to identify quick wins and good investments — and avoid bad ones.
Speakers:
Kathleen Pierce, Principal Analyst, Forrester
1:15-1:25 pm - Highspot: Enable The Impossible — Drive Behavior Change At Scale
Achieving your revenue goals requires focusing sellers on the few key actions they must consistently execute — a task easier said than done. The way forward is a rigorous enablement strategy that scales winning sales behaviors across your teams. Join this session to learn how Highspot’s AI-driven enablement platform empowers you to coach your teams everywhere they work, pinpoint the impact of your initiatives, and connect results with skills and behaviors.
Speakers:
Kelly Lewis, Vice President of Revenue Enablement, Highspot
1:30-1:40 pm - Integrate: Guardians Of The Data Galaxy: Connecting And Safeguarding Your Demand Gen Investment
Establishing a central process and platform for lead data onboarding allows organizations to seamlessly connect, govern, and measure all their marketing data. This approach not only facilitates enhanced data connectivity but also ensures robust protection measures are in place, safeguarding sensitive information. Embracing this opportunity enables businesses to streamline operations, enhance data compliance, unlock valuable insights for informed decision-making in marketing endeavors, and realize significant ROI through optimized campaigns and reduced risk.
Speakers:
Justin Eisner, Vice President of Technical Consulting, Integrate
1:45-1:55 pm - Outreach: How To Win With An Account-Based Approach To Selling
The role of the seller is evolving. Increased competition makes it difficult to stand out, cost to acquire new customers is on the rise, and every purchase is heavily scrutinized by ever-growing buying groups. These shifts mean more companies are taking an account-based approach to both closing new business and expanding within their existing customer base.
Join Outreach’s spotlight session to see firsthand how account planning will help revenue organizations stand out in their prospecting efforts and maximize the value of their current customer base through strategic account planning and management — leading to sustained business growth.
Speakers:
Liz Dailing, VP, Product & Marketing Strategy, Outreach
1:45-1:55 pm - Forrester: Align To Accelerate With Forrester Decisions
As a business leader, you’re expected to solve problems, make decisions, and take action to deliver results in record time, day in and day out. Where do those superpowers come from? Come see a demo of how Forrester Decisions helps you deliver strategic outcomes in record time. You’ll walk away knowing your peers’ top priorities and hear how this new, always-on model uniquely aligns you, your team, and your organization to tackle initiatives at scale.
Speakers:
Brigitte Majewski, VP, Research Director, Forrester
2:00-2:10 pm - Salesforce: Elevate Your B2B Marketing With Generative AI
Hear how Einstein Generative AI functionality in Account Engagement helps marketers save time and scale customer engagement. Plus, learn how to prepare your data and marketing team to realize the full value of generative AI.
Speakers:
Mary Nell Williams, Senior, Specialist SE, Salesforce
2:00-2:10 pm - Forrester: Meet Izola, The GenAI Tool For Trusted Answers
GenAI has fundamentally reshaped the way we interact with information. But not all genAI tools are created equal. Come see examples of how Izola, the new genAI tool available in Forrester Decisions, helps you make progress on your top initiatives faster, with trusted answers backed by Forrester’s research, data, and insights.
Speakers:
Doug Washburn, Vice President, RoleView For Business Technology, Forrester
2:15-2:25 pm - Forrester: Maximize Demand Content Across The Buyer's Journey
Generate demand and fill your pipeline faster across the buyer’s journey. Come hear examples of how Forrester content — such as published research reprints, expert speakers, webinars, event sponsorships, Dynamic Total Economic Impact™ (TEI) studies, and custom thought leadership — delivered results that drove a 200% increase in pipeline and 12% increase in conversion rates.
Speakers:
Vikram Sehgal, VP, Research Director, Forrester
Jon Erickson, VP, Total Economic Impact (TEI), Forrester
Executive Leadership Exchange (Invite-Only): ELE Exclusive Q&A with ROI Winner Verizon Business Private Lunch
Connect with other members of the Executive Leadership Exchange at this private lunch.
You will also hear from our ROI winners Verizon Business address and answers your questions.
Speakers:
Nick Buck, VP, Principal Analyst, Forrester
Mike Cingari, SVP - Customer Experience, Marketing Operations & Strategy, Verizon Business
Nitin Ahuja, Senior Director of Technology Strategy , Verizon Business
Breakout Sessions
Case Study Sessions (In-Person Only)
Join case study sessions to hear real-world stories, solutions and insights leveraging the best in today’s technologies and services.
Attend one session:
6sense: Intent Data + Internal Alignment = Success At Iron Mountain
Learn how Iron Mountain unlocked a remarkable 21:1 ROI with 6sense — and how you can replicate this astonishing success. The company enabled sales account teams to seamlessly prospect and win deals together using buying stages informed by intent data. That same data aligned marketing’s efforts across regions, empowering the team to swiftly share best practices that increased digital spend effectiveness. Expect plenty of lessons learned and GTM transformative practices to apply at your own org!
Speakers:
Jack Speyer, Marketing Ops Director, Iron Mountain
Scott Stano, Senior Manager for Demand Optimization in the Americas, Iron Mountain
Clozd: Win-Loss Secrets From commercetools’ CMO
After leading win-loss analysis programs at three different companies, commercetools’ CMO will share some of the most helpful tips and tricks she’s picked up along the way. In this session, you’ll hear real-life examples of the benefits of win-loss analysis — along with key best practices on standing up your own program and how to use win-loss insights to drive meaningful, organizationwide change.
Speakers:
Spencer Dent, Co-CEO and Founder, Clozd
Jen Jones, CMO, commercetools
LeanData: Escaping The Funnel: Nvidia And Buying Groups
For B2B high-consideration purchases, the buyer is not one person, but a buying group with multiple personas. So how do organizations entrenched in MQLs and ABM motions effectively sell to a group? Learn how revenue teams within tech giant NVIDIA focus on buying groups within accounts to drive efficient, more predictable pipeline. This session offers practical recommendations, addresses potential roadblocks, and highlights the role of a revenue team in implementing transformational change.
Speakers:
Aristomenis Capogeannis, Senior Director, Enterprise Revenue Marketing, NVIDIA
Ledger Bennett: GE Vernova’s Five-Day ABM Plan To Activation
Recently, marketing, product, and sales teams from GE Vernova undertook a five-day Kaizen to build out its ABM program. Expected outputs included account identification, segmentation, positioning, messaging, content, stakeholder mapping, activation plans, and tracking. Here, Tracy Swartzendruber and Anna Harris provide insight into that week, sharing the key lessons to take away and the templates to use to deliver fast-start ABM programs that involve the right teams from the outset.
Speakers:
Anna Harris, VP of Brand Strategy, Ledger Bennett
Tracy Swartzendruber, Vice President, Marketing – Power Generation and Oil & Gas, GE Vernova
NetLine: How Intercept Creates Demand-Generating Experiences Using Intent Data
Only 5% of buyers are actively in-market, and you only see a small sliver of a buyer’s entire journey. With margins this slim, it’s essential to optimize every buyer interaction, ensuring no opportunity falls through the cracks. But how can you gain greater visibility into who your buyers are and what they want? Learn how Intercept leverages NetLine’s buyer-level intent data and insights to create powerful content experiences that drive demand for their clients.
Speakers:
Andrew Au, Managing Partner, Intercept
David Fortino, Chief Strategy Officer, NetLine
Josh Baez, Sr. Manager of Demand Generation, NetLine
Optimizely: Marketing In The Age Of AI
Join Ben Pollack and Shafqat Islam to discover how marketing is changing in the age of AI. During their fireside chat, they’ll dive into how marketing and business leaders are looking to embrace AI and why you should be incorporating it into your marketing processes. Find out how Unisys has built out their AI framework and how Optimizely embraces AI in their marketing organization.
Speakers:
Ben Pollack, Vice President of Digital Marketing, Unisys
Shafqat Islam, Chief Marketing Officer, Optimizely
Outreach: Turning the Art of Forecasting into a Science
Speakers:
Sheri Hedlund, VP, Enterprise Sales, Outreach
pharosIQ: Turning Top-of-Funnel Into Pipeline: A Case Study On How Intent-Driven Content Syndication Leads Turn Into Revenue
For B2B marketers, achieving success at the “top-of-funnel” stage doesn’t always directly translate into predictable pipeline outcomes. However, when content syndication is coupled with down-funnel intent signals and the leads are managed by an agile marketing infrastructure, it can yield tangible and exciting results. Join us as we dive into the collaborative efforts between Comcast Business and pharosIQ, where we refined global lead generation and sales and marketing strategies to enhance sales pipeline acceleration in the US and EMEA markets.
During this session, we will provide actionable insights on:
- Understanding the significance of signal-driven lead generation.
- Leveraging quality thought leadership and intent signals to optimize existing lead flow processes.
- Exploring the future implications of intent signal data for B2B marketers.
Speakers:
Kate Mahajoudeen, Senior Director, Growth Marketing , Comcast Business
Marty Fettig, Executive Vice President of Sales, pharosIQ
Salesforce: Your AI Playbook For Sales Productivity And Growth
Ready to compete and win in a new era of selling? Join Salesforce for a conversation with Southwest Airlines on how to accelerate revenue with every lever at your disposal. Plus, discover best practices to fuel data-driven insights, unlock rep productivity with AI and automation, and drive sales efficiencies – all on a single platform.
Speakers:
Amber Armstrong, Chief Marketing Officer, Sales Cloud, Salesforce
Katie Campbell, Product Marketing Director, Salesforce
Julian Azzam, Senior Manager Sales Ops & Products, Southwest Airlines
ZoomInfo: How AI Can Turn Intent Into Sales, Faster
AI can be powerful at accelerating pipeline and driving deals, but only with the right data fueling it. Find out why companies struggle to realize the value of AI and what you can do to avoid those same mistakes.
Learn about how Asana uses ZoomInfo’s powerful platform and AI to accelerate its GTM success. You’ll hear from Asana’s CMO Shannon Duffy on how the company is using ZoomInfo to align its sales and marketing teams, enrich its data to move upmarket, and use automated plays to move prospects from signal to sale faster. We’ll also give you a sneak peak at our AI-powered assistant, ZoomInfo Copilot. We’ll demonstrate how Copilot saved users an average of 10 hours a week and made them 60% more productive.
Speakers:
Bryan Law, Chief Marketing Officer, ZoomInfo
Shannon Duffy, Chief Marketing Officer, Asana
Marketplace Break & Networking
Marketplace breaks are your chance to connect with sponsors and catch up with colleagues on the show floor.
Attend one session:
3:40-3:50 pm - Enlyft: Radically Transform Your ICP Fit For GTM Success
Quality over quantity. We say it — but don’t always follow this guidance. We get caught up finding more accounts for teams to target rather than focusing on the right ones most likely to buy. There’s a better way. With Enlyft, you can reinvent your ICP fit by leveraging data intelligence, models, intent signals, and the power of genAI. In just 10 minutes, you’ll learn a radically different approach to managing your GTM and increasing revenue.
Speakers:
Lokesh Dave, Enlyft, CEO
Michael Schultz, CMO and ICP Evangelist, Enlyft
3:40-3:50 pm - INFUSE: The Long Game: Resetting Expectations For Buyers And Sellers In A Skeptical Market
Unlocking predictable revenue depends on establishing meaningful connections with the buying groups within your target accounts. But what about buyers who spend 70% of their buyer’s journey without ever engaging with sales? By adeptly addressing their unique needs using accurate account and buyer intelligence and activation tools, you empower their research and decision-making processes. Explore how marketers can adapt to this defensive landscape and discover actionable steps to reset both buyer and seller expectations and expand your influence throughout the buyer’s journey, from awareness to expansion.
Speakers:
Victoria Albert, VP of Marketing, INFUSE
3:55-4:05 pm - Modern: Doing More With Less: How Three Marketing Leads Shook Things Up
Flat budgets, bigger targets, bleak economic outlook — it’s a tough environment right now. Yet, strategies need to be delivered, martech needs investment and delivering demand can’t stop. In this session, we’ll share how three marketing leaders refocused their approach to deliver more with less. You’ll learn how diagnostic tools helped prioritize practices, how strong digital fundamentals prevent a “leaky bucket,” and how rethinking demand gained economies of scale, saving millions.
Speakers:
Nicola Ray, CEO, Modern
3:55-4:05 pm - Salesloft: Unlock Efficiency And Revenue Outcomes With Salesloft Rhythm
The buyer has evolved, and so should we. Advancements in technology mean we can do more today than before. So, gone are the days of a fragmented tech stack, missed buyer signals, and selling with uncertainty. Enter: Salesloft Rhythm. Get a firsthand look at how Rhythm leverages the power of AI and integrations from your tech stack to guide sellers on the right actions to take at the right moments to delight buyers and maximize revenue.
Speakers:
Linda Su, Solutions Product Marketing Lead, Salesloft
4:10-4:20 pm - Writer: Real-World AI Use Cases To Accelerate Content And Drive ROI
Organizations are adopting generative AI in a big way. You know it’ll add a ton of value in your business, but where do you start? Join Anne Veit, GVP and head of product strategy at Razorfish, and Andrew Racine, VP of marketing at Writer, for a real-world look at how Razorfish is adopting generative AI and its top use cases, business case strategies, and success metrics.
You’ll learn:
- Key marketing use cases and what the output looks like.
- Success criteria and KPIs.
- Must-haves for your business case.
- Stumbling blocks to avoid.
Speakers:
Anne Veit, GVP, Head of Product Strategy, Razorfish
Andrew Racine, VP of Marketing, Writer
4:10-4:20 pm - Vivun: Five Transformative Insights That Elevate Product And GTM Strategies
As much as 80% of the sales cycle is spent validating your technology. Improving execution of this critical stage isn’t just crucial for efficient growth; it’s an opportunity to glean insights that elevate your competitive edge. See how Vivun — an AI-powered technical copilot for sales teams — empowers customers to build revenue-centric roadmaps, deliver and scale compelling demos, and evolve their technical sales process to boost win rates, lift deal sizes, and shorten sales cycles.
Speakers:
Jarod Greene, CMO, Vivun
Analyst-Led Roundtables (In-Person Only)
The Analyst-Led Roundtables provide an opportunity for attendees to spend some time in small interactive group discussions focused on key Marketing, Sales and Product Management topics. Networking roundtables will feature topics facilitated by Forrester analysts.
Engage Effectively With The New Generation Of Buyers
Join our keynote speaker and your peers to learn more about the impact of younger buyers on B2B and how other companies are bridging this generational divide.
Speakers:
Amy Hayes, VP, Research Director, Forrester
Why And How You Should Invest In Customer Obsession
Join our keynote speaker and your peers to learn more about what customer obsession means to your company, the benefits you can expect, and how to make it real.
Speakers:
Amy Bills, VP, Principal Analyst, Forrester
How To Move From MQLs To Buying Groups
Join our B2B Revenue Waterfall experts and your peers to learn more about how other companies are tackling the operational challenges involved in moving from MQLs to buying groups.
Speakers:
Terry Flaherty, VP, Principal Analyst, Forrester
Amy Hawthorne, Principal Analyst, Forrester
Sales Culture: The Good, Bad, And Ugly
Seller-buyer interactions used to thrive on wining and dining, aided by aggressive, sometimes toxic B2B sales cultures. Have times changed? Bring your stories — the good, the bad, and the ugly — to this spirited discussion about modern sales cultures that inspire win-win outcomes for all.
Speakers:
Katy Tynan, VP, Principal Analyst, Forrester
Peter Ostrow, VP, Principal Analyst, Forrester
Assessing Your Readiness For The GenAI Revolution
Although B2B companies recognize the potential of genAI, many struggle with assessing organizational readiness and prioritizing adoption. Join your peers to discuss their experiences with AI and understand current adoption patterns.
Speakers:
Ian Bruce, VP, Principal Analyst, Forrester
Guest Keynote: Geraldine Tunnell, CMO, Dell Technologies
Speakers:
Geraldine Tunnell, Chief Marketing Officer, Dell Technologies
Bob Safian, Advisor and Podcast Host, The Flux Group
Return On Integration Honors
B2B Summit 2024 Return On Integration Honors recognize organizations that have improved their performance through exemplary sales, marketing, and product alignment.
Congratulations to Verizon Business on this accomplishment.
Speakers:
Nitin Ahuja, Senior Director of Technology Strategy , Verizon Business
Mike Cingari, SVP - Customer Experience, Marketing Operations & Strategy, Verizon Business
Reception
Connect with sponsors and catch up with colleagues on the show floor.
Executive Leadership Exchange (Invite-Only): ELE Dinner
Please join us on Monday evening for an exclusive dinner for the Executive Leadership Exchange.
Speakers:
Nick Buck, VP, Principal Analyst, Forrester
Tuesday May 7
Forrester Certification Workshop: Hone Your CX Measurement Practice
Solid CX measurement is vital to the success of any customer experience program. Without it, you risk guessing at the right areas to focus and missing out on buy-in and budget. This session will introduce Forrester’s CX measurement and ROI tools, then provide hands-on practice identifying the right CX beacon metric and journey metrics for your organization. The session provides a live sample of Forrester’s Mastering CX Certification course, available for individuals and teams looking to improve their CX skills.
Speakers:
Judy Weader, Principal Analyst, Forrester
Jenna Wohead, Director, Product Management, Forrester
pharosIQ Breakfast Boardroom: Rap Your Way to Intent Signal Enlightenment with pharosIQ
Join us for an exclusive breakfast session at the Forrester B2B NA Summit, featuring Chris Turner, a British comedian and freestyle rapper who will showcase the transformative power of pharosIQ’s down-funnel “intent to purchase” signal data. Prepare to be entertained and educated as we illustrate how pharosIQ’s insights revolutionize lead generation strategies. Limited seats available!
Speakers:
Margaret Anna Eliot, CMO, pharosIQ
Michael McGoldrick, Vice President of Marketing, pharosIQ
Chris Turner, ,
Webflow Breakfast Boardroom: Breaking Marketing’s Code Dependence
In an era where customer expectations continue to rise, timelines are getting shorter, and budgets are tight, the pressure is on CMOs to keep up and truly drive their teams (and their company) to greatness. But, with the shortest tenure of any executive team member, marketing leaders have for too long been hampered by slow processes and creaking code_dependent tech stacks. In this session led by Shane Murphy-Reuter, CMO at Webflow, learn how code_dependency is out — and about the low-code and AI solutions that can give teams the ownership and speed they need to become a true catalyst for growth.
Speakers:
Shane Murphy-Reuter, CMO, Webflow
Keynote: Beyond The Breaking Point: It’s Time For A Revenue Transformation
B2B teams remain under pressure to increase revenue and achieve growth. But common growth formulas fall short without greater customer-centricity and self-disruption. Customers can no longer be an afterthought to revenue strategy. During this keynote session, you will hear:
- Which go-to-market practices no longer work today
- Why there is a need to focus on customer value before commercial value
- How to transform your mindset, practices, and culture – with results
Speakers:
Amy Hawthorne, Principal Analyst, Forrester
Rick Bradberry, Principal Analyst, Forrester
Return On Integration Honors
B2B Summit 2024 Return On Integration Honors recognize organizations that have improved their performance through exemplary sales, marketing, and product alignment.
Congratulations to DDI on this accomplishment.
Speakers:
Gina Dickson, Chief Product and Marketing Officer , DDI
Steve Runkel, Senior Vice President, Global Sales Strategy , DDI
Marketplace Break & Networking
Marketplace breaks are your chance to connect with sponsors and catch up with colleagues on the show floor.
Check out Sponsor Spotlights to learn more about the next great solution for your team. See below for the list of spotlights during this time.
Attend one session:
10:40-10:50am - Act-On: Break Down Complexities and Reimagine Marketing Automation
Another year of frustration and inefficiency is another year lost. Complexity only escalates with time, leading to higher platform and operational costs. Is it time for a change? Act-On has reimagined marketing automation, helping customers improve time-to-market for key campaigns by nearly 85%. See how Act-On can help maximize your marketing ROI by drastically cutting costs and eliminating time-consuming tasks, empowering you to invest in what drives your business forward.
Speakers:
Jeff Day, SVP, Marketing, Act-On Software
10:40-10:50am - Data Axle: Marketing to the Whole Person
Stand out from the crowd with data-driven personalization. Advertisers need to have a deep understanding of their prospects as a whole – from their home lives to the office. This session dives into how marketers can leverage data to surround their prospects on the channels they are most engaged on and tell a personalized, comprehensive story. We will also focus on the new Gen Z buyer and how to “think outside the email.”
Speakers:
Linnette Jones, VP, Strategic Accounts, Data Axle
10:55-11:05am - CaptivateIQ: How to Better Leverage Incentive Compensation as a Strategic Lever for Growth
Incentives are one of the biggest levers that a revenue team can pull on to drive growth, but the complexity of designing and delivering compelling compensation plans often make it challenging to realize the full potential and impact on motivation and revenue performance.
In this session, we’ll delve into how a leading B2B software vendor harnesses the power of incentives as a powerful catalyst for driving business growth. From tailoring incentive structures to meet customer needs, leveraging AI to give reps better visibility into potential earnings, to better motivating sales behavior through leaderboards and gamification, you’ll learn practical strategies to incentivize performance and fuel sustainable growth.
Speakers:
Quintin Smith, Head of Product Marketing, CaptivateIQ
10:55-11:05am - Mindtickle: Curating Digital Experiences that Drive Deals Forward
Join Colleen Cimone and Christian Pieper from Mindtickle as they demo how Mindtickle’s customers are using Digital Sales Rooms to create engaging buying experiences that drive deals forward. Watch them build a real room in minutes and see how customer engagement data flows in in real time. Find out why DSRs are not just well-adopted, but a driver of adoption for the entire Mindtickle platform.
Speakers:
Colleen Cimone, Enterprise Solution Consultant, Mindtickle
Christian Pieper, Senior Product Marketing Manager, Mindtickle
Analyst-Led Roundtables (In-Person Only)
The Analyst-Led Roundtables provide an opportunity for attendees to spend some time in small interactive group discussions focused on key Marketing, Sales and Product Management topics. Networking roundtables will feature topics facilitated by Forrester analysts.
Category Creation, Reinvention, And Leadership
In crowded and fast-moving markets, pursuing the right category is critical. Join your peers to talk about how they’re choosing their categories and the tactics they’re pursuing to establish leadership.
Speakers:
John Buten, Principal Analyst, Forrester
Transform Your Revenue Process To Focus On Value
Join our keynote speakers and your peers to dive into the case for revenue process transformation. Learn how sales, marketing, and customer success teams use customer value to grow with prospects and clients.
Speakers:
Amy Hawthorne, Principal Analyst, Forrester
Rick Bradberry, Principal Analyst, Forrester
Beyond Surveys: The Next Evolution Of VOC
Unabated survey fatigue, combined with demand for timely insights, is putting downward pressure on survey use. Rather than abandon surveys, organizations must deploy them more surgically and expand the use of customer feedback in innovative ways. Learn from your peers about how they are increasing the credibility and impact of their customer insights efforts.
Speakers:
Dave Frankland, VP, Research Director, Forrester
Leverage PLG For Growth And Expansion
Product-led growth (PLG) is the new go-to-market trend, promising higher growth at lower cost of sales. But how can larger, entrenched firms take advantage of PLG? Join your peers to discuss how to use PLG with established products and a traditional sales-led go-to-market strategy.
Speakers:
Beth Caplow, VP, Principal Analyst, Forrester
Lisa Singer, VP, Principal Analyst, Forrester
Campaigns And Content: Meet The Experts
Join this roundtable discussion where we will share experiences and best practices for extending the value of content using integrated campaigns.
Speakers:
Phyllis Davidson, VP, Principal Analyst, Forrester
Craig Moore, VP, Principal Analyst, Forrester
Breakout Sessions
Case Study Sessions (In-Person Only)
Join case study sessions to hear real-world stories, solutions and insights leveraging the best in today’s technologies and services.
Attend one session:
HQL Conversion: Discover How ServiceNow Created Stellar Results with Activate
As a marketer, securing buy-in for ideas can sometimes feel like a challenge. Yet, it’s also an exciting opportunity to showcase the value and potential of our strategies. Activate and ServiceNow developed a strategy that focused on uncovering buyer pain points to engage the ideal customer. With this strategy, ServiceNow was able to successfully engage with its key accounts worldwide and across a multitude of industries, from Financial Services and Healthcare to Telecom and Tech. Join Sudeep and Ed as they reveal the particulars of this strategy that boosted conversion and changed the conversation.
Speakers:
Sudeep Misra, Global Integrated Campaigns, ServiceNow
Ed Grossman, Co-Chair and Chief Strategy Officer, Activate Marketing Services
Bython Media: Align your Demand Generation Supply Chain for Maximum Business Outcomes
By now, most of you know that getting leads through the Demand Generation supply chain involves more than the partner you work with. The Supply chain includes publishers, demand generation companies, enterprises, and agencies. The data that becomes a lead can start with publishers or demand gen companies, or use both of these types of companies simultaneously. How do the results – a lead – meet your specific criteria? How do the hand-off and alignment work through the campaign inception, execution, and reporting? How are marketing and sales aligned to take advantage of the lead(s)? Join Chris Leger, CEO of Bython, Travis Goodrich, SVP Global Campaign Marketing, Salesforce; and Craig Johnson, SVP, Head of Industry, B2B, Dentsu for this discussion.
Speakers:
Chris Leger, CEO, Bython
Travis Goodrich, SVP Global Campaign Marketing, Salesforce
Craig Johnson, SVP, Head of Industry, B2B, Dentsu
Dun & Bradstreet: The Little Panel That Could- Did with Data
GTM efforts going off the rails? Hop aboard as agents of change from WEX, Bottomline Technologies, and Rockwell Automation take you on a journey to discover life after fragmented data, rudimentary audiences, and bad sales intel. They’ve been through it, and still came out the other end of the tunnel to deliver the payload. Learn what it might take for you to do the same.
Speakers:
Jerry Nichols, VP, Marketing Data, Analytics, and Insights, Bottomline
Gudrun Wetak, Head of Global Data Operations - Marketing, Rockwell Automation
Tom Magadieu, Senior Director, Digital and SMB Marketing, WEX
G2: How Customer Voice Guides Sprout Social’s Go-to-Market Strategy
Many businesses say they are “customer-centric” or “customer obsessed,” but not all are taking the steps to truly embrace customer-led growth. Sprout Social lives and breathes this, with customer voice ingrained in their DNA. With authentic review insights from G2, the company understands their customers at a deep level. In this session, learn how Sprout Social leverages this validation in marketing, sales, customer support and success – while also guiding its product roadmap with timely customer feedback.
Speakers:
Natalie Severino, VP of Product & Customer Marketing, Sprout Social
Eric Gilpin, CRO, G2
Intentsify: Verizon Amplifies Intent Investment with Full Funnel Activation
In late 2023, Verizon saw an opportunity to combine the efforts of multiple marketing teams and super-charge parallel efforts. The powerful results created a template for Verizon’s 2024 planning. In this session, attendees will learn how to build a demand generation engine that optimizes the power of intent-driven content syndication and display advertising programs. By seamlessly integrating intent data, compelling content, and a motivated team, Verizon drives more qualified opportunities and faster deal cycles.
Speakers:
Gabriela Allen, Head of Demand Generation, Verizon
Hannah Swanson, Director of Marketing, Intentsify
Outreach: Igniting Sales Success: Unleashing the Power of Seller Workflows with Palo Alto
B2B selling in 2024 is unlike no other. Buying committees have exploded in size, competitive pressure is at an all-time high, expenses are hyper-scrutinized by procurement and finance teams, and IT and security put vendors through the ringer to reduce risk.
Join Outreach and Palo Alto to learn from Palo Alto’s remarkable journey to define and manage their sellers’ workflows and what they’ve learned about helping their customers realize value. Gain invaluable insights on optimizing sales performance while prioritizing security and compliance in today’s dynamic marketplace.
Speakers:
Jeremy Schwartz, Sr. Manager, Global Lead Management and Strategy, Palo Alto Networks
Stephen Oommen, VP, Strategic & Enterprise Sales, Outreach
PathFactory: How NVIDIA Wins Deals With Better Buyer Journeys, Intent Data, and AI
Longer B2B buying cycles. Bigger buying groups. Self-service journeys. The traditional funnel no longer applies. Join this session with Ari Capogeannis, Senior Director of Enterprise Revenue Marketing at NVIDIA, to learn how NVIDIA is winning more deals by optimizing complex, non-linear buying journeys with content personalization, data and AI.
Speakers:
Aristomenis Capogeannis, Senior Director, Enterprise Revenue Marketing, NVIDIA
Christine Polewarczyk, SVP of Product Marketing and Research, PathFactory
People.ai: Future Proof your Go-to-Market with AI Powered Solutions that Drive Growth
AI is changing our world at record speed and empowering leaders to reimagine their go-to-market approach and strategies.
As we enter this next generation of AI technology, how can you set yourself up for success to leverage it in a way that drives genuine impact in efficiency, effectiveness and revenue?
In this session, Susan Zuzic, Sr. Director, Global Accounts at People.ai alongside Sandeep Kumar, GTM Strategy and Revenue Operations Leader at Cisco will walk through:
- The importance of building a data foundation
- How to leverage AI to unlock new levels of automation
- How customers are modernizing their existing techstack to supercharge GTM effectiveness
Speakers:
Susan Zuzic, Sr. Director, Global Accounts, People.ai
Sandeep Kumar, GTM Strategy and Revenue Operations Leader, Cisco
Salesforce: How Salesforce Delivers Self-Service with Our Own Technology
Customer Success is a core value at Salesforce and self-service is an integral part of that journey. Self-Service expectations are at an all-time high because customers are increasingly using that technology to find answers quickly and easily. Join us for a discussion with Sanjeev Balakrishnan, SVP of Customer Success at Salesforce on how Salesforce leverages data and AI to deliver self-service at scale using our own technology.
Speakers:
Sanjeev Balakrishnan, SVP, Customer Success, Salesforce
Seismic: Headless Enablement: Moving from intense inflictment to enthusiastic engagement
Come along for an inspiring session where we’ll dive into Alteryx’s revolutionary approach to enabling customer facing teams! Imagine a world where the stars of the show—the top performers and leaders—step into the spotlight to provide the kind of enablement that customer-facing teams not only want but will actually use. Denelle Hicks, the trailblazing Vice President of Global Revenue Enablement at Alteryx, will be our guide on this exciting journey. Together, we’ll explore how Alteryx is transforming their enablement, morphing from instructors to collaborators by co-creating personalized learning experiences derived from practices proven in the field.
Speakers:
Denelle Hicks, VP of Global Revenue Enablement, Alteryx
Heather Cole, Vice President, Market Insights, Seismic
Executive Leadership Exchange (Invite-Only): Exclusive Facilitated Q&A
Hear stories of success from some of our Summit 2024 award winners. Have the chance to ask questions and discuss key aspects of their journeys.
Speakers:
Nick Buck, VP, Principal Analyst, Forrester
Jane Stinis, Head of Deal Desk Programs, Worldwide Commercial Operations, ADP
Neel Shah, Division Vice President, Worldwide Commercial Operations, ADP
Dan MacAvoy, Vice President of Digital Marketing, HCLTech
Lunch & Marketplace Break
Marketplace breaks are your chance to grab lunch, connect with sponsors, and catch up with colleagues on the show floor.
Check out Sponsor Spotlights to learn more about the next great solution for your team. See below for the list of spotlights during this time.
Attend one session:
12:40-12:50pm - Uptempo: The big disconnect: How to fix marketing planning
“Where’s the current version of the marketing plan??” Forrester reports massive investments in martech and marketing operations, yet CMOs still run the business of marketing in a fog. Plans scattered across disconnected spreadsheets and PowerPoints create havoc for global marketing teams: over- and under-spending, misalignment, poor collaboration, and missed opportunities. Learn how a marketing planning system of record will improve your visibility, velocity, and agility and unequivocally prove marketing’s impact to the business.
Speakers:
Jim Williams, CMO, Uptempo
12:40-12:50pm - Typeface: 3 Ways marketing leaders are harnessing GenAI to drive results
GenAI is allowing marketing leaders to capitalize on velocity when it comes to creating personalized content for paid media / social media, web and e-commerce and content creation. But how are they doing this?
- They are using the safe and enterprise secure technology
- That is personalized to reflect your brand and your audiences
- And integrated into your workflows like Google Ads
Speakers:
Arushi Jain, Marketing Director , Typeface
12:55-1:05pm - Pipeline360: Navigating Economic Constraints and Pipeline Challenges: Strategies for Success in the New Marketing Landscape
Economic constraints, the struggle to meet pipeline targets, complex buying journeys – these are just a few of the obstacles we’re all facing in 2024. In this session, Pipeline360 presents data from their recent market research and offers strategies and solutions to thrive in this new marketing era.
Speakers:
Matt Hummel, VP of Marketing, Pipeline360
12:55-1:05pm - Forrester: Align To Accelerate With Forrester Decisions
As a business leader, you’re expected to solve problems, make decisions, and take action to deliver results in record time, day in and day out. Where do those superpowers come from? Come see a demo of how Forrester Decisions helps you deliver strategic outcomes in record time. You’ll walk away knowing your peers’ top priorities and hear how this new, always-on model uniquely aligns you, your team, and your organization to tackle initiatives at scale.
Speakers:
Brigitte Majewski, VP, Research Director, Forrester
1:10-1:20pm - Zoom: Unifying the Customer Journey on One Platform
Learn how to break away from cookie cutter sales and marketing tactics with a unified revenue platform built by Zoom. We’ll go over the Zoom Events playbook to help marketers hit their events ROI. We’ll also share how sellers can save time and accelerate deals using the AI and conversational intelligence of Zoom Revenue Accelerator. Join this session to see why Zoom is more than just meetings and can empower your entire revenue org on one platform.
Speakers:
Rajul Shah, Head of Sales, Growth Products, Zoom
1:10-1:20pm - Forrester: Meet Izola, the GenAI Tool For Trusted Answers
GenAI has fundamentally reshaped the way we interact with information. But not all GenAI tools are created equal. Come see examples of how Izola, the new GenAI tool available in Forrester Decisions, helps you make progress on your top initiatives faster, with trusted answers backed by Forrester’s research, data, and insights.
Speakers:
Doug Washburn, Vice President, RoleView For Business Technology, Forrester
1:25-1:35pm - Ansira: How B2B Partner Marketing Drives Competitive Advantage
Understanding the way that partners go to market is important – seems obvious, but different routes to market, or the introduction of new routes to market, means partners are motivated in multiple ways. The question then is, “how do vendors make it easier for partners to do business with them?” In this spotlight session, Ansira will share three vendor perspectives on how their platform and services drive competitive advantage in their vendors’ ecosystems.
Speakers:
Karlyn Bentley, SVP, Client Partnership, Ansira
Courtney Jane Acuff, SVP, Marketing, Ansira
1:25-1:35pm - Forrester: Maximize Demand Content Across the Buyers Journey
Generate demand and fill your pipeline faster across the buyers’ journey. Come hear examples of how Forrester content such as published research reprints, expert speakers, webinars, event sponsorships, Dynamic Total Economic Impact™ (TEI) studies, and custom thought leadership delivered results that drove a 200% increase in pipeline and 12% increase in conversion rates.
Speakers:
Vikram Sehgal, VP, Research Director, Forrester
Jon Erickson, VP, Total Economic Impact (TEI), Forrester
AR Exchange Lunch
Come together with your fellow AR professions for a meet and greet luncheon dedicated to your role. Take a break from the crowd to meet your peers, exchange ideas, and share analyst relations best practices. Forrester will briefly highlight some of the ways we serve the AR professionals and take questions from you.
Lunch & Learn Session (In-Person Only)
Salesforce Lunch & Learn: Drive Efficiencies Across Marketing, Sales, and Service Teams
B2B revenue teams must drive alignment across marketing, sales, and service in order to close deals and retain customers. In this lunch and learn, hear how other companies work across teams to build and maintain customer relationships.
Speakers:
Helena Lewis, Helena Lewis Director of Martech, Data, and Audience, NI
Kira Theuer, Regional Sales Director , NI
Parker Walton, Senior, Specialist SE, Salesforce
Ruth Bolster, Product Marketing Manager, Salesforce
Breakout Sessions
Case Study Sessions (In-Person Only)
Join case study sessions to hear real-world stories, solutions and insights leveraging the best in today’s technologies and services.
Attend one session:
Bombora: Maximizing Box's GTM Impact with Bombora Data
Effectively leveraging data across an organization’s entire GTM funnel is challenging. This session delves into how Box transformed its marketing landscape leveraging Bombora Intent data and Market Insights. Empowering sales, marketing, and product leaders, these insights enable tailored content and outreach strategies beyond traditional targeting methods. Moreover, they ensure all teams remain aligned with the evolving market dynamics and consumer expectations. Join to witness how Box drives sales velocity, effective outreach, and GTM success.
Speakers:
Tess Mercer, Head of Marketing Operations, Box
Corporate Visions Inc: A New Focus for Enablement: Driving Sustained Seller Behavior Change
It’s imperative that enablement leaders work directly with their CROs to establish seller behavior change as the core responsibility of the enablement function. Concrete seller behaviors identified by the sales leader as critical to sales objectives provide the link between sales strategy and enablement activity. To become a strategic actor in the sales organization, enablement’s remit must expand beyond just training and communication. In this session, Corporate Visions and Highspot will showcase how to focus on identifying behaviors correlated with strategic growth initiatives and commercial success for them, scaling them across the sales force, and measuring their impact.
Speakers:
Tim Riesterer, Chief Strategy Officer, Corporate Visions
Kelly Lewis, Vice President of Revenue Enablement, Highspot
Demandbase: How Workday Aligns Sales and Marketing with Best-in-Class ABX
Join Workday as they share an inside view into their ABX journey, from building a robust model for account identification and clustering to dynamic cross-channel activation and increased pipeline. Workday will cover how they have piloted and scaled their ABM strategy while ensuring Sales is included every step of the way.
Speakers:
Matthew Miller, Global ABX Principal, Workday
Carolyn Wellsfry Cheng, Director, Global ABX, Workday
Gong: How Deselect uses Gong for Revenue Transformation
In ever-changing conditions, revenue leaders lack the insights they need to make informed decisions and confidently run their businesses. In this session you will learn how Deselect is transforming their revenue organization by leveraging a data-driven, AI-powered approach to drive business efficiency and revenue growth with Gong. Jason Garrett, VP of Sales, will share best practices with real life examples.
Speakers:
Jason Garrett, VP of Sales, Deselect
Planful: Escape Excel Hell: Mastering Spend Management with Planful
Tired of drowning in a sea of spreadsheets? Join us and break free from Excel hell. Whether it’s the frustration of month-end reconciliations or manual campaign allocation and spend management. Liberate your marketing team, create friends in finance,and gain crystal-clear visibility into your budget, plan and actuals. Discover how Planful streamlines your processes, integrates seamlessly with your existing tech stack, and empowers you to prove the value of your marketing efforts with ease.
Speakers:
Rowan Tonkin, CMO, Planful
Rollworks: How Broadvoice Skyrocketed Win Rates with ABM
Broadvoice is tackling challenges familiar to many in the market: standing out as a smaller player amidst larger competitors. Their secret weapon? Leveraging Account-Based Strategies for efficient wins. This session will help you master the art of using intent data for crafting perfectly personalized campaigns at each step of the buyer’s journey. Get ready to boost sales trust and alignment, skyrocket your win rates on a leaner budget, and enable positive outcomes for your BDR outreach.
Speakers:
Malachi Threadgill, VP of Growth and Product Marketing, Broadvoice
Terminus: Breaking tradition: Strategic targeting vs. classic 'lead-gen'
Join us to hear how Sparq transformed their outbound motion into a highly effective machine through comprehensive strategic alignment from Sales and Marketing. Learn how they navigated alignment complexities and launched an intent-driven target account approach. Gain firsthand insights on prioritizing early sales and marketing alignment to achieve success.
Speakers:
John Lenzen, Chief Marketing Officer, Sparq
The Marketing Practice: How Thomson Reuters brought its AI proposition to life: getting your AI story to market the right way
There’s a massive question facing many B2B marketing leaders over the next two years. “How do we take our AI-powered solutions/services to market?” Get it wrong, and you risk being lost in the noise of every other business trying to pitch their AI message. Get it right, and there are big benefits for positioning, share price and sales growth. Thomson Reuters are ahead of the curve on this, and Melinda Chan, SVP, Marketing at Thomson Reuters, will share what they have learned to date, and what marketers need to do now and next.
Speakers:
Melinda Chan, SVP, Marketing, Thomson Reuters
Uberflip: Uncovering Growth with Adaptive Engagement Insights
In a challenging B2B landscape marked by slowing growth, AI disruption, and evolving privacy regulations, meeting customer expectations with efficiency is paramount. Discover how TMLT achieved a 95% customer retention rate and drove new business demand through adaptive engagement insights. Learn actionable strategies to leverage customer data, optimize engagement, and uncover new opportunities for growth in your business. Join us to explore the power of adaptive engagement in maintaining customer loyalty and fueling business expansion.
Speakers:
Laura Hale Brockway, ELS, Vice President of Marketing, Texas Medical Liability Trust (TMLT)
Megan Virtanen, Senior Vice President of Marketing, Uberflip
Wayne Wenske, Senior Marketing Strategist, Texas Medical Liability Trust (TMLT)
Uptempo: The Barbenheimer of Marketing Ops: Planning Meets Budgeting
With hundreds of products, thousands of marketers and millions of dollars at stake, orchestrating IBM’s planning process can be challenging. There is competition for budget and product representation, and achieving alignment across disciplines can be an operational nightmare. No longer. Today, IBM is uniting thousands of marketers by leveraging Forrester best practices and Uptempo’s system of record for managing plan and spend. Learn how a new planning process is transforming marketing visibility, velocity, and agility.
Speakers:
Paul Ambraz, Vice President of Investment and Resource Management, IBM Marketing, Communications and Citizenship, IBM
Marketplace Break & Networking
Marketplace breaks are your chance to connect with sponsors and catch up with colleagues on the show floor.
Check out Sponsor Spotlights to learn more about the next great solution for your team. See below for the list of spotlights during this time. These sessions are in-person only.
Attend one session:
3:05-3:15pm - Calendly: Maximizing Meeting & Lead Automation through CRM Integrations
Join Calendly’s Senior Solutions Engineer, David Evatt, for a sneak peek into how organizations leverage Calendly integration with leading CRMs like HubSpot, MS Dynamics, and Salesforce. Explore how this synergy boosts lead conversion rates and automates routine tasks. Discover Calendly scheduling and lead routing essentials, plus the perks of CRM integration. Elevate your efficiency and productivity—don’t miss out!
Speakers:
Dave Evatt, Senior Solutions Engineer, Calendly
3:05-3:15pm - Webflow: Accelerate Your Web Development Workflows
Spend time with the Webflow Solutions Engineering team to learn how our most advanced customers and partners are using Webflow as a platform, empowering them to centralize all their web development workflows, apps, and collaboration so they can design, build, and ship pro websites faster.
Speakers:
Kayla Rasmussen, Senior Solutions Engineer, Webflow
John Stephens-Webb, Senior Solutions Engineer, Webflow
3:20-3:30pm - Highspot: Enable Consistent Execution Across the Customer Journey
Misalignment between sales and marketing kills even the best GTM strategy. You need operational rigor to align and execute consistently. Now is the time to level-up revenue performance through identifying and scaling winning sales behaviors. Join this session to learn how Highspot’s AI-driven enablement platform empowers you to drive more pipeline, measure go-to-market program impact, and unify data to align revenue teams.
Speakers:
Elisabeth Michaud, Sr. Director, Product Marketing, Highspot
3:20-3:30pm - Drift: Unlocking Adaptive Marketing with Site Concierge and Bionic Chatbots
Join Drift, a Salesloft Company, for an engaging session exploring adaptive marketing strategies tailored to enhancing your website experience. We’ll take a closer look at our latest products, Site Concierge and Bionic Chatbots, to create individualized experiences to help optimize engagement, conversion rates and pipeline
Speakers:
Matt Tippets, SVP Product, Drift, a Salesloft Company
3:30-4:00pm - Assessing GenAI Use Cases: What Should You Do? (In-Person Only At The Marketplace)
Generative AI offers exciting opportunities, but also opens the gates to chaos as everyone turns it on everywhere. Businesses need a simple way to identify what’s important as well as what’s feasible to ensure that customer experiences remain enjoyable, on-brand, and compliant.
During this working session, you’ll learn:
- How your peers are approaching gen AI
- Why prioritization is only part of the picture
- How to identify quick wins and good investments–and avoid bad ones
Speakers:
Kathleen Pierce, Principal Analyst, Forrester
Executive Leadership Exchange (Invite-Only): Exclusive Facilitated ELE Birds of a Feather Small Group Discussions & Peer Networking
Come together with your fellow executives for focused, facilitated discussions on specific initiatives you are working on.
Topics will be determined based on your requests, and Forrester Analysts and Executive Partners will be on hand to provide their expert perspectives.
Speakers:
Nick Buck, VP, Principal Analyst, Forrester
Analyst-Led Roundtables (In-Person Only)
The Analyst-Led Roundtables provide an opportunity for attendees to spend some time in small interactive group discussions focused on key Marketing, Sales and Product Management topics. Networking roundtables will feature topics facilitated by Forrester analysts.
How GenAI Is Changing Data Quality Requirements
Join your peers to discuss how the requirements of genAI are changing how your organization approaches data quality, the new challenges emerging, and the ways teams are adapting to meet them.
Speakers:
Brett Kahnke, Principal Analyst, Forrester
Make Customer Value The Heart Of B2B Measurement
B2B leaders recognize how facilitating value for customers is key to sustained growth, yet many struggle to integrate customer value into performance measurement. Join your peers to discuss the challenges of incorporating customer value into measurement approaches and how they’re successfully using measurement to drive focus on customer outcomes.
Speakers:
Ross Graber, VP, Principal Analyst, Forrester
Why Process Matters In This Age Of Disruption
Achieving operational excellence is a continuous journey. Join your peers to discuss why the focus on process is increasing, how to leverage process to improve sales, marketing, product, and customer alignment, and the latest insights on process technology and automation.
Speakers:
Vicki Brown, VP, Principal Analyst, Forrester
Laura Cross, VP, Principal Analyst, Forrester
Planning For The Future Of ABM
Join your peers to learn how other companies are handling the increasing overlap between demand and account-based marketing and what distinctions or changes are needed to establish the world of the future.
Speakers:
Nora Conklin, Principal Analyst, Forrester
Real Talk With Partner Ecosystem Partners
Join our Real Talk With Ecosystem Partners panelists for an interactive discussion about how suppliers can effectively integrate partners into their strategy and accelerate go-to-market success.
Speakers:
Hannibal Scipio, II, Principal Analyst, Forrester
Kathy Contreras, VP, Principal Analyst, Forrester
Use GenAI To Enhance Content And Customer Experience
B2B leaders are rallying cross-functional teams around practical use cases where genAI can have impact, such as content and customer engagement. Join your peers to learn and share experiences related to bringing genAI into workflows, building expertise, and enlisting allies to power progress.
Speakers:
Lisa Gately, Principal Analyst, Forrester
Measure The Business Impact Of Ditching MQLs
Join our B2B Revenue Waterfall experts and your peers to learn more about how to measure the results you can expect to see when moving from MQLs to buying groups.
Speakers:
Terry Flaherty, VP, Principal Analyst, Forrester
Amy Hawthorne, Principal Analyst, Forrester
Assessing GenAI Use Cases: What Should You Do? (In-Person Only At The Marketplace)
Generative AI offers exciting opportunities, but also opens the gates to chaos as everyone turns it on everywhere. Businesses need a simple way to identify what’s important as well as what’s feasible to ensure that customer experiences remain enjoyable, on-brand, and compliant.
During this working session, you’ll learn:
- How your peers are approaching gen AI
- Why prioritization is only part of the picture
- How to identify quick wins and good investments–and avoid bad ones
Access to Excel or Google Sheets is recommended but not necessary.
Speakers:
Kathleen Pierce, Principal Analyst, Forrester
Reception & Guest Performance
Join us in jamming out to Gary Clark Jr. !
Clark achieved global impact following his first Grammy Award® in 2014, winning Best Traditional R&B Performance for the track “Please Come Home” from his Warner Records debut album Blak And Blu, and seemingly never left the road. 2015’s The Story Of Sonny Boy Slim wrought hard-won international acclaim as a critical force to be reckoned with
Wednesday May 8
Forrester Women's Leadership Breakfast (In-Person Only)
Participants of the Forrester Women’s Leadership Program are invited to gather on the last day of Summit to discuss their findings.
Breakout Sessions
Case Study Sessions (In-Person Only)
Join case study sessions to hear real-world stories, solutions and insights leveraging the best in today’s technologies and services.
Attend one session:
6sense: Architects of Opportunity: Designing the Blueprint for Unified Revenue Creation
In this session, Latané Conant and Saima Rashid, the master architects of revenue, will guide you through designing a blueprint for unified revenue creation using 6sense’s new Revenue Creation Framework. Discover strategies to establish predictable revenue growth by first forging predictable pipeline, utilizing intent data, generative AI, and innovative sales programs like ‘PipeGen Tuesdays’. Learn to align your sales and marketing teams and construct a revenue engine that empowers them to master opportunity creation and conversion. Whether you’re a seasoned revenue architect or just starting, this session provides the insights and strategies you need to build your path to revenue success.
Speakers:
Saima Rashid, VP, Marketing and Revenue Analytics, 6sense
Latané Conant, Chief Revenue Officer, 6sense
Airtable: Amazon Studios unifies data and streamlines operations using Airtable
Amazon Studios delivers massive amounts of content and programming to the market, and identifying verified data was a challenge. By building their end-to-end content operations on Airtable, Amazon Studios now works from a single source of truth; improving collaboration, streamlining decision- making and accelerating time to market. Discover the operational engine that powers one of the world’s largest content creators, what B2B marketers can learn from this B2C powerhouse, and the role AI will continue to play in marketing and content operations.
Speakers:
Michelle Ow, Head of Studio Strategy & Ops, Amazon Studios
Jon Perera, CMO, Airtable
Demandbase: Pioneering Change in a Traditional Industry: U.S. Bank’s Martech Transformation Story
U.S Bank will share their B2B digital transformation story and how they are leveraging Marketing Technology to drive growth for their business. Specifically, the Bank will share how they are leveraging marketing technology to identify in-market accounts, digitally engaging with their target accounts through a multi-channel approach, providing insights and enabling sales and marketing teams in real-time and measuring impact, optimizing programs, and showing success.
Speakers:
Sam Archbold, Sr Vice President, Digital Strategy, Analytics & Operations Corporate Segment Marketing, U.S. Bank
Sarah Dempsey, Vice President of Marketing, U.S. Bank
Leadspace: Monster Wins with Live, Dynamic Buyer Data
Keep your customer and prospect data alive and full of value. As companies and people change you need better quality, up-to-date, dynamic data and insights to build new pipeline every quarter. In this session, Leadspace and Monster will showcase best practices in B2B marketing and sales today. Learn how dynamic buyer data allows you to identify and prioritize who you want to market or sell-to in your TAM, and why.
Speakers:
Lissette Leonardo, Senior Operations Manager, Monster
Marge Breya, President, Leadspace
monday.com: How Togetherwork enhances customer experiences using monday.com
Togetherwork offers mission-critical tools to help its customers manage and grow their communities. To best support these customers, Togetherwork needed to develop strong internal processes across the 23 different businesses under its portfolio. In this session, Tiffany will share how she approached the change management journey at Togetherwork, using monday.com to provide visibility into business-critical insights for leadership while empowering its entities to work more efficiently and deliver exceptional customer experiences.
Speakers:
Tiffany Bellah, Director, Operations Enterprise Applications, Togetherwork
NetLine: How ON24 Drives Engagement with Buyer-Level Insights
Marketing and sales success relies on how well you know your buyers. And with the power of buyer-level insights, you gain a lens into who they are, what they want, and when they want it. ON24 knows this better than most. How do they leverage first-party engagement and buyer-level intent data to deliver the personalized and engaging experiences their audiences crave?
Speakers:
Tessa Barron, Senior Vice President of Marketing , ON24
David Fortino, Chief Strategy Officer, NetLine
Optimizely: Adopting Experimentation to Evolve Your Customer Journey
Join us to hear how Charles Schwab has used Experimentation as the foundational layer of their customer journey. Experimentation has not only allowed them to test hypotheses about their customers, but has also illuminated the good, the bad, and the ugly about their data. Find out how they have leveraged insights from their Experimentation program to build better change management practices, fight confirmation biases, and start to more heavily pursue personalization in 2024.
Speakers:
Michael Vanderhoof, Director, Digital Experimentation, Digital Data Capture, Charles Schwab
pharosIQ: How AI is Changing the Marketing Game
Join our panel of industry leaders to explore AI’s transformative influence on marketing. Discover how AI is set to streamline end-to-end marketing activities from vendor procurement to data utilization and lead targeting efficiency. Don’t miss this unique opportunity to gain valuable AI capability insights and stay ahead in the dynamic world of marketing innovation.
Speakers:
Michael McGoldrick, Vice President of Marketing, pharosIQ
Marty Fettig, Executive Vice President of Sales, pharosIQ
Jason Gladu, Chief Strategy Officer , Convertr
Tabrez Syed, Cofounder & CEO, boxcars.ai
Rose Punkunus, Founder and CEO , Sudozi
ZoomInfo: From Dumpster Fire to Dream Team: AI's Role in B2B Synergy
As AI has become more mainstream, organizations are realizing that employing artificial intelligence can easily become a total dumpster fire. But why? Because AI fails without the right data foundation and buying signals (you know, to fuel the robots).
In order to actually grow your business and find your next customer using AI, you need to go beyond your messy CRM data with clean, real-time intent and buyer data. This will get your sales and marketing to work together as an agile team by going after the same buying signals — the ones that your competitors are likely missing.
To showcase this, we are bringing sales and marketing together. ZoomInfo’s Kayla Prunier, AVP of Sales, and Calen Holbrooks, VP of Marketing will talk you through how to get AI-ready and alignment bound. We’ll discuss practical and actionable use cases for applying AI to all the buying signals and data available to you.
Speakers:
Calen Holbrooks, VP, Marketing, ZoomInfo
Kayla Prunier, AVP, New Business Director, ZoomInfo
Marketplace Break & Networking
Marketplace breaks are your chance to connect with sponsors and catch up with colleagues on the show floor.
Attend one session:
10:15-10:25am - Oktopost: Engage to Win: Capitalizing on Social Intent Signals in B2B Marketing
In a landscape where every click, like, and share holds latent business potential, understanding and utilizing social intent signals becomes crucial. This session is geared toward marketing and sales leaders who are eager to harness the full potential of these signals to drive business activities. It aims to equip you with the tools and knowledge to decode social signals, turning them into actionable strategies. It is hosted by Colin Day from Oktopost, a leader in B2B social media management solutions.
Speakers:
Colin Day, Managing Director EMEA & Vice President Business Development, Oktopost
10:15-10:25am - Showpad: Escape the sales efficiency trap
Businesses have poured millions of dollars and countless hours in processes and technologies that monitor revenue teams and automate their workflows to meet changing buyer expectations. But this disproportionate focus on sales efficiency over effectiveness has just led to more bad results, faster. Escape the sales efficiency trap and give your revenue team a competitive edge to cut through the noise, engage buyers in compelling conversations, and build real trust.
Speakers:
Paul Anderson, VP of Solutions Engineering, Showpad
10:30-10:40am - Alembic: Find Causality and ROI in Marketing using Composite AI
We will detail how Composite AI unlocks the next phase of marketing attribution: causality. The presenter will detail how to achieve superior results by leveraging techniques developed for scientific research applications instead of media mix modeling, lift analysis, and first/touch methods.
Speakers:
Tomás Puig, Founder and CEO, Alembic Technologies, Inc.
10:30-10:40am - Jasper: GenAI in Marketing: Bridging the Gap Between Potential and Performance
In a new era ripe with technological promise, AI stands out with the potential to revolutionize how we market and do business. This isn’t just about the possibilities; it’s about the tangible, measurable change that generative AI is already driving for enterprises across the globe. Join Jessica Hreha, Head of Marketing AI Strategy & Transformation at Jasper for this quick yet impactful 10-minute session that offers a candid roadmap to start now and build repeatable results that scale. Get inspired and equipped with practical steps to not only launch your genAI marketing journey but also to track and amplify its impact. It’s time to transform potential into performance. You know that’s what your leadership cares about anyway. Let’s deliver.
Speakers:
Jessica Hreha, Head of Marketing AI Strategy and Client Transformation, Jasper
Executive Leadership Exchange (Invite-Only): Facilitated Peer Discussion Focused on Priority Initiatives (Team Based)
As Summit 2024 reaches its final day, invite your teams to join you in the ELE programming.
Forrester Analysts and Executive Partners will be there to discuss what you have heard and any questions you might have.
Speakers:
Nick Buck, VP, Principal Analyst, Forrester
Return On Integration Honors
B2B Summit 2024 Return On Integration Honors recognize organizations that have improved their performance through exemplary sales, marketing, and product alignment.
Congratulations to ADP on this accomplishment.
Speakers:
Jane Stinis, Head of Deal Desk Programs, Worldwide Commercial Operations, ADP
Neel Shah, Division Vice President, Worldwide Commercial Operations, ADP
Breakout Sessions
Case Study Sessions (In-Person Only)
Join case study sessions to hear real-world stories, solutions and insights leveraging the best in today’s technologies and services.
Attend one session:
CHEQ: CrowdStrike Gets Real about the Fake Web's Impact on Your Funnel
Nearly 1 in 5 web visits were fake last year. The rise of bots, fake users, and bad actors disrupting business continuity means go-to-market teams must quickly evolve how they operate. Join Kyle McCormick, Director of Marketing Operations at CrowdStrike, and CHEQ CEO Guy Tytunovich for a candid conversation about the evolution of fake traffic, its disruption throughout the entire funnel, and what your team can do to protect marketing efficiency, data, and customers.
Speakers:
Kyle McCormick, Director of Marketing Operations, CrowdStrike
Amy Holtzman, Chief Marketing Officer, CHEQ
Corporate Vision: Buyer Feedback as Sales Coach: Improving Rep Receptivity to Behavior Change
New sales coaching research shows that sales reps are most receptive to changing behavior based on feedback from their customers vs. from their manager or peers. Additional research showed that reps who receive 3+ deal’s worth of win/loss feedback on their opportunities had 40% higher win rates than reps who received none. In this session, you will learn how sales and enablement teams are standing up win/loss/no decision buyer feedback system at scale and using the insights to personalize coaching and training for each individual rep, based on their identified blind spots.
Speakers:
Tim Riesterer, Chief Strategy Officer, Corporate Visions
Dun & Bradstreet: Powering an AI Firm’s Data-Fueled Growth Engine
Algolia’s cutting-edge technology has established them as a leader in AI-powered search, but one of their secrets to success was getting back to basics with their data strategy. In this session, we’re dropping the veil to reveal how they got there, including revamping data recovery, audience modeling, and prospect predictability – and how you can apply similar tactics to power your sales and marketing engines.
Speakers:
Geert Wirtjes, Vice President, Systems & Process Transformation, Algolia
Gurpinder Dhillon, Vice President Market Planner, S&MS Data Solutions, Dun & Bradstreet
Outreach: Coaching and Improving Performance with Outreach
Speakers:
Liz Dailing, VP, Product & Marketing Strategy, Outreach
Rollworks: PitchBook's Account-Based Marketing Success: Boosting Sales and Retention
When PitchBook noticed the market moving away from traditional marketing tactics, they embraced account-based strategies. In 2023, the team launched a pipeline acceleration program that leveraged these strategies by reaching leads with personalized ads before sales outreach. In 6 months, this program accelerated deal closures by 5.81% and boosted deal sizes by 39.24%. Discover how to increase efficiency and customer retention with account-based strategies.
Speakers:
Brooke Anderson, Group Marketing Manager, Performance Marketing , PitchBook
Salesforce: 3 Ways Marketers Can Justify Their Seat at the Revenue Table
When B2B marketers understand how their efforts impact the bottom line, they can drive efficiencies and better align with sales. Learn three ways you can better understand your data to drive ROI.
Speakers:
Helena Lewis, Helena Lewis Director of Martech, Data, and Audience, NI
Ruth Bolster, Product Marketing Manager, Salesforce
Dana Peterson, Lead, Specialist SE, Salesforce
Lunch & Marketplace Break
Attend one session:
12:45-12:55pm - Responsive: The biggest blindspot in your revenue engine
Buyers today are asking more questions to win your business and sellers are scrambling to confidently respond, putting revenue at risk. Leading organizations recognize that every response counts on the path to winning a deal — from RFPs to security questionnaires to ad hoc emails. Learn how to break through the noise with Strategic Response Management, a new approach that centralizes expertise from the brightest minds in your business to drive growth and competitive advantage.
Speakers:
Jennifer Cannizzaro, VP Product Marketing, Responsive
12:45 - 12:55pm - Forrester: Align To Accelerate With Forrester Decisions
As a business leader, you’re expected to solve problems, make decisions, and take action to deliver results in record time, day in and day out. Where do those superpowers come from? Come see a demo of how Forrester Decisions helps you deliver strategic outcomes in record time. You’ll walk away knowing your peers’ top priorities and hear how this new, always-on model uniquely aligns you, your team, and your organization to tackle initiatives at scale.
Speakers:
Brigitte Majewski, VP, Research Director, Forrester
1:00 - 1:10pm - Forrester: Maximize Demand Content Across the Buyers Journey
Generate demand and fill your pipeline faster across the buyers’ journey. Come hear examples of how Forrester content such as published research reprints, expert speakers, webinars, event sponsorships, Dynamic Total Economic Impact™ (TEI) studies, and custom thought leadership delivered results that drove a 200% increase in pipeline and 12% increase in conversion rates.
Speakers:
Vikram Sehgal, VP, Research Director, Forrester
Jon Erickson, VP, Total Economic Impact (TEI), Forrester
1:15-1:40pm - Assessing GenAI Use Cases: What Should You Do? (In-Person Only At The Marketplace)
Generative AI offers exciting opportunities, but also opens the gates to chaos as everyone turns it on everywhere. Businesses need a simple way to identify what’s important as well as what’s feasible to ensure that customer experiences remain enjoyable, on-brand, and compliant.
During this working session, you’ll learn:
- How your peers are approaching gen AI
- Why prioritization is only part of the picture
- How to identify quick wins and good investments–and avoid bad ones
Speakers:
Kathleen Pierce, Principal Analyst, Forrester
Executive Leadership Exchange (Invite-Only): Exclusive ELE Lunch (Team Based)
As Summit 2024 reaches its final day, invite your teams to join you in the ELE programming.
Forrester Analysts and Executive Partners will be there to discuss what you have heard and any questions you might have.
Speakers:
Nick Buck, VP, Principal Analyst, Forrester
Keynote Panel: Create Your Generative AI Advantage In Marketing, Product & Sales
Generative AI’s impact will be far, wide and deep. It is poised to transform the way marketing, sales and product leaders both do their own work and use it in a way to drive business growth. This keynote will show how to chart your course to generative AI success in a meaningful and tangible way while accounting for the pitfalls, risks and challenges you have overcome along the way.
- Highlight tangible opportunities beyond the genAI hype.
- Identify the pitfalls, risks, and challenges you have overcome along the way.
- Show how to chart your course to generative AI success in a meaningful way.
Speakers:
Dave Frankland, VP, Research Director, Forrester
Lisa Gately, Principal Analyst, Forrester
Tony Plec, Principal Analyst, Forrester
Seth Marrs, Principal Analyst, Forrester
Analyst Coverage Areas
Forrester analysts with coverage spanning across several disciplines will be onsite at the event.