B2B Summit
North America

June 5 – 7, 2023  |  Austin & Digital

All sessions, unless otherwise indicated, are available in person and in the digital experience. Digital session content will be available on demand according to posted schedule unless otherwise indicated within the digital platform.

All times below are subject to change.

Agenda

Bold Starts

Jun 4
  • 1:00 pm – 5:30 pm CDT ForrWomen Leadership Forum
  • 2:00 pm – 3:40 pm CDT Foundations Sessions
  • 2:35 pm – 3:50 pm CDT Forrester Certification Workshop
  • 4:00 pm – 5:15 pm CDT Forrester Certification Workshop
  • 5:30 pm – 7:00 pm CDT Poolside Welcome Reception

Monday

Jun 5
  • 8:00 am – 9:15 am CDT Forrester Certification Workshop
  • 9:30 am – 10:45 am CDT Keynote Sessions
  • 11:15 am – 11:45 am CDT Marketplace Break
  • 11:45 pm – 12:55 pm CDT Breakout & Case Study Sessions
  • 12:55 pm – 2:10 pm CDT Lunch
  • 2:10 pm – 3:20 pm CDT Breakout & Case Study Sessions
  • 3:20 pm – 4:15 pm CDT Marketplace Break and Analyst-Led Meetings
  • 4:15 pm – 4:45 pm CDT Return on Integration Honors
  • 4:45 pm – 5:15 pm CDT Guest Speaker
  • 5:15 pm – 6:45 pm CDT Reception

Tuesday

Jun 6
  • 8:30 am – 9:15 am CDT Breakfast Boardrooms
  • 9:30 am – 10:00 am CDT Keynote Session
  • 10:00 am – 10:30 am CDT Return on Integration Honors
  • 10:30 am – 11:10 am CDT Marketplace Break
  • 11:10 am – 12:20 pm CDT Breakout & Case Study Sessions
  • 12:30 pm – 1:00 pm CDT Return on Integration Honors
  • 1:05 pm – 2:05 pm CDT Lunch & Marketplace Break
  • 2:10 pm – 3:20 pm CDT Breakout & Case Study Sessions
  • 3:30 pm – 5:30 pm CDT Analyst Relations Exchange
  • 3:25 pm – 3:55 pm CDT Marketplace Break
  • 3:55 pm – 4:40 pm CDT Analyst-Led Meetups
  • 3:55 pm – 5:10 pm CDT Forrester Certification Workshop
  • 7:00 pm – 8:00 pm CDT Happy Hour
  • 8:00 pm – 10:00 pm CDT Featured Performer

Wednesday

Jun 7
  • 9:00 am – 10:10 am CDT Breakout & Case Study Sessions
  • 10:10 am – 10:50 am CDT Marketplace Break
  • 10:50 am – 12:00 pm CDT Breakout & Case Study Sessions
  • 12:00 pm – 1:00 pm CDT Lunch
  • 1:00 pm – 1:30 pm CDT Keynote Session
  • 1:30 pm – 2:00 pm CDT Closing Remarks

Bold Starts Jun 4

1:00 pm – 5:30 pm CDT

ForrWomen Leadership Program: Advancing Women’s Leadership (In-Person Only)

Join us as we focus on how to help advance 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!

The Agenda can be found using this link.

Speakers:
Cheryl Cook, SVP Global Partner & OEM Marketing, Dell
Andrea Brody, Chief Marketing Officer, Riskonnect
Katy Tynan, VP, Principal Analyst, Forrester
Maria Chien, VP, Principal Analyst, Forrester

2:00 pm – 2:30 pm CDT

Foundations

B2B Marketing Executives
Foundations: B2B Marketing Executives

Are you a new Forrester client or a tenured client well versed in Forrester’s B2B concepts and methodologies? Foundations sessions help new and experienced Summit delegates by presenting a fresh take on Forrester’s established B2B concepts, frameworks, and terminology. These sessions focus on the cornerstones of success that have been proven to help B2B organizations achieve high performance and intelligent growth.

Speakers:
Matthew Selheimer, VP, Research Director, Forrester

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Revenue Operations
Foundations: Revenue Operations

Are you a new Forrester client or a tenured client well versed in Forrester’s B2B concepts and methodologies? Foundations sessions help new and experienced Summit delegates by presenting a fresh take on Forrester’s established B2B concepts, frameworks, and terminology. These sessions focus on the cornerstones of success that have been proven to help B2B organizations achieve high performance and intelligent growth.

Speakers:
Cristina De Martini, VP, Research Director, Forrester

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Product Management
Foundations: Product

Are you a new Forrester client or a tenured client well versed in Forrester’s B2B concepts and methodologies? Foundations sessions help new and experienced Summit delegates by presenting a fresh take on Forrester’s established B2B concepts, frameworks, and terminology. These sessions focus on the cornerstones of success that have been proven to help B2B organizations achieve high performance and intelligent growth.

Speakers:
Lisa Singer, VP, Principal Analyst, Forrester

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2:35 pm – 3:05 pm CDT

Foundations

Demand & ABM
Foundations: Demand And Account-Based Marketing

Are you a new Forrester client or a tenured client well versed in Forrester’s B2B concepts and methodologies? Foundations sessions help new and experienced Summit delegates by presenting a fresh take on Forrester’s established B2B concepts, frameworks, and terminology. These sessions focus on the cornerstones of success that have been proven to help B2B organizations achieve high performance and intelligent growth.

Speakers:
Lisa Nakano, VP, Principal Analyst, Forrester

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Sales
Foundations: B2B Sales

Are you a new Forrester client or a tenured client well versed in Forrester’s B2B concepts and methodologies? Foundations sessions help new and experienced Summit delegates by presenting a fresh take on Forrester’s established B2B concepts, frameworks, and terminology. These sessions focus on the cornerstones of success that have been proven to help B2B organizations achieve high performance and intelligent growth.

Speakers:
Mike Pregler, VP, Research Director, Forrester

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2:35 pm – 3:50 pm CDT

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
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3:10 pm – 3:40 pm CDT

Foundations

Partner Ecosystem Marketing
Foundations: Partner Ecosystem Marketing

Are you a new Forrester client or a tenured client well versed in Forrester’s B2B concepts and methodologies? Foundations sessions help new and experienced Summit delegates by presenting a fresh take on Forrester’s established B2B concepts, frameworks, and terminology. These sessions focus on the cornerstones of success that have been proven to help B2B organizations achieve high performance and intelligent growth.

Speakers:
Hannibal Scipio, Principal Analyst, Forrester

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Portfolio Marketing
Foundations: Portfolio Marketing

Are you a new Forrester client or a tenured client well versed in Forrester’s B2B concepts and methodologies? Foundations sessions help new and experienced Summit delegates by presenting a fresh take on Forrester’s established B2B concepts, frameworks, and terminology. These sessions focus on the cornerstones of success that have been proven to help B2B organizations achieve high performance and intelligent growth.

Speakers:
Amy Hayes, VP, Research Director, Forrester

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4:00 pm – 5:15 pm CDT

Forrester Certification Workshop: Plan For Audience-Centricity (In-Person Only)

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 hands-on workshop, you’ll learn why a buyer audience framework is foundational for an audience-based go-to-market architecture, start to build some components for your own buyer audience framework, and use small group discussions to work through any pain point you might be experiencing as you consider an audience-centric approach.

This session is a sample of content from Forrester’s Accelerating B2B Marketing and Mastering Portfolio Marketing Certification courses.

Speakers:
Barbara Winters, Principal Analyst, Forrester
Patrick Hayes, Product Manager, Certification, Forrester

5:00 pm – 6:00 pm CDT

Executive Leadership Exchange (Invite-Only): Exclusive Welcome Networking Reception

As Summit 2023 kicks off, we invite you to join the Forrester team and your fellow ELE delegates for a welcome drink.​

Nick Buck and Matt Selheimer from Forrester’s B2B Marketing Executive service will provide some opening remarks and a preview of the content and sessions you can look forward to at Summit.

Speakers:
Matthew Selheimer, VP, Research Director, Forrester
Nick Buck, VP, Principal Analyst, Forrester

5:30 pm – 7:00 pm CDT

Poolside Welcome Reception (In-Person Only)

Join us by the pool for a Welcome Reception!

Fairmont Poolside Terrace - 7th Floor

Monday Jun 5

8:00 am – 9:15 am CDT

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
Patrick Hayes, Product Manager, Certification, Forrester

9:30 am – 9:45 am CDT

Welcome & Opening Remarks

Welcome to Forrester B2B Summit North America 2023. This session will set the tone for the next three days of bold vision and actionable insight from Forrester.

Speakers:
George Colony, CEO, Forrester

9:45 am – 10:15 am CDT

Keynote: Introducing Forrester's B2B Customer-Obsessed Growth Engine

The competition for growth is fiercer than ever. B2B companies battle for customers amid rapidly changing economic conditions, buyer behaviors, and technology innovations. Winning will require a customer-obsessed growth engine that creates, delivers, and enables customer and buyer value across the customer lifecycle. This session will provide the following benefits:

  • Learn about Forrester’s B2B Customer-Obsessed Growth Engine
  • Understand the strategy for profitable, predictable, sustainable growth – Discuss the blended competencies needed for success

Speakers:
John Arnold, Principal Analyst, Forrester

10:15 am – 10:45 am CDT

Keynote: Buyer Value Is The Core Of Your Customer-Obsessed Growth Engine

Companies that prioritize only shareholder value extract value from customers. Customer-obsessed companies think differently. They design strategies that create value for the business and the customer. To unlock their growth potential, B2B leaders must focus on the needs, aspirations, and goals of their buyers. This session will provide the following benefits:

  • Learn why the changing buying climate demands a new strategy
  • Understand why buyer value is critical to win and retain customers

Speakers:
Katie Fabiszak, Principal Analyst, Forrester

11:15 am – 11:45 am CDT

Marketplace Break (In-Person Only)

Marketplace breaks are your chance to connect with sponsors and catch up with colleagues on the show floor.

Check out our Sponsor Spotlights to learn more about the next great solution for your team.

Attend one session:

11:15 am CDT - Align BI: Why Media Mix Models are Better Than Attribution

Stop trying to “connect the dots” with attribution models. There are too many dots. I know. I built and used them for almost 10 years at Adobe. Instead, use a media mix model to measure and optimize your marketing. In this spotlight session I’ll share my B2B measurement journey while running marketing ops for Adobe, why MMMs are better than attribution, and a few tips on how to get to your first MMM.

Key Topics: Emerging B2B Technologies & Services & Revenue Operations & Intelligence

Speakers:
Ryan Hobson, Partner, Align BI

11:15 am CDT - Progress: Chatbots, Personalization & Content Management

With chat being one of the most common place interfaces across the globe, discover in this session how you can use Progress NativeChat to streamline complex tasks for your employees and customers. In this session, we’ll show you how productivity can be accelerated from a marketers point of view, when integrating NativeChat with Sitefinity, and Generative AI.

Key Topics: Digital Experience Delivery Platform

Speakers:
Ashish Malpani, Senior Director, Product Marketing, Progress

11:30 am CDT - INFUSEmedia: Voice of the B2B Market Research

Understanding the activating the priorities, challenges, and plans of IT buyers and the tech marketers trying to reach them: an exclusive global research by INFUSEmedia.

Key Topics: Account-Based Marketing Platforms & Professional Services

Speakers:
Becky Bogart, VP Strategic Accounts, INFUSEmedia

11:30 am CDT - Pipl: Solving the Identity Crisis with Open Source Intelligence

With trends in AI driving innovation in fraud, Digital Identity continues to be the weakest link in fighting online crime. In this demo you’ll see how to leverage 20 years of online identity intelligence to verify identities, investigate fraud and reduce the need for ‘identity challenges’ that can frustrate good customers.

Key Topics: B2B Data Providers, Customer Data Platforms

Speakers:
Josh Plymale, VP of Sales, Pipl

11:45 am – 12:15 pm CDT

Breakout Sessions

B2B Marketing Executives
Programs Of The Year: B2B Marketing Executives

Driven by Forrester analysts’ conversations with hundreds of organizations, our Programs Of The Year sessions showcase the programs our analysts have chosen as best in class across marketing, sales, and product disciplines — in the client’s own words. During this session, Program Of The Year Award winner Gail Moody-Byrd, VP, marketing, LinkedIn sales solutions, will share how her team aligned internal marketing, sales, product, engineering, and senior leadership at LinkedIn to fuel a customer-obsessed growth engine.

 

Speakers:
Gail Moody-Byrd, Vice President, Marketing, LinkedIn Sales Solutions, LinkedIn
Rani Salehi, Principal Analyst, Forrester

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B2B Marketing Executives
How CMOs Support The Six Ways A Company Can Grow

Every company must answer four questions to articulate its three-to-five-year strategy. One is “How do we define growth?” Luckily there are only six choices. We will focus on how the executive team and senior leaders of revenue functions select growth strategies. This session will provide the following benefits:

  • Understand the six ways a company can grow and the CMO’s role in supporting growth
  • Learn the key capabilities, cross-functional alignment, technologies, and metrics

Speakers:
Barbie Mattie, VP, Principal Analyst, Forrester

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B2B Marketing Executives
The B2B CSR Revolution Is Now

Corporate social responsibility (CSR) has changed from philanthropic largesse to a strategic imperative: Buyers make purchase decisions based on CSR criteria, the best talent gravitates to companies that live their values, and investors and other stakeholders reward companies that lead on key environmental and sustainability objectives. This session will provide the following benefits:

  • Understand why CSR is a critical priority for buyers, employees, and others
  • Learn how B2B organizations can organize around the CSR mandate

Speakers:
Ian Bruce, VP, Principal Analyst, Forrester

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Demand & ABM
Surprise, You Have A Cross-Sell Goal! How To Approach Expansion Scenarios

Marketers who spend most of their time creating new-logo demand may find themselves scrambling when asked to pivot to cross-sell and upsell in existing accounts. Even seasoned demand and customer marketing teams struggle to find the most efficient way to address expansion. This session will provide the following benefits:

  • Describe how demand and customer marketing should jointly tackle four cross-sell and upsell scenarios
  • Review must-haves for cooperating with sales, portfolio, and other stakeholders

Speakers:
Amy Bills, VP, Principal Analyst, Forrester

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Demand & ABM
Revenue Development Trends: Four Truths And A Lie

Building and optimizing a revenue development (business development rep/sales development rep) team requires decisions about role definition, enablement strategies, and compensation variables. New research and revenue development rep (RDR) survey results provide insights on today’s technology stack, available prospect data, cadence details, and compensation trends. This session will provide the following benefits:

  • Discover which technology and insights RDRs use to connect with prospects and customers
  • Learn about effective connection channels and personalization strategies

Speakers:
Amy Hawthorne, Principal Analyst, Forrester
Seth Marrs, Principal Analyst, Forrester

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Demand & ABM
Lifecycle Revenue Marketing Is The Future Of B2B Growth

Seismic shifts in buying behavior are wreaking havoc on the frontline B2B marketing functions that are accountable for revenue. We will introduce lifecycle revenue marketing — an outside-in approach that breaks through silos, extends audience engagement, and connects marketing programs to the full lifecycle of revenue opportunities. This session will provide the following benefits:

  • Learn which buyer trends are having the most impact on B2B marketing
  • Outline a strategic approach to success in 2023

Speakers:
John Arnold, Principal Analyst, Forrester

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Revenue Operations
Revenue Operations: Release Customer Value And Commercial Impact

Revenue operations, a required set of capabilities for predictable and sustainable growth, represents the fastest growing job in the market. Although the C-suite is mandating a revenue operations capability, operational transformation requires new processes and operations leaders who have a change-agent mindset. This session will provide the following benefits:

  • Understand the barriers and benefits of change
  • Debunk common myths about revenue operations

Speakers:
Laura Cross, VP, Principal Analyst, Forrester

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Revenue Operations
Integrating Businesses: How Revenue Operations Navigates Consolidation For Growth

Organizations may pursue growth through mergers, acquisitions, or internal restructurings such as business unit consolidations. When these changes take place, revenue operations teams must integrate the operations of multiple organizations while maintaining productivity. Where should revenue operations start, and what should it include in the plan? This session will provide the following benefits:

  • Learn what operational areas to consider when consolidating multiple businesses
  • Get a clear plan for revenue operations to manage consolidation, merger, or acquisition integrations

Speakers:
Vicki Brown, VP, Principal Analyst, Forrester

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Revenue Operations
Achieving An Integrated Revenue Plan: Blueprint For Optimized Success

It’s time to evolve from sales and marketing planning to revenue planning. For chief revenue, sales, and marketing officers, this means an integrated revenue planning approach across sales, marketing, customer success, and finance. It means optimizing business alignment input to develop integrated plans in functional interlock to ensure execution readiness. This session will provide the following benefits:

  • Understand the elements of an integrated revenue plan
  • Learn to optimize acquisition, cross-sell, upsell, and retention revenue

Speakers:
Robert Muñoz, VP, Principal Analyst, Forrester

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Partner Ecosystem Marketing
The Meteoric Rise Of Partner Ecosystems Is Driving B2B Growth

In 2022, B2B organizations’ universe of partners exploded in size and complexity. Partner organizations became instrumental in helping navigate business goals and challenges including shifting buyer/customer preferences, transformative go-to-market motions, and rising multi-partner values. As organizations mobilize a buyer-aligned, value-to-customer strategy in 2023, partner ecosystems will take center stage. This session will provide the following benefits:

  • Discover the state of the market and partner ecosystem trends
  • Learn how to maximize partner ecosystem growth

Speakers:
Maria Chien, VP, Principal Analyst, Forrester

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Portfolio Marketing
Managing Buyer Experience Changes Everything: Your 1-2-3 Guide To Getting Started

Most organizations can’t imagine how to begin addressing buyer experience — an overlooked lever for accelerating B2B growth. We will highlight three foundational steps you can take to design experiences that buyers find rewarding. This session will provide the following benefits:

  • Learn how company-first B2B approaches prioritize tactics over experiences
  • Discover new approaches to persona development, journey maps, and measurement that shift the focus toward delivering value-rich experiences

Speakers:
Barbara Winters, VP, Principal Analyst, Forrester
Ross Graber, VP, Principal Analyst, Forrester

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Portfolio Marketing
Back Of The Pack To Victory Lap: Unlocking Insights That Drive Action

Despite accelerated technology investments and wealth of available data, organizations struggle to uncover deeper insight that drives winning action. How can portfolio marketers successfully navigate their internal systems, access the right data, and unlock meaningful insight to align the growth engine and outpace the competition.

This session will provide the following benefits:

  • Why insights matter and why Portfolio Marketing should be the driver behind them
  • The five variables Portfolio Marketers can leverage to fuel winning insights and how to best navigate them

Speakers:
Brittany Viola, Analyst, Forrester
Katie Linford, Principal Analyst, Forrester

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Product Management
Building Winning Digital Products: Keys To Success

Digital product management leaders and their teams face consistent challenges in their mission to drive continuous product innovation and create new value for customers and the business. But many of these leaders are unaware of the practices and team attributes necessary for success. This session will provide the following benefits:

  • Understand the capabilities and organizational drivers that are critical for digital product success
  • Discuss the steps necessary to achieve digital product management maturity

Speakers:
Lisa Singer, VP, Principal Analyst, Forrester

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Sales
Seven Must-Have Ingredients Of Your Ideal Sales Readiness Technology

Enablement leaders who have mastered sales competency management are ready for sales readiness technology. Most organizations use tech tools to design, develop, and deliver sales learning, yet most sellers find the training cadence inefficient, inconvenient, or just plain annoying. This session will provide the following benefits:

  • Highlight the technology elements and foundational capabilities enablement teams should use
  • Help practitioners focus on effectively and efficiently delivering crucial competencies to their front-line team members

Speakers:
Eric Zines, Principal Analyst, Forrester

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Sales
Avoiding Sales Content Purgatory: The Six Essential Elements For Success

B2B organizations offer sellers ample content libraries. But in organizations averaging more than 1,100 asset choices, reps struggle to select what to use, with whom, and when, resulting in a state of perpetual content purgatory. Content creators don’t always partner with sales enablement to support the launch and ongoing use of content. This session will provide the following benefits:

  • Introduce the enablers supporting sales content use
  • Provide guidance for sales content launches

Speakers:
Peter Ostrow, VP, Principal Analyst, Forrester
Phyllis Davidson, VP, Principal Analyst, Forrester

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12:25 pm – 12:55 pm CDT

Case Studies (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: How to Do Frictionless, Revenue-Generating ABM

Alignment with sales is critical for a successful ABM program, and this session provides the blueprint. Learn how Twilio Segment built a collaborative partnership between marketing and sales, using 6sense’s intent and keyword signals. By focusing outbound campaigns on in-market buyers, the Segment GTM team booked 75+ meetings within one week of launch. These productivity gains have freed up marketing resources to build more strategic, data-driven pipeline-generating campaigns that continue to fuel revenue team goals.

Key Topics: Account-Based Marketing Platforms & B2B Data Providers

Speakers:
John Krouse, Senior Manager, ABM, Twilio Segment

Bigtincan: Fabletics - sweat to success. Personalized learning engages employees

Discover how this active life wear brand overcame learning management system challenges and achieved continued success with an interactive and mobile-friendly communication app. Learn how personalized learning experiences, gamification, and advanced technology led to improved employee engagement, retention, and productivity in 95 stores globally and over 1200 team members. With enhanced reporting capabilities, managers track progress and see the benefits firsthand and in real time.

Key Topics: Content Engagement Solutions & Sales Readiness

Speakers:
Katherine Dela Cruz, Sr. Director of Retail Operations, Fabletics
Grechelle McCoy, Manager, Retail Training and Development, Fabletics

Calendly: Smith.ai: How to Transform MQLs into Sales Meetings, Instantly

Today’s buyers hold the power, wanting to self-serve and resist salespeople until they’re ready. Yet when engagement finally happens, marketers know all leads aren’t exactly equal. You’ll hear how Smith.ai’s sales team is giving buyers more control with a customer-first routing strategy to drive a 70% conversion rate from MQL to meetings booked – a faster sales cycle and more revenue. Learn how to create an effective inbound lead automation workflow that yields conversion and how to champion sales and marketing alignment as a result.

Key Topics: Emerging B2B Technologies & Services

Speakers:
Jeff Hardison, Head of Product Marketing, Calendly
Bryce Kropf, Sales Enablement Manager, Smith.ai

Cvent: Seismic's Quest to Build Brand Advocacy with Events: A Cvent-Powered Journey

Seismic doesn’t view events as standalone experiences, but rather as part of a broader, holistic strategy to support their customers throughout their journey. By using a mix of micro and macro events, Seismic is able to create a consistent channel that weaves their brand into every touchpoint and builds brand advocacy. By using data and insights from Cvent, they can better understand their customers’ needs and behaviors and create experiences that truly resonate. With a clear strategy and vision, Seismic has been able to increase ROI and deliver more meaningful touchpoints, giving them the freedom to make every event an unforgettable experience.

Key Topics: Event Management Technologies & Digital Experience Delivery Platform

Speakers:
Katie Brunette, Senior Director, Global Events & Campaigns, Seismic

Integrate: Unlocking the Key to Customer Connection
If the last few years have taught us anything it’s that connections are important. It’s essential to make meaningful connections with your buyers and customers and treat those connections like gold. However, issues abound with bad data, silos between marketing channels, adherence to global privacy compliance policies, and disconnected teams. During this session, we’ll dive into making meaningful connections with your buyers at scale. You will gain valuable insights on how to effectively bridge the gap across silos, bring together offline activities with online data, and create a unified view of customers and accounts that will allow you to segment and personalized your marketing programs with confidence. You’ll discover:
  • New ways to collect data that foster better digital experiences and allow you to segment and personalize data with confidence
  • How to eliminate internal silos that hinder your team’s ability to strengthen connections with buyers at scale
  • Build and maintain a privacy compliant buyer database that is 100% valid and marketable
  • Bridge the gap between in person interactions and a digital buyers journey
We’ll also be announcing an exciting new capability from Integrate that enables our customers to drive connections with scale across their field teams no matter where they are meeting buyers.
Key Topics: Account-Based Marketing Platform, Emerging B2B Technologies & Services

Speakers:
Colby Cavanaugh, SVP of Marketing, Integrate

MRP: GoTo's Winning Formula: From Account-Based Strategy to Scaled Channel Success
While awareness and engagement were strong within their regions, GoTo recognized the critical need for pipeline programs to accelerate deals and fuel growth. Learn how the GoTo channel team was the first to build a robust data strategy with automated data flows, geo-based intent, and predictive analytics. Through well-defined KPIs, continual measurement, and program optimization, attendees will learn how to build, scale, and articulate the performance of account-based programs and gain buy-in for further investment.
Key Topics: Account-Based Marketing Platforms, Revenue Operations & Intelligence

Speakers:
Melissa Van Dover, Director Partner Marketing - NA, GoTo
Christopher Rack, CEO, MRP

Outreach: How Unified Revenue Operations Strategy Drives External Growth

Learn how to bridge the gap between sales and operations to function as one unified cross functional team and support buying and selling journeys equally well. Hear how Executive Trust Advisors helped identify mutual goals and action plans across sales, marketing, product and customer success while aligning on one unified platform which allows the teams to focus on solutions rather than talking about problems. This unified approach maximizes seller and company performance and customer satisfaction.

Key Topics: Revenue Operations & Intelligence, Sales Engagement

Speakers:
Ashley Naumann Vonella, Sales Enablement & Operations Senior Team Manager, VelocityEHS

Rattle: Signal vs. Noise: How Gong.io Turns Up Sales Efficiency with Rattle
Only 28% of a typical seller’s day is spent on selling-related activities — a fact that was not acceptable to Gong’s RevOps Director, David Kohn. Join us to learn how Kohn amplified his revenue team’s efficiency — getting his sellers selling, his leaders leading, and his ops team operating — with a symphony of automated, two-way “Rattles.” Participants will learn how to increase revenue, reduce churn, and promote overall business growth through the art of intentional, no-code noise-making.
Key Topics: Emerging B2B Technologies & Services, Revenue Operations & Intelligence

Speakers:
David Kohn, Director of Revenue Operations, Gong.io
Sahil Aggarwal, Co-founder & CEO, Rattle

Seismic: Enabling in the age of product led growth
Join us to hear how IBM is navigating change by embracing product led growth with advanced digital selling. IBM VP of Enablement & Client Learning, Rebecca Reyes will walk us through their enablement journey and how they have responded to the increased customer pressure to seamlessly engage digitally while maintaining the human touch.
Key Topics: Sales Content, Sales Readiness

Speakers:
Rebecca Reyes, VP Enablement & Client Learning, IBM
Heather Cole, VP, Market Growth, Seismic

The Marketing Practice: How Rebranding Transformed the World’s Perceptions of Nutanix

In a crowded tech marketplace, it’s essential for every brand to stand out, as well as to be clearly understood. Yet Nutanix was perceived largely as the pioneer of HCI, not a global leader in cloud software. Learn how the Nutanix marketing team enabled a reinvention of the brand by challenging old perceptions and embracing innovative design language to create a platform for future growth through strong differentiation and brand clarity.

Key Topics: Professional Services

Speakers:
Annie Headley, Vice President of Corporate Marketing, Nutanix

Wpromote: How Intuit QuickBooks Improves Search With First-Party Data

The Intuit QuickBooks holistic search team joined forces with Wpromote to take a cutting-edge approach to search strategy: leveraging first-party data across paid and organic search to increase engagement, attract new customers, and improve efficiency. Learn how they unlocked the ability to apply multi-product lifetime revenue (LTR) to each conversion touchpoint, align messaging with consumer intent, and optimize campaigns in real time. The result? A better customer experience and incremental growth.

Key Topics: Emerging B2B Technologies & Services, Professional Services

Speakers:
Aubrie LaMar, Managing Director and VP of Client Services, Wpromote
Brad Neelan, Head of Holistic Search, Intuit Quickbooks

ZoomInfo: How ZoomInfo Customers Win Faster with an Efficient GTM

Building an efficient GTM motion can drive your success, but how do you do that effectively? Join this panel discussion to hear from ZoomInfo’s Founder & CEO Henry Schuck alongside customers Andrew Bennett, CMO at Smartsheet, Kris Rudeegraap, CEO at Sendoso, and Liz Tassey, VP of Marketing at Blue Ocean, on practical ways to optimize your team’s productivity, align sales and marketing goals, consolidate your tech stack and more.

Key Topics: Account-Based Marketing Platforms, B2B Data Providers

Speakers:
Andrew Bennett, CMO, Smartsheet
Kris Rudeegraap, CEO, Sendoso
Liz Tassey, VP of Marketing, BlueOcean
Henry Schuck, Chief Executive Officer, ZoomInfo

12:55 pm – 2:10 pm CDT

Lunch & Marketplace Break (In-Person Only)

Marketplace breaks are your chance to connect with sponsors and catch up with colleagues on the show floor.

Check out our Sponsor Spotlights to learn more about the next great solution for your team.

Attend one session:

1:15 pm CDT - Highspot: Avoid 4 Enablement Pitfalls that Block Sales Productivity

Enablement teams are focused on driving productivity, but often make these errors: conceptualizing enablement content-specific, hosting training in disparate systems, deprioritizing sales managers, and failing to analyze performance in the context of business outcomes. Join this session to see how Highspot helps avoid these pitfalls in the pursuit of productivity.

Key Topics: Sales Content, Sales Readiness

Speakers:
Tom McMahon, Sr. Product Marketing Manager, Highspot

1:30 pm CDT - Bigtincan: Honey, I Cloned the Coach: Scaling sales coaching

Too many sales reps, too few coaches, not enough training. Sound familiar? What if you could clone your coaches and put one in every seller’s pocket with Advanced AI & XR Coaching? It’s a win/win: Sellers practice pitches and get objective feedback anytime and managers use AI data to quickly understand each rep’s progress and opportunities for improvement. We’d say more about XR but don’t have room. You’ll have to come see it for yourself.

Key Topics: Content Engagement Solutions & Sales Readiness

Speakers:
Ryan Mathers, Sales Engineering Team Lead, Bigtincan

1:45 pm CDT - 6sense: Can’t Spell MASSIVE PIPELINE GENERATION without Generative AI

Seriously, we mean it. Quickly create intent-based 1-to1 email campaigns that compel conversations and intelligently loop in sales at the right moment, all at scale. It’s more engaging than nurture emails sent from your MAP and requires less BDR resources than sales engagement campaigns. See how 6sense Conversational Email can help you generate high quality pipeline with generative AI.

Key Topics: Account-Based Marketing Platforms & B2B Data Providers

Speakers:
Ami Arad, Principal Product Evangelist, 6sense

2:00 pm CDT - ZoomInfo: Demystify Intent and Turn It Into Revenue

Overwhelmed by all the intent data options? Unclear on whose data & perspective to trust? Learn what intent signals perform best and why ZoomInfo was rated #1 in Intent Data. Then find out how companies are turning intent into revenue using generative AI.

Key Topics: Account-Based Marketing Platforms, B2B Data Providers

Speakers:
Bryan Law, Chief Marketing Officer, ZoomInfo

12:55 pm – 1:55 pm CDT

Executive Leadership Exchange (Invite-Only): Exclusive Lunch With Our Day One Keynote Presenter

Connect with other members of the Executive Leadership Exchange at this private lunch.​

Dara Treseder, CMO, Autodesk, will provide a preview of her keynote address and answer your questions.

Speakers:
Dara Treseder, CMO, Autodesk
Matthew Selheimer, VP, Research Director, Forrester

2:10 pm – 2:40 pm CDT

Breakout Sessions

B2B Marketing Executives
Are You Terrified Of Retention? Perhaps You Should Be

As companies shift to recurring revenue models, the management of revenue by opportunity type will become dominated by retention. Retention rate will become a critical metric influencing sales and marketing resource allocation. Marketing leaders must understand the implications of this shift for their planning efforts. This session will provide the following benefits:

  • Learn how marketing management becomes a retention versus acquisition balancing act
  • Understand how retention limits your ability to sustain revenue growth

Speakers:
Craig Moore, VP, Principal Analyst, Forrester

READ MORE + READ LESS -
Demand & ABM
First To The Future: What Lifecycle Revenue Marketing Means For Demand/ABM

Demand and account-based marketers have long been on the front lines, witnessing firsthand the effects of changing buying behavior. As lifecycle revenue marketing (LRM) takes root, how can they showcase their value as stewards of the buyer’s journey? This session will provide the following benefits:

  • Illustrate how LRM connects to the work demand and account-based marketers are doing
  • Apply the principles of LRM in demand and ABM approaches

Speakers:
Nora Conklin, Principal Analyst, Forrester
Kelvin Gee, Principal Analyst, Forrester

READ MORE + READ LESS -
Demand & ABM
Smarter, Faster, Better: Seven Capabilities To Power Future Lifecycle Revenue Marketing Teams

Transforming to lifecycle revenue marketing (LRM) means reshaping how demand, account-based marketing, and customer marketing teams work. By connecting marketing programs across the full lifecycle of revenue opportunities, marketers extend audience engagement and create more meaningful experiences. This session will provide the following benefits:

  • Explore how marketers are evolving their capabilities and collaboration practices
  • Learn how to communicate your “why” and plan discussions to drive change

Speakers:
Lisa Gately, Principal Analyst, Forrester

READ MORE + READ LESS -
Revenue Operations
Navigating Today's Privacy Landscape

Evolving global privacy and data protection regulations have caused concern among B2B revenue operations teams. Supporting these initiatives is critical for protecting customer information and reducing the risk of regulatory action. When properly prepared, businesses can still provide an optimized and efficient customer experience while remaining fully compliant. This session will provide the following benefits:

  • Learn how to capture first-party data in a compliant manner
  • Meet customers’ and regulators’ privacy expectations to engender trust

Speakers:
Stephanie Liu, Senior Analyst, Forrester

READ MORE + READ LESS -
Revenue Operations
Advanced Insights Enable Revenue Teams To Move From Relay To Adventure Racing

Data, insights, and technology have become a superpower for aligning sales and marketing organizations. The relay race has shifted to an adventure race supported by a fully integrated revenue lifecycle tool set. This session will provide the following benefits:

  • Learn how technology and insights are sparking this evolution
  • Discover how technology and insights are aligning teams around revenue

Speakers:
Seth Marrs, Principal Analyst, Forrester
Malachi Threadgill, VP of Growth and Product Marketing, Broadvoice

READ MORE + READ LESS -
Revenue Operations
Making Sense Of The B2B Intent Data Landscape

Leveraging intent data to drive efficiency in sales and marketing has become a focus area for most B2B revenue teams. What needs are driving those investments, and what results are those teams really seeing? This session will provide the following benefits:

  • Know the options available in the intent data market and get advice on how to leverage this data
  • Identify the use cases currently showing the greatest potential benefit for B2B revenue teams

Speakers:
Brett Kahnke, Principal Analyst, Forrester

READ MORE + READ LESS -
Partner Ecosystem Marketing
Redesign Or Rearchitect? Plotting The Path For Partner Attribution

Traditional attribution models are obsolete. The tremendous growth and increasing importance of partner ecosystems in B2B organizations will require organizations to rearchitect the attribution model to recognize, measure, and report influence and other attributes as key partnership values. This session will provide the following benefits:

  • Understand the value of partner business models across a diverse partner ecosystem
  •  Learn how to track and measure impact

Speakers:
Kathy Contreras, VP, Principal Analyst, Forrester

READ MORE + READ LESS -
Portfolio Marketing
Get An Edge With A Centralized Approach To Market And Competitive Intelligence

Despite today’s fast pace of change, advancing technologies, and fierce competition, organizations that stay ahead of market shifts and competitive moves become winners. B2B businesses must cast a wide net for information and establish a one-stop shop of actionable insights for the entire organization. This session will provide the following benefits:

  • Learn about a maturity model that illustrates how to advance a market and competitive
    intelligence program
  • Discover approaches for delivering insights to stakeholders

Speakers:
Beth Caplow, VP, Principal Analyst, Forrester

READ MORE + READ LESS -
Portfolio Marketing
Programs Of The Year: Portfolio Marketing

Driven by Forrester analysts’ conversations with a wide variety of organizations, our Programs Of The Year sessions showcase the programs our analysts have chosen as best in class across marketing, sales, and product disciplines — in the client’s own words. During this session, Program Of The Year Award Winner Joel Conover, senior director, portfolio marketing at Keysight, will share how he and his team transitioned from a product-centric to an audience-centric approach, upskilling portfolio marketing along the way.

Speakers:
Joel Conover, Sr. Director, Portfolio Marketing, Keysight
Barbara Winters, VP, Principal Analyst, Forrester

READ MORE + READ LESS -
Product Management
Accelerate Customer Value With Empowered Product Teams

Organizations are compromising their product approach with siloed practices, causing unnecessary organizational and process friction. Best-in-class companies deploy empowered cross-functional product teams that provide a more fertile environment for customer-centricity, innovation, and speed to market. This session will provide the following benefits:

  • Learn the characteristics and benefits of empowered teams and the advantages to moving to this approach
  • Understand the foundational steps to gaining success with empowered cross-functional teams

Speakers:
Tony Plec, Principal Analyst, Forrester

READ MORE + READ LESS -
Sales
It’s About the Customer — How Marketing And Sales Integrate For Success

Buying practices and technology have changed faster than go-to-market practices, and buyers now have greater purchasing expectations.​ Breaking boundaries, today’s marketing and sales organizations integrate processes, technologies, teams, and practices to deliver a compelling purchase experience. This session provides the following benefits:

  • Discover surprising facts about self-guided purchasing and how to enable buyers while using digital buying signals
  • Learn about frameworks and case studies for tackling buying journeys, technology, organizational design, and selling scenarios

Speakers:
Amy Hawthorne, Principal Analyst, Forrester
Rick Bradberry, Principal Analyst, Forrester

READ MORE + READ LESS -
Sales
Get Your Stories Straight: Sales And Marketing Collaboration For Better Case Studies

Case studies are tremendously effective selling assets, yet organizations struggle to deploy them strategically. As a result, sellers routinely bemoan the lack of adequate stories, and marketers are frustrated when materials aren’t used. This session will provide the following benefits:

  • Enable marketing and sales to create stories that align to the buyer’s journey and reflect your company’s go-to-market strengths
  • Use the Forrester Customer Advocacy Content Template to align sales and marketing story creation

Speakers:
Jennifer Bullock, Principal Analyst, Forrester
Amy Bills, VP, Principal Analyst, Forrester

READ MORE + READ LESS -
Sales
That’s Not My Enablement Job … Or Is It?

The rapid growth of revenue enablement provides opportunities and challenges for leaders keen to impact the bottom line. To maintain an executive seat at the table, enablement management must refine the function’s purpose through targeted charter and plan work. This session will provide the following benefits:

  • Craft a win-win-win outcome — for enablement, the organization, and customers — via charters and plans
  • Deliver quick hits and polite redirection to internal constituencies seeking immediate enablement help

Speakers:
Peter Ostrow, VP, Principal Analyst, Forrester

READ MORE + READ LESS -
2:50 pm – 3:20 pm CDT

Case Studies (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: Welcome to the Age of Intelligence

Today, “do more with less” rings hollow as burnout is real, and it’s hard to see how working a few more hours is going to make any difference at all. Learn how we can do A LOT more without sacrificing the prospect, buyer, or worker experience. However, we’ll need to redefine what we expect from our technology, lean into a new era of intelligence, and get more aligned than ever before. Are you ready?

Key Topics: Account-Based Marketing Platforms & B2B Data Providers

Speakers:
Latané Conant, Chief Market Officer, 6sense
Michael George, VP of Brand & Digital Experience, 6sense

Bigtincan: CloroxPro's Quest for Unification

In 2020, CloroxPro embarked on a multi-year digital transformation journey with the goal of connecting CloroxPro’s sales and marketing technologies, data, processes, and functional teams to provide enhanced customer experiences. Hear about CloroxPro’s journey, which components are proving to be efficiency drivers, and what the team has learned along the way.

Key Topics: Content Engagement Solutions & Sales Readiness

Speakers:
Holly Jennings, Director of Sales, Capabilities, The Clorox Company
Anja Steinke, Digital Transformation Lead, B2B, The Clorox Company

Bombora: From Data to Wins: Trustwave’s Approach to Transforming Their GTM with Intent Data
Gain a competitive edge in business by leveraging intent data to drive timely and strategic conversations and accelerate pipeline growth. Join Trustwave as we share our success story on transforming our technology, TAL approach, and tactics to achieve remarkable pipeline growth using Bombora. In this session, you’ll discover how intent data can provide a crucial competitive advantage, converting data into demand, and driving revenue growth through quick action tactics. Don’t miss this opportunity to learn how Trustwave uses intent data to build strategic pipeline and revenue growth.
Key Topics: B2B Data Providers, Revenue Operations & Intelligence

Speakers:
Chris Davis, VP Growth Marketing, Trustwave

Demandbase: How Martech Helped Put the Customer at the Center of Anaplan's Marketing
Putting the customer first can be a challenge. The alignment of goals and objectives, people, processes, and technology can be difficult. To help you navigate these complexities, Anaplan will share their journey towards customer-centricity, including how they moved from disconnected tactics to coordinated campaigns, transformed their tech stack into a unified ecosystem and how Marketing curated and actioned on data and insights that they passed onto Sales for an orchestrated customer experience.
Key Topics: Account-Based Marketing Platforms

Speakers:
Kerri Vogel, Vice President, Revenue Marketing, Anaplan
Sadie Beckius, Vice President of Sales Development, Anaplan

Dun & Bradstreet: True Stories of Successful Master Data Management

Good data management requires organizational alignment, continuous effort, and discipline – but don’t let that frighten you. Hear how Essity, a leader in the hygiene and health industry, and commercial real estate brokers, Cushman & Wakefield, began their data management journeys, then learn how you can do it, too.

Key Topics: B2B Data Providers, Revenue Operations & Intelligence

Speakers:
Neil Honaker, Data Hygiene / Data Privacy Manager, Essity
Jackie McBrady, Sr Director, Lead-Finance Applications EMEA, Cushman & Wakefield
Jenn Atkins, CMO, Dun & Bradstreet

Fathom: Lead Change and Build a Marketing Powerhouse

The only common thing among all B2B marketing leaders is constrained resources. And yet, we have no choice but to lead change and produce business outcomes from day one. Learn how to set a clear vision, find partners for the future, establish clear goals, and create a definitive roadmap from the current state to best-in-class. We’ll share best practices from our experiences from stakeholder management to rallying a team of partners around a shared vision.

Key Topics: Emerging B2B Technologies & Services, Professional Services

Speakers:
Barbara Moreno, Vice President, Marketing, Allied Universal®
Brittany Trafis, Executive Vice President, Digital Marketing, Fathom

Highspot: How GOJO Achieved Rapid Adoption for Selling Success

Great sales enablement begins with vision. What best practices will your team adopt? How will you help your sellers expand their reach, create more high value customer interactions, and move opportunities quickly through the pipeline? GOJO created GOJO CONNECT, incorporating selling best practices that leverage sales enablement, and they achieved significant positive behavior change with scenario-based sales training. The result has been rapid adoption, utilization, and a lot of progress toward achieving the vision.

Key Topics: Sales Content, Sales Readiness

Speakers:
Dean DeCarlo, VP, Sales Development, GOJO Industries, Inc.

Impartner: Achieve and prove partner ROI with Impartner + AscendX Digital

Is your partner marketing delivering the ROI you need? If not, you’re not alone. Partner landscapes and buyer behavior have evolved. Having partners digitally engaged is so important now that if they are not online, neither are you. Successful ecosystem teams that leverage modern partner marketing technology and digital strategies are seeing reseller leads increase by 163%. Join this session for answers and the actions you need to co-market and build a continuous partner pipeline.

Key Topics: Partner Relationship Management & Sales Engagement

Speakers:
Sherry Foster, President and Co-Founder, AscendX Digital Inc.
Dave Taylor, CMO, Impartner

Informatica and Leadspace: The AI-Driven Growth Engine
Today’s highest-performing growth engines are leveraging AI with predictive, intent, persona and engagement signals. See how the Informatica team harnessed Leadspace Revenue Radar in their state-of-the-art marketing engine to drive 50% of net-new pipeline – and see what’s next for even more performance. Leadspace and Informatica will share best practices in utilizing AI to create real-time profiles, target accounts with the highest buying propensity, build persona-based segments/campaigns and fuel sales to qualify and close demand.
Key Topics: Customer Data Platforms, Revenue Operations & Intelligence

Speakers:
Marge Breya, President, Leadspace
Rod Lehman, SVP, Global Field Marketing & Business Development, Informatica
Kevin Bennett, Vice President, Marketing Operations & Analytics, Informatica

How Cloudera and Unbabel Shorten Sales Cycles and Optimize Resources with Reprise Demos

As a sales leader, you know well the challenges of operating efficiently, delivering value, and closing deals predictably. These challenges are not easy to solve, but there’s hope. In this session, you’ll discover how other SaaS leaders are tackling these challenges head-on by bringing products to the forefront of the buyer experience. We’ll explore three ways you can showcase products at each stage in the sales process and the impact it will have closing business and winning deals.

Key Topics: Emerging B2B Technologies & Services & Digital Experience Delivery Platform

Speakers:
Evan Powell, Co-Founder and VP of Operations, Reprise

Google Cloud’s Rev-X team combines Data Science with Salesloft to help drive Cloud’s Q4 pipe 32% YoY

Machine learning can be valuable for revenue teams looking to optimize their sales processes, identify trends in customer behavior, and make informed decisions about how to engage with prospects and close deals. By using Salesloft in combination with propensity models, the Revenue Acceleration team in Google Cloud has played a part in Cloud’s 32% YoY Q4 growth by increasing seller efficiency and driving scale through the systematization of campaign execution.

Key Topics: Revenue Operations & Intelligence & Sales Engagement

Speakers:
Alec Mirchandani, Global Strategy & Operations Manager, Google Cloud
Patricio Noboa Hidalgo, Head of Revenue Acceleration Programs, Google Cloud

TechTarget: From Click to Close: Optimize Revenue With Intent

A leading provider of observability and IT management, SolarWinds helps businesses accelerate digital transformation. In this session with TechTarget, Mary Beth Labuda, Global Head of Digital Tech and Performance Marketing, shares her team’s own transformative journey—powered by intent, they maximize revenue creation from awareness to close. Learn how SolarWinds builds for the future while maintaining velocity by leveraging omnichannel orchestration across a complex solution set, refining ICPs, driving alignment, strategic partnering, and more.

Key Topics: Account-Based Marketing Platforms, B2B Data Providers

Speakers:
Mary Beth Labuda, Sr. Director, Digital Tech and Performance Marketing, SolarWinds
John Steinert, Chief Marketing Officer, TechTarget

ZoomInfo: How Sendoso Modernized Their Go To Market

A strong GTM motion starts with a strong data foundation. And when the total addressable market possibilities are endless, ZoomInfo’s #1 data & intent foundation was instrumental for Sendoso’s GTM strategy. Join Kris Rudeegraap, Sendoso’s CEO, and Henry Schuck, ZoomInfo’s Founder & CEO, as they share how ZoomInfo unlocked insights into new markets, aligned Sendoso’s sales and marketing teams for engaging customers, and won faster by increasing sales team productivity.

Key Topics: Account-Based Marketing Platforms, B2B Data Providers

Speakers:
Kris Rudeegraap, CEO, Sendoso
Henry Schuck, Chief Executive Officer, ZoomInfo

3:20 pm – 4:15 pm CDT

Analyst-Led Roundtables (In-Person Only)

Spend some time in these small, interactive group roundtable discussions focused on key marketing, sales, or product management topics. Networking roundtables will feature topics selected by attendees pre-event and facilitation by Forrester analysts on-site.

 

3:20 pm – 4:15 pm CDT

Marketplace Break (In-Person Only)

Marketplace breaks are your chance to connect with sponsors and catch up with colleagues on the show floor.

Check out our Sponsor Spotlights to learn more about the next great solution for your team.

Networking roundtables will feature topics selected by attendees pre-event and facilitation by Forrester analysts on-site.

Attend one session:

3:25 pm CDT - 2X: How Marketing as a Service Enables Organizational Flexibility

In this new age of tech and hybrid work, you can leverage an innovative approach to finding and retaining next-generation B2B marketing talent and services for creatives, demand creation, and tech management. Join this session to learn how many forward-thinking CMOs are transforming their operating models with marketing as a service (MaaS)—blending the best of internal FTE organizations, agency expertise, freelancer flexibility, and offshore economics—to do more with less.

Key Topics: Emerging B2B Technologies & Services & Professional Services

Speakers:
Domenic Colasante, Chief Executive Officer, 2X
Greg Pumilia, Former VP of Demand Generation at SAP and Chief Customer Officer, 2X

3:25 pm CDT - Stensul: How Cisco reduced email creation time by 90%

By rejecting the status quo, Cisco cut email creation time by 90%. Learn the forces that drove this global tech leader to change from a complicated, time-consuming, and costly email creation process to one that’s highly efficient, so much so teams can focus on strategy instead of production activities. Understand how an Email Creation and Landing Page Platform enabled this transformation and its effect on team productivity, email performance, and business results.

Key Topics: Content Engagement Solutions, Emerging B2B Technologies & Services

Speakers:
Venkata Krishnamurthy, Director, Digital Technology Solutions, Chief Marketing Technologist, Cisco
Noah Dinkin, Founder and CEO, Stensul

3:40 pm CDT - TestBox Presents The Customer-Led Growth Toolkit

Modern software buyers don’t want to sit through long, impersonal sales demos, and the product-led model of sending prospects into an empty, overwhelming free trial is no longer enough to drive conversions. Join TestBox’s Olivier Labbé as he discusses how companies like Zendesk and Dixa are increasing their win rates by more than 200% with customer-led tools that put buyers back in the driver’s seat when purchasing B2B software.

Key Topics: Emerging B2B Technologies & Services, Sales Engagement

Speakers:
Olivier Labbé, SVP of Revenue, TestBox

3:55 pm CDT - 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 & 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.

Key Topics: Emerging B2B Technologies & Services

Speakers:
Nick Donaldson, Director of Growth, Knak

3:55 pm CDT - WordPress VIP: The Looming GA4 Deadline: Why Your Team Needs Content Analytics

Google is forcing businesses off of Universal Analytics and onto the even more difficult-to-use Google Analytics 4 on July 1st. At Parse.ly, we’ve heard complaints around transitioning accounts, losing real-time data, getting used to the new UI, and not being able to surface the actionable insights that content marketers need to succeed.

TLDR? Google Analytics wasn’t created for content people and GA4 is even worse.

Join us for a 10-minute spotlight session to see how you can transform your content strategy with an analytics system built for you. Daniela Bloch, Product Manager at Parse.ly, will demonstrate key workflows that content marketers use and how Parse.ly can:
• Increase usage of content data by 581%. Go from having to ask your team to use the analytics tool to having them bringing you insights proactively
• Maximize audience impact with real-time insight. Go from “these people Tweeted about us” to “here’s the conversation we created.”
• Focus content strategy beyond vanity metrics. Go from “increasing page views” to “increasing reader engagement, driving conversions, and generating more qualified leads”

Key Topics: Content Engagement Solutions & Digital Experience Delivery Platform

Speakers:
Daniela Bloch, Project Manager, Parse.ly

4:15 pm – 4:45 pm CDT

Return On Integration Honors Keynote

B2B Summit 2023 Return On Integration Honors recognize organizations that have improved their performance through exemplary sales, marketing, and product alignment. During this session, Return On Integration Honors winners from Cisco will share how they enabled their partner ecosystem to more effectively sell, thereby expanding partner profitability, partner loyalty to Cisco, and overall growth.

 

Speakers:
JoAnn Tillman, Manager, Partner Engagement Strategy, Cisco
Jeanne Quinn, Director, Partner Engagement & Thought Leadership, Cisco

4:45 pm – 5:15 pm CDT

Guest Keynote: A Conversation With Dara Treseder, CMO, Autodesk

Join Dara Treseder, CMO of Autodesk and Forbes’ 2022 Most Influential CMO and Bob Safian, Host of Masters of Scale: Rapid Response podcast, for an engaging conversation spanning leadership, functional alignment and collaboration, and how B2B marketing, sales and product leaders can drive growth and innovation.

Speakers:
Dara Treseder, CMO, Autodesk
Bob Safian, Advisor and Podcast Host, The Flux Group

5:15 pm – 6:45 pm CDT

Reception

Connect with sponsors and catch up with colleagues on the show floor. Great Scott, we’re going back to the 80’s!  We’re taking it back with the awesome sounds, styles, and way cool dance steps from the decade we’ll never forget!

Jam out with the Spazmatics, internationally renowned as “The Ultimate 80s New Wave Tribute,”

6:00 pm – 7:30 pm CDT

Executive Leadership Exchange (Invite-Only): Exclusive Private Dinner

Please join us on Monday evening for an exclusive dinner for the Executive Leadership Exchange.

Tuesday Jun 6

8:30 am – 9:15 am CDT

Breakfast Boardroom with Hushly: Stepping into the Future: A Sneak Peek at AI Digital Experiences of Tomorrow (In-Person Only)

Join us for an exclusive look into the future of AI digital experience and discover how this cutting-edge technology is transforming B2B digital marketing. Get a sneak peek at the latest advancements in AI and learn how it is revolutionizing the way business interact with their customers. Explore the exciting new digital experiences that are just around the corner and gain insights on how to leverage AI to drive better engagement, leads and conversions. This event is a must-attend for any B2B digital marketer looking to stay ahead of the curve in today’s fast-paced digital landscape.

Key Topics: Content Engagement Solutions & Digital Experience Delivery Platform

 

These sessions will have limited capacity and are first come, first served. Breakfast will be provided.

Speakers:
James Kessinger, CMO & COO, Hushly
Arif Khan, VP Data Science, Hushly

8:30 am – 9:15 am CDT

Breakfast Boardroom with Planful: Building an Agile, ROI-driven, CFO-friendly Marketing Budget (In-Person Only)

Finance may be charged with guiding and funding growth, but Marketing powers the growth engine. It’s time these teams work more closely together to create an adaptable, actionable, growth-oriented strategy, especially during volatile times. Learn how Viral Nation, a global marketing agency, bridged gaps between its CFO and CMO, and leave with tips on using marketing ROI to fund corporate growth while proving and improving the value of your marketing efforts.

Key Topics: Emerging B2B Technologies & Services

These sessions will have limited capacity and are first come, first served. Breakfast will be provided.

Speakers:
Scott Leatherman, CMO, Viral Nation
Rowan Tonkin, CMO, Planful

9:30 am – 10:00 am CDT

Keynote Panel: Align Marketing, Product, And Sales Around Buyer Value To Propel Growth

Everybody gets it. Nobody argues that alignment is a bad idea. Yet only 59% of B2B employees say their companies encourage alignment and collaboration between different parts of the business. Those that do often get bogged down with inefficient processes, excessive collaboration meetings, and irrelevant goals and metrics. This session will provide the following benefits:

  • Offer strategies for calibrating to and innovating on buyer value
  • Provide practical tips for releasing each team’s contribution

Speakers:
Dave Frankland, VP, Research Director, Forrester
Sam Somashekar, Principal Analyst, Forrester
Anne Slough, Principal Analyst, Forrester
Laura Ramos, VP, Principal Analyst, Forrester

10:00 am – 10:30 am CDT

Return On Integration Honors Keynote

B2B Summit 2023 Return On Integration Honors recognize organizations that have improved their performance through exemplary sales, marketing, and product alignment. During this session, Return On Integration Honors winners from IBM will share how their global team helped IBM return to significant revenue growth by shifting toward client-centricity and accelerate value to clients by simplifying and streamlining their go-to-market approach.

 

Speakers:
Cindy Matos, VP of Transformation and Governance, IBM
Patty Foley-Reid, Campaign Program Leader, IBM

10:30 am – 11:10 am CDT

Marketplace Break (In-Person Only)

Marketplace breaks are your chance to connect with sponsors and catch up with colleagues on the show floor.

Check out our Sponsor Spotlights to learn more about the next great solution for your team.

Attend one session:

10:35 am CDT - Highspot: Maximize Your Revenue Tech Investments with Highspot

Revenue technology promises to drive productivity, yet teams spend as much as 10% of their time sifting through a sea of tools that rob them of gains. Join this session to see how Highspot knits together your highest-impact solutions and drives strategic enablement to change rep behavior and maximize productivity.

Key Topics: Sales Content, Sales Readiness

Speakers:
Jarod Greene, CMO, Vivun

10:35 am CDT - Postal: Fire Up the ABM BBQ: 2 (CRO Approved) Ways to Ignite Your Marketing Strategy

Account-based marketing (ABM) has emerged as a powerful and top of mind B2B marketing strategy However, developing an effective ABM strategy can be challenging, requiring a deep understanding of your target accounts, a strong alignment between sales and marketing teams, and a data-driven approach to account selection, messaging, and campaign execution. Stop by the East Theatre for a brief session that will take a look at two strategies to for building a successful ABM strategy that drives revenue growth and customer loyalty – CRO approved both from the recipient and targeting side.

Key Topics: Account-Based Marketing Platforms & Sales Engagement

Speakers:
Erik Kostelnik, CEO, Postal

10:50 am CDT - Bigtincan: Meet your seller's new superpower: their personal AI assistant

Tony Stark wasn’t Iron Man without Jarvis. There is no Batman without Alfred (and his tech). What could your sellers do with their own personal AI assistant? The answer is a lot more of what makes a difference and a lot less of what doesn’t. Come get a sneak peek of Genie AI to see exactly how to give your sellers that extra spark and set of hands to realize their full potential.

Key Topics: Content Engagement Solutions & Sales Readiness

Speakers:
Garrett Joiner, Sr. Enterprise Sales Engineer, Bigtincan

10:50 am CDT - Defining the future of predictive marketing with Explorium

Join Explorium’s CMO as she talks about how predictive marketing has upended how the best revenue teams approach their pipeline generation. In this session, dive into how some of the world’s top companies have moved away from antiquated systems and shaken up their GTM practices by enabling data driven strategies with Explorium’s external data platform.

Key Topics: B2B Data Providers, Revenue Operations & Intelligence

Speakers:
Ras Gill-Boulos, Chief Marketing Officer, Explorium

11:10 am – 11:40 am CDT

Breakout Sessions

B2B Marketing Executives
CMOs: Evaluate Marketing Performance And Value With Marketing Operations

A priority for B2B CMOs is to evaluate and impact marketing performance, value, and efficiency. When CMOs empower operations leaders, the net benefit is company growth. The interdependence of CMOs and marketing operations results in the best demonstration of marketing value. This session will provide the following benefits:

  • Review four ways the CMO and marketing operations can perform better together
  • Discuss best practices, pitfalls, and which data and insights best demonstrate marketing value

Speakers:
Barbie Mattie, VP, Principal Analyst, Forrester

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B2B Marketing Executives
Preserving Your Corporate Values In Tough Times

When a company is tested by external threats like a recession, it’s imperative to stay true to its purpose to weather the storm. From economic instability to political and social eruptions, how do brands hold to their values when faced with difficult decisions? This session will provide the following benefits:

  • Learn how to leverage your brand purpose for making difficult business decisions
  • Understand the CMO’s role in protecting the brand and advocating for corporate values

Speakers:
Karen Tran, Principal Analyst, Forrester

READ MORE + READ LESS -
B2B Marketing Executives
What CMOs Should Know About Lifecycle Revenue Marketing

B2B marketers who build campaigns around products risk becoming irrelevant. Marketing leaders are reengineering revenue marketing to be the architect of customer engagement across the customer lifecycle. Lifecycle revenue marketing breaks through siloes and aligns marketing programs to the lifecycle of revenue opportunities. This session will provide the following benefits:

  • Understand why demand generation and account-based-marketing require a reboot
  • Learn about the 10 “mindset pivots” that enable the transition to customer lifecycle marketing

Speakers:
Matthew Selheimer, VP, Research Director, Forrester

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Demand & ABM
Up Your Game: Driving Better Results Through Revenue Process Improvement

During challenging economic times, increasing revenue process productivity and efficiency is the critical strategy to drive revenue. We will explore a two-pronged approach to staying on course and exceeding goals. This session will provide the following benefits:

  • Discover how the B2B Revenue Waterfall and waterfall diagnostics identify operational issues for revenue processes
  • Learn how evolving from marketing qualified leads to buying groups and opportunities uses available insights to improve quality and efficiency

 

Speakers:
Terry Flaherty, VP, Principal Analyst, Forrester

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Demand & ABM
How Global Should You Go? Calibrating Localization Investment

Localization is a significant and growing expense in B2B. Yet organizations lack clear guidelines for deciding what to localize and when — as well as when to accelerate or pull back. Of those who responded to Forrester’s Future Of Localization Survey, 70% planned to localize more, but only 38% had an aligned localization strategy. This session will provide the following benefits:

  • Discover a buyer-centric decision framework
  • Create a localization plan on a page

Speakers:
Kathleen Pierce, Principal Analyst, Forrester

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Revenue Operations
Programs Of The Year: Marketing Operations

Driven by Forrester analysts’ conversations with a wide variety of organizations, our Programs Of The Year sessions showcase the programs our analysts have chosen as best in class across marketing, sales, and product disciplines — in the client’s own words. During this session, Program Of The Year Award Winner Tim Meehan, senior data scientist from UNUM, will discuss how he and his analytics team investigated buying groups and multiple touches, enabling marketing contribution measurement by incremental close ratio and deal size results.

 

Speakers:
Tim Meehan, Principal Data Scientist, Markting Analytics, Unum
Vicki Brown, VP, Principal Analyst, Forrester

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Revenue Operations
How To Build A B2B Marketing Measurement And Insights Organization

Marketing measurement teams must provide insights to drive marketing performance while supporting alignment across revenue engine functions. Marketing and operations leaders’ organizational design considerations include whether to handle marketing measurement within marketing operations or a revenue operations structure. This session will provide the following benefits:

  • Understand the options for creating a marketing measurement and insights organization
  • Discuss the scenarios under which a combined revenue operations structure could benefit marketing measurement

Speakers:
Brett Kahnke, Principal Analyst, Forrester

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Revenue Operations
The State Of Sales Technology: Findings From Our Tech Tide

It may be the best and worst of times for sales technology. Organizations that can select, deploy, and deliver value from sales tech investments will thrive. Those that invest in sales tech without a clear path to value will struggle. This session will provide the following benefits:

  • Discover findings from The Forrester Tech Tide: B2B Sales Technologies, Q1 2023
  • Learn how to select and deploy technologies that deliver value for your organization

Speakers:
Steve Silver, VP, Research Director, Forrester

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Partner Ecosystem Marketing
Personalize The Partner Experience For Optimal Engagement And Loyalty

In a complex partner ecosystem model, new challenges emerge with efforts to drive engagement and win partner mindshare across the partner lifecycle. It’s difficult to provide relevant messaging that addresses diverse partner business models and individual preferences. This session will provide the following benefits:

  • Learn to use a framework for mapping content and communications aligned to the partner’s journey
  • Discuss critical success factors and pitfalls to avoid when developing a partner engagement strategy

Speakers:
Carrie Hayes, Principal Analyst, Forrester

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Portfolio Marketing
Category Creation For Fun And Profit

Business journals proclaim that the surest path to growth is in creating a new category. But such an effort is expensive and takes hard work. We will explore when it’s useful to create a new category and when to drive mindshare in one that already exists. This session will provide the following benefits:

  • Understand what factors determine the success of a new category
  • Understand the steps marketers can take to own their category

Speakers:
John Buten, Principal Analyst, Forrester

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Portfolio Marketing
Designing Go-To-Market Strategies To Win In Tough Market Conditions

Changes in buying behavior are making it necessary to transform go-to-market strategies from the predominant product-first focus to an approach built around markets and buyers and their desired outcomes. Tough times are ahead, and B2B marketers must adapt. This session will provide the following benefits:

  • Learn how to prioritize the macro and micro segments that matter most
  • Gain a new go-to-market architecture featuring three levels of strategic decisions that underpin a winning strategy

Speakers:
Katie Fabiszak, Principal Analyst, Forrester
Amy Hayes, VP, Research Director, Forrester

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Product Management
Supercharging Offering Growth With The Continuous Product Discovery Flywheel

Many organizations don’t invest time in regularly understanding customer needs. Instead, they treat this activity as a point-in-time exercise. Continuous product discovery allows organizations to gain deep understanding of buyers’ and users’ needs and their evolution, and the opportunity to iteratively integrate these insights into product planning. This session will provide the following benefits:

  • Understand continuous discovery practices and their benefits
  • Learn how to take steps to implement these practices

Speakers:
Sam Somashekar, Principal Analyst, Forrester

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Sales
Programs Of The Year: Sales

Driven by Forrester analysts’ conversations with countless organizations, our Programs Of The Year sessions showcase the programs our analysts have chosen as best in class across marketing, sales, and product disciplines — in the client’s own words. During this session, Program Of The Year Award winner Morgan Momcilovich, manager of revenue enablement for Sprout Social, will share the organization’s innovative approach to driving scalable growth and improving sales talent.

 

Speakers:
Morgan Momcilovich, Manager, Revenue Enablement, Sprout Social
Peter Ostrow, VP, Principal Analyst, Forrester

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Sales
Retention Starts At Onboarding: Effective Onboarding Is The Key To Customer Value

Investing in customer onboarding is a business imperative for B2B firms because ensuring customers have a successful launch is a crucial driver of revenue retention and account growth. This session will provide the following benefits:

  • Explain why customer onboarding is a critical part of the postsale lifecycle and why failure to invest can be costly
  • Learn how to develop a solid onboarding strategy

Speakers:
Shari Srebnick, Principal Analyst, Forrester

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11:40 am – 12:30 pm CDT

Executive Leadership Exchange (Invite-Only): Exclusive Facilitated Q&A With Award Winners

Some of our Summit 2023 award winners will tell their stories of success. ELE attendees will have the opportunity to ask questions and discuss key aspects of their journeys.

Speakers:
Patty Foley-Reid, Campaign Program Leader, IBM
Cindy Matos, VP of Transformation and Governance, IBM
Morgan Momcilovich, Manager, Revenue Enablement, Sprout Social
Peter Zink, Director, Sales Enablement, Sprout Social
Nick Buck, VP, Principal Analyst, Forrester

11:50 am – 12:20 pm CDT

Case Studies (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:

Adobe: Legacy, my SaaS

Join us for a thought-provoking fireside chat as we explore the essential steps in transforming your business into a SaaS company. This transformation is a cornerstone of the growth strategy for many businesses, but it requires new skills and tools to sell and market SaaS solutions effectively. In this session, Adobe and Commvault will discuss the steps needed to transform to SaaS, the creation of new categories and digital performance achievements from Adobe solutions.

Key Topics: Emerging B2B Technologies & Services, Digital Experience Delivery Platform

Speakers:
Tony Lombardo, Vice President Customer Marketing, Commvault
Jill Steinhour, Director, Industry Strategy Hi-Tech, Adobe

Activate: How Google Chrome Utilized a Unique Program to Generate Full-Funnel ABM Leads

Join this discussion to learn how Google Chrome leveraged an innovative ABM demand gen approach to drive ROI. Steve Armenti (Google) and Ed Grossman (Activate) discuss how Google utilized a unique digital experience with tele-followup to deliver superior leads to Google Chrome’s sales team quickly.

Key Topics: B2B Data Providers, Content Engagement Solutions

Chili Piper: What to Do When Your Demo Form Conversion Rates Suddenly Drop by 40%

What happens when you turn your 3-field form into a 10-field form? Conversion rates drop by 40%. You get a call from your CEO on a Saturday (seriously). You take a few deep breaths. And then you jump into action. In this session, you’ll hear the full story — told by Stewart Hillhouse, Content at Mutiny, and Arthur Castillo, Head of Dark Social and Evangelism at Chili Piper. From the “oh no” moment” all the way to creating and executing a plan. Through a combination of Chili Piper, Clearbit, and Mutiny, they not only undid any damage, they actually increased conversions from base levels. Join the session to hear how they did it and replicate the results for yourself.

Key Topics: Emerging B2B Technologies & Services, Revenue Operations & Intelligence

Speakers:
Stew Hillhous, Head of Content, Mutiny
Arthur Castillo, Head of Dark Social & Evangelism, Chili Piper

Digitalzone: Navigating the New B2B Buyer Journey: Beyond Ordinary Perspectives to Drive Success.

The Modern B2B buyer has dramatically shifted in the past few years, and demand gen marketers need to adapt. With continued growth, G-P is successfully navigating this new world through an elevated perspective on demand gen. This session will dive into the shift in the market, discuss G-P’s approach to demand gen, and explore actionable insights to drive success. Join Eboni Ryan, Global Head of Marketing at Digitalzone, Tamrah Buhr, Senior Director, Demand Generation, and Jennifer Holmes, Director, Demand Generation at G-P.

Key Topics: B2B Data Providers, Content Engagement Solutions

Speakers:
Eboni Ryan, VP of Marketing , Digitalzone
Tamrah Buhr, Senior Director, Demand Generation, G-P
Jennifer Holmes, Director, Demand Generation, G-P

GE Digital & Ledger Bennett: Customer Lifetime Value and the 15 interactions that create it
GE Digital are on a journey to maximizing customer lifetime value – and the 15 Interactions is the model they’re using to get there. 
In this session, we’ll show you how that journey is progressing. How it has started to shift the mindset from creating linear campaigns designed to generate MQLs, to having a singular focus on providing frictionless customer experiences, whichever order they happen in. How it has started to align marketing, sales, product, and customer teams with that single purpose. And how campaigns are starting to connect all the way from brand building and awareness right through to post-sale loyalty and advocacy initiatives. 
Key Topics: Emerging B2B Technologies & Services, Revenue Operations & Intelligence

Speakers:
, ,
Francis Kusznir, Global Marketing Director, Power Generation and Oil & Gas, GE Digital

Mindtickle: Activating the Field at Scale at Cisco: How to transform the behavior of tens of thousands of sellers

Join Cameron Tanner, Senior Director, Global Sales Enablement for Cisco on how to approach a large field force of legacy sellers and implement true behavior change that drives business outcomes. Tanner will discuss how he’s tackled enabling and preparing sellers in the face of constant change throughout his career at industry leading organizations like AWS and Cisco. He’ll also cover: Data-driven personalization of enablement Why coaching can’t be pushed to the back burner How to practice and reinforce before money is on the line How do you orchestrate and align cross-functionally to optimize your tech stack.

Key Topics: Revenue Operations & Intelligence, Sales Readiness

Speakers:
Cameron Tanner, Senior Director, Global Sales Enablement, Cisco

MRP: Winning Net New: How ServiceNow Mirrors Buyer Journeys with Account-Based Orchestrations

AI-driven account insights are no longer a promise of the future, yet few B2B marketers have unlocked their greatest potential to game-change demand, CX, and business outcomes. Join us for a session about how ServiceNow is using account intelligence to mirror the buyer journey with precision identification of behavior, preferences, and needs. Attendees will learn how to apply insights at the individual and buying center level to improve performance and accelerate velocity in their pipeline.

Key Topics: Account-Based Marketing Platforms, Revenue Operations & Intelligence

Speakers:
Ozlem Yilmaz, Sr. Manager, Strategic Programs & Experimental Marketing, ServiceNow
Katrina Denk Gonzalez, Director of Marketing, Americas, MRP

Outreach: Aligning processes, people and tools in RevOps

Operationalizing anything requires 3 things: people, processes, and tools. Processes define what needs to be done, by whom, and when. Tools support the how of the process. People use the tools to execute those processes. If one is missing or they are not aligned, you cannot create a repeatable and scalable program. With Outreach, Sales and Marketing at Zoom collaborate on a repeatable and scalable program that enables prospecting customization at scale.

Key Topics: Revenue Operations & Intelligence, Sales Engagement

Speakers:
Pam Kong, Sales Operations, Zoom Video Communications

PathFactory: Proving Marketing ROI With Content AI At Siemens

B2B companies have learned the hard way that bigger doesn’t always mean better when it comes to building a martech stack that converts and drives ROI. Increasing deal velocity, shortening sales cycles, and ultimately driving revenue requires multifunctional investments, not just point solutions. Siemens’ Shelly Aufray, Lead Management and Digital Marketing Campaign Strategist, Factory Automation, discusses how PathFactory’s content intelligence platform cut through Siemens’ complex martech landscape, unified their GTM strategy and led to the creation of a new lead scoring model, resulting in higher conversions and greater alignment across the sales and marketing teams.

Key Topics: Emerging B2B Technologies & Services & Content Engagement Solutions

Speakers:
Shelly Aufray, Lead Management and Digital Marketing Campaign Strategist, Factory Automation, Siemens Industry, Inc.

People.ai: Shifting to Account-Based Selling with AI at Cisco

Inorganic growth has manifested a highly bespoke and complex GTM organization at Cisco with disparate data sets, multiple CRMs and non-standard processes. Currently, the culture at Cisco is highly deal-centric and forecast based. With Cisco’s transformation to a XaaS GTM model to drive recurring revenue, the shift from deal to account-centric selling is critical. Join us for this informative session as Cisco shares how People.AI has accelerated this shift and driven new ways of working.

Key Topics: Emerging B2B Technologies & Services, Revenue Operations & Intelligence

Speakers:
Sandeep Kumar, GTM Strategy and Revenue Operations Leader, Cisco

Showpad: Platform.sh Turns Relationships into Revenue

Learn how Platform.sh creates engaging buying experiences that make it easy for sellers to share and collaborate with prospects and customers. Personalized onboarding programs and buyer engagement insights from Showpad help the Platform.sh revenue-facing teams to confidently manage complex deal cycles and deliver bespoke value to customers. Join our session to discover how to efficiently enable selling to unique buyer needs, effectively onboard new reps, and speed up the sales cycle.

Key Topics: Sales Content, Sales Readiness

Speakers:
Greg Qualls, Global Director of Revenue Enablement , Platform.sh
Jen Atherley, Sr. Manager Regional Marketing, Showpad

Uberflip: Rev Up ABM Engagement with Relevant Content

During uncertain economic times, most organizations have to figure out how to do more with less. So what differentiates the B2B organizations that sink versus those that swim? 

Mandy Hanson, Director of Global ABM at Lacework, headlines this session on how she successfully leverages relevant content to enhance her team’s ABM strategies and drive greater engagement with customers. She is joined by Randy Frisch, Co-founder and Chief Evangelist of Uberflip, as he breaks down challenges GTM teams face today, strategies B2B marketers can leverage, and why relevant content is the key to drive pipeline, revenue expansion and retention, no matter the economic landscape. 

Takeaways include:

  • How buyers’ needs have changed in recent years and why ABM strategies need to continually evolve, too
  • Practical advice for B2B marketers to leverage ABM, email, social and reps to better engage buyers and retain customers 
  • How data, channels and experiences comprise a trusted GTM framework that help brands identify which accounts to target, attract buyers at the right time and place, and engage buyers with relevant content experiences
  • Examples and best practices from organizations that have successfully elevated their ABM with relevant content – and how this approach can be applied to your organization

Key Topics: Account-Based Marketing & Content Engagement Solutions

Speakers:
Randy Frisch, Chief Evangelist, Uberflip
Mandy Hanson, Director, Global Account Based Marketing, Lacework

ZoomInfo: How BlueOcean Modernized Their Go To Market Through GTM Plays

Hear from Liz Tassey, VP of Marketing at BlueOcean, on how they leveraged ZoomInfo to scale their GTM motions as their GTM strategy matured. As they grew, they evolved their strategy from simply leveraging ZoomInfo as a sales tool to using it across marketing & sales to unlock insights, engage customers across channels, and win faster by automating their go to market motions.

Key Topics: Account-Based Marketing Platforms, B2B Data Providers

Speakers:
Liz Tassey, VP of Marketing, BlueOcean
Bryan Law, Chief Marketing Officer, ZoomInfo

12:30 pm – 1:00 pm CDT

Return On Integration Honors Keynote

B2B Summit 2023 Return On Integration Honors recognize organizations that have improved their performance through exemplary sales, marketing, and product alignment. During this session, Cart.com’s Return On Integration Honors winner will share how her team leveraged strategic go-to-market methodologies to focus acquisition efforts and dramatically improve pipeline attainment — all in a matter of months.

Speakers:
Katherine Chambers, VP of Revenue Marketing, Cart.com
Michael Svatek, Chief Innovation Officer, Cart.com

1:05 pm – 2:05 pm CDT

Lunch & Marketplace Break (In-Person Only)

Marketplace breaks are your chance to connect with sponsors and catch up with colleagues on the show floor.

Check out our Sponsor Spotlights to learn more about the next great solution for your team.

Attend one session:

1:10 pm CDT - Klue: When the Pie Shrinks: How Revenue Leaders Are Responding to Competitive Market Conditions

Klue recently surveyed 300+ revenue leaders and executives and discovered that 91% said that their deals have become more competitive over the past year, and 31% say that more deals were lost to a competitor in the last 12 months than in previous years. Join this session to hear the top 3 priorities revenue leaders are addressing in 2023 and their plans to prevent millions of dollars of winnable deals from slipping through their companies’ fingers.

Key Topics: Emerging B2B Technologies & Services, Revenue Operations & Intelligence

Speakers:
Kalle Sveder, Sr. Director of Sales , Klue

1:25 pm CDT - Mindtickle: A Day as the Most Productive Sales Representative

Walk through the day in the life of the most productive sales representative. Learn what roles, data, and tech needed to set the stage for your sales teams to execute deals with precision. Hear why you need an ideal rep profile to measure the performance of GTM roles. Stop bogging sellers down with more tech and start removing barriers so they can focus on high-impact activities that get deals across the line.

Key Topics: Revenue Operations & Intelligence, Sales Readiness

 

Speakers:
Colleen Cimone, Enterprise Solution Consultant, Mindtickle

1:40 pm CDT - Storyblok: The ROI of Effective Content Management Strategies

Join Storyblok’s session to discover more about the pay off for effective content management, and how investing in your B2B content strategy can lead to huge returns. Learn about the impact that a composable, headless set up can provide, and why business on traditional content technologies need to future proof their content strategies.

Key Topics: Emerging B2B Technologies & Services

Speakers:
Julius Hemingway, Analyst Relations Manager, Storyblok

1:55 pm CDT - Outreach: New era. New rules for B2B Sales.

Every sales team needs to do two things to drive revenue: create pipeline and close deals. But in a turbulent market, it’s easier said than done. New pipeline is harder to source, deal velocity is slowing, and conversion is decreasing. As a result, pipeline coverage is thinner, sales rep participation is lower, and surprise forecast misses become too common. Join Andrea Youmans to learn 3 best practices that will help you combat this market and increase your rep productivity to drive efficient, predictable growth: Empower AEs to take control of their own pipeline coverage. Increase pipeline conversion rates at scale with the right strategies. Use tools, tactics and team culture to increase confidence in your forecast.

Key Topics: Revenue Operations & Intelligence, Sales Engagement

Speakers:
Andrea Youmans, Senior Product Marketing Manager, Outreach

1:05 pm – 2:05 pm CDT

Lunch & Learn with Bigtincan (In-Person Only): Augmented Reality 101

Augmented reality is a new way for companies to tell stories, with easy-to-use tools that make it possible to create jaw-dropping experiences without knowing anything about coding. Joe Zeff of Joe Zeff Design will share examples of augmented reality for sales, training and employee communications, along with a real-time demo showing how you can create your own experiences. Learn best practices from an industry pioneer and take your business storytelling to another level.

Key Topics: Content Engagement Solutions & Sales Readiness

This session will have limited capacity and is first come, first served. Lunch will be provided.

Speakers:
Joe Zeff, President, Joe Zeff Design

2:10 pm – 2:40 pm CDT

Breakout Sessions

B2B Marketing Executives
Don't Get Crushed By The Next Wave Of B2B Revenue Transformation

The transformed B2B revenue environment comprises acquisition revenue from new customers, upsell and retention revenue from existing customers, and expansion revenue from new buying centers in existing accounts. It moves past lead generation and comprehends buying groups that encompass the customer lifecycle. Marketing leaders must be prepared. This session will provide the following benefits:

  • Discover what’s changing and how companies have responded
  • Learn to use Forrester resources to manage your next transformation wave

Speakers:
Craig Moore, VP, Principal Analyst, Forrester

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B2B Marketing Executives
Reengineer Skills And Modernize Digital Marketing With Purpose

Digital initiatives are predicted to drive 67% of future business growth, so marketing needs modernized capabilities and skill sets. Marketing must be rewired for the new era of digital collaboration, speed, and customer focus. Digital trends are changing marketing and CMOs are implementing best practices. This session will provide the following benefits:

  • Learn what digital marketing practices are needed to achieve growth objectives
  • Understand how talent inside and outside marketing delivers customer value

Speakers:
Rani Salehi, Principal Analyst, Forrester

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B2B Marketing Executives
Redefine The Customer Marketing And Customer Success Partnership To Drive Value

Post-pandemic economic pressures make customer retention and current-account growth more critical. Top CMOs find new ways to align customer marketing with customer success to streamline goals, activities, and metrics — and deliver greater business and customer value. This session will provide the following benefits:

  • Understand why enhanced coordination leads to a postsale experience that makes growth more predictable
  • Discover which strategies best align these teams to engage customers and prove out business value

Speakers:
Laura Ramos, VP, Principal Analyst, Forrester

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Demand & ABM
Marrying Fit And Intent To Fuel B2B Revenue Growth

Insights are the heart of smart demand and scalable account-based marketing (ABM). Although fit and intent data providers and technologies have become more prevalent, demand and account-based marketers often lack a clear, actionable picture of opportunity potential and priorities because they struggle to decipher and apply these insights at scale. This session will provide the following benefits: –

  • Understand what’s most important about fit and intent
  • Learn to wield fit and intent in combination

Speakers:
Nora Conklin, Principal Analyst, Forrester

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Demand & ABM
Using Generative AI To Scale Content With Quality And Impact

Generative AI opens new realms of creative possibility and efficiency. With its disruptive power, it challenges B2B marketers to lead adoption within the organization and drive standards for quality, consistency, and brand voice. We will introduce a framework that provides guidance on using generative AI. This session will provide the following benefits:

  • Learn from trends revealed by B2B marketers’ adoption of generative AI
  • Recognize opportunities and requirements for using generative AI at scale

Speakers:
Lisa Gately, Principal Analyst, Forrester

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Demand & ABM
The Emergence Of The B2B Revenue Marketing Platform

B2B marketing engagement platforms are on a collision course. Who will win? Marketers need to rethink their primary technology strategies. Coopetition has turned into competition as shifting buying behavior, buying group orientation, and feature overlap has changed the roles played by marketing automation platforms and account-based marketing platforms. This session will provide the following benefits:

  • Review key capabilities marketers need to be successful
  • Learn how to future-proof marketing tech investments

Speakers:
Malachi Threadgill, Principal Analyst, Forrester

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Revenue Operations
Building An Integrated Revenue Production Plan

The gap between strategy and execution is the operational plan that integrates sales, marketing, and customer functional plans. An integrated revenue production plan enables the business to predictably execute for success. This session will provide the following benefits:

  • Enable greater business agility and predictability in planning and execution
  • Understand how to build a revenue production plan

Speakers:
Robert Muñoz, VP, Principal Analyst, Forrester

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Revenue Operations
Insights Into B2B Account-Based Selling Technology Trends And Disruptors

The account-based selling technology market has begun to solidify and define itself by the convergence of tech stacks, the need to understand customers at a deeper level, and the need to respond to volatile economics (a focus on retention, cross sell, and upsell opportunities). This session will provide the following benefits:

  • Understand common use cases and key functionality
  • Learn about the main trends, disruptors, and future of this market

Speakers:
Anne Slough, Principal Analyst, Forrester

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Revenue Operations
Looking Back To See Ahead: Applying Touch Analysis To Understand Content Impact

Marketers with content responsibilities struggle to derive insight from data that reflects meaningful engagement with the right audiences. Content measurement should tell us what content engaged whom, and when, on the road to a sale successfully made. This session will provide the following benefits:

  • Learn how to augment current content measurement reporting
  • Discover a step-by-step technique that can bypass common technology limitations

Speakers:
Phyllis Davidson, VP, Principal Analyst, Forrester

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Partner Ecosystem Marketing
Programs Of The Year: Partner Ecosystem Marketing

B2B Summit 2023 Program Of The Year sessions showcase outstanding achievements of organizations that have improved alignment and performance across marketing, sales, and product disciplines. During this session, Program Of The Year Award Winner, Tracy-Ann Palmer, Vice President Worldwide Channel Sales Programs and Compliance from VMware, will share how she and her global team revolutionized their partner program to accelerate growth, and recognize partners for the totality of their achievements and capabilities across the entire customer lifecycle.

 

Speakers:
Tracy-Ann Palmer, Vice President of Global Channel Sales Programs & Channel Compliance , VMware Inc.
Carrie Hayes, Principal Analyst, Forrester

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Portfolio Marketing
From Assets To Answers: Plan Content For Value, Not Volume

Despite marketing’s efforts, internal and external audiences deliver an unequivocal message: Your content rarely meets all our needs, and when it does, we can’t find it. How can marketing meet the needs of large, diverse buying groups and internal stakeholders without creating a glut of content? This session will provide the following benefits:

  • Discover a simple, scalable “minimal viable content” approach based on buyer questions
  • Gain a checklist of best practices to implement now

Speakers:
Kathleen Pierce, Principal Analyst, Forrester

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Product Management
Programs Of The Year: Product

Driven by Forrester analysts’ conversations with a wide variety of organizations, our Programs Of The Year sessions showcase the programs our analysts have chosen as best in class across marketing, sales, and product disciplines — in the client’s own words. During this session, Program Of The Year Award Winner Michelle Jaenke, Operations Principal Product Manager from Bayer, will talk about how she and her global team implemented a rigorous upskilling program to improve product management competencies, leading to improvements in their targeted Objectives and Key Results.

Speakers:
Michelle Jaenke, Principal Product Manager, Bayer
Tony Plec, Principal Analyst, Forrester

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Sales
Should Sales Reps Have A Quota On Day One? Let’s Fix Onboarding!

Every B2B sales organization wants to hire and ramp sellers as quickly as possible, but many inadvertently pressure their enablement team to onboard reps effectively and quickly. When a new rep is expected to learn and sell simultaneously, how can they choose between competing priorities? This session will provide the following benefits:

  • Examine the financial and functional variables associated with ramping new sellers
  • Evaluate using competence and contribution criteria

Speakers:
Eric Zines, Principal Analyst, Forrester
Seth Marrs, Principal Analyst, Forrester

READ MORE + READ LESS -
Sales
Get The Best From Your Sales Reps: Put Assessments To The Test

Organizations hire and onboard quota-bearing sellers as quickly as possible to fill coverage gaps. But they don’t always assess whether reps are competent to execute all expected selling motions and how well they can deliver in the field. This session will provide the following benefits:

  • Examine how to deploy assessments for the benefit of sellers, organizations, and customers
  • Apply these capabilities to newly hired or promoted sellers and introduce competencies to tenured sellers

Speakers:
Jennifer Bullock, Principal Analyst, Forrester
Katy Tynan, Principal Analyst, Forrester

READ MORE + READ LESS -
2:50 pm – 3:20 pm CDT

Case Studies (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: Generating Pipeline with Generative AI

Unworked leads leave potential revenue on the table. So when you have a lean SDR team, how can you ensure no lead gets left behind? Learn how Vendavo uses 6sense’s Conversational Email to provide air cover for SDRs with “Lisa,” an AI Assistant that follows up with leads at scale, using generative AI to craft personalized emails and field responses. Last year, Lisa was a top performing SDR, generating millions in pipeline.

Key Topics: Account-Based Marketing Platforms & B2B Data Providers

Speakers:
Steve Hastert, Revenue Marketing, Vendavo
Rich Fong, Sales Development, Senior Manager, Vendavo

Bigtincan: Immersive Industrial Engagement: IPG’s Innovative Approach with AR/VR

Finding a practical way to impact a business using AR and VR is a challenge. Intertape Polymer Group (IPG) envisions a future where industrial packaging machinery customers can be trained and supported in a virtual world and they can buy from storefronts in the metaverse. The company is leading their competition by engaging customers with immersive and interactive AR/VR learning environments, showrooms and factory settings using an approach that maximizes utility and impact.

Key Topics: Content Engagement Solutions & Sales Readiness

Speakers:
Jason Fisher, Vice President of Marketing and Client Services, IPG

Bombora: Actionable insights fuel Navan’s Outbound Engine with Intent Data
We’re all feeling it — tighter budgets, leaner teams, and doing more with less. Learn how Navan optimized its GTM strategy by combining sales and marketing, increasing conversion rates by 82% when targeting intent accounts. By leveraging Intent data throughout the sales funnel and beyond, Navan was able to drive pipeline from new accounts through better targeting their outbound motion and gain insights into key accounts and get to know exactly if a customer was at risk or was primed for expansion.
Key Topics: B2B Data Providers, Revenue Operations & Intelligence

Speakers:
Colm Shalvey, VP Marketing , Navan

Demandbase: Lumen Creates a Smarter GTM with Demandbase

Lumen will share their Demandbase success story. They will discuss how Demandbase provides data-driven insights, prioritized engagement, and guided outreach efforts. Lumen will highlight how they leverage Demandbase to attract desired accounts for both new and existing customers, how account and people based insights are a core component of acquisition strategy, and how they improved awareness, provided intent data, and drove audience engagement. The session also covers how Demandbase lights up dim and dark accounts.

Key Topics: Account-Based Marketing Platforms

Speakers:
Dawn Carey, VP of Field Marketing, Lumen

Dun & Bradstreet: How Data Drives Dassault’s Double-Digit Growth

Double-digit growth is challenging even in booming economies. Dassault Systèmes is doing that year after year because they recognize how great data and insights form the backbone of sales and marketing. Donald M. Moore, Director of Business Insight & Analysis, shares how he’s relied on Dun & Bradstreet data and solutions for 30 years to 1) find new markets to grow, 2) segment ideal prospects, and 3) do deep research into companies to win business.

Key Topics: B2B Data Providers, Revenue Operations & Intelligence

Speakers:
Don Moore, NAM Sales Ops Excellence Expert, Dassault Systèmes
Karlos Palmer, Chief Product Officer - Sales and Marketing Solutions, Dun & Bradstreet

Gong: Driving GTM Strategy with an Unfiltered Voice of Customer at ChiliPiper

According to a recent study by HBR and Gong, only 1 in 3 organizations has real-time visibility into how their GTM initiatives are performing. This means the vast majority of organizations are forced to take a reactive approach at the cost of productivity and revenue. Join Thomas Rowe, SVP of Sales at ChiliPiper, to learn more how his organization leverages Gong to inform go-to-market strategy, gain unparalleled competitive intelligence, and increase seller effectiveness.

Key Topics: Revenue Operations & Intelligence, Sales Engagement

Speakers:
Tom Rowe, SVP of Sales, ChiliPiper

Highspot: How SailPoint uses Operational Rigor to Drive Sales

To respond to the call of doing more with less, Sailpoint grew their enablement program with operational rigor, repeatable formats, and a governance structure that drives results. With a focus on measuring strategic outcomes through scorecards and dashboards, their sales team is set up for success. Partnering with Highspot as their single source of truth for content and training and coaching, creates an edge that puts them ahead.

Key Topics: Sales Content, Sales Readiness

Speakers:
Michelle Cox, Revenue Enablement Tools & Technology Manager,, SailPoint

Influitive: How VMware Tripled Engagement Through Loyalty and Advocacy

Nurturing customer loyalty is more than just offering products that stand above the competition. Customers want to be heard, understood, and valued throughout their journey with you; only then will they become lifelong brand advocates. In this session, Tiffany Hancher will share how VMware combined its loyalty and advocacy programs to deliver an integrated, streamlined, and rewarding customer experience while forming close and collaborative working relationships with community, content, and product teams.

Key Topics: Content Engagement Solutions & Digital Experience Delivery Platform

Speakers:
Tiffany Hancher, Senior Customer Loyalty Manager, VMware

Intentsify: Sysdig Transforms ABM Using Full-Funnel Buyer Intent
An early intent-data adopter, Sysdig’s marketing team saw an opportunity to transform their approach to doing account-based marketing (ABM) to a fully cross-functional account-based experience (ABX) for their go-to-market teams. This session explores Sysdig’s transformation from generating high-performance intent-driven media programs to deploying intent for other uses cases across the funnel to accelerate pipeline and drive growth. It’s a full-funnel intent success story you won’t want to miss.
Key Topics: B2B Data Providers, Digital Experience Delivery Platform

Speakers:
Stephanie Williams, Director, Global Campaigns, Sysdig
Jennifer Ross, CMO, Intentsify

LeanData: From Alignment to Activation: Snowflake’s Integrated ABM Approach

Now more than ever, Marketing and Sales are inspecting their funnel to ensure ROI is at the forefront. Learn how Snowflake has not only aligned, but activated Sales and Marketing as one go-to-market team. Through a combination of account prioritization, digital advertising and highly targeted SDR prospecting, Snowflake experiences 2X to 4X increases in SDR efficiency through their one-team, go-to-market approach. Discover Snowflake’s unique approach to account-based marketing.

Key Topics: Revenue Operations & Intelligence & Sales Engagement

Speakers:
Hillary Carpio, Senior Director Account Based Marketing, Snowflake
Evan Liang, Co-Founder and CEO, LeanData

Openprise: Rimini Street's Road to RevOps

Director of Global Operations for Data Management Detrie Zacharias will discuss how his team enabled their GTM teams to identify new opportunities and make more data-driven decisions. In this session you’ll learn how Rimini Street, with the help of Openprise, was able to free up 108 hours a week, shift from service-desk mode to strategic facilitators, and empower sales and marketing teams with self-service apps, reducing list loading time from weeks to minutes.

Key Topics: Revenue Operations & Intelligence

Speakers:
Detrie Zacharias, Director, Global Operations - Data Management, Rimini Street

Sendoso: Cocktail Kits Stir Up Award Winning ROI

LexisNexis partnered with Sendoso to create an account-based marketing strategy that curated, scaled, and tracked gifts targeting legal firms. The out-of-the-box idea captured the attention of prospects, leaders, and judges, earning them the Best Direct Mail Campaign award at the 2022 Chief Marketer Pro Awards. This session will cover the challenges the team at LexisNexis was trying to solve for, the solution, and the results of this direct marketing campaign.

Key Topics: Account-Based Marketing Platforms & Sales Engagement

Speakers:
Neil Shah, Head of Product Marketing, Sendoso
Rob Willingham, Senior Manager of Strategic Marketing , LexisNexis

3:30 pm – 5:30 pm CDT

Analyst Relations Exchange (In-Person Only)

The Analyst Relations (AR) Exchange at B2B North America welcomes AR leaders to join Forrester Executives in exploration of Forrester’s evolved value proposition, product portfolio and research methodologies benefitting B2B organizations. VP Group Research Director, Melissa Parrish, Chris Andrews, VP Product Management, and Danielle Jessee, Manager of Evaluative Research will share the latest on Forrester’s journey to increased value, expertise and insight for high-tech and service provider clients followed by a reception with Forrester executives and analysts.

The AR Forum is for qualified AR leaders only. To be approved to attend, applicants must have an Analyst Relations title or be the verified AR leader with another title. Attendees who meet these qualifications will be invited to join the AR experience. This event is offered in-person only.

3:25 pm – 3:55 pm CDT

Marketplace Break (In-Person Only)

Marketplace breaks are your chance to connect with sponsors and catch up with colleagues on the show floor.

Check out our Sponsor Spotlights to learn more about the next great solution for your team.

Attend one session:

3:30 pm CDT - Ceros: Standing Out in a Crowded Digital Landscape with Ceros

Revolutionize your digital presence with powerful content. Learn how Ceros’ cloud-based suite of tools empowers marketers and designers to easily create stunning interactive content that drives revenue, improves user engagement, and builds stronger brand recognition. Join us to hear how Ceros is transforming the way leading brands approach their digital presence and succeed in today’s competitive landscape.

Key Topics: Emerging B2B Technologies & Services, Content Engagement Solutions

Speakers:
Tori Belkin, Head of Account Management, Ceros

3:30 pm CDT - Clearbit: Pipeline Alchemy: How real-time account intelligence can work funnel magic
The buyer’s in charge, but that doesn’t mean B2B teams should sit back and wait for ideal customers to make the first move. We’ll share how innovators are using real-time company data and buyer signals to reveal hidden leads, tailor web experiences and prioritize their pipeline – based on our work with over 1,000 of today’s fastest-growing companies.
Key Topics: B2B Data Providers, Revenue Operations & Intelligence

Speakers:
Sonia Moaiery, VP of Product Marketing, Clearbit

3:45 pm CDT - Machintel: Integrated marketing for a leading traveltech solutions provider

Seeing the ever growing needs of our customers to drive customer acquisition and expansion at scale, Machintel brought under its fold multiple areas of marketing expertise that is helping clients realize those goals effectively & efficiently. Hear how we helped a leading B2B traveltech software provider generate 14,000+ leads and grow their footprint through targeted content syndication campaigns backed up by the power of industry publications, data and custom content.

Key Topics: Professional Services, Revenue Operations & Intelligence

Speakers:
Henson Gawliu Jr., Chief Marketing Officer, Machintel

3:45 pm CDT - Writer: Five generative AI secrets every CMO needs in her arsenal

Marketers are adopting generative AI in a big way. But what exactly are their use cases, in what order, and … is there really a there there? Hear from Latane Conant, CMO of 6sense and May Habib, CEO of Writer, and get the five secrets every CMO needs in her arsenal, from which use cases are worth pursuing, how to dodge the pitfalls, and how to do a judo move on the naysayers.

Key Topics: Content Engagement Solutions, Emerging B2B Technologies & Services

Speakers:
May Habib, Co-Founder and CEO, Writer
Latané Conant, Chief Market Officer, 6sense

3:55 pm – 4:40 pm CDT

Analyst-Led Roundtables (In-Person Only)

Spend some time in these small, interactive group roundtable discussions focused on key marketing, sales, or product management topics. Networking roundtables will feature topics selected by attendees pre-event and facilitation by Forrester analysts on-site.

3:55 pm – 4:30 pm CDT

Executive Leadership Exchange (Invite-Only): Exclusive Facilitated "Birds Of A Feather" Small Group Discussions And 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 expert perspectives.

3:55 pm – 5:10 pm CDT

Forrester Certification Workshop: Plan For Audience-Centricity (In-Person Only)

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 hands-on workshop, you’ll learn why a buyer audience framework is foundational for an audience-based go-to-market architecture, start to build some components for your own buyer audience framework, and use small group discussions to work through any pain point you might be experiencing as you consider an audience-centric approach.

This session is a sample of content from Forrester’s Accelerating B2B Marketing and Mastering Portfolio Marketing Certification courses.

Speakers:
Barbara Winters, Principal Analyst, Forrester
Patrick Hayes, Product Manager, Certification, Forrester

7:00 pm – 10:00 pm CDT

Reception & Guest Performance (In-Person Only)

Please join us for a night of delicious food, fun and music.  Starting off the show is Rhett Price, with a new spin on the violin. Then to the stage comes Nathaniel Rateliff and the Night Sweats. Nathaniel defies genres, influenced by soul, gospel, folk, Americana, and blues. In the Live Music Capital of the World, we look forward to bringing the music to you.

Wednesday Jun 7

9:00 am – 9:30 am CDT

Breakout Sessions

B2B Marketing Executives
How Trust Determines B2B Buyer Behaviors

Trust is an elusive necessity for B2B buyers, especially in a tough economy. Buyers often select the least risky and most trusted solution, not the objectively best option. Trust has multiple dimensions that manifest differently based on markets and personas. Understanding these levers of trust is critical. This session will provide the following benefits:

  • Understand how trust drives B2B buyer decision-making
  • Learn a playbook for building and sustaining trust for your brand

Speakers:
Ian Bruce, VP, Principal Analyst, Forrester

READ MORE + READ LESS -
B2B Marketing Executives
The Risks Of Cutting Your Brand Budget

Decision-makers have historically ranked brand as a top factor for making purchase decisions, yet brand budgets are often cut during economic uncertainty. Marketing leaders recognize brand as a vital asset and driver of the business and must take measures to safeguard budgets by demonstrating brand’s value throughout the business. This session will provide the following benefits:

  • Understand how brand provides value across the organization
  • Identify the risks to your business when brand budgets are cut

Speakers:
Karen Tran, Principal Analyst, Forrester

READ MORE + READ LESS -
Demand & ABM
Is Your Digital Experience Helping Or Hindering Buyers?

B2B organizations still struggle to meet buyer needs and preferences through digital experience (DX). Traditional methods assess DX effectiveness by the conversion of website visitors to leads. But this approach now seems too narrowly focused to empower buyers, whether they purchase through sales reps or e-commerce. This session will provide the following benefits:

  • Learn how to evolve from web conversion optimization to digital experience optimization
  • Discover new ways to evaluate DX effectiveness

Speakers:
Renee Irion, Principal Analyst, Forrester

READ MORE + READ LESS -
Demand & ABM
Seven Signal Sets That Power B2B Customer Obsession

In B2B marketing, the future of buying and the future of work intersect around a single concept — the ability to sense, interpret, and respond to the behaviors and knowledge requirements of diverse audiences, dynamically and in real time. This session will provide the following benefits:

  • Discover seven sets of signals and sensors that enable B2B customer obsession
  • Explore best practices for capturing, interpreting, and integrating the signals that matter most

Speakers:
Jessie Johnson, Principal Analyst, Forrester

READ MORE + READ LESS -
Demand & ABM
Programs Of The Year: Demand And Account-Based Marketing

Driven by Forrester analysts’ conversations with countless organizations, our Programs Of The Year sessions showcase the programs our analysts have chosen as best in class across marketing, sales, and product disciplines — in the client’s own words. During this session, Program Of The Year Award winners Maria Robinson, head of marketing, and Michael A. Brown, senior director, global head of revenue development, will discuss how they aligned Reltio’s go-to-market teams for an expedient transition from lead-centric to opportunity-based processes.

Speakers:
Maria Robinson, Head of Marketing, Reltio
Michael Brown, Sr. Director, Global Business Development , Reltio
Amy Hawthorne, Principal Analyst, Forrester

READ MORE + READ LESS -
Revenue Operations
Integrated Planning: Marketing Operations Leaders Are Critical To Connecting Dots For The CMO

B2B marketing organizations are desperate for a connected, sequenced, step-by-step planning process built to easily pivot and minimize duplication and waste. Marketing operations leaders facilitate the planning process on behalf of the CMO. They help align resources, prepare for dependencies, gather cross-functional inputs, and socialize and gain necessary approvals.

  • Leverage planning inputs for all process steps across all planning models
  • Build plans that pivot, adapt, minimize duplication, and amplify effort

Speakers:
Laura Cross, VP, Principal Analyst, Forrester

READ MORE + READ LESS -
Revenue Operations
Digital Sales Rooms: Hype Or Reality?

Digital sales rooms (DSRs) have become a quiet revolution. For the first time, sellers and buyers can co-create sophisticated portals for buyer-centric content, communication, and calendars/task managers that last throughout the customer lifecycle. Businesses that leverage DSR potential, with workflow integration and real-time engagement metrics, see significant ROI. This session will provide the following benefits:

  • Define DSRs and their importance to revenue, CX, and EX
  • Learn to turn the DSR promise into reality

Speakers:
Anne Slough, Principal Analyst, Forrester
Kathleen Pierce, Principal Analyst, Forrester

READ MORE + READ LESS -
Partner Ecosystem Marketing
Reimagine Partner Incentives To Drive Success Throughout The Customer Lifecycle

With the proliferation of partner ecosystems in terms of partner volume and business model diversity, B2B organizations must think beyond market development funds and co-op funds to incentivize partners and meet expanding customer needs. This will require an expanded universe of incentives that motivate customer-success-driven behaviors. This session will provide the following benefits:

  • Discover an array of customer-success-aligned incentive models across partner types
  • Receive guidance on critical elements for successful partner incentive programs

Speakers:
Hannibal Scipio, Principal Analyst, Forrester

READ MORE + READ LESS -
Portfolio Marketing
Leverage Win/Loss Analysis To Predict And Grow Your Revenue

Win/loss analysis helps explain how products are doing in the market, but how do you gain the insights needed to increase revenue? New processes, technologies, and tools reveal the real reasons for wins or losses. Learn to set target win rates that better predict — and enhance — revenue growth. This session will provide the following benefits:

  • Understand the benefits of conducting win/loss analysis
  • Learn about best practices for tracking win/loss rates and identifying root causes

Speakers:
Beth Caplow, VP, Principal Analyst, Forrester

READ MORE + READ LESS -
Portfolio Marketing
Optimizing Multiple Product Launches

Organizations grapple with multiple global product launches every year. But a one-size-fits-all plan doesn’t work when a launch is rolled out around the world. How can a launch team optimize a range of regional launches? This session will provide the following benefits:

  • Understand the process of prioritizing multiple launches for maximum market impact
  • Learn about a tool that allows marketers to optimize and prioritize their own launches

Speakers:
Barry Vasudevan, VP, Principal Analyst, Forrester

READ MORE + READ LESS -
Product Management
Congrats! You've Launched Your Product! Now What?

The launch of a new product or enhancement is an exciting event. But the practices required to manage an in-market offering for retention and growth are often unclear and poorly resourced, causing finger-pointing, misalignment over priorities, and failure to meet KPIs. This session will provide the following benefits:

  • Understand post-launch best practices, including tracking product engagement and usage for subscription offerings
  • Learn how to apply these practices on an ongoing basis

Speakers:
Sam Somashekar, Principal Analyst, Forrester

READ MORE + READ LESS -
Sales
Becoming Partner Ecosystem Ready: The Sales Organization Transformation Imperative

Although customer-centricity is now accepted as a competitive imperative, it is not being applied to the channel sales strategy. Many companies continue to focus on the same partners supported by the same channel sales organization. This session will provide the following benefits:

  • Explain the required changes in channel sales roles, priorities, and competencies and their drivers
  • Provide insights on the processes, enablement, and technology required to drive better results

Speakers:
Stephanie Sissler, VP, Principal Analyst, Forrester

READ MORE + READ LESS -
Sales
Customer Success Teams Fail To Reach Potential Without Purpose-Built Technology

Customer success software platforms help customer success teams provide an experience that delivers customers value, motivating them to stay, grow, and advocate. Implemented alongside a well-crafted strategy, these platforms influence positive business outcomes for organizations and customers. This session will provide the following benefits:

  • Discover why the other tools in your tech stack are not enough for customer success
  • Get recommendations on how to deploy successfully to realize value from your investment

Speakers:
Shari Srebnick, Principal Analyst, Forrester

READ MORE + READ LESS -
9:40 am – 10:10 am CDT

Case Studies (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: Domo Empowers Revenue Team and Makes Engagement Moments Matter

What a difference a year can make! Last year Domo presenting Brainshark implementation best practices. This year, Domo has created the Domo Enablement platform to more efficiently and effectively onboard customer-facing teams and arm them with the required competencies to make customer engagement moments matter. Domo consolidated a tailored learning experience and coaching to drive performance and fuel the important moments of the buying journey. See how this approach has helped get ahead of the competition and ensure their teams are equipped to deliver exceptional customer experiences that matter.

Key Topics: Content Engagement Solutions & Sales Readiness

Speakers:
Robert Fox, Director, Revenue Enablement, Domo

Data Axle: AMA explores multi-sourced data in a Hybrid World

The American Management Association (AMA) has provided businesses with career-building training for 100 years. As work has shifted, blurring the lines between the office and home, AMA needed to quickly revamp their omnichannel marketing strategy. Explore how Data Axle, AMA’s partner for over 20 years, helped them confront the challenges posed by a hybrid work environment, the crucial role multi-sourced data plays in revolutionizing omnichannel marketing and why a channel agnostic approach is necessary.

Key Topics: B2B Data Providers & Professional Services

Speakers:
Trish Beltrano, Vice President Integrated Direct Marketing, American Management Association
Andrew Bloom, Chief Commercial Officer, Enterprise Solutions, Data Axle

Drift: How Elastic Turns Website Traffic into More, Higher Quality Leads

Investing time and money into driving prospects to your website only works if you can also get them to convert. Hear how Elastic leverages Drift to better identify visitors, understand their intent, and help them navigate the website based on their unique needs. Leave this session with Elastic’s best practices for creating superior website experiences and insights from their recent marketing campaigns you can implement with your teams today.

Key Topics: Customer Relationship Management & Digital Experience Delivery Platform

Speakers:
Bill Campbell, Director of Sales Development, AMER Elastic
, ,

G2: How IBM Drives Business Impact with Customer Voice

In the ever-evolving B2B marketing and selling landscape, buyer trust remains the foundation for success. To build this trust, it’s crucial to understand how customers are feeling. Through its digital transformation, IBM has partnered with G2 to understand and amplify the voices of its customers, making data-driven decisions to grow its business. In this session, learn how IBM incorporates stories, insights, and content at all stages of its engagement cycle.

Key Topics: B2B Data Providers

Speakers:
Jill Cross, Vice President, Global Demand Strategy, IBM
Mike Weir, Chief Revenue Officer, G2

Highspot: How NRG Created Sales Cohesion Amid Merger

Struggling to get your sales team to adapt to a new product or market? Imagine being thrown into a new industry, company, and products simultaneously. Go behind the scenes on how NRG navigated this when combining forces with Direct Energy. Hear how they created just in time learning and onboarding programs to ready their salesforce. Take advantage of how their reps analyze pitches, driving adoption of their Sales Enablement Platform, Highspot, to almost 100%.

Key Topics: Sales Content, Sales Readiness

Speakers:
Lamar Lee, Supervisor, Digital Sales Experience, NRG

Integrate: ABM and Demand Marketing are Converging: Are You Ready?

Demand and ABM marketing have traditionally been related but separate teams in most B2B marketing organizations. There is now increasing pressure to bring them together to address demand marketing efficiency issues and the challenge of effectively scaling ABM programs. However, to succeed in a converged demand + ABM environment, marketers must navigate strategic, tactical, and executional challenges. Join the Integrate session as we discuss the implications of the ABM and demand marketing convergence and provide practical guidance for marketers making the shift.

Key Topics: Account-Based Marketing Platforms, Emerging B2B Technologies & Services

Speakers:
Sophia Agustina, Global Demand Strategy, IBM
Marcia Trask, Sr. Director, Content Strategy , Intergrate

Mindtickle: Breakdown the silos to win together: How to implement a business pivot on a global scale

Hear from Jegen Kalimuthu, Global Sales Enablement at LinkedIn on how to tackle a global business transformation cross-functionally. Kalimuthu will speak to how he brought teams together to achieve a new messaging initiative under mounting pressures. Instead of finger-pointing and throwing in the towel, learn how enablement, marketing, sales leadership, and sales ops all play a role in implementing global change. Jegen will share his experiences from selling to enabling, as well as:

  • How he builds relationships and empathy to achieve common goals
  • Why cross-collaborating leads to a more strategic, rather than reactionary, enablement function
  • The secret to breaking down silos in revenue organizations

Key Topics: Revenue Operations & Intelligence, Sales Readiness

Speakers:
Jegen Kalimuthu, Head of GTM Enablement, Global Programs, LinkedIn Sales Solution

Outreach: How 3 leading sales organizations are creating and closing more pipeline, in spite of the turbulent market

Every sales team needs to do two things to drive revenue: create pipeline and close deals. But in a turbulent market, it’s easier said than done. And some companies are leading, while others fall behind.

In an era where new pipeline is harder to source, deal velocity is slowing, and conversion is decreasing, companies need to use the right tools, tactics and team culture to deliver.

Join Andrea Youmans from Outreach to learn how 3 leading sales organizations are increasing rep productivity to drive efficient, predictable growth.

Key Topics: Revenue Operations & Intelligence, Sales Engagement

Speakers:
Andrea Youmans, Senior Product Marketing Manager, Outreach
Maggie Valentine, Sr. Product Marketing Manager, Outreach

Printfection: Unplugged: Reconnecting through Experiential Marketing
In a world where we spend more time looking at digital screens than each other, we sometimes forget what we’re chasing: genuine human connection. This session will provide you with an inside look at how Brinqa elevated its marketing strategy, as well as insights into how you can achieve measurable results with experiential marketing while strengthening relationships with your audience.
 
Key Topics: Account-Based Marketing Platforms, Emerging B2B Technologies & Services

Speakers:
Lauren Eckles, Director of Global Field Marketing, Brinqa

Reprise: How Pendo and Zendesk Win More Deals With Product-Led Experiences

Today’s SaaS leaders know well the challenges of embracing customer-led growth and the demands this transition places on simplicity of message, clear product value and a personalized experience for self-guided engagement that wins business. In this session, you’ll discover how other SaaS leaders are tackling these challenges and showing value first from the initial product tour, to the first sales call, to technical demos, and more. We’ll explore what it means to go beyond product trials to deliver customer-led experiences that win deals.

Key Topics: Emerging B2B Technologies & Services & Digital Experience Delivery Platform

Speakers:
Evan Powell, Co-Founder and VP of Operations, Reprise

ZoomInfo: How Smartsheet Modernized Their Go To Market

Modernizing your GTM motion can mean a lot of different things – for Smartsheet it’s driving enterprise growth, efficiency at scale, and aligning sales and marketing goals. Hear from Andrew Bennett, Chief Marketing Officer at Smartsheet, as he talks through how Smartsheet is transforming their go to market and how ZoomInfo is core to their journey.

Key Topics: Account-Based Marketing Platforms, B2B Data Providers

Speakers:
Andrew Bennett, CMO, Smartsheet
Bryan Law, Chief Marketing Officer, ZoomInfo

10:10 am – 10:50 am CDT

Marketplace Break (In-Person Only)

Marketplace breaks are your chance to connect with sponsors and catch up with colleagues on the show floor.

Check out our Sponsor Spotlights to learn more about the next great solution for your team.

Attend one session:

10:15 am CDT - Jasper: On-Brand AI Content, At Scale
The demands on teams to generate content has never been higher, so marketing and sales leaders are turning to AI tools to help scale their content generation, but find that AI writing tools provide generic and unreliable results. Unlike other AI tools that provide generic AI writing that’s not specific to your business, Jasper Brand Voice takes what it knows about your brand’s tone, style, and key facts about your business, and allows you to create content that’s engaging, memorable, and most importantly, sounds like you. In this session, the Jasper team will show you how to create on brand content at scale with the help of generative AI.
Key Topics: Emerging B2B Technologies & Services, Sales Content

Speakers:
Cailin DeCort, Product Specialist, Jasper
Rae-Leigh Bradbury, Product Specialist, Jasper

10:15 am CDT - Modus: Simplify Your Content Strategy To Drive Situational Awareness

You’re heard it before. Sellers have less time with buyers. When meetings happen, sellers must deliver value with impact. Marketers may provide great content, but data shows it often goes unused—wasting time and opportunity. What if you could evaluate your content, based on a framework of who needs it—and the situation where it’s most relevant? This session will share an easy and practical method that connects your content with both selling situations and buyer personas.

Key Topics: Content Engagement Solutions & Sales Content

Speakers:
David Kriss, Chief Customer Officer, Modus

10:30 am CDT - Mediafly: 5 Ways To Generate Revenue With Generative AI

You’ve seen 101 prompts and tried Generative AI to write blogs and emails, but it’s now time to uncover the true value of Generative AI to drive revenue team effectiveness. In this session we’ll highlight 5 unconventional use cases that unlock the true potential of Generative AI. Discover how revenue teams can wield the power of Generative AI effectively to captivate buyers and improve lead follow up, rep coaching, forecast accuracy, uplevel talent, and more.

Key Topics: Revenue Operations & Intelligence, Sales Content

Speakers:
Matt Flug, Director of Marketing , Mediafly

10:30 am CDT - Planful: Achieve Operational Marketing Excellence

Marketing planning and budget management is hard with data spread across many systems. Attend this session to see how you can build, execute, and measure your marketing plan in one solution for unprecedented visibility, collaboration, and decision making. This session will show you how to calculate your marketing ROI and optimize your budget to impress the CEO.

Speakers:
Scott Todaro, VP, Marketing Performance Management Solutions, Planful

10:10 am – 10:40 am CDT

Executive Leadership Exchange (Invite-Only): Exclusive Q&A Session (Team Based)

As Summit 2023 reaches its final day, invite your teams to join you in the ELE lounge.​

Forrester analysts and executive partners will be available to discuss what you have heard and answer any questions you might have.

Speakers:
Nick Buck, VP, Principal Analyst, Forrester

10:50 am – 11:20 am CDT

Breakout Sessions

B2B Marketing Executives
Leveraging A Digital Marketing Strategy To Propel Growth

B2B marketing decision-makers cite a lack of clarity and alignment as the top challenge to achieving marketing goals. As customer buying decisions become more complex, digital marketing initiatives can expedite shifts within a company. Elevating digital as a strategic priority can accelerate revenue growth. This session will provide the following benefits:

  • Learn how to build a best-in-class digital marketing strategy
  • Learn how to assess digital goals and balance new priorities as they arise

Speakers:
Rani Salehi, Principal Analyst, Forrester

READ MORE + READ LESS -
B2B Marketing Executives
Stop Dabbling With CX — Differentiate To Drive Growth

In the battle for market domination, an incremental approach to CX may not be enough to hold your advantage. Level up efforts to differentiate your products and brand. This session will provide the following benefits:

  • Learn how B2B marketing leaders in intensely competitive markets (financial services, high tech, commodities, energy) differentiate and grow market share with CX
  • Understand how focusing on differentiation can sharpen strategy, rally stakeholders, reveal budget sources, and deliver growth

Speakers:
Su Doyle, Senior Analyst, Forrester

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Demand & ABM
Accelerating The “Goodbye MQL” Transformation — From Wild Idea To Reality

In the last 12 months, the market has embraced revenue process transformation. Many clients are moving from leads and marketing qualified leads to buying groups and opportunities. It’s no longer just an interesting idea but a reality, and the time to act is now! This session will provide the following benefits:

  • Address the top four concerns organizations face when making this transformation
  • Discover how embracing this change transforms marketing’s value to the organization

Speakers:
Terry Flaherty, VP, Principal Analyst, Forrester

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Demand & ABM
Activate Content Strategy With The Content Plan On A Page

Most marketers agree that content strategy is required for meaningful marketing plans. However, so-called content strategy is too often just a bill of materials. We will introduce a content plan on a page that connects strategy to goals and tactics. This session will provide the following benefits:

  • Provide an overview of the critical elements to include in content strategy for various plan types
  • Review a best practice template that’s ready to use

Speakers:
Phyllis Davidson, VP, Principal Analyst, Forrester

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Demand & ABM
Personal But Not Creepy: Personalization Attitudes And Altitudes In B2B Marketing

Personalization is table stakes in B2B, and it need not involve personally identifiable information to be effective. AI-powered personalization capabilities are enabling more relevant interactions and better conversations throughout the customer lifecycle, helping organizations deliver increasingly contextual interactions with immediate value. This session will provide the following benefits:

  • Gain insight into B2B buyer expectations for and attitudes toward personalization
  • Discover personalization techniques B2B marketers find most impactful

Speakers:
Jessie Johnson, Principal Analyst, Forrester

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Revenue Operations
The State Of B2B Marketing Measurement 2023

Understanding performance and demonstrating accountability are perennial top priorities for B2B marketing leaders. This session draws on Forrester’s latest quantitative research to give you a view of the current state of marketing measurement across B2B. This session will provide the following benefits:

  • Discover what metrics are being used by organizations with successful measurement programs
  • Learn about strategies for aligning your measurement with your organization’s growth strategies and stakeholder needs

Speakers:
Ross Graber, VP, Principal Analyst, Forrester

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Revenue Operations
B2B Sales Intelligence: A Critical Component Of The Revenue Engine

Many sales professionals are surrounded by data but starved for insights. Sales intelligence solutions are here to help! This session will provide the following benefits:

  • Learn about the findings of our B2B Sales Intelligence Vendors Landscape, Q3 2022
  • Learn how to select, deploy, and increase value from providers

Speakers:
Steve Silver, VP, Research Director, Forrester

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Revenue Operations
Conversation Intelligence Turns The Art Of Selling Into A Data-Driven Science

The ability to have a conversation that influences buyers to buy is a core sales skill. For years, these conversations were invisible. Participating in ride-alongs and listening to recorded calls were time-consuming, so they occurred on a limited basis. Conversation intelligence enables sales teams to unlock insights from these conversations to increase performance. This session will provide the following benefits:

  • Reveal new insights that improve seller performance
  • Increase selling time by eliminating administrative tasks

Speakers:
Seth Marrs, Principal Analyst, Forrester

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Partner Ecosystem Marketing
Partner Advocacy: Amplifying The Voice Of The Partner

The goals of voice-of-the-partner programs include establishing superior partner experience, ensuring partner commitment and loyalty, and igniting partner advocacy. B2B organizations should begin to formalize programs that amplify the power of partner advocacy and influence across a variety of audiences. This session will provide the following benefits:

  • Introduce the critical elements required for a partner advocacy program
  • Outline the first steps to take to establish program success

Speakers:
Kathy Contreras, VP, Principal Analyst, Forrester

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Portfolio Marketing
Fostering Career Growth In Portfolio Marketing

To make an impact, portfolio marketers must build capable, motivated teams. We will look at the unique challenges of developing skills in portfolio marketing. We will also review best practices for motivating teams to invest in personal professional development. This session will provide the following benefits:

  • Understand the steps for fostering growth in your portfolio marketing team
  • Provide guidance on practices that enable teams to take charge of their growth

Speakers:
John Buten, Principal Analyst, Forrester

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Portfolio Marketing
Threads That Bind: Developing Connected Messaging From Corporate To Buyer

It takes all sorts of messaging to satisfy buyers, partners, employees, and other stakeholders. These audiences need to understand the company’s value proposition, learn about product intricacies, or be reassured about the company’s reliability. A mix of disconnected messages doesn’t provide the whole story and makes for a bumpy buying journey. This session will provide the following benefits:

  • Understand how to build connected messages
  •  Identify shortcuts for building a complex set of messages

Speakers:
Ian Bruce, VP, Principal Analyst, Forrester
Barry Vasudevan, VP, Principal Analyst, Forrester

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Product Management
The Force Multiplier: Accelerating Product Leadership For Growth And Innovation

The popular perception of Steve Jobs as a hard-driving visionary is an incomplete model for today’s product leaders. An effective product leader focuses on a range of goals, from inspiring and coaching their teams, to delivering on product vision and strategy, to managing upward and outward to cross-functional peers. This session will provide the following benefits:

  • Discuss key objectives for today’s product management leader
  • Identify key focus areas for product leadership

Speakers:
Tony Plec, Principal Analyst, Forrester

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Sales
Product-Led Growth: Right Fit, Right Approach For Your Organization?

Adoption of product-led growth (PLG) has grown and deserves executive attention. Whether your organization is considering or already practicing PLG, our analysts can help you make it successful — as an enterprise strategy or companion to other go-to-market motions and self-service practices. This session will provide the following benefits:

  • Gain an overview: definition, principles, practices, examples, metrics, and fit assessment
  • Learn about next steps for product, marketing, sales, and customer success leaders

Speakers:
Rick Bradberry, Principal Analyst, Forrester
Lisa Singer, VP, Principal Analyst, Forrester

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Sales
Partner Ecosystems: The Multiplier For Customer-Obsessed Revenue Growth

A trending topic is the transition from relying solely on direct sales or resellers working independently to partner ecosystems. However, there is still confusion and uncertainty about partner ecosystems, why they are needed, and how they are driving incremental revenue growth. This session will provide the following benefits:

  • Explain why partner ecosystems are a revenue-growth imperative
  • Provide examples of how they are becoming a win-win-win for partners, the organization at large, and customers

Speakers:
Stephanie Sissler, VP, Principal Analyst, Forrester

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11:30 am – 12:00 pm CDT

Case Studies (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: How AI Aligns Marketing With Buyers, Sales, & Self

For decades, B2B marketing has struggled to align with sales. And both sales and marketing have struggled to align with buyers. The result has been massive waste in both sales and marketing, and endless cycles of process improvements that don’t really move the needle. In this presentation, Kerry Cunningham, former VP, Principal Analyst with Forrester, explains the types of alignment organizations really need and how AI is finally making that alignment a reality.

Key Topics: Account-Based Marketing Platforms & B2B Data Providers

Speakers:
, ,

Adobe: Cisco reimagines the center of its omnichannel solar system

Cisco Systems, a global IT and networking company, underwent a digital transformation to launch a SaaS distribution model and cross-portfolio solutions. Cisco.com, receives over 100 million visitors across 59 countries and 27 languages, and plays a crucial role in product awareness, demand generation, and customer service. Join this session with Adobe and Cisco to hear how digital marketing, customer experience, and IT teams united to create meaningful digital customer experiences, and streamlined workflows on Adobe solutions.

Key Topics: Emerging B2B Technologies & Services, Digital Experience Delivery Platform

Speakers:
Chad Reese, Senior Director, Marketing Operations, Cisco
Jill Steinhour, Director, Industry Strategy Hi-Tech, Adobe

Clozd: How data-driven CXOs use win-loss analysis to increase win rates & hit quota

Win-loss analysis is a best practice for increasing win rates and revenue in elite revenue teams. It provides a data-driven view into the reasons behind business wins and losses, which can lead to strategic changes that improve win rates by up to 50%. Diana Massaro (CMO, Skyhigh Security), Andrew Peterson, and Spencer Dent (Co-CEOs, Clozd) will share best practices for win-loss analysis and case studies of organizations that have used it to improve business outcomes, even during macro-economic turmoil.

Key Topics: Emerging B2B Technologies & Services, Revenue Operations & Intelligence

Speakers:
Andrew Peterson, Co-CEO and Founder, Clozd
Spencer Dent, Co-CEO and Founder, Clozd
Diana Massaro, CMO, Skyhigh Security

LeanData: VMware’s Digital Transformation: Navigating Change in Global Organizations

VMware is currently undergoing a digital transformation to shift and enhance the way it operates and interacts with customers. Through the implementation of new systems and technologies, VMware is redefining the sales experience for customers while enabling its complex, global sales team to better navigate a more competitive and digitally-driven marketplace. Learn how VMware began their digital transformation process, how they manage change, and their innovative plans for the future.

Key Topics: Revenue Operations & Intelligence & Sales Engagement

Speakers:
Beth Redpath Katz, Global Director, Lead Management & Integrated Demand Services, VMWare
Evan Liang, Co-Founder and CEO, LeanData

NetLine: How Buyer-Level Intent Data Helps ON24 Improve Pipeline Conversion

Understanding your buyer’s journey is tricky. Relying on account-level intent data only adds to the challenge. Having already integrated first-party engagement data from the ON24 platform into its operations and seeing significant lift in pipeline results, the company knew that gaining more real-time, first-party insights could advance that even further. Now, armed with NetLine’s Intentive, ON24 has a holistic view of the entire buying journey, knowing who, what, when, and where buyer actions occur across the entire B2B digital ecosystem. Join us for a candid discussion on how ON24 enhanced prospect intelligence, accelerated pipeline and improved conversion rates across the funnel.

Key Topics: Account-Based Marketing Platforms, Content Engagement Solutions

Speakers:
Tessa Barron, Senior Vice President of Marketing , ON24
David Fortino, Chief Strategy Officer, NetLine

Optimizely: Speed Kills Wins: How JW Player Reimagined its Marketing Engine to Achieve 2X Output

What’s the greatest competitive advantage you can have as a modern marketing team? If you ask Matt Malanga, JW Player’s Chief Marketing Officer, the answer is simple: speed. In this session, Matt sits down with Shafqat Islam, Optimizely Chief Marketing Officer, to share how his marketing org moved off basic project management and onto a purpose-built marketing solution — enabling them to share global calendars, create repeatable campaign playbooks, and integrate content repositories for maximum reuse. The result? 2x overall output, and a 200% expected ROI — in the first year alone.

Key Topics: Content Engagement Solutions, Digital Experience Delivery Platform

Speakers:
Matt Malanga, CMO, JW Player
Shafqat Islam, Chief Marketing Officer, Optimizely

Outreach: Leveraging RevOps to Unleash Innovation for Lasting Success

Learn how to use less technology while remaining innovative, to create scalable systems that reduce friction between sales reps and help them close more deals. Defining the problem and process, understanding the tools and technology already in place (including reading release notes!) and partnering with a strong revenue enablement leader are all critical. Hear how Outreach has enabled NewtonX’s sales teams to live within one tool, while standardizing data and process and increasing user adoption.

Key Topics: Revenue Operations & Intelligence, Sales Engagement

Speakers:
Kumbi Murinda, Director of Revenue Operations, NewtonX

Seismic: It’s never too soon for smarter enablement

Hear how Loopio designed their enablement organization from the ground up to support the entire revenue engine with the content and competence that drives measurable results. Join us for a lively conversation with Stephanie White as she shares her enablement journey as it transforms from random acts of learning and content to a data driven machine–and the lessons she has learned along the way.

Key Topics: Sales Content, Sales Readiness

Speakers:
Stephanie White, Senior Director, Revenue Enablement, Loopio
Heather Cole, VP, Market Growth, Seismic

The Marketing Practice: How Boeing Transitioned From Product Focus to Customer Outcomes

The key to success, now more than ever, is truly understanding your customers. For Boeing, that means helping airlines minimize travelers’ frustrations in the current era of cheap travel and inadequate infrastructure. Discover how Boeing built a growth engine putting its customers and their passengers at the forefront with their Integrated marketing campaign “Happy Passengers,” shifting focus from product to customer outcomes and helping guide Boeing’s airline customers through the travel rollercoaster of post-COVID.

Key Topics: Professional Services

Speakers:
Jason Fish, Senior Manager of Marketing Execution, Boeing
Kari Wiens, Director of Growth Strategy (Demand Generation), The Marketing Practice

12:00 pm – 1:00 pm CDT

Lunch & Marketplace Break (In-Person Only)

Marketplace breaks are your chance to connect with sponsors and catch up with colleagues on the show floor.

Check out our Sponsor Spotlights to learn more about the next great solution for your team.

Attend one session:

12:05 pm CDT - Marin Software: PPC for B2B: Best Practices for 2023 and Beyond

LinkedIn and MarinOne partnered to survey over 300 B2B marketers to identify trends, challenges, and opportunities. Join this session to learn how B2B marketers are approaching measurement, testing, content creation, audience targeting, and cross-channel budget investments. We’ll also provide best practices gleaned from the survey results and Marin’s 15 years of B2B marketing experience for how you can prepare your B2B Marketing campaigns for success in 2023 and beyond.

Key Topics: Emerging B2B Technology Providers, Professional Services

Speakers:
Gordon Ferris, Director of Growth Marketing, Marin Software

12:20 pm CDT - Shift Paradigm: There’s No Such Thing As A Free Implementation

The marketing landscape has reached over 11,000 solutions as companies rise to serve the needs of the market. Finding the right tools in this noise is difficult enough, but is the implementation even harder? Join Mike Barbeau, Chief Growth Officer at Shift Paradigm, as he walks you through the considerations you need to know as you onboard more tools into your stack and how to ensure your implementation is done right the first time.

Key Topics: Professional Services, Revenue Operations & Intelligence

Speakers:
Mike Barbeau, Chief Growth Officer, Shift Paradigm

12:00 pm – 1:00 pm CDT

Executive Leadership Exchange (Invite-Only): Exclusive Team-Based Lunch (ACC)

As Summit 2023 draws to a close, enjoy lunch with your team.​

Forrester teams will be available to chat with you about how we can help you implement what you have learned at Summit.

1:00 pm – 1:30 pm CDT

Keynote: Designing For Growth: The Blueprint Of A Customer-Obsessed Technology Strategy

Traditional approaches to technology have left many B2B organizations and their customers wanting more. Technology plays a critical role in driving business success, but investing in the latest tools is not enough. For companies that truly want to accelerate their growth, customer obsession must be the cornerstone of tech strategy transformation. This session will provide the following benefits:

  • Explain how technology helps organizations achieve customer-obsessed growth
  • Discuss the pillars of a customer-obsessed tech strategy

Speakers:
Katie Linford, Principal Analyst, Forrester