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Portfolio marketing is one of the least well-defined functions in B2B marketing yet has one of the broadest remits. But if you’re struggling to define it, it’s even harder to know what “good” looks like.
In this peer discussion, Forrester analysts will share compelling data from Forrester’s Portfolio Marketing Survey, 2024, about what sets high performers apart. We'll then discuss as a group what this looks like at your respective organizations, share examples and ideas, and discuss how to level up.
Join Nicky Briggs, VP and principal analyst, and Katie Fabiszak, principal analyst, for an interactive discussion with fellow portfolio marketing and product marketing leaders. Bring your questions and recommended practices to share with the group.
Peer discussions are available exclusively to Forrester Decisions VIP Leaders and Leader license holders for their own participation.
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Results from Forrester’s Portfolio Marketing Survey, 2024 reveal significant gaps between high- and low-performing organizations.
Discover the results of Forrester’s latest Portfolio Marketing Survey.
In this report, we identify seven key priority areas portfolio marketers must master to unlock and encode buyer needs into an organization’s DNA to discover growth opportunities and maximize go-to-market performance.
Anyone who sells software or digital goods online and wants to grow through globalization will at least consider a third-party Merchant Of Record model. Merchant of Record (MOR) solutions have existed for decades, but the industry has made headlines recently with some notable departures: Digital River, a former heavyweight in the market, is closing up shop, and a relative newcomer in the category, Lemon Squeezy, was acquired by payments heavyweight Stripe, which, per its founder, will “scale Merchant Of Record selling in a big way.”In this webinar, Forrester analyst Lily Varon is joined by a panel of CEOs from three major players in the MOR solution space: David Nachman, CEO of FastSpring; Jimmy Fitzgerald, CEO of Paddle; and Wendi Sturgis, CEO of Cleverbridge. Key takeaways: Understand what is really going on with the Merchant Of Record market right now.Learn how to avoid common pitfalls of MOR selling.Discover the best ways for digital leaders to prepare for the future of MOR selling.Target audience level: all levels
Your B2B customers expect personalized interactions on their terms and timelines. Outdated marketing, sales, and postsale processes have failed to meet their changing expectations, resulting in poor experiences that make it harder to retain accounts and grow them further. Customer success is uniquely positioned to engage customers and help them achieve meaningful results, but only if you elevate its role in transforming revenue processes that create more durable growth.Key takeaways: Learn why customers are the key to stable, long-term growth.Understand the role of customer success in transforming revenue processes.Explore how top CS teams guide customers through four distinct postsale stages of the Opportunity Lifecycle framework.Target audience level: intermediate
Misalignment in B2B planning disrupts sustainable growth and negatively impacts the customer experience. In this session, we'll show you how to integrate, sequence, and synchronize planning processes across all your go-to-market functions. By getting everything aligned, you'll not only drive growth but also create a smoother, more enjoyable journey for your customers.Join us to enhance coordination and drive success across your go-to-market functions.Key takeaways: Synchronize Efforts: Master the layers of B2B planning across teams to ensure everyone is working in harmony.Foster Collaboration: Learn the sequence of annual planning processes (occurring throughout the year) that promote teamwork and help commit resources and priorities effectively.Avoid Siloed Execution: Identify the essential outputs needed to inform each downstream planning process, ensuring seamless execution across all functions.Target audience level: all levels
Gearing up to deliver great experiences? Start with why your organization is investing in Customer Experience (CX). Whether the objective is revenue, growth, profitability, retention, innovation, or brand value, organizations need a unique set of capabilities to determine what customers need, design and test solutions, and deliver for customers.Key takeaways:Explore B2B CX success stories.Learn how to match CX capabilities to your mission.Learn what skills to own, upskill, borrow, and outsource.Target audience level: beginner and intermediate
Business buying remains a complex process despite the arrival of new self-service technologies such as generative AI (genAI). Companies must have a deep understanding of their target market and buyers’ needs, preferences, and behaviors to assist them in decision-making. B2B marketing and sales teams also must navigate the buyer’s wider value network and prepare for their use of genAI. This webinar presents insights from Forrester’s Buyers’ Journey Survey, 2024, to help providers comprehend the obstacles that buyers encounter and discuss how to upend outdated go-to-market (GTM) strategies to help buyers make better decisions.Key takeaways: Learn how buyer behaviors have changed in the last year.Discover the reasons behind buyer frustration and the factors that cause purchase journeys to stall.Explore how buyers are using genAI to research solutions and vendors.Learn what providers must do differently to improve buyer engagement and help buyers make better buying decisions.Target audience level: all levels
Traditional business goals haven’t explicitly considered the customer’s experience, leaving a gaping hole in many corporate strategies. Better customer experience (CX) breeds better business outcomes, and winning executive support for experience improvements can make or break companies’ efforts in terms of differentiation, optimization, or survival. Key takeaways:Discover why CX is a pillar of business success.Explore three levers for the business case for experience improvement.Learn proven approaches for selling and socializing these ROI stories.Target audience level: beginner and intermediate