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The New GTM Playbook: Winning in the Margins for B2B Tech
The GTM Playbook by James Kaikis
9 episodes
1 week ago
The traditional GTM Playbook is under attack as new, innovative motions emerge in B2B tech. Join James Kaikis, Chief Revenue & Experience Officer at TestBox, as he interviews b2b operating experts redefining the playbook by ‘winning in the margins’—tactics that focus on incremental innovation and leveraging non-obvious advantages. Tune in to stay ahead in the ever-changing world of go-to-market strategies in B2B tech.
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Business
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All content for The New GTM Playbook: Winning in the Margins for B2B Tech is the property of The GTM Playbook by James Kaikis and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
The traditional GTM Playbook is under attack as new, innovative motions emerge in B2B tech. Join James Kaikis, Chief Revenue & Experience Officer at TestBox, as he interviews b2b operating experts redefining the playbook by ‘winning in the margins’—tactics that focus on incremental innovation and leveraging non-obvious advantages. Tune in to stay ahead in the ever-changing world of go-to-market strategies in B2B tech.
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Business
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Demo Automation Demystified with David Yockelson
The New GTM Playbook: Winning in the Margins for B2B Tech
35 minutes 25 seconds
11 months ago
Demo Automation Demystified with David Yockelson

In this episode, James Kaikis, Chief Revenue and Experience Officer at TestBox, sits down with David Yockelson, Distinguished VP and Gartner Fellow, to break down the complexities of demo automation and its evolving impact on GTM strategies in B2B SaaS.

With extensive experience advising tech companies on go-to-market strategies, David shares his insights on why demo automation has become an essential tool for aligning sales and marketing and driving efficient pipeline growth. The conversation dives into the nuances of demo technology, exploring the differences between interactive demos, live demos, and product tours, and why these distinctions matter for GTM leaders striving to deliver a frictionless buying experience.

Key takeaways include tactical insights on:

  • How to choose the right demo solution for each stage of the funnel and audience type

  • The influence of product-led growth (PLG) on modern sales, and where/when it makes most sense

  • Why signal-based selling and precise account targeting are critical to maximizing resources and boosting conversion rates

Get practical advice on building a streamlined GTM strategy with demo automation, plus tips on avoiding common pitfalls when adopting this technology. 

Tune in to hear from the leading demo automation analyst :

  • (01:12) Meeting David Yockelson

  • (08:27) Understanding Demo Automation in Sales & Marketing Alignment

  • (18:45) Choosing Between Interactive Demos, Live Demos, and Product Tours

  • (33:10) Signal-Based Selling and Its Growing Role in SaaS

Follow David on LinkedIn: https://www.linkedin.com/in/david-yockelson-452324/

More from The New GTM Playbook: 

Watch more episodes at: https://www.testbox.com/gtm

Subscribe to the newsletter: https://www.testbox.com/subscribe

Follow James on LinkedIn: https://www.linkedin.com/in/jameskaikis/


The New GTM Playbook: Winning in the Margins for B2B Tech
The traditional GTM Playbook is under attack as new, innovative motions emerge in B2B tech. Join James Kaikis, Chief Revenue & Experience Officer at TestBox, as he interviews b2b operating experts redefining the playbook by ‘winning in the margins’—tactics that focus on incremental innovation and leveraging non-obvious advantages. Tune in to stay ahead in the ever-changing world of go-to-market strategies in B2B tech.