Latest / Sales Pipeline Radio / From Vision to Reality: Event Strategy for Business Impact
Transcript
- 0:15Matt Heinz: Well welcome everybody.
- 0:16Welcome to Cvent CONNECT, first podcast recording here.
- 0:18We are outside the Innovation Pavilion on the third floor of the San Antonio
- 0:22Conference Center, and excited to kick this off with Mark and Jen from Workhuman.
- 0:26Guys, thanks so much for joining us.
- 0:28Jen Mangini Perry: Thanks for having us.
- 0:29Matt Heinz: So this is kind of a last minute addition to our schedule,
- 0:31which, you know, is apropo on brand for conferences and events.
- 0:34As much as we tried to plan them, it's a lot of, we were
- 0:36talking before we got started.
- 0:37It's a lot about that sort of chaos and living and leaning
- 0:39into that chaos of events.
- 0:41Jen Mangini Perry: You have to love it.
- 0:42You have to love the chaos or this is not the field for you.
- 0:45Matt Heinz: Yeah.
- 0:45Yeah.
- 0:45Mark Correira: Ready for everything.
- 0:46Matt Heinz: So you guys have worked together a long time, right?
- 0:48It's like 10 plus years or something?
- 0:49Yep.
- 0:49So just quick introduce yourselves and the role you play and
- 0:51sort of how you work together.
- 0:52What's the magic there to make events work successfully.
- 0:55Mark Correira: I'm Mark Correira, the director of Go-to-Market
- 0:57Technology at Workhuman.
- 0:58I've been there about 14 years now.
- 1:00And I've been working on Workhuman Live, which is our flagship
- 1:02event since its inception.
- 1:04Jen Mangini Perry: Yeah, yeah, same.
- 1:05I've now been with the company for 10 years.
- 1:07I started the same year that we started our big flagship event, and I oversee
- 1:11content and creative for all of our events which includes a couple in
- 1:14Europe as well as here in the States.
- 1:17Matt Heinz: So much we have to talk about here.
- 1:18And the one thing I wanna start with is not just producing events, but
- 1:21thinking about event experiences.
- 1:23What's the difference between doing an event and really prioritizing and planning
- 1:27for experiences people have there?
- 1:30Jen Mangini Perry: I don't know if there is, I don't think
- 1:31there should be a difference.
- 1:33Matt Heinz: Ah, okay.
- 1:33That's a trick question.
- 1:33You passed.
- 1:34Yes.
- 1:35Jen Mangini Perry: So I come from brand and I think that all
- 1:37events are brand expressions.
- 1:40Mm-hmm.
- 1:40But they're the fullest form of the brand.
- 1:43Somebody said that on stage yesterday, and I loved the way that he said that.
- 1:45I think it was actually your CEO, about how the brand expresses
- 1:50itself in 3D, how your people are.
- 1:53That's right.
- 1:53All of the fonts, colors, all of the things, but it's really.
- 1:57You know, what is that statement about?
- 1:58Nobody remembers what you said it was how you made them feel.
- 2:01Exactly.
- 2:01Exactly.
- 2:01And so there's this whole sensory and three dimensional experience
- 2:04of a brand in its event.
- 2:07It either fails or it succeeds and it's true or it's false when
- 2:10it comes to your brand promise.
- 2:12Yeah.
- 2:12When it's an in-person event.
- 2:14Mark Correira: And I think from my perspective, being in charge of like the
- 2:17event technology and those kinds of things it's important for me to understand.
- 2:21And to ensure that our attendee experience is as seamless
- 2:24and as flawless as possible.
- 2:25Yeah.
- 2:26Jen and I talked in a session we gave yesterday about the best parts
- 2:30of creative and technology are when they're not something memorable.
- 2:33Mm-hmm.
- 2:34They're invisible, almost invisible to the attendee, like registration.
- 2:36You want that to be a seamless, flowy experience that someone comes in, gets
- 2:40their badge and walks away and it doesn't leave a lasting impression in their mind.
- 2:44Matt Heinz: Yeah.
- 2:45Talk about the importance of having people thinking about the
- 2:47brand and the experience, really collaborating tightly with the tech
- 2:50teams that are producing the events.
- 2:52'cause sometimes they don't always speak the same language.
- 2:54Right.
- 2:55Talk a little bit about what best practices of making that work.
- 2:57Jen Mangini Perry: So what is, again, some of the things that we had said
- 3:00yesterday, I think we talk about all the time is bring your tech
- 3:02people into the conversation early.
- 3:03Yeah.
- 3:04I think that there's, if I have five ideas and I take those ideas to leadership.
- 3:09They approve one of them.
- 3:10I take the one idea to my tech person mm-hmm.
- 3:13When really my perception about how we would implement it on
- 3:17the other four might be wrong.
- 3:18It might be incomplete.
- 3:20Yeah.
- 3:20You know, Mark might say, oh, well actually I could make that work.
- 3:23It might be different.
- 3:24Yep.
- 3:24So what got approved, it wasn't a true representation of what was possible.
- 3:30And I like to live in the land of the possible and never sleep on a great idea.
- 3:33So if I have five ideas, and I take to Mark and he can tell me, well,
- 3:37two of those aren't actually viable.
- 3:38If that's the outcome, we need to do different things.
- 3:42Mm-hmm.
- 3:42But then he can one up an idea.
- 3:43Mm-hmm.
- 3:43He can say, okay, I could actually make that bigger.
- 3:44I could make that, you know, an augmented reality.
- 3:47I could make that all sorts of different things.
- 3:49That's right.
- 3:49How do I achieve that?
- 3:51So bring in your people as early and collaborate with them on the ideas.
- 3:56Let them come up with half the idea.
- 3:58Mark Correira: Yeah, yeah, yeah.
- 3:59And I think that's my role is really to bridge between the creative and the
- 4:02possible, you know, understanding our tech stack and knowing what our limitations
- 4:06and our capabilities are, and being able to think not just outside of the box, but
- 4:10be able to take an idea or a proposal and be able to pivot that slightly so that
- 4:15it fits more closely with what's feasible within our tech stack and doesn't, you
- 4:20know, blow us out of budget or mm-hmm.
- 4:21Or isn't overly complicated for the attendee.
- 4:23So it's important really to have that collaboration and have that give and take
- 4:27so that we can both kind of step on either side of the aisle and I can give Jen some
- 4:31creative feedback or she could give me some technical feedback like, what if it
- 4:34did this, or what if it was that color?
- 4:36Mm-hmm.
- 4:36It's really important to blur the line in between creative and technology.
- 4:39Matt Heinz: So let's take that another step and talk about the difference
- 4:42between creating the integration between creating great experiences at events
- 4:46and getting people into the product.
- 4:48Especially when you're doing, like, think about the flagship event you
- 4:50have, like, we're not doing this just to give people great experiences.
- 4:52We need them to keep paying us, right?
- 4:54We're doing this to get new customers, to keep customers happy and loyal.
- 4:57So we want them to see like, typically we're doing new features, we've got
- 5:00new products, we're launching, we want them to get into that, but there's an
- 5:03experience component to that as well.
- 5:05Talk about bringing those together.
- 5:07Jen Mangini Perry: So,
- 5:11there's so many things, when technology is, you know, again, siloed in that
- 5:15executional sort of way, they're not often told to think about the business outcomes.
- 5:21Yep.
- 5:21And I think when you involve your tech partners and you think about
- 5:23the business outcomes and creative doesn't get too in love with its ideas.
- 5:27Yeah.
- 5:27And you're thinking about the business outcomes, that's when the
- 5:29collaboration really starts to happen.
- 5:30And so we talk a lot.
- 5:32We're both very friendly and have deep relationships with our sales team.
- 5:36Yeah.
- 5:36And with our customer experience people, we know how the product works.
- 5:39We also use the product.
- 5:41Mm-hmm.
- 5:41At our company, we are the biggest super user of our product.
- 5:45And it is a fantastic thing to use.
- 5:46So we have a personal interpretation of it.
- 5:49And then so when we get together and say, how do I get somebody
- 5:51to understand this quickly?
- 5:53Right?
- 5:53Because our competitors like to say that our technology is complicated.
- 5:58Mm-hmm.
- 5:58And I'm gonna say it's robust.
- 6:00There you go.
- 6:00And there's a big difference between the two.
- 6:02But at an event, you have the element of time.
- 6:05Yep.
- 6:05It's shortened.
- 6:07How do I get you to experience what our product can do for you?
- 6:11Yep.
- 6:11In a shortened, gamified way.
- 6:12So I don't know if you want explain like the Gratitude Bar,
- 6:14like how we sort of got to that.
- 6:16Mark Correira: Well, sure.
- 6:16And I mean, even before we get to that, one thing that we do with our activations
- 6:20are make sure that we align some type of analogy between what the attendee is
- 6:26experiencing in their activation mm-hmm.
- 6:28And some portion of the product.
- 6:29Matt Heinz: Yep.
- 6:29Mark Correira: So they're not just running around grabbing
- 6:32swag, water, bottle, socks, right.
- 6:34Stress balls, all those kinds of things.
- 6:36We make sure that almost all of our activations have some common thread
- 6:40that ties back to either a thought leadership or a focus area for the product
- 6:45and some stress point or some issue that the product is trying to solve.
- 6:49Mm-hmm.
- 6:49But also tie it back to the way that the user might interact with the product.
- 6:54So one thing, as Jen mentioned that we developed over time throughout
- 6:57the event was our version of what we call a Gratitude Bar.
- 7:00So obviously Workhuman sells our rewards and recognition, it's peer to peer.
- 7:04And we came up with kind of an outside of the product, very light version
- 7:08of the rewards and recognition flow that we call the Gratitude Bar.
- 7:13And we activate that within the event via iPads.
- 7:16We have a digital wall that shows like the award feeds, so all
- 7:19the moments that are going back and forth between our attendees.
- 7:21And in recent years we've actually embedded that into the mobile app as well.
- 7:24Yeah.
- 7:25So everywhere the attendee goes throughout the event they have that
- 7:28ability to give and receive recognition and it really takes almost no effort
- 7:33from them from there to be able to introduce them to a sales person.
- 7:37Mm-hmm.
- 7:37And it's really a much warmer introduction into the sales process than it would be
- 7:42if you were just hovering or the sales person was just hovering, kind of waiting
- 7:47to pull someone into their demo booth.
- 7:48It feels almost car sales mini.
- 7:51Yeah.
- 7:51If it's that way.
- 7:51But if they have that warm introduction and they say, oh, I noticed you just
- 7:55gave a recognition moment to one of your colleagues, why don't you
- 7:57just step over here for a couple minutes and I can show you how you
- 8:00can bring that back to your company and really build and foster culture
- 8:03within your company using our product.
- 8:04Jen Mangini Perry: This is one of the ways that I think we get
- 8:06a lot of executive permission.
- 8:08Yeah.
- 8:09And alignment and approval on something that's very expensive.
- 8:11Events are not cheap.
- 8:12Yeah.
- 8:13We know that, you know, being in the business, if you were using events as
- 8:15a cost per lead, like that's expensive.
- 8:19Yeah.
- 8:19You know, when you're thinking about it from the business's point of view.
- 8:21And so when we create these activations and things for the users and the
- 8:25attendees to get value out of playing with a thing and networking and learning.
- 8:29Mm-hmm.
- 8:30But we need to tie it to something in the business.
- 8:32If I'm gonna pay to build some crazy bespoke activation, it's
- 8:36gotta tie to the theme of the event, pain points of my audience.
- 8:39It, which is a way that the brand shows our audience.
- 8:42We know you, we understand what your pain points are.
- 8:44Yeah.
- 8:44And then also tie it to the product.
- 8:46And so every activation ties to performance recognition, gratitude,
- 8:51we use them a lot to flip myths or preconceived notions about what the
- 8:55product is or what the product can do.
- 8:57Mm-hmm.
- 8:57How do we use all of these play things to say, you think you understand
- 9:00what rewards and recognition are, but not the way we do it.
- 9:03Yeah, yeah.
- 9:03We have something new to show you and sort of bring them in, like Mark said, to draw
- 9:07them into those, you know, deeper sales experiences when they're asking deeper
- 9:11questions, where they're interested in it.
- 9:12And then it's a little less, somebody spraying you with perfume at the mall.
- 9:16Matt Heinz: Yes.
- 9:17Such great event storytelling examples so far.
- 9:19Here we've got Mark and Jen here from Workhuman.
- 9:22We're outside the Innovation Pavilion at Cvent CONNECT.
- 9:24Mark, you're the director of Go-to-Market Technology.
- 9:26Jen, you run content, creative and brand that is oil and water at
- 9:29some companies, but you have worked together for 10 years making this work.
- 9:33What's some of the keys to the successful relationship you have working together?
- 9:38Mark Correira: Sure.
- 9:39I think the ability to see each other's perspective mm-hmm.
- 9:43Is something that's important to both of us.
- 9:45We never come into a conversation or even a meeting about the event or
- 9:49anything that we might be trying to do from either a tech or a creative
- 9:52perspective with a hard set agenda.
- 9:55Yeah.
- 9:55Where we always come in open to collaborating, to being able to
- 9:59be flexible on either our ideas or what the end outcome is.
- 10:02Yep.
- 10:03And the means to get there.
- 10:04So I think that collaborative spirit is really, really
- 10:06important and paramount to us.
- 10:07Matt Heinz: Love that.
- 10:08Jen Mangini Perry: Yeah.
- 10:08I think this is one of those places where I want people to
- 10:10think about creative and technology differently, creative and innovative.
- 10:15Are two synonyms.
- 10:17Mm-hmm.
- 10:18And we think of creative as colors and fluff and design and decor.
- 10:22When design is a term of engineering.
- 10:24And when we think about innovation, we think about technology.
- 10:27But without a user interface it's useless.
- 10:29Yeah.
- 10:29Without the human way to perceive it or, you know, absorb it, it can't happen.
- 10:35So I, I think we both have a deep respect for the idea that we are problem solvers.
- 10:40We are here to help someone get to someplace better, to some new thing.
- 10:44And we definitely have a, you know, no god's no Kings mentality when we
- 10:47get into a room to brainstorm it.
- 10:50A great idea can come from anywhere.
- 10:51Matt Heinz: Good, good, good.
- 10:52You know, I think a lot of people, when they design events, when even when
- 10:55they talk about doing the next event after something, they use a lot of
- 10:58intuition, they use a lot of emotion, they use a lot of anecdotal evidence.
- 11:02You guys use a lot of data to pull this together.
- 11:04I wanna understand what's on that dashboard.
- 11:06What's some of the data you use today to sort of make the next event better?
- 11:10Mark Correira: Sure.
- 11:10One thing that we certainly pay a lot of attention to are our
- 11:14session and post-event surveys.
- 11:15Mm-hmm.
- 11:16We pay huge attention to the comment section, obviously.
- 11:19Yeah.
- 11:19We want to know, aside from the questions that we're asking, what
- 11:22are the things that are top of mind for our attendees that we may not
- 11:25be considering even in the questions that we're asking in these surveys?
- 11:28Yep.
- 11:28So it's really important for us to come back really synthesize all
- 11:32of that data that we come through and compare it year over year.
- 11:35We do the same thing with our event.
- 11:36We tend to move it around.
- 11:38We don't repeat locations very often.
- 11:40Mm-hmm.
- 11:40And every year is somewhere new.
- 11:42So we even follow that mantra like, are we too far away from
- 11:45a hotel in this particular city?
- 11:47Are we too far away from like the downtown for evening activities?
- 11:50And all of that really goes into a lot of the planning as well around
- 11:54some of like the less fun logistical things like are we having to do
- 11:57shuttles and all that type of stuff.
- 11:59But it really does depend on feedback from our attendees.
- 12:02Mm-hmm.
- 12:02And we're constantly listening.
- 12:04We're always gathering feedback either in person or through, you know, an
- 12:08event app or a post event survey.
- 12:09Yeah.
- 12:10So that feedback from the attendees is really paramount to us.
- 12:12Yeah.
- 12:12Matt Heinz: And Jen, I know a lot of brand and creative folks that think
- 12:14of data sometimes as a limiter, but I know in your case, like it actually
- 12:17gives you flexibility and freedom to use that as a launching pad.
- 12:21Jen Mangini Perry: Absolutely.
- 12:21And again our teams are very strategic creatives.
- 12:25We might like the blue ad best, but if it's not performing,
- 12:27it's not worth anything to us.
- 12:29Right.
- 12:29You know, I think our creative team looks at it like a science
- 12:31experiment all the time.
- 12:33How do I make them move, do something different?
- 12:37How do I change a behavior?
- 12:38Even if we launch the agenda a different time every year, or our
- 12:43big keynote speaker, what effect does that have on registration.
- 12:46We've learned it doesn't, yeah.
- 12:48Our double down data is our double down date, year over year.
- 12:50We have a decade's worth of data.
- 12:51So, you know, sometimes you're like, oh, well was it the location?
- 12:54Was it all these other things that we change about the event?
- 12:57Mm-hmm.
- 12:57Like what's steady versus what's flexible?
- 12:59And it teaches my team what they have power over.
- 13:03You know, where can we make strides.
- 13:05Where can we test new things?
- 13:06Where can we flip a table and start all over?
- 13:08Yeah,
- 13:09Matt Heinz: yeah, yeah.
- 13:10You've referenced sales a couple times, and I want to dig
- 13:12into that a little bit, right?
- 13:13Because the end of these events, we can talk about experience and everything
- 13:16else, but we're gonna look at some hard pipeline numbers at some point.
- 13:19And there's a couple angles I wanna take on that first.
- 13:21As you're designing an event and as you're designing like the, it's like
- 13:24the Innovation Pavilion here, right?
- 13:25Like here at Cvent CONNECT, there's a significant portion
- 13:27that is Cvent space, right?
- 13:30How do you design that at Workhuman to not only allow for a great customer
- 13:34and attendee experience, but to give sales the opportunity to do their job.
- 13:38Jen Mangini Perry: Mm-hmm.
- 13:39So Cvent is only used at events.
- 13:43It is a site specific technology, right?
- 13:46Like it's on your websites, it's a part of an event experience.
- 13:49We're human as a technology should be a part of the daily
- 13:52life of all of your humans.
- 13:53Mm-hmm.
- 13:53And so I think that design should be onomatopoeic, it should feel like what
- 13:57it is in every space that it exists.
- 13:59Yep.
- 13:59And so they're woven together.
- 14:01There is no space.
- 14:03That is without sales, without the product, without the company's brand.
- 14:08Because it's a philosophy, it's a thought leadership.
- 14:10We're about connecting human beings to one another.
- 14:13Yeah.
- 14:13And so that should be present in all the spaces.
- 14:15So while we do have, you know, specific places for demos and people to ask a
- 14:18question, that's only by the nature of humans, wanna know where to go to get
- 14:23breakfast, get coffee, get a thing.
- 14:25As far as way finding is concerned, but we try to weave their
- 14:28experience in, they attend the sessions, they go to the parties.
- 14:31Mm-hmm.
- 14:31We want sales to be there to create relationships.
- 14:35Right.
- 14:36I don't wanna say this too loudly, like I don't care how many demos they show, as
- 14:40long as they have deep conversations and connections with the people who matter.
- 14:44Yeah.
- 14:44We're gonna measure things like, how many demos did we have?
- 14:46Of course, those things have to exist in, you know, the day-to-day of the business.
- 14:50But really it's about creating spaces for them to have connection
- 14:54that then exemplifies this conversation was so great.
- 14:58Yeah.
- 14:58If we worked together, I would've given you a recognition moment
- 15:00and we would've changed the culture of our company together.
- 15:03Matt Heinz: Yeah.
- 15:03Jen Mangini Perry: And to give sales that narrative is paramount to our company.
- 15:07Matt Heinz: I think that's so important.
- 15:07I wanna reiterate that for the people in the back that may not be listening, that
- 15:10like in the room, the experience you have, it's not the only opportunity to sell.
- 15:15Right.
- 15:15It sets up future opportunities.
- 15:17Sometimes three steps is faster than one.
- 15:19And so engineering that and reiterating that.
- 15:22Yes.
- 15:22And then getting consensus from the sales team.
- 15:24To sort of be patient and to be disciplined to do that the right way, that
- 15:28isn't always an easy thing to get done.
- 15:30Mark Correira: No, absolutely.
- 15:31And we also spend a lot of time thinking about opportunities for putting those
- 15:35attendees in front of our sales reps.
- 15:37So even when we design our Workhuman Central, which is what we call our
- 15:41trade show floor, Workhuman live.
- 15:42We spend a lot of time thinking about traffic flow, traffic pattern.
- 15:45We tend to use a lot of either quadrant based or like hub and spoke model.
- 15:49Mm-hmm.
- 15:49So that everything flows through the center of that space.
- 15:52Yep.
- 15:52And one other feature that we tend to keep year over year is
- 15:57putting our main stage content,
- 15:59Jen Mangini Perry: mm-hmm.
- 16:00Mark Correira: Adjacent to Workhuman Central.
- 16:01Yeah.
- 16:01And we use that as a forcing function so that the only way in and out of main stage
- 16:05is to pass through that trade show floor.
- 16:07Nice.
- 16:07It's forced traffic and it might seem like something that's trivial.
- 16:10But the amount of conversations that happen, even in that transition
- 16:13time in between leaving main stage and going to a breakout session are
- 16:17just another opportunity to get our attendees in front of our sales folks.
- 16:21Jen Mangini Perry: I think that's one of the places where I believe that language
- 16:23is where you win the game of brand.
- 16:26And so as they come out of main stage where they've heard all of the language
- 16:29that we want them to hear, whether it's from our speakers or people we've hired.
- 16:32Mm-hmm.
- 16:32You know, we have a thematic narrative.
- 16:34People have come to talk about certain ideas.
- 16:35Yeah.
- 16:35They walk into this space and we reiterate those words are on signage,
- 16:39whether it's digital signage that's moving, or you know, a stagnant
- 16:42signage that's there so that they're receiving these messages over and over.
- 16:47Throughout it and then the sales team bringing it down to a
- 16:49conversational level where they've been surrounded by a whole concept.
- 16:53Yeah, it's a 360 understanding of the brand.
- 16:55Matt Heinz: Love it.
- 16:55All right.
- 16:56We only got a couple minutes left to finish up with you guys.
- 16:58I wanna do a lightning round question for each of you.
- 16:59So we talk about best practices.
- 17:01I want a cautionary tale, it can be a dumpster fire, but I want a short, very
- 17:05short story of like something that you would recommend other people avoid in
- 17:09doing events based on your experience.
- 17:10Mark Correira: I'll say overcomplicating registration.
- 17:12Yeah.
- 17:13We talked about this in our session as well, but at one point we had 18
- 17:16different badge types that needed to be printed at registration.
- 17:19Matt Heinz: Oh Lord.
- 17:19Yeah.
- 17:19Mark Correira: And just taking all of that philosophy and all of those touch
- 17:22points and simplifying that down to as few that's still accomplished the same goals.
- 17:26Matt Heinz: That's fantastic.
- 17:27Jen Mangini Perry: Same in creative, overcomplicating too many names,
- 17:29too many colors, too many elements.
- 17:31We did this one year where every space had like 17 things going on
- 17:35and I was like, that's so confusing.
- 17:37And one of the places where we realized how confusing it was is we
- 17:40were trying to consolidate it into the app and I was like, why does this
- 17:42have 92 ways to categorize itself?
- 17:45Which was unnecessary.
- 17:46It was very pretty and very shiny, but also not simple, not
- 17:49as easy from the user perspective.
- 17:51Matt Heinz: Yeah.
- 17:51Less is more.
- 17:52Yes, less is more for the user, for the experience for you to
- 17:54have to produce this as well.
- 17:55Yes.
- 17:55That's a great lesson.
- 17:56Awesome.
- 17:57Mark and Jen from Workhuman.
- 17:58Thank you guys so much for joining us here today.
- 17:59Jen Mangini Perry: Thanks you so much.
- 17:59Mark Correira: Thank you so much.
- 18:00Pleasure to be here.
- 18:01Thank you.
- 18:01Jen Mangini Perry: This was great.