Sales, Marketing & Social Media Today

I write about the three topics that I am most passionate about; Sales, Marketing and Social Media. These topics are covered from my experiences in outside sales and marketing. My objective is to use my expertise to help business and the individual.

Key Things Product Marketers need to Address in a Product Marketing Brief

Smartsheet Product Marketing Template

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Smartsheet.com Product Marketing template

Product Marketing involves more than just supporting the Marketing and Product Management teams. Product Marketers serve Marketing, Sales, and Product teams. Each team has different needs and responsibilities. However, they all play a role in growing the business and serving customers.

Just as Marketing has a plan or brief, Product Marketing does.

Here are nine things to address in a Product Marketing Brief.

  1. What does your company do? Does your product offering align with your business goals?
  2. What are the features of your product? Do others understand what you are building and why?
  3. Does this Product address gaps in the Market? Include an overview of a Competitive and SWOT analysis.
  4. Who is your ideal customer or target market? Include an overview of findings of demographic, psychographic, and buyer persona research. Does your product solve customer pain points?
  5. How will you measure product success?
  6. What are can go wrong? Can failure be anticipated and corrected?
  7. What is the roadmap and schedule of the product? Who’s responsible and in charge?
  8. Who needs to be included in the project and who needs to approve deliverables?
  9. How will goals be tracked? How often will they be monitored? What insights are you trying to glean from the data?

As a Product Marketer, how do you know if you are successful?

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Posted 254 weeks ago

Sales, Marketing & Social Media Today

I write about the three topics that I am most passionate about; Sales, Marketing and Social Media. These topics are covered from my experiences in outside sales and marketing. My objective is to use my expertise to help business and the individual.

Why Free Trials & Loss Leaders increase Sales & Customer Loyalty

Free or Low-Cost Trials

When creating a new offering, I would offer a free or low-cost trial of your product to the end-users and industry experts. Consumers look for social proof before they buy a product. Now if the product is new, none exists. To lower buyer resistance, you need to make it low risk and feel safe.

In addition to market research and product testing; the free or low-cost trial is a great way to build trust and get feedback. Surveys can be created to ask potential customers about their experience.

If your product helps to solve a customer’s problem they will be more than happy to share it with others; converting to paying users! The product will earn testimonials and endorsements. Testimonials and endorsements will address product reliability creating: loyalty, brand recognition, and Sales for your product.

Loss Leaders

In place of a free or low-cost trial, a loss leader can be an option. A loss leader is when you offer a product at a loss or break-even point to gain business in the future. Supermarkets do this all of the time when a new product is rolled out.

Another place I saw loss leaders was when I was in Field Sales. I was selling Dental equipment at the time. Certain customers were loyal to certain types of equipment. When I ask why they stated that these were the tools that they had used in school. When I called on Dental schools and Hospitals, I found they were locked up with large contacts. My larger competitors sold the equipment at cost practically giving it away. Why would they do this? My competitors were creating life-long customers who were trained on certain tools and refused to switch.

Connection, trust, and advocacy are essential for customer acquisition. It is your job as a brand to turn your customer base into evangelists.

The decision on developing and implementing offering free, low-cost trials and/or loss leaders will be different for each product.

Free, low-cost trials and loss leaders help to Increase Sales and Customer Loyalty.

How have you used free, low-cost trials and loss leaders to create Sales and Customer Loyalty?

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Posted 269 weeks ago

Sales, Marketing & Social Media Today

I write about the three topics that I am most passionate about; Sales, Marketing and Social Media. These topics are covered from my experiences in outside sales and marketing. My objective is to use my expertise to help business and the individual.

Salesforce demos Agentforce’s Power at Agentforce Tour in New York

I covered Salesforce AgentForce in New York this past month. This event was organized to showcase Salesforce’s Agentforce. Agentforce is DIY AI in action. Agentforce is a customer service agent that can be built by Salesforce customers and integrated into all industries across the customer journey.


In the keynote, Patrick Stokes, EVP of Product & Industries Marketing at Salesforce, asked, “What if organizations can create an unlimited labor force?” Salesforce shared how organizations use DIY AI in Agentforce to multiply their workforce.


I saw demos for use cases across industry verticals and the customer journey in Sales, Service, and Marketing functions.


Alice Steinglass, EVP & GM Platform at ‪Salesforce‬ demos how Prudential uses Agentforce.

Sanjna Parulekar, SVP of Product Marketing at ‎⁨Salesforce demos how Prudential uses Agentforce.

Jon Moore, Director of Product Marketing at Salesforce,‬ demos Agentforce, empowering Financial Advisors.

There was a panel discussion; leaders discussed using Agentforce and Agentic AI. Panelists also shared how they would like Agentforce and DIY AI to evolve to improve productivity and outcomes.

Lydia Dishman hosts a ‎⁨Salesforce media panel at Agentforce Tour on Agentforce and Agentic AI.

Agentforce Tour was a great event. I learned much about AI Agents, DIY AI, and how it can transform the customer experience.

People connect and network in the Salesforce Ecosystem while learning about Salesforce Agentforce’s new features and rollout.

Salesforce, thank you for having me at the Agentforce Tour.

If you want to be on the cutting edge of DIY AI, attend Agentforce in your city.

Have you used Agentforce?

Share your experience in the comments.

Additional pictures can be found on Instagram.

Posted 3 weeks ago