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Welcome everyone to another episode of Dynamics Corner.
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What is a marketing strategy, or even an SEO?
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I'm your co-host, chris.
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And this is Brad.
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This episode was recorded on February 19th 2025.
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Chris, Chris, Chris, Marketing.
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I think marketing is one of those undervalued, underrated things that everybody needs, and today we had the opportunity to learn a lot about marketing, marketing strategies and even some tips and tricks how to market a podcast With us.
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Today we had the opportunity to speak with Tara and Brandi from Big Room.
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Hey, Chris, did you know that you can use AI in Business Central to manage your financials?
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Really you can how.
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Clatter, clatter, clatter, clatter.
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Who's typing?
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Me Are you working?
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You working, yes, very hard.
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I can tell I don't know what you?
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what were you typing?
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I was typing to brandy that I'm drinking lemon water in my progress over perfection mug and what's the significance of that.
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The progress over perfection.
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Mug Brandy got me, I got them for all of us.
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Yeah, you did get one for all of us, that's right.
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So we could just you didn't get me one.
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I was going to say define us Where's mine.
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I mean, is that a thing you struggle with?
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Maybe I can get some more.
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There's people that I know struggles with that.
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Yes, progress over perfection.
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I do like that we could talk.
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That is a discussion on its own, in my opinion.
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I can go get my progress over perfection mug and we can both have them going.
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If you send me one, I'll drink it in front of that person that wants to be perfect that wants to be perfect.
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We do love our progress over perfection.
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Reminders.
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That's a good phrase, by the way, because a lot of people want to perfect something and then you'll never get it running.
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I don't think perfection is attainable?
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No, because you'll always find something else right, and that's why, if you try to define that you like something or you don't have strict rules or guides for it, someone can always look at something.
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Oh, one more thing.
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Oh, one more thing.
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The infamous scope creep, and you just have to that's like marketing, right, like marketing is just like that.
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You everyone wants you to be perfect, but I'll never get perfect.
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Well, it's always improvements.
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So exactly perfection.
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Are we going?
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oh, see this.
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We could turn this into a philosophical discussion, if you'd like this is where tara and I are slightly different, because I'm just like ship it and see what happens, and she would like it to be perfect.
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But as you pointed out, br, there is really no attaining perfection, so there isn't.
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So you're saying Tara is like perfectionist, so you like got her a mug to remind her.
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Define herself as a perfectionist.
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I just like remind her that sometimes, when I'm being chaotic and just shipping things before she feels like we should do that, that I'm on the progress over perfection side of the coin and she can sometimes be closer to the perfection side.
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I think, to clarify, I think that the progress over perfection and I think, brandy, to your point of just shipping it I'm on the lines with you because I do like things to be perfect in a sense, according to my level of perfection, but I found that sometimes that's more of a hindrance than a help.
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So I believe in getting something out there that's functional and usable, whatever that may be, and then seeing what falls into play with it, because sometimes you can spend a lot of time on something and it's not adopted, not used, not used, not reached or it's changed, and then you feel like you perfected it.
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But then correct, but I'm not saying just to throw stuff out there and see what sticks.
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So there does have to be some level of completeness to it.
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But you're not going to get everything perfect because, as I had mentioned and I see this every single day it doesn't matter how many times you look at something.
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Every time you look at it again you'll find something that you'd like to change, or somebody will find something they like to change and to be clear.
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If perfection was an option, that would be my 100 goal in life at all times.
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But it just it gets in my real life hey right.
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So at some point, just for my own mental health, I had to accept that, that maybe I'm never gonna get everyone's everything all right the first time you said another key statement see, we're going to be best friends after this taris quiet because I, I've learned like you is you're not best friend quite yet I'm not best friend.
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You gotta work.
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You gotta work on you gotta work on it, you gotta work at it, but you hit the.
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You did hit.
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A key point is yes, things will change, somebody will look at it and you have to get it out.
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If it was achie, achievable or attainable, then we'd all strive for it, but unfortunately I don't believe there is such a thing as perfection.
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If I was an accountant, it would probably cause me more concern to be perfect because I can ruin lives.
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Well, that's concrete, because I think even in there define perfect, the numbers have to add up.
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You may not like the numbers and you can have the numbers in different places, but as long as the numbers add up, it still may not be a perfect balance sheet.
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It may not be a perfect income statement, because you want more revenue, but ultimately you put the income statement of balance sheet together.
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So I don't think perfection is achievable anywhere and I'm just going to lay it down.
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But I do agree with a lot of things that you said.
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I didn't know we had some similarities.
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It scares me in a way, but that's okay.
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I also think that it happens.
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I mean, we see it happen a lot, especially in products and in marketing, right, where people are trying to guess what that last 20% well, what if they want this, or what if we did this?
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And then they're trying to guess what that last 20% well, what if they want this or what if we did this or what?
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And then they're trying to put that in for something perfect, and then you'll spend 80% of your efforts on 20% of the output.
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That may or may not matter, right?
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And so it's better to and again, my mug always reminds me to you know refine what is going to matter, and then you know 80-20 rule.
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Yeah, what happens?
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And then you can better adjust after you've gotten feedback.
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That was perfect what you just said.
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So you achieved perfection in this conversation.
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But it is true, you can please some of the people some of the time, but you can't please all the people all of the time.
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So, even if the point when you do deliver some and I'm talking universally there isn't, I'm not talking.
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I do have some questions, a lot of questions on marketing from you.
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But it could be marketing, it could be a software product, it could be a vehicle, it could be a pen, it could be a table, it could be anything be a software product, it could be a vehicle, it could be a pen, it could be a table, it could be anything.
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Somebody will always find something different.
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Or what, if you know what?
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If it's raining on Tuesday and the power goes out and the wind is high, what will we do then?
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Well, sometimes you have to say, well, we just will deal with it if it happens, and you know it's, or we'll just let it go because that's not that important to us.
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So you have to be able to cut some of that stuff off and realize that there is a target market that you want to reach in the case of marketing.
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But before we jump into the topic and I've been dying to have this conversation, so be ready well, I thought we were best friends already, so now that I know I'd say now she's stuck with that.
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She's gonna be stuck the whole entire time no, I'm gonna work on making him my best friend.
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See, see, Chris, you see what I did there.
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Now she's going to work on trying to be perfect.
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So she was working on progress, but now she's trying to be perfect, a perfect best friend.
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If I work on trying to be perfect, this will all go sideways.
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So I we don't want anyone to try to do anything, but before we jump into the conversation, would you mind telling us a little bit about yourselves and tara?
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You have the mug, so I guess we can start with you.
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we'll say oh man, I was gonna make brandy go first okay, you can go first.
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No, I, because you want to try to be more, you want to try to be a little more perfect than she is.
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She has a perfect response to perfect whatever she we're a little competitive like not usually amongst each other, but a little bit ourselves.
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What do you want to know about me?
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I have been in this channel since the mid 90s, so I'm just going to let all of you do the math on that.
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I have been working.
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I started working in admin, so my one of my first roles was working for one of the larger bars that was selling division that came over from Denmark to Canada or to North America, and so I started working in admin and then I did sales and marketing coordination for that company.
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I vowed that under no circumstances, but I work in technology or continue to do marketing.
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When I got out of university I got a four-year degree in criminology a good old arts degree.
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If you need to know how to bury a body, I can give you some tips.
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And then when I got out of school and couldn't find, you know, a role in my space, because halfway through university decided I didn't want to be a lawyer, which was sort of my track at the time Ended up working for going to a recruitment company, working for them for a bit in sales and marketing coordination and then, when you know what, I ended up back at a marketing company that was focused only on VARs and ISBs, and that was in the early 2000s and so somehow.
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And ISPs, and that was in the early 2000s, and so somehow, despite going to university and working really hard to not be in this space, I am here a solid you know, however, many years later, that that makes me and, yeah, and I actually really do enjoy it, and I think just over the many, many years of being exposed to all of the wonderful and wild people in the software reseller channel, I have absorbed a lot of really great information and learned by osmosis a lot of why the partners and bars and ISPs do what they do and then, on the flip side, what the customers or the prospects are looking for, which I think is a part of what makes our team great.
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Tara will go into her background as well, but everybody here sort of has a long-standing story with the Dynamics channel specifically.
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It's one of those things.
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It's like that ride or that saying I messed up this week, I don't know why, so you'll have to forgive me with it.
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But it's once you enter you cannot leave, because I have known many people over the years that have been in the space, that have left and they come back.
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They get pulled back in they do so it's once you come in, you can't leave there's an invisible magnet there, for sure oh yeah, I believe so, I believe so yeah, absolutely yeah, I'll give you my long winding journey in this channel.
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No, so currently I'm COO and partner at Big Room Creative and you know just a little quick about that.
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I mean, we, we are a boutique marketing agency specifically in the Microsoft dynamic space.
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So so we, we really focus on that, really focus on that.
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However, I started in about 2004 in the channel, so that's a little more specific than Brandy's.
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But you know fun fact a lot of people don't know this I actually started selling Navision when it was Navision, but that lasted only about a year until I moved over to ISV side for a very prominent ISV in the channel and I worked there for over 15 years until I was the VP of marketing there.
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And then they were sold off and in that process I was lucky enough to work with Brandy and Brian and that team because we were augmented marketing, so half was in-house and half was outsourced, and when the company sold we had just worked together so well, brandy and Brian asked me to join.
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Well, brandy and Brian asked me to join, and so it's been about five years now that we've worked together on making marketing magic in the Microsoft world.
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Aiming for progress, huh.
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I like that marketing magic in the Microsoft world.
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So Big Room is a marketing agency in the Microsoft space.
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Do you primarily work with customers, partners, ISVs?
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Who do you work with from the marketing point of view?
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Almost exclusively the partners and the ISVs.
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We don't really have any end user customers.
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We have in the past sort of been exposed to some of the end users and sometimes done some stuff for them.
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But we really focus on helping the bars and the ISVs build their brand identity and differentiate themselves in this market.
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Obviously, on the ISV side it can be a little bit easier to differentiate yourself as the products are a little different.
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But you know, working with some of the bars and everyone selling similar products, that's sort of our sweet spot is helping the brand identify.
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What is it about them that makes a customer want to buy Business Central from them versus, you know, any number of the competition.
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Excellent With the marketing, and this topic has been on my mind for quite a bit and, from hearing the history from both of you, like myself, we've been in this space for quite a bit of time.
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Chris I think we've already determined Chris was in high school or elementary school when I started working with this.
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I don't remember.
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No, we joke.
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I think I was in high school, yeah, like junior or something like that, when you started your career, we'll have to do the math again, but one of the things that I see and one of the challenges that I was hoping that you could help talk with me a little bit about is, as we mature in the space, the we get older.
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As far as we have is working with the product.
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Technology changes.
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You know, in the world.
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We have AI, now we have the internet, whereas when we first started out working with this, the internet didn't exist.
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We use dial up and people made decisions differently.
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So now, as we move forward into 2025, to me, I think, is there a difference in an approach to marketing, to decision makers to go for a product or a service from a partner at ISV?
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That has changed over the years and more in turn is how do you market across generations?
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Because we have a mature industry with Business Central, started with Navision, microsoft Dynamics Nav, but there's also a lot of new companies that are starting to use the application because Business Central is becoming more and more popular.
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What are some challenges or how can some companies deal with marketing across generations?
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A really good question, you know, uh, good timing.
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We actually were just looking at some new research that came out about self-directed buying, right, and that's a really big part of uh.
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There's a couple of things, there's a few different answers to your question, but I think self-directed buying is really at the center of a lot of this, and we were just reading an article about the importance of that and how I think a lot of organizations know okay, you know, buyers, and especially younger buyers, but even buyers throughout, across generations, really do want to collect information and start matching solutions on their own right.
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And is this the partner for me?
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Is this the ERP solution for me?
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Is this the CRM solution for me?
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They don't want to talk to sales representatives all too much before they've made most of their buying decision right.
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And the real key is amongst that educational material and that thought leadership material that you're putting out there to help them self-serve.
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How are you differentiating yourself?
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Because organizations and whether it's software or anything else in the B2B or even really the B2C space, what are you doing differently that might match something that they need?
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Is it a culture fit?
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Is it your you know?
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Your responsiveness, your expertise there's different.
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Is it your, you know technical, the technical team, that you have your availability, your support.
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There's different areas that you have to identify.
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So, first off, you need to meet the buyer where they are.
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You need to meet the customers where they are.
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What are they wanting to learn on their own and are you providing that information?
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And then, within that information, how are you distinguishing, how you're different?
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Right, because that's really.
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Ultimately, it's not even bridging generational gaps anymore.
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They know the tools are at their fingertips to go get what they want and they want to make sure that that information is there.
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So, are you there where they're looking?
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So with the self-directed buying, the buyer now typically does a lot more research, would you say, or they do a lot because of the ease of the internet.
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They can do a lot of searching and research before speaking with you.
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So would it be safe to say that, before they even speak with you, they already have some sort of decision?
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I don't want to say decision you, they already have some sort of decision.
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I don't want to say decision, but they already have some sort of decision or view of who you are and what you have, before they even talked with anybody.
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Yeah, they're not.
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You know, it's an interesting space in marketing because we get data from like search and, like you know, search data and those kinds of things.
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If we look back over, say, the last decade, all of this stuff has been happening the entire time, but the actual people who are selling and some of the buyers themselves, having not gone through the experience, haven't caught up with it.
00:19:53.826 --> 00:19:59.209
But if we go way back to sort of the tendance of SEO in the beginning, how do we get my website to rank?
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We were never going to rank for Microsoft Dynamics 365, business Central, for instance.
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If I want to know about Business Central, I'm going to go to Microsoft's website.
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They're going to publish the most useful technical information for me.
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I know that I, you know, I'm young enough to have gone through university when there was the internet.
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People who are sort of 40 and younger have definitely just grown up assuming that everything is on the other side of the keyboard.
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Right, that's just how they were made to think.
00:20:30.364 --> 00:20:36.546
So, even if you look way back, when we talk about what were some of the ways to get to the top of search engines, it was really about honing in on what are people searching for.
00:20:36.546 --> 00:20:41.882
People do not go to their computer and say I want to buy Dynamics, erp or even ERP.
00:20:41.882 --> 00:20:50.549
Most of the time, if you're talking about ERP, even those people in those research positions have no idea what ERP even is, unless they're trying to replace one they have.
00:20:50.890 --> 00:20:57.275
So they are searching for things like how to get my financials under control or what do I do about my inventory mess in the warehouse.
00:20:57.275 --> 00:20:59.717
Those are the kinds of things that they're looking for.
00:20:59.717 --> 00:21:04.483
So you need to be able to answer that question.
00:21:04.483 --> 00:21:09.493
And it's like the first duck syndrome where, like the first quack, you follow who you know.
00:21:09.493 --> 00:21:15.326
So if I search for that and your website comes up and it's a really great article, I'm giving me a lot.
00:21:15.326 --> 00:21:16.605
You feel my pain.
00:21:16.605 --> 00:21:17.567
My inventory is a mess.
00:21:17.567 --> 00:21:19.929
It's costing me a bunch of money, it's taking a bunch of time.
00:21:19.929 --> 00:21:24.372
Now, when I think about my next question, I might just go right to your website.
00:21:24.372 --> 00:22:01.087
No-transcript read was like the current average is 13 to 15 pieces of content that a buyer will interact with on your website or about your company before they contact you.
00:22:01.087 --> 00:22:07.084
So that could mean attending a webinar, watching a video, your LinkedIn profile downloading a white paper.
00:22:07.484 --> 00:22:08.288
It's increased.
00:22:08.749 --> 00:22:12.644
Yeah, and that is happening constantly, right, because it's right there at the end of your fingertips.
00:22:12.644 --> 00:22:21.508
How that information kind of gets transferred over to decision makers depends on the size of the organization and what that criteria sort of look like.
00:22:21.508 --> 00:22:28.000
But people are not out there looking for a product, they're out there looking to solve a problem.
00:22:28.000 --> 00:22:35.769
So to the degree that you can be the beacon of light in their distressed state, you will be the place that they want to connect with.
00:22:36.779 --> 00:22:45.724
That's a good call out, just talking about problems that you're solving, not necessarily focus on the tools and the software itself.
00:22:45.724 --> 00:23:08.588
It's much more important to put content like hey, this is a problem that we're going to solve and be able to find it because you're right, they're going to look at how do I reconcile a bank statement, and there's tons of tools and softwares that can do that, but you want someone that has the knowledge and and be able to answer that question for you.
00:23:08.588 --> 00:23:23.304
So I think their content is becoming more important and, of course, you get a follow-up with the relationship aspect when they do reach out to you yeah, and it means having content that covers a range, right, and so you need to have that content.
00:23:23.344 --> 00:23:26.082
That's really what we call top of the funnel or tofu content.
00:23:26.082 --> 00:23:28.548
Where that is a person, they have a problem.
00:23:28.548 --> 00:23:30.981
They have no idea if there's even a solution for that.
00:23:30.981 --> 00:23:32.987
That's where you want to meet them.
00:23:32.987 --> 00:23:34.211
You want to meet them there.
00:23:34.211 --> 00:23:38.790
You don't want to meet them when they're looking for Dynamics 365 because they're already bought in.
00:23:38.790 --> 00:23:40.221
They've already talked to somebody.
00:23:40.221 --> 00:23:46.534
They already have a connection with this guy because his support team's great, or this person because the guy that owns the company went to university with me.
00:23:46.534 --> 00:23:48.887
There's a million ways that they get there.
00:23:48.887 --> 00:23:52.351
You want to meet them when they're still trying to figure out if there's a solution.
00:23:52.351 --> 00:24:04.972
And I mean, I think everybody knows there's a technology solution to every problem you could imagine, right, like, obviously the accounting software is going to help your accounting Great, so who cares?
00:24:04.972 --> 00:24:05.192
Right?
00:24:05.192 --> 00:24:06.926
What is the company going to do for me?
00:24:06.926 --> 00:24:10.830
How am I going to get more value out of this than just you plugging software in?
00:24:12.621 --> 00:24:19.980
So it's more to the services and the company and the individuals over the product.
00:24:19.980 --> 00:24:28.474
So, to take it back, it's individuals aren't searching for Dynamics 365 Business Central because they may or may not know it exists.