How We Got There

Outbound selling is still a strong channel in the year 2026!? Talk about a narrative violation.Andrew Rogers was the latest guest on the How We Got There podcast who is the CRO at Traction Rec, a vertical ISV/OEM solution for non-profit & government customers for member management. We talk a lot about SI and Salesforce partnerships and how it’s helped their GTM motion. With regard to the Salesforce AE co-selling, they lead with the ISV selling when the prospect is a larger government organization vs. OEM when it’s a smaller non-profit who doesn’t;t have a Salesforce footprint yet. Traction Rec also helps refer in other ISVs and SIs when a customer doesn’t have one they use. On the net, they likely send more business to partners than they send to Traction. Andrew offers great insights at how to think about which SIs to partner with - matching size of teams and values.Andrew shares their gtm team structure where only 20% of their team is in that org vs. 80% in product/customer success roles. We talk about how his team handles educating customers during the buying journey around Traction Rec but also about the underlying Salesforce platform, with things like Reports & Dashboards and Claudeforce. We also talk about hiring to match your vision and values of an organization because hiring is all about both sides finding a good fit for each other during the recruiting cycle.Traction Rec excels via outbound selling these days in addition to the long-term success they have seen over the years in partnership selling. If the outbound math works for an ISV, it’s an easy thing to scale and take more control of their pipeline. Andrew shared that even though it’s not how he likes to buy, his customers are always on the floor of their facility with their phones so it’s outperformed his expectations - a good reminder to challenge ourselves to expand outside of our biases. This episode is brought to you by ⁠ISV Accelerators⁠. ISV Accelerators is your inside guide to co-selling with Salesforce: activating the right reps, accelerating real pipeline, uncovering new revenue, and closing more deals together. Senior alliances leadership without the cost of a full-time hire, and speed to answers on whether that hire is even worth making. See what your Salesforce partnership could really do.⁠⁠#salesforce⁠⁠ ⁠⁠#isv⁠⁠ ⁠⁠#gtm⁠⁠ ⁠⁠#salesforcepartners⁠⁠ #appexchange 

What worked 18 months ago in the GTM org, doesn’t work any longer.Christina Scarmeas joined the How We Got There podcast for a fun and impactful discussion about Marketing in the Salesforce ecosystem. Christina is the CMO of Mogli for the last 4+ years after 4+ years as a marketing leader at Fonteva, another Salesforce partner.As a leading provider of texting on the Salesforce platform, Mogli thinks a lot about the buyer’s journey. Christina has worked with the team to suspend their long held beliefs on how to effectively market in the Salesforce ecosystem, on things as foundational as gating content to drive MQLs and moving more toward focusing on the buying group’s behavior. We talk about how she navigated organizational buy-in as the focus shifted away from vanity metrics to actual pipeline creation/closing, redesigning their playbook.Christina shares how organic and paid search has ebbed and flowed as they have refined their team, skills, and methodologies. As an example, they tried paid search again in the last 12 months….and it’s working well so they are leaning into it. On the flip side, the AppExchange Marketing Program used to work really well but they have greatly reduced their budget on it since results had softened. We touch on the role of LLMs, reddit (shoutout to the fickle world that is r/salesforce), and the AgentExchange/AppExchange in being present where the buying committee is.Inbound leads continue to be the strongest source, but we all know those leads are influenced by everything from events to partnerships to content to industry verticals and beyond. Mogli sees inbound conversion from initial conversation with the BDR team to opportunity at a rate of 80% and almost half of the initial conversations eventually move to a close won deal. Incredible conversion rates.Before wrapping up, we touch on ICP & Partnerships. If you are responsible for the top of the funnel, this episode is for you.This episode is brought to you by ⁠ISV Accelerators⁠. ISV Accelerators is your inside guide to co-selling with Salesforce: activating the right reps, accelerating real pipeline, uncovering new revenue, and closing more deals together. Senior alliances leadership without the cost of a full-time hire, and speed to answers on whether that hire is even worth making. See what your Salesforce partnership could really do.⁠⁠#salesforce⁠⁠ ⁠⁠#isv⁠⁠ ⁠⁠#gtm⁠⁠ ⁠⁠#salesforcepartners⁠⁠ #appexchange 

Sienna Quirk has worked on GTM motions and product marketing for at least 30 Salesforce apps, probably many more. On this episode of How We Got There, we speak with the Head of Marketing at Thread about all things Salesforce ecosystem for ISVs. Sienna’s underinvested recommendation for ISVs is not getting more mileage out of product releases - it can be a strong demand gen engine. “A solid go-to-market strategy for your release, whether that be your quarterly release, whether that be a new product release, it can be a super big opportunity to re-engage with current customers, to reach out to prospects and showcase your product roadmap and show them your innovation.” It can also help answer that question of “build, buy, or partner” in a vibe-code/Claudeforce world where anything is easy to build that looks pretty good, but isn’t enterprise ready.We talk about event strategy across having a booth by leveraging it as an opportunity to play around with your pitch/better together story as well as if you don’t have a booth and ideas you can bring to Dreamforce next week.On a personal note, I am proud to have worked with Sienna at 3 different companies now and consider her a friend. She taught me the concept of product marketing and its importance is consistently overlooked by CROs, sales leaders, and partnership leaders. Her deliverable of creating the Messaging Exercise helped at least 20 ISVs refine their positioning in the Salesforce ecosystem, I think it was the single most impactful deliverable we completed for clients.This episode is brought to you by ⁠ISV Accelerators⁠. ISV Accelerators is your inside guide to co-selling with Salesforce: activating the right reps, accelerating real pipeline, uncovering new revenue, and closing more deals together. Senior alliances leadership without the cost of a full-time hire, and speed to answers on whether that hire is even worth making. See what your Salesforce partnership could really do.⁠⁠#salesforce⁠⁠ ⁠⁠#isv⁠⁠ ⁠⁠#gtm⁠⁠ ⁠⁠#salesforcepartners⁠⁠ #appexchange 

You’ve gotta be boots on the ground, doing it yourself first before you build out a team to help you sell. He needed to be the one selling, partnering, and figuring out the messaging before scaling the team.This episode of How We Got There, I am joined by Josh Koshy who is the VP of Sales at Appiphony. If you aren’t aware of Appiphony, they are both a top PDO and an ISV after launching their first app a few years ago with Josh at the helm of GTM the whole time. Josh shares lessons learned from their own journey of building their own ISV, which they also bring to their projects on the PDO side where they are building apps for other companies on the AppExchange….mostly around GTM. Drive Connect was their initial product and now it’s more of a suite of apps, including doc gen with esignature and storage of files in Salesforce from Google and Sharepoint. Their listings are excellent ones to check out on the AppExchange.Founders and admins tend to stumble onto your listing on the AppExchange, but larger deals come from motions outside of the AppExchange. Partnerships have really been a force multiplier that Josh and team have been leaning in, specifically SI partners. Now most qualified leads come from that channel, about half of their revenue comes from partners - SIs, resellers, and Salesforce. Their largest deals tend to come from Salesforce AE/SE referrals, even if the volume of deals is smaller than from SIs.Referral partnerships via SI partners is hard work to start but then gets easier as trust builds across successful projects. Some care about adding a competitive advantage with the ISV’s solution set, some value referral fees, and some value footing the bill for Salesforce AE-focused events by helping the SIs stay in front of their Salesforce counterparts. A really unique approach that makes sense!One thing they overinvested in early was sponsoring events without a fully built out sales and marketing team, so the lesson learned here is perhaps waiting a bit longer before getting booths at those types of events. Josh and his team is an example for ISVs to learn from. He brings a beginner’s mind to all of the gtm motions and is always willing to meet and share at events, make sure you say hi to him as you run into him at DreamforceThis episode is brought to you by ⁠ISV Accelerators⁠. ISV Accelerators is your inside guide to co-selling with Salesforce: activating the right reps, accelerating real pipeline, uncovering new revenue, and closing more deals together. Senior alliances leadership without the cost of a full-time hire, and speed to answers on whether that hire is even worth making. See what your Salesforce partnership could really do.⁠⁠#salesforce⁠⁠ ⁠⁠#isv⁠⁠ ⁠⁠#gtm⁠⁠ ⁠⁠#salesforcepartners⁠⁠ #appexchange 

Heather asks and helps answer “How do you create a point of view about your solution in a way that will talk to Salesforce about how it works together for that specific customer?” For ISVs so they can take a strong point of view about a specific customer vs. approaching with just questions. “It’s easier to find this information than it’s ever been. Don’t be lazy and use the tools and you will have much better conversations.”This episode of How We Got There features a conversation with Heather Mason, Founder of ISV Accelerators. Heather brings their clients her knowledge forged by experiences at an ISV (Insight Squared) and Salesforce themselves, 5.5 years at each company. Her company works with “high potential” Salesforce partners to assist their GTM motions in the ecosystem - Salesforce, other ISVs, and SIs - so the ISV can help make it easier for the customer to buy the solution.We talked a bit about the challenges her team faced at Salesforce within her focus on the Pharma vertical, which had a strong publicly traded OEM of Salesforce in Veeva to contend/cooperate with and the new-normal of fewer people at Salesforce focused on ISVs. Partners need to adapt to how Salesforce is changing their selling motion, aligning to Salesforce AEs with modern better together messaging. The challenge is Salesforce is still figuring it (it being Agentforce) out too. Heather shares insights around traffic on the AppExchange listing by most common personas and what it means to ISVs through the lens of who buys their solution. At the level, the Salesforce sales team aligned to a specific account can be over 20 people but at the SMB level it might just be an AE and their RVP, who will be VERY hands on with the deal alongside their AE.We touch on big strategy but also tactics around things like when is the right moment to reach out to the Salesforce account team in an opportunity cycle. It all starts with you having a unique value to share and if you do, you should expect an 85% positive response rate. If you are lower than that, I would challenge you to harden your messaging.Heather loves to connect with people in the ecosystem and takes pride in making herself available to meeting new people. I learned a ton from my conversation with Heather and am grateful she is actively helping ISVs and OEMs in the ecosystem. Connect with Heather at the Arcadia leadership experience in Montana run by the Yarboroughs.This episode is brought to you by ISVApp. ISVapp the usage analytics platform built specifically for Salesforce ISV and OEM applications. ISVapp is your central toolbox for reducing churn, increasing renewals, uncovering upsell opportunities, and closing more deals. #salesforce #isv #gtm #salesforcepartners #appexchange

This episode of the How We Got There podcast features a conversation with Mark Rutledge, Chief Storyteller | Global ISV Partner Solutions at Salesforce. The builder advocacy program that he works on is one that every ISV should learn about and explore if they might be a fit for working with them.Fun fact - I worked with Mark Rutledge when he as a client of my former business, GTM Guides, while he was building on the Salesforce platform for at Moody’s. Thanks to Codescience (now Bridgenext) for bringing us together.Mark shares his journey of being in the ecosystem to working at Salesforce to bring the human aspect to partners - contemplate who we are building for vs. just what we are building. PDOs are an essential part of the ecosystem as they have a view of the technology and the market to help an ISV’s vision come to production - especially important for composite apps who don’t have Salesforce dev and architecture talent internally.One of my favorite parts of the conversation was hearing Mark talk about constructing a hero story around the pain end customers will be feeling all the way to “the universe has been saved” in the narrative. It all starts with spending time listening to customers, approaching it with empathy. If you’re just getting started, try to end a demo of a feature with “…so you can _________” as an easy way to integrate what it actually means to your customers.We touch on the shift from per-seat pricing to consumption-based pricing and how ISVs should be looking to adapt to the model where Salesforce is goring towards.This episode is brought to you by ISVApp. ISVapp the usage analytics platform built specifically for Salesforce ISV and OEM applications. ISVapp is your central toolbox for reducing churn, increasing renewals, uncovering upsell opportunities, and closing more deals. #salesforce #isv #gtm #salesforcepartners #appexchange

I got introduced to Jeff Freund, Founder & CEO of Akoonu, a number of years ago and I finally got to hear his full story on How We Got There earlier this year. Jeff has been in the ecosystem in 2003 and founded the business in 2014 as a native Salesforce app to solve b2b sales - inspecting pipeline and then forecasting. Jeff lays out the story and the why of Akoonu so clearly - overnight, in Salesforce, a large portion of the opportunities in the pipeline disappeared. Which deals were they? What happened to them? Are they lost or delayed? We all have been there. I used to (try to) solve this with a whiteboard in the office!I appreciate his approach and point of view on AI/Agentforce for their customers. They already have some features to help users have an “on-ramp” to using AI capabilities like their embedded insights. A passive ability to get real value.Jeff shares his decision around keeping the business bootstrapped and how it’s helped him shape the business the way he wants to vs. going the VC-backed route. He recently hired a Chief Growth Officer to help grow the business more directly and talks about why he pulled the trigger on that key hire.I appreciate the renewed importance in the ecosystem around being native with some the recent security concerns in the ecosystem, specifically around composite apps. It’s also unlocking a true “better together” story to layer functionality on top of forecasting tools in Salesforce. On the GTM front, the AppExchange continues to be a great source of leads but the number one source of revenue continues to be word of mouth or a customer moves to a new company. Related to the AppExchange, they are exploring a freemium option to increase top of funnel lead flow in 1H of this year. Jeff also calls out the value of events - both from a selling perspective but also from a learning perspective to get immediate feedback. He went to places like Opstars and Dreamforce.This episode is brought to you by ISVApp. ISVapp the usage analytics platform built specifically for Salesforce ISV and OEM applications. ISVapp is your central toolbox for reducing churn, increasing renewals, uncovering upsell opportunities, and closing more deals. #salesforce #isv #gtm #salesforcepartners #appexchange

I met Brittany Hart, founder of Communiscape, from an introduction from Blakely Graham. I was planning to interview her on How We Got There about her experience scaling an SI (Fortimize) as employee 2 before starting/exiting her own Salesforce SI (Platinum Cubed) but then I got to listen to her present via a professional leadership community I am a part of called Arcadia and I knew that I had to expand the conversation to have her share a bit about how ISVs can help your customers digest your app through “change architecture”.Brittany shares her experience around industry focus and its importance from her time at SIs, who both went deep in order to more effectively co-sell with Salesforce. Put yourself in your customer’s shoes - you’re interacting across the screen with customers with a different communication style going on and then you are using this technical jargon about new screens of an app that the customers have never seen - the least you can do is work to use the customer’s industry terms to help break through the noise. And don’t let your depth of knowledge cause you to glaze past key learnings during demos. One that we talk about is Salesforce reports & dashboards. Every ISV I have worked with undersells the importance of this functionality.You gotta give before you get. The best ISVs she worked with genuinely care about solving customer problems, not just growing pipeline/revenue, but also commit even before asking for anything in return like TaskRay did with them early days. The worst ones operate much more transactionally.Brittany brings in the 5 terrains of communication through the lens of how ISVs can provide better service to their customers. As an actionable example, listen in to Brittany’s tips around voicescape which is especially important when conveying confidence and authority for women.There is so much goodness in the 2nd half of this episode for sales and services people.This episode is brought to you by ISVApp. ISVapp the usage analytics platform built specifically for Salesforce ISV and OEM applications. ISVapp is your central toolbox for reducing churn, increasing renewals, uncovering upsell opportunities, and closing more deals. #salesforce #isv #gtm #salesforcepartners #appexchange

Salesforce Solution Engineers are like general contractors, according to David Young, who leads a team of them at Salesforce. They need skills like carpentry and framing and plumbing but also know when to stop and call in an expert. In the Salesforce world this might be knowing when to bring in a service cloud or an Agentforce expert. They need to know enough to see the business challenge and know who to tap for help.I have always advocated that ISVs spend time thinking about SEs, even moreso than AEs, because the math just maths. AEs have shorter tenure at Salesforce than SEs. AEs have more ISVs reaching out to them than SEs. And AEs might have 1 or 5 accounts in the enterprise, but SEs often support multiple AEs which just multiplies the number of accounts that a single session with you could reach. We cover a bunch of topics, but here is a summary:What does an SE at Salesforce do?What type of person is an SE at Salesforce?How does David decide which ISVs to engage with?How do SEs learn about new ISVs?What are some dos and don’ts when ISVs are engaging with SEs? Shoutout to Myroad.io, who is doing a great job of it.What should an ISV know/do before they are “ready” to engage with Salesforce SEs?How do SEs work with SDOs and IDOs to demo Salesforce’s tech?Thanks again to David for sharing with the community!And thank you to Sam Yarborough for the intro. If any of you have a Salesforce AE or RVP that might give us the real talk, it’d be great to get their pov. This episode is brought to you by ISVApp. ISVapp the usage analytics platform built specifically for Salesforce ISV and OEM applications.ISVapp is your central toolbox for reducing churn, increasing renewals, uncovering upsell opportunities, and closing more deals. 

Wondering what SIs care about and how they approach implementing ISVs for the first (or hundredth) time? This episode if for you!In the latest episode of How We Got There, I speak with Steve Simpson, VP of Global Enablement & Learning at Copado, Co-Founder of Catcusforce and Certified Architect Instructor. Steve and I dive deep on the reality of the complex deal cycles that Salesforce ISVs experience and how best to posture in them, especially with new to you SIs. It’s a timely episode as Cactusforce and Architect Dreamin’ are coming up in Phoenix in late January and it’s not too late to sponsor to fill the funnel for the new year….and get some warm weather in the winter! Go to the websites to learn more and find the prospectus.The customer, Salesforce AEs/SEs/RVPs, SIs can all be involved in a deal. Steve explains the personas in a deal and how it can/should change based on how you came to the deal. Did Salesforce or an SI bring you to the deal? Then they are the dominant person in the deal and you need to adjust your posture but one thing is a common through line is to make sure you continue to do right by the customer “with honesty and delivery”. Obviously you can ignore all of this complexity, but it introduces risk in your deals!Steve has wonderful detailed suggestions on how you position your experience in a specific scenario, even if you don’t have any, that he borrows from a friend who trains physicians. He then relates it to how an SI can communicate their experience on your app. We talk about learning strategies that is tailored for customers and partners, the latter covering both sales and delivery. Steve is a wealth of knowledge and I am grateful for his sharing so freely.This episode is brought to you by Tequity Advisors . Tequity Advisors is a global sell-side M&A advisory firm with core expertise in SaaS and ISVs, Salesforce, ServiceNow, SAP, Microsoft, all things Data and AI, and the hyper scaler MSP cloud ecosystems with a focus on the Salesforce ecosystem and beyond!