About
Deeply experienced business-to-business go-to-market operations leader, consultant, and…
Articles by Simon
Activity
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I audited one of my client's sales teams last month…. What I found was hiding in plain sight My top SDR was switching tabs over 50 times a day For…
I audited one of my client's sales teams last month…. What I found was hiding in plain sight My top SDR was switching tabs over 50 times a day For…
Liked by Simon Daniels
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Welcome to The Slice Population : 500 We just hit a milestone, but it’s more than just a number to us. When Catherine and I started The Slice…
Welcome to The Slice Population : 500 We just hit a milestone, but it’s more than just a number to us. When Catherine and I started The Slice…
Liked by Simon Daniels
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JOB POSTING: AI System Needed for Enterprise Deployment Requirements: → Must operate with zero process documentation → Should make decisions based…
JOB POSTING: AI System Needed for Enterprise Deployment Requirements: → Must operate with zero process documentation → Should make decisions based…
Liked by Simon Daniels
Experience
Education
Publications
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Giving the gift of productivity to your team this Christmas
Customer Insight Leader
See publicationWhat present could leaders buy for their teams this Christmas? The gift of productivity…
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Why now is the time for revenue operations
B2B Marketing
See publicationKey determinants for a successful revenue operations function.
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How to improve your workflow with digital collaboration tools
Customer Insight Leader
See publicationRemote working can be a lonely existence without digital collaboration tools to help. But many teams are finding that this requires more thought than just signing up for a free trial.
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In Praise of the Marketing Technology Landscape Supergraphic!
Martech Alliance
See publicationOpprobrium for the latest Marketing Technology Landscape from the godfather of martech Scott Brinker is misplaced.
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Are you ready for marketing operations?
B2B Marketing
See publication93% of B2B marketers state that marketing operations is needed to drive digital transformation. What is MOps and why do businesses need it?
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Why demand generation and marketing operations should be united – but distinct – teams
B2B Marketing
See publicationThe relationship between demand generation and marketing operations recurs as a topic of conversation with surprising frequency. Why do these two functions need to be united but still separate with their unique goals?
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The marketing operations dream team
B2B Marketing
See publicationPlaying marketing operations fantasy league and unveiling my dream team
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Data is dead
B2B Marketing
See publicationHas data fallen out of fashion? With various commentators lately suggesting dropping the term, is it the word or the concept that is being rejected?
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Don’t let shiny object syndrome dazzle your view of the dull data
Customer Insight Leader
See publicationAre you distracted by shiny object syndrome? Does new technology for analytics or marketing distract you from foundational issues? Encouragingly, for data/insight/analytics leaders, that means focussing on the data.
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6 key considerations for choosing your event marketing technology
Global Marketing Alliance
See publicationEvery organisation has its own particular requirements when it comes to managing the event marketing process - and this makes finding the ideal solution a tough task. What are the key considerations when choosing event marketing technology?
Projects
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Workflow tool implementation
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Evaluation and deployment of work management tool Teamwork, enhancing collaboration and efficiency across Marketing for campaign planning, execution and tracking.
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Marketing automation platform deployment
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Lead adoption of a Pardot instance supporting email campaigns across multiple programmes and activities, also involving nurture programme deployment, response handling, campaign and system taxonomy definition, audience build, list import process creation and template deployment.
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Marketing analytics delivery
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Developed a suite of Marketing analytics reporting and dashboards, providing visibility over demand generation outcomes, pipeline status and activity. Requirements were gathered across Marketing to ensure suitable provision for all stakeholders, resulting in a single source of truth for marketing performance monitoring.
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Marketing technology evaluation and optimisation
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Undertook a martech assessment for an online food ordering platform provider, examining existing systems, data and processes in order to make recommendations for immediate and longer term enhancements.
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Sales engagement tool deployment
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Lead the deployment of a SalesLoft sales engagement tool among the worldwide Sales team of a marketing technology provider, entailing system set-up and configuration, process design and training roll-out.
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Website agency selection
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Captured and documented requirements for replacing the corporate website of a marketing and technology services provider. Conducted discovery interviews across multiple business units and compiled into RFP documentation for distribution to short-listed solution providers ahead of undertaking a pitch process and guiding final selection.
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Sales and marketing process improvements
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Defined and implemented enhancements to the Salesforce.com instance of a marketing technology software vendor to improve sales and marketing process effectiveness. Completed a situation analysis across relevant business areas and presented recommendations followed by selection and briefing of suitable resources to undertake system modifications and roll-out.
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Marketing automation platform deployment
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Oversight of a Salesforce.com/Pardot deployment, guiding functional configuration, process development and training within the digital unit of an engineering business. Working with an external solution provider together with Sales and internal resources, lead qualification, handover and tracking processes were defined and implemented ensuring that Marketing generated leads are quickly and efficiently followed-up.
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GDPR compliance
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Lead the GDPR Marketing compliance programme encompassing legacy and new data policy definition, privacy preferences handling and consent collection. Joined the GDPR Project Steering Committee and ensured Marketing requirements were fully represented as well as compliance obligations fed back. Took point for technical and legal liaison, involving permission capture development, appropriate display of online notices and initiation of a consent collection programme. Compliance attained ahead of…
Lead the GDPR Marketing compliance programme encompassing legacy and new data policy definition, privacy preferences handling and consent collection. Joined the GDPR Project Steering Committee and ensured Marketing requirements were fully represented as well as compliance obligations fed back. Took point for technical and legal liaison, involving permission capture development, appropriate display of online notices and initiation of a consent collection programme. Compliance attained ahead of the enforcement deadline and core audience consent obtained supporting on-going communications activity.
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Corporate website enhancements
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See projectPost go-live enhancements to the recently re-launched corporate and ecommerce website. Key elements requiring further development included response handling, campaign support and events functionality together with enhancements to the online store selling research and analysis for download. Project delivery entailed establishing business requirements, working with developers and guiding deployment to end-users. Benefits comprised improved search and conversion optimisation, increased internal…
Post go-live enhancements to the recently re-launched corporate and ecommerce website. Key elements requiring further development included response handling, campaign support and events functionality together with enhancements to the online store selling research and analysis for download. Project delivery entailed establishing business requirements, working with developers and guiding deployment to end-users. Benefits comprised improved search and conversion optimisation, increased internal productivity, better events engagement and raised online sales.
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Marketing Automation platform optimisation
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Improvements to the existing Salesforce.com and Eloqua systems spanning integration, campaign audience management, response capture, pipeline handling and reporting. Implementation of a completely revised prospect handling mechanism eliminated a previously disconnected end-to-end process across the two platforms that could cause lead source information to be lost. This also included more streamlined “prospect presentation” to Sales, contributing to productivity and transparency. Benefits…
Improvements to the existing Salesforce.com and Eloqua systems spanning integration, campaign audience management, response capture, pipeline handling and reporting. Implementation of a completely revised prospect handling mechanism eliminated a previously disconnected end-to-end process across the two platforms that could cause lead source information to be lost. This also included more streamlined “prospect presentation” to Sales, contributing to productivity and transparency. Benefits comprised improved source tracking, marketing attribution and campaign measurement.
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Marketing Automation adoption
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Deployment of a Marketo marketing automation platform for a cyber security software vendor. The project encompassed integration with an existing Salesforce.com instance, legacy data migration, Sales process alignment, defining lead scoring and qualification rules and developing reporting. Working with regional marketing staff worldwide, drove adoption of the Marketo system, entailing defining and deploying appropriate campaign processes, guidance and training to ensure successful utilisation…
Deployment of a Marketo marketing automation platform for a cyber security software vendor. The project encompassed integration with an existing Salesforce.com instance, legacy data migration, Sales process alignment, defining lead scoring and qualification rules and developing reporting. Working with regional marketing staff worldwide, drove adoption of the Marketo system, entailing defining and deploying appropriate campaign processes, guidance and training to ensure successful utilisation. Benefits comprised smooth transition from the previous system, adoption of the new Marketo platform together with lead scoring implementation and improved campaign execution.
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Single Customer View selection
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Identification and selection of an enterprise-scale single customer view solution to enhance insight generation and drive customer engagement for a department store client. The solution needed to consolidate information from a range of customer touch points and business areas, each with unique information management requirements and practices. The project entailed vision scoping, stakeholder workshop facilitation, determining operational requirements and consulting on vendor selection. Benefits…
Identification and selection of an enterprise-scale single customer view solution to enhance insight generation and drive customer engagement for a department store client. The solution needed to consolidate information from a range of customer touch points and business areas, each with unique information management requirements and practices. The project entailed vision scoping, stakeholder workshop facilitation, determining operational requirements and consulting on vendor selection. Benefits comprised the identification of a robust solution facilitating improved decision-making to provide a more meaningful customer experience.
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