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    Hosted by Adrian Davis, CEO, Whetstone Inc.

    SIIA Channels Webinars:

    Selecting the Appropriate Channel

    Moderator:

    Adrian Davis, President & CEO, Whetstone, Inc. Panelists: David Lloyd, President, IntelliResponse Inc.

    Jeff Silbert, Managing Director & Founder, Order of Magnitude Group

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    SIIA Channels Webinar Series

    Avoiding Channel ConflictPrice for SIIA Members: Free, Non SIIA Members: $89

    Tuesday, November 24, 2009 - 1:30pm to 2:30pm EDT

    Building a Sales Compensation that WorksPrice for SIIA Members: Free, Non SIIA Members: $89

    Wednesday, December 9, 2009 - 1:30pm to 2:30pm EDT

    How to Communicate with and Train Channel SalesPersonnel

    Price for SIIA Members: Free, Non SIIA Members: $89Wednesday, January 13, 2010 - 1:30pm to 2:30pm EDT

    http://bit.ly/siiachannels

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    SIIA Channels Working Group

    We need volunteers to help

    Advise SIIA on projectsPlan future activities

    Focus on Channel Issues

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    Software & Education Nomination Deadline:Oct 16, 2009

    www.siia.net/codies

    *For more information contact Lisa Mitchell-Brooks,

    [email protected]

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    Keynotes:

    Lars Dalgaard

    CEO, SuccessFactorsZach Nelson

    President and Chief Executive Officer, NetSuite, Inc.Michael Lock

    Director, Americas Sales & Operations, GoogleEnterprise

    http://www.siia.net/ondemand

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    Selecting the Appropriate

    Channel

    The 3 Keys for Planning Your Channel Strategy

    Jeff Silbert

    Managing Director and FounderOrder of Magnitude Group

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    8Order of Magnitude Group

    Order of Magnitude Group

    VALUATION

    TODAY

    VALUATION TODAY

    + 3 YEARS

    OoM Path

    YourCurrent Path

    x

    10x

    ?x

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    9Order of Magnitude Group

    M5 is the clear leader(Mark Winther, IDC)

    M5 is the benchmark for hosted VoIP services

    (Jeff Pulver, PulverMedia)

    the safe choice(Frost & Sullivan)

    M5 Networks: $3 million to $23 million (03 -08)

    http://test.m5net.com/press.php?page_id=445&
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    10Order of Magnitude Group

    What Program(s) to Build?

    Direct

    Internet/Affiliate

    Referral Partner

    Channel

    VAR

    White Label

    OEM

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    11Order of Magnitude Group

    Key #1: Whats Important for your Client?

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    12Order of Magnitude Group

    Key #2: Whats In It for the Partner?

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    13Order of Magnitude Group

    Key #3: Whats Important to You?

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    About IntelliResponse

    100% SaaS/PaaS

    100+ customers 250 implementations

    Growing partnerships

    Magic Quadrant 09/10 Seybold Star Q1/Q2

    David Lloyd

    President

    15

    FinancialServices

    HigherEducation

    Consumer/Corporate

    IntelliResponse is the Instant Answer Agent deliveringone right answer across customer service channels

    http://www.google.ca/imgres?imgurl=http://www.lovemytool.com/photos/uncategorized/2007/11/16/psu_logo.png&imgrefurl=http://www.lovemytool.com/blog/2007/11/penn-state.html&usg=__f_h0fATCOt-30GIUhXKE59aKElc=&h=96&w=150&sz=8&hl=en&start=11&tbnid=EKBHGJEky4MMHM:&tbnh=61&tbnw=96&prev=/images?q=penn+state+university+logo&hl=enhttp://en.wikipedia.org/wiki/Image:UWMSeal.PNG
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    Business StrategyChannel choices are dependent upon where you want to

    be on certain continuums

    On Premise SaaS

    Closed Model Service Oriented

    Narrow Broad

    Solution Breadth

    Delivery method

    Interoperability

    WebWebAutoChat

    AutoChat Mobile

    Mobile SocialSocial ChatChat EmailEmail VoiceVoice

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    Our View of Channels

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    Direct Model

    Pros Cons Business scale

    Care and feeding

    Coverage issues

    Conflict with channels

    Value proposition

    Market feedback

    Product feedback

    Account control

    Sales control

    Important to a company in new or unknown markets toensure they are seeing the opportunity while developing

    effective strategies. Cant drive partner strategies if youdont know the market.

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    Partnership Model

    Pros Cons Not strategic (one of 100s)

    Channel conflict

    Increased costs

    Gaining partner attention

    Sales/Marketing/Technical

    Leverage sales channel

    Increase local/intl reach

    Increase strategic value

    Deeper market insights

    Competitive positioning

    Most important to identify key partnerships that are more than

    an LOI. Initially find tier 2/3 partners that need you. Tier oneswork when there is a real deal on the table. 1+1=3

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    ISV Model

    Pros Cons Support costs

    Product discipline

    Relevancy to ISV

    Integration requirements

    Reduce service costs

    Establish ecosystem

    Part of larger solution

    Large part of the success is based on platform decisions.How open is your platform to allow the ISV to rapidly plug

    and play without huge overheads.

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    Customer Model

    Pros Cons Product Discipline

    Support costs

    Vendor conflicts

    Sticky/Entangled

    Land and expand

    Become strategic

    References

    Customers as a channel is my favorite as it can driveintegration and partnerships while expanding usage. Onceour services are embedded in our customers solutions we

    are exceptionally sticky. What is the average build cycle ina major company?

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    Our Focus & Why Partnerships are critical to grow our footprint.

    Choose wisely, good ones take time

    Can take 12+ months to bear fruit

    Tier ones are not always your first choice

    Customers We Believe in an open services answer platform

    Customer can consume our services

    Can drive deep linkages into internal solutions Drive to be IR inside

    We charge on the transaction

    Objective is to have our services in channel requiring answers This affects our partnering strategy

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    Q&AJeff Silbert

    Managing Director & FounderOrder of Magnitude [email protected]: @JeffSilbert

    David Lloyd

    PresidentIntelliResponse

    Inc.

    [email protected]

    P: 416-214-9337 x 231

    Twitter: @1RA

    Adrian Davis

    President & CEOWhetstone [email protected]: 416-410-1456Skype: adrian.davisTwitter: @salesscientistLinkedIn: linkedin.com/in/adriandavis

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