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Virtual Briefing: How Top-Performing Companies
Position and Partner for Growth
Federico Charosky
CEO, Quorum Cyber
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Virtual Briefing: How Top-Performing Companies
Position and Partner for Growth
Federico Charosky
CEO, Quorum Cyber
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Agenda
Cut Through And Grow: Message and Position Like Top-Performing Companies
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Gartner’s 2021 Technology End-User Buying Behavior Survey
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Gartner’s 2021 Technology End-User Buying Behavior Survey
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Gartner’s 2021 Technology End-User Buying Behavior Survey
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Finding new customers is the number one
challenge keeping tech CEOs up at night
Finding new
customers
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Challenges Causing Tech CEOs Sleeplessness
Finding new customers 47%
Customer retention 33%
Challenge
External
1 2 3 4 5
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Step #1
Differentiate
Yourself
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Buyers say a differentiated message is
the number one thing that impacts vendor
consideration.
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“We do it unlike anyone else”
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Buyers Struggle to Understand Differentiation …
With Significant Consequences for Providers
35% 3-5 rating NET 83%
30% Impact of
30% 27%
26% Differentiation
25% Failures
20%
▪ Delays
▪ Increased Reliance
15% on Third Parties
1-2 rating NET
10%
9% ▪ Concessions
6-7 rating NET
4%
(Terms/Price)
5%
2% ▪ No Decision
1%
0%
1 2 3 4 5 6 7
Scale 1-7: 1 = Not at all effective — difficult to see competitive advantage; 7 = Extremely effective — competitive advantage very clear
Q. How effective do you think most IT providers are in differentiating themselves from their competition? (n = 211)
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What Are The Most Common Reasons It Is Difficult To
Understand Differentiation?
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1 Pressure Test Your Messaging
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Step #2
Align Competitive
Approach To Your
Business Model
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Look to your business model to inform your
competitive differentiation.
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Blind Spot Activities for Messaging and Storytelling
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Competitive Position Options
Cost Advantage
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Competitive Position Options Position
Optionsetitive Advantage
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Competitive Position Options
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Which Competitive Position Should I Take?
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? Cost Advantage
• Demonstrate total cost of ownership in messaging and an
ability to deliver improved ROIs than the alternatives.
• Differentiate with your pricing model.
? Product Leadership
Actions • Don’t get caught in the feature trap.
• Customers buy outcomes to their problems. They do not
just purchase cool products.
? Customer Focus
• Amplify your identity as a smaller, more-agile and more-
customer-focused niche or boutique provider compared
with larger market players.
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Step #2
Deliver Value-
Based, Not
Product-Based,
Messaging
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Future-proof your IT with our cloud platform.
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Your Total Addressable Market
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Your Total Addressable Market
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Your Total Addressable Market
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Match Marketing Actions to Customer
Behavior/Perception
Drive Lead to your unique benefits, and drive
Purchase purchase urgency
Generate
Interest Be newsworthy
Build
Build intrigue or concern
Awareness
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Match Marketing Actions to Customer
Behavior/Perception
Drive Lead to your unique benefits, and drive
Purchase purchase urgency
Generate
Interest Be newsworthy
Build
Build intrigue or concern
Awareness
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Future-proof your IT with our cloud platform.
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Two Forces That Have To Exist
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Fix Accomplish Avoid
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Case In Point
From
Current
Situation
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Case In Point
From
Current
Situation
To
Desired
Future
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“The only way on earth to influence other
people is to talk about what they want and
show them how to get it”
“How to Win Friends and Influence People,” by Dale Carnegie
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Map your product benefits to
1 current situation and desired
future.
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Step #3
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“When you try to be everything, you
wind up being nothing.”
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Shift
Your
Focus
A Deep
Understanding
of the
Customer's
Situation
Is the Key
to Success
INTERNAL or RESTRICTED
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Missing Comparisons
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The Positioning Framework
Source: Adapted from Geoffrey Moore, "Crossing the Chasm: Marketing and Selling Disruptive
Products to Mainstream Customers"
INTERNAL
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The Positioning Framework
Source: Adapted from Geoffrey Moore, "Crossing the Chasm: Marketing and Selling Disruptive
Products to Mainstream Customers"
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Day In The Life
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Value Proposition
Sweet Spot
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Value Proposition
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The Positioning Framework
Source: Adapted from Geoffrey Moore, "Crossing the Chasm: Marketing and Selling Disruptive
Products to Mainstream Customers"
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Positioning At The Foundation Of Messaging
Customer
Communications
Audiences
Content
Creation
Positioning
Questions
to Answer
Train
Customer-
Storylines Facing
Teams
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Storylines
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Workshop Day In the Life with
1 and without your products – go
deep.
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Step #5
Focus on
Client Stories
3:1 Ratio
Customer Announcements
vs Product & Capabilities
High Growth Companies Focus on Client Stories
166
Product Announcements
87
530 104
84
298
211
142
26
40
Sources: Gartner Capital IQ; WorldBank.org; alpha.com; Gartner Search Analytics, Gartner Tech CEO Survey Data 2019; Investopedia.com
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Elements of a Compelling Story
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No one buys a product; they buy what
they think the product will do for them
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Establish a combined win/loss,
1 voice of customer and customer
reference program
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In Summary
1 2 3 4 5
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Virtual Briefing: How Top-Performing Companies
Position and Partner for Growth
Federico Charosky
CEO, Quorum Cyber
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Agenda
Cut Through And Grow: Message and Position Like Top-Performing Companies
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Virtual Briefing: How Top-Performing Companies
Position and Partner for Growth
Federico Charosky
CEO, Quorum Cyber
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Agenda
Cut Through And Grow: Message and Position Like Top-Performing Companies
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Why Partner?
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But Partnering is hard … lots of promise and
lots of happy noise
You Your Partners
“ they’re not loyal to us…” “ they don’t give us enough
leads..”
“ the channel just waits for us to
“all they want to talk about is our
bring them leads.”
pipeline..”
“ they’re getting trained … but its “they keep changing the
always next month..” programs and the promotions..”
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Our Focus Today : Scalable Partner Programs
Ecosystems &
Communities
Marketplaces
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What Can and Does Go Wrong?
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Building a effective channel strategy – the steps
and the sequence
.
Your Target
Segment 1
Roles &
Responsibilities
(“whole product”)
HOW ACCURATE IS YOUR TARGET SEGMENTATION?
Your Differentiated Value TARGET SEGMENTS
Segments 1…n
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YOU WANT YOUR PARTNERS TO BE SUCCESSFUL …. AS
EASILY AS POSSIBLE
Your Differentiated Value
Segments 1…n
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How Compelling is Your Partner Business Case?
Description
Customer Base
Size of partner's existing customer base in the
100
target segment
Year 1 Year 2 Year 3 Year 4 Year 5
Number of deals expected (1 per customer)
2 5 7 10 12
Year 1 Year 2 Year 3 Year 4 Year 5
Churn rate for year
0% 10% 0% 5% 5%
Price
Provider SaaS subscription (annual) per deal
50,000
Year 1 Year 2 Year 3 Year 4 Year 5
Partner Margin on SaaS subscription
30% 15% 15% 15% 15%
Partner implementation services value as a Percentage
percentage of Year 1 subscription 50%
Percentage
Partner gross margin on their services
40%
Partner managed services sold per deal - annual Price
subscription 30,000
Percentage
Partner managed service margin per deal
30%
Percentage
SG&A as a percentage of sales
18%
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Roles & Responsibilities: Partner Job Description
Value Added Reseller Services Provider Sales Agent (Referral)
Contribution Contribution Contribution
Event funding Marketing Campaign Plan You Yes Yes Marketing Campaign Plan You Yes Yes Undocumented You Yes No
Develop product marketing collateral Partner Agreement You Yes Yes Partner Agreement You Yes Yes Undocumented You Yes No
Product Advertising Undocumented You Yes Yes Undocumented You Yes Yes Undocumented You Yes No
Public relations Undocumented You Yes No Undocumented You Yes No Undocumented You Yes No
Outbound lead generation Marketing Campaign Plan You Yes Yes Marketing Campaign Plan You Yes No Undocumented You Yes No
Case study development Marketing Campaign Plan You Yes Yes Undocumented You Yes Yes Undocumented You Yes No
Installed base (product) campaigns -dev and funding Marketing Campaign Plan You Yes Yes Marketing Campaign Plan You Yes Yes Undocumented You Yes No
Installed base (product) campaigns -execution Marketing Campaign Plan Partner No Yes Undocumented You Yes No Undocumented Partner Yes No
Presales Provision of product demo capability Partner Agreement You Yes No Partner Agreement You Yes No Partner Agreement You Yes No
Conducting product demo Partner Agreement Partner No Yes Partner Agreement Partner Yes No Undocumented You Yes No
Discovery/requirements definition Undocumented Partner No Yes Undocumented Partner No Yes Undocumented You Yes No
Define/architect proposed solution Undocumented Partner No Yes Undocumented Partner No Yes Undocumented You Yes No
Vertical industry domain knowledge Undocumented Partner No Yes Undocumented Partner No Yes Undocumented Partner No Yes
Solution selling capability Undocumented Partner No Yes Undocumented Partner No Yes Undocumented Partner No Yes
Business case development Undocumented Partner No Yes Undocumented Partner No Yes Undocumented You Yes No
Opportunity Qualification collateral Undocumented You Yes No Undocumented You Yes No Undocumented You Yes No
Selling Opportunity Management system - provision Undocumented You Yes No Undocumented You Yes No Undocumented You Yes No
Opportunity Management system - input leads Partner Agreement Partner No Yes Partner Agreement Partner Yes Yes Partner Agreement Partner No Yes
Bid Management Undocumented Partner No Yes Undocumented You Yes Yes Undocumented You Yes No
Product Quotation process - provision Partner Agreement You Yes No Partner Agreement You Yes No Undocumented You Yes No
Product Quotation Undocumented Partner No Yes Undocumented Partner Yes No Undocumented You Yes No
Services Quotation Undocumented Partner No Yes Undocumented Partner No Yes Undocumented You Yes No
Implementation Project scoping & planning Undocumented Partner No Yes Undocumented Partner No Yes Undocumented You Yes No
Customer product training Partner Agreement You Yes Yes Partner Agreement You No Yes Undocumented You Yes No
Project Management Undocumented Partner No Yes Undocumented Partner No Yes Undocumented You Yes No
Business Process Design Undocumented Partner No Yes Undocumented Partner No Yes Undocumented You Yes No
Change Management Undocumented Partner No Yes Undocumented Partner No Yes Undocumented You Yes No
Integration services Undocumented Partner No Yes Undocumented Partner No Yes Undocumented You Yes No
Vertical industry consulting Undocumented Partner No Yes Undocumented Partner No Yes Undocumented You Yes No
Support Application support Level 1 Partner Agreement Partner No Yes Partner Agreement Partner No Yes Undocumented You Yes No
Application Support Level 2 Partner Agreement You Yes No Partner Agreement Partner No Yes Undocumented You Yes No
Application Support Level 3 Partner Agreement You Yes No Partner Agreement Partner Yes No Undocumented You Yes No
Notification of upgrades and fixes Partner Agreement You Yes No Partner Agreement Partner Yes No Undocumented You Yes No
Implementation of upgrades and fixes Partner Agreement Partner No Yes Partner Agreement Partner No Yes Undocumented You Yes No
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Doing the Right Things in the Right Order CEO
View the steps involved in creating a channel partner strategy; Gartner’s Ignition Guide provides guidance and tools
for each of the tasks under every step.
Step 1: Define the Channel Step 2. Calibrate the Step 3. Consolidate the
Partner Program Scope Channel Partner Plan Strategy
2.2 Estimate the required number of 3.2 Determine metrics of channel partner
1.2 Identify channel partner types.
channel partners. program success.
1.3 Ascertain product alignment for 2.3 Build a compelling business case for 3.3 Establish accountability and document
indirect channels. the channel partner. the strategy.
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Recommendations: Maximizing channel success
• Be clear about why you want /need partners, what is their relative importance to
you , and how do they relate to your overall business model and strategy.
• Understand how your partners make money and be realistic as to whether this
is sufficient to drive the type of relationship that you expect from them
• If you’re serious about partnering then plan and execute scalable programs and
processes to support your strategy
• Exercise a due diligence mindset and approach to investment in partnerships ,
particularly when dealing with large vendors/Sis/consulting partners
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Some Examples of Tools That Support You
Step by step guides:
• Build a Scalable Indirect Sales Channel Program — Part 1: Planning
• Build a Scalable Indirect Sales Channel Program, Part 2 — Construction
• Building a Scalable Indirect Sales Channel Program, Part 3 — Execution
Tools and Diagnostics:
• Building a Business Case for Channel Partner Investment for Tech CEOs
• Defining Roles and Responsibilities for Channel Partners
• Partner Finder
• Partner Program Diagnostic
• How to Select the Right Channel Partners for Resell and Support
Specific advice:
• What to Do About Under-performing Channel Partners
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Virtual Briefing: How Top-Performing Companies
Position and Partner for Growth
Federico Charosky
CEO, Quorum Cyber
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Agenda
Cut Through And Grow: Message and Position Like Top-Performing Companies
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Ask your questions
Send Question
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Gartner Tech Growth &
Innovation Conference
12 – 13 July 2022 | Virtual | Americas
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Takeaways
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