The Transition from CMO to CRO
Traditionally, the path to becoming a CRO involved climbing the ranks within a sales team. However, with the rise of data-driven marketing, there’s been a notable trend of marketing executives transitioning into the CRO role. Andrea’s a perfect example, as someone who identifies as a “left-brain marketer” that’s always been data-focused, prioritizing the impact her teams have on new revenue. While marketing and sales metrics may center around different funnel stages (ie: marketing emphasizes new trial sign-ups, while sales zeroes on conversion to net new ARR), both ultimately focus on revenue growth.
Growing in a Challenging Market Environment
In an environment where every GTM organization faces the challenge of expanding without spending more money, Helpscout stands out with over 95% of their traffic being organic. Looking ahead, Andrea envisions the key growth catalyst to be product-led sales.
Just as it’s now an industry best practice that Sales and Marketing work together with revenue as a shared metric, it’s inevitable that the same will be true of product.
AI for Revenue Teams
Help Scout is currently utilizing AI in SDR emails, a strategy aimed at reducing costs and augmenting productivity in response to downsizing their SDR organization 6 months ago. The organization is currently leveraging tools such as ZoomInfo, Make.com, and Outreach to automate the process of identifying high-intent leads and creating personalized emails. It’s allowed them to “replicate the force of 20 SDRs with just one person.”
AI in Content Creation
Andrea Kayal also addressed the potential of AI in content creation, acknowledging the challenges associated with data privacy and security. Recognizing the necessity of better tooling for data insights and reporting, she projected her optimism towards the development of advanced AI tools capable of producing high-quality content.
Help Scout, as she stated, is committed to focusing on content as a major channel, and plans to use more distribution channels in the future. Hence, the conversation reflected the importance of evolving and integrating new tools that align with a company’s content strategy.
Metrics for CROs
While revenue is a lagging indicator, leading indicators such as New Monthly Recurring Revenue (MRR), New Annual Recurring Revenue (ARR), and net expansion often offer more valuable insights.
Apart from pointing out the significance of key metrics, she also emphasized the importance of having a robust RevOps team and a sound infrastructure for data tracking and analysis.
In a recent episode of GTM in the Tofu Bowl, Elaine Zerbe sat down with David Yockelson, Distinguished VP Analyst and Fellow at Gartner, to explore how artificial intelligence is reshaping the world of go-to-market strategy. Yockelson—who has spent decades at the intersection of marketing, product strategy, and technology—shared his perspective on AI’s role in account-based marketing, the evolution of agentic workflows, and what organizations get right (and wrong) when deploying AI in their go-to-market motion
Amandine Servain, VP Marketing at Wunderkind discusses how she evaluations, implements, and measures the success of AI tools.
Greg Kogan shares how he and the Pinecone team coined the term "vector database", built the category and scaled to 10,000 signups a day with a PLG motion.
Former CMO of Datadog, Alex Rosemblat, shares valuable insights on the power of account-based marketing, the importance of strategic clarity and alignment, and the need to listen to customers in B2B marketing.
Jon Miller co-founded Marketo, one of the most successful marketing automation platforms, and is now the CEO of Demandbase, a trailblazing account-based marketing company.
Bernd Leger, the CMO of Cornerstone OnDemand, shared his rich insights on the evolution of the marketing industry, the innovative use of technologies, and his views on the potential of AI in marketing.
Jason Grunberg has built a remarkable career in marketing with over two decades of experience, currently serving as the CMO of Bluecore, a leading retail marketing platform.
Frame.io's acquisition by Adobe for $1.28 billion in 2021 offers ample testament to the role that focused sales and marketing efforts can have on a company's growth trajectory.
Having been through 4 IPOs and now sitting on numerous boards and advising many companies, Carol had some great anecdotes, tips and tricks to share.
A playbook for 1:1 marketing in the AI era
"I take a broad view of ABM: if you're targeting a specific set of accounts and tailoring engagement based on what you know about them, you're doing it. But most teams are stuck in the old loop: Sales hands Marketing a list, Marketing runs ads, and any response is treated as intent."
"ABM has always been just good marketing. It starts with clarity on your ICP and ends with driving revenue. But the way we get from A to B has changed dramatically."
"ABM either dies or thrives on Sales-Marketing alignment; there's no in-between. When Marketing runs plays on specific accounts or contacts and Sales isn't doing complementary outreach, the whole thing falls short."
"In our research at 6sense, few marketers view ABM as critical to hitting revenue goals this year. But that's not because ABM doesn't work; it's because most teams haven't implemented it well."
"To me, ABM isn't a campaign; it's a go-to-market operating model. It starts with cross-functional planning: mapping revenue targets, territories, and board priorities."
"With AI, we can personalize not just by account, but by segment, by buying group, and even by individual. That level of precision just wasn't possible a few years ago."
This comprehensive guide provides a blueprint for modern ABM execution:
8 interdependent stages that form a data-driven ABM engine: account selection, research, channel selection, content generation, orchestration, and optimization
6 ready-to-launch plays for every funnel stage, from competitive displacement to customer expansion
Modern metrics that matter now: engagement velocity, signal relevance, and sales activation rates
Real-world case studies from Snowflake, Unanet, LiveRamp, and more
Sign up now to receive your copy the moment it's released and transform your ABM strategy with AI-powered personalization at scale.
Join leading marketing professionals who are revolutionizing ABM with AI