Docurated Weekly News 3/11

 In Blog, News

The Docurated newsletter is a hand-curated newsletter compiled to bring you first-person accounts and insights from the sales and marketing ecosystem.

Sales and Marketing

Alex Gorbansky of Docurated helps you choose the right sales enablement platform that’s best for you in “The Most Important Sales Decision You Will Ever Make.”

Sadhana Balaji of Chargebee provides insight on how you may be able to increase your lead-to-paid user conversion rate in her article, “8-to-15% in Trial-to-Paid Conversion: Here’s How CCAs Helped.”

Ashu Dubey of 12 Labs’ Applause discusses the impact that data science will have in the near future and how you can prepare by building up your own in-house data science team in his post, “How To Build A Powerful Data Science Team Without A Data Scientist.”

Bob Hutchins of BuzzPlant examines the recent growth of podcast audiences from the past few years and whether you should be investing in podcast advertising in his post,“Should You Advertise on Podcasts?”

Daniel Tay of updates you on the most current visuals that every marketer of today should be able to easily create and employ across their marketing efforts in “10 Types of Visuals For the Everyday Content Marketer to Use.”

Paul Clayton Smith of Uber discusses how Uber’s growth team was able to implement a design strategy that has since been able to achieve speed, quality, and impact in a fast paced, hyper-growth economy in his article, ”How We Design on The Uber Growth Team.”

Zeb Khan of Avention explains why he recommends performing a data cleanse prior to initiating a data migration in “‘Sharpen Your Axe’ – Cleansing Gives Data Migrations the Cutting Edge.”

Financial Services

Steve Williams of Cornerstone Advisors explains how banks who adopt a nimble approach can win more market share in, ”Building the Agile Bank.”

Don MacDonald, CMO at MX looks at companies who have succeeded through market turmoil and what financial services companies can learn in, “The Future of Banking: Uber or Apple?

Brand expert, Mark Arnold explores the viability of using selfies and other creative ways to market financial services in, “Using Selfies to Market Your Financial Institution”

Cóbhan Phillipson of Docurated examines the ways financial advisors generate leads in his post “The Financial Advisor’s “Secret Sauce” for Generating Sales Leads”.

Hilary Givens of Salesforce provides a few tips for the financial services industry on how to effectively advertise on Facebook in her article, “What Financial Services Advertisers Need to Do to Succeed on Facebook.”


Tal Vinnik of Mediafly explains exactly what “sales transformation” entails and why it is not something that should be feared in, “Don’t Let Sales “Transformation” Scare You”.

Paul Willmott and Jay Scanlan of Mckinsey recently discussed how senior executives at large enterprise companies can drive digital transformation in “How Companies Become Digital Leaders”.

Teresa Torres of Inc. explains how to adjust your mindset and become a design thinker in “How to Think Like a Stanford-Trained Design Thinker”.


Acclaimed executive advisor, Jon Katzenbach outlines how companies can tap their natural advantage when they focus on changing a few important behaviors in “10 Principles of Organizational Culture”.

Stanford Professor, Baba Shiv explains why companies need to create a culture of innovation to succeed today in “Failure is the Mother of Innovation”.

Broadsuite founder and President, Daniel Newman charts the changing dynamics of enterprise collaboration in “How Collaboration Inside the Enterprise Has Shifted”.


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