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Q&A with Sarah Cincotta of Aperian About Rethinking the Brand of a DEI Pioneer

As the DEI category grows larger and new entrants fight for attention, it can be hard for companies to identify the right partner for their journey of creating an inclusive workplace. Founded in 1991, Aperian is a pioneer in helping organizations develop culturally diverse teams that deliver measurable value. Trusted by over half of the Fortune Global 100, their experience serving over three million learners has driven their evolution into a data-driven, product-led company.

Emotive worked with the Aperian leadership team to redefine the company’s brand as it embraced a new strategy, refreshed its values, and developed a new visual and verbal identity to further differentiate its offering in a crowded space. As they go to market with an updated brand and story, we had a chance to chat with Managing Director of Global Marketing Sarah Cincotta to get her insights on the process of rebranding an industry leader to accelerate its growth.

Emotive Brand: There was a lot going on when you undertook this work. Your two co-founders were stepping back after decades of work to build the brand, and your two co-presidents were stepping up to face the challenges of competing in a rapidly growing space. Why was this the right time to re-examine your brand? 

Sarah: The DEI landscape has really exploded over the last few years, and every indication is that it will be a growing part of the corporate culture and governance landscape going forward. This has attracted a number of new competitors to the space who are aggressively building their brands. We found that even though we have longevity and heritage in this space, our message was getting drowned out. One of the biggest assets of being an early leader is that a significant portion of our business historically has come from client referrals. But we got to the point where we were seeing business plateau, and we knew that to keep pace in this rapidly growing landscape, we needed to reposition our brand.

Emotive Brand: Aperian’s go-to-market strategy is also evolving to match the dynamics of the marketplace. How did that play into the work of updating your brand?

Sarah: Aperian offers both live training and asynchronous online learning. As our company evolved, clients began to associate the Aperian Global brand with live training and the GlobeSmart brand with our online products. The market wasn’t always aware of the connections between our offerings, and even internally we struggled to blend those sides of the business. We’ve also added other products to our portfolio during our 30 years in business, and we used the brand development process as an opportunity to unify all of our offerings under a single umbrella.

A big part of this process was building an identity around Aperian that could speak to our existing customers as well as help us build awareness in the SMB segment. With our go-to-market strategy shifting to a product-led approach, our goal was to develop a brand that could deliver a unified message across all segments. By simplifying our brand architecture, we can go to market with a suite of products rather than point solutions to meet the needs of different customers. Our new brand story also gives our sales team a better starting point for engaging customers in our portfolio. And as we get more comfortable leaning into the emotional foundations of our brand, we’re already seeing how our brand is opening the door for new types of conversations with the people we serve.

Emotive Brand: What advice would you give other companies, regardless of industry, that are operating in an increasingly competitive market?

Sarah: A great exercise would be to see how difficult or easy it is for employees across the business to articulate what makes your company different and better than everyone else. At Aperian, we had the problem of having too many reasons we could claim we were different, which is not a bad thing, but we found it prevented us from rallying our brand around a single idea that we stand for in the hearts and minds of our customers.

Emotive Brand: So what is the idea that you rallied around?

Sarah: Simply put, it’s the butterfly effect: how one small change can cause ripples that create an outsized impact. We call this The Aperian Effect, and it gets to the heart of how pursuing our mission can change a workplace, an organization, and the world for the better. After the team landed on this idea, we discovered that back in 2016, Ernie, one of Aperian’s co-founders, sent a state-of-the-union email to employees that referenced this same idea. It was a confirmation that in the process of developing a brand for our next chapter, we were staying true to the DNA that makes Aperian such a unique company.

Emotive Brand: Before partnering with Emotive, your internal team had done some work to update its brand platform. What did you discover while working with Emotive? 

Sarah: Our previous work helped us align on the language of our key messages, but what was missing from our work was the emotional piece. Focusing our team on how we want our customers to feel opened up entirely new conversations about where our brand could go. Our work is intrinsically emotional, but getting intentional about creating a specific emotional space—and having the confidence to lean into it as we go to market—has made a big difference in how we’re building relationships with customers.

Emotive Brand: Aperian is blessed with a dedicated group of people who have been with the company for a long time, and a new brand represents a significant change in how a company sees itself. How did you onboard people into this process? 

Sarah: There is a good reason why one of our values is, “Stay curious and keep learning.” This mindset creates the perfect opening for communicating openly and transparently about the motivations behind undertaking this work. Our management team hosted bi-monthly coffee chats where people could bring their questions, which allowed employees to learn more about the thinking that went into the new brand. We also made it clear that this was an evolution of Aperian, not a dramatic shift. And by educating our teams about brand and letting them see the iterations of the work that helped us land our new identity, they could see the care and consideration that went into the process. We have a new logo and a new color palette, which is great, but our employees also understand the why behind them.

Emotive Brand: As part of this work, the team also refreshed the language around the company’s values. Why was this important to do? 

Sarah: The rebrand could have fallen flat for our employees if we hadn’t taken the time to reflect on our values. In the same way that we refreshed our brand to support our changing strategy, we agreed that our values had to shift to align our culture to our aspirations as a company. So we undertook a process to preserve the ideas core to our existing values, but to evolve them to shape the behaviors that would take us forward as a company. We articulated our new values using language that is more action-oriented, measurable, and emotional, and we’ve found this has made our values more relevant and accessible. Their language is showing up in everyday conversation. Teams are using them to ask better questions about how they can contribute. And across the company, we’re seeing how they can elevate our expectations about how we show up for each other.

Emotive Brand: Now that you’ve launched your new brand, what initial reactions have you experienced? 

Sarah: The big takeaway from me, internally and externally, is that in creating a better articulation of who Aperian is and what makes us a different kind of company, we’ve unlocked a new language for sharing our story with the world. It’s a matter of simplifying so we can amplify, which in a crowded market makes a tremendous difference. We’re getting ready to roll out a campaign, and just knowing that we’ve found the right notes to hit gives us confidence that it’s going to make an impact.

Finally, the fact that our co-founders, Ted and Ernie, believe in the work we’ve done is the most important endorsement. We’re stepping into the future in a way that honors our past, which is critical to the customers and employees alike who have made Aperian a company unlike any other.

Q&A with Eric Futoran of Embrace about Building a Brand to Lead the Mobile Revolution

Embrace is a company dedicated to unlocking the potential of mobile technology. As companies envision new ways that mobile can transform the ways people live, work, and play, they are asking their mobile teams to deliver mission-critical experiences that are increasingly bold and ambitious. Developers need help managing the growing complexity of what they build—so they can dream bigger about the role mobile plays in their future—which is what Embrace helps them do.

Emotive worked with Embrace Co-Founder and CEO Eric Futoran and his team to redefine their brand and align their organization on the next chapter in their growth story. As they prepared to launch the new Embrace brand, we had a chance to sit down with Eric to get his insights on how the process helped bring his team together to bring a new story to market.

Emotive Brand: You spent a few months going deep into the why, how, and what of Embrace, with a lot of healthy debate about how to tell the Embrace story. What are some things you learned along the way?

Eric: As a founder, I’m so used to thinking about the long-term vision for the company and how we can power the incredible promise of mobile. And in some ways, this visionary thinking is too far out for people to map to the work in front of them. A lightbulb went off after a conversation with Emotive about how to frame the role our brand needs to play over the next two years. It made the goals much more practical and a lot easier because it didn’t have to play out the brand vision in such detail. And to be honest, I think it made the result more exciting because we could see how it could impact the ways we go to market. While mobile disruption will take five or ten years to realize, not every company thinks that far out. The most significant personal learning was to shrink my timeframe and be okay with that.

Emotive Brand: Throughout our work together, you continually encouraged us to swing for the fences about where we could take the brand. What were your instincts telling you about creating a bold story?

Eric: My thinking was that we needed to push ourselves out of our comfort zone. For all sorts of good reasons, we are focused on the weeds of what’s in front of us. But you don’t build a brand for today. A brand needs to be aspirational by definition and build the bridges between today and the better future we’re all working to create. If we had stayed too much in our comfort zone, we would have created a brand that was good for us today but not tomorrow. By learning how to get comfortable operating outside our comfort zone, we recognized new possibilities for where we could take our brand.

Emotive Brand: Building a start-up brand in a newly forming category brings several challenges in building awareness, understanding, and advocacy with developers. How did you see emotion as part of the equation in bringing this all together?

Eric: When you connect with the brand, there’s an implicit connection that goes beyond the functional ways you will use the brand. For example, when you look at the Apple logo, it has nothing to do with what they do and everything to do with setting the emotional context for their offerings. When you’re talking to developers, I think it’s crucial to think of them as people with goals that inspire them and challenges that give them headaches. Developers are so used to seeing the same set of messages and color palettes and comparisons that they feel like they’re being sold to rather than a brand trying to build a genuine connection based on how well they understand their experience. Our goal is to make developers feel empowered by giving them technology that meets their needs and confident that they have a great partner in Embrace to help them achieve their goals. Emotion allows developers to recognize their aspirations and pain points in our brand, which creates a very human connection.

Emotive Brand: As someone who has successfully brought two start-ups into growth mode, when do you think it’s the right time to invest in brand?

Eric: I’ll preface this by saying I hate this answer—it depends. Everyone has a different product and a different strategy. For us, we’re trying to do something very different in our space and cut through a lot of noise that is out there. So brand is an important tactic to tell a unique story that keeps us from getting lumped in with companies we don’t compete against.

If you think about the other end of the spectrum, where 80% – 90% of SaaS products live, they drive differentiation based on doing something slightly better or cheaper than their competitors. These companies typically use brand to create a different emotion rather than paint a bolder vision. The majority of SaaS companies are highly iterative, which Embrace is not. We built our company to be a disruptor.

Emotive Brand: We started working together when there were signs of a weakening economy, but you invested in your brand when others were holding back. What were your reasons to keep pushing forward on the brand front?

Eric: A lot was the practical nature of where we are as a company. We have a best-in-class product with a well-defined product-market fit, but no one knows about us. Our best move in this situation is to lean into brand and marketing initiatives to fuel our growth. Until now, we’ve underinvested in brand because we never felt the pain because the economy was on fire and people were less cost-conscious. The rising tide lifts all boats. But now, as the tide is wavering, we need to make sure we’re positioned to compete in any market condition. We’re still growing, but our brand activities give us the ability to grow faster.

When VCs tell companies to lengthen their runways, I think that’s good advice for seed-stage companies where money is the greatest asset instead of time. For a growth company, time is of the essence because you’re now measured on what you achieve or don’t achieve over time. To reach our potential, we need to increase our awareness, and brand is a key component of that.

For a growth company, time is of the essence because you’re now measured on what you achieve or don’t achieve over time. To reach our potential, we need to increase our awareness, and brand is a key component of that.

Emotive Brand: As a CEO, you were deeply involved in this process. What were the pluses and minuses (if any) about a founder being so involved?

Eric: In many ways, it depends on the founder. We needed to make a bold pitch based on where Embrace is as a company. And for that to occur, we had to get out of our comfort zone. I think I implicitly had to be part of that initiative because it is really hard to ask a head of marketing or sales or product to put themselves out on a limb and take that risk without the founder being part of it. I’m not a marketer by any means, but I know the power of good storytelling. So from an ideal perspective, the founder and CEO should 100% be part of the process to ensure the brand’s story aligns with the bolder vision for where the company is heading. You’re not just telling the story of this moment in time—you’re telling the story of the people and the journey as part of that company. And so, if I hadn’t been as involved, we may have lost some of the potential of what the brand can do and the impact it can create.

Emotive Brand: As part of this work, we worked with you to develop a Growth Manifesto that tells the story of how you plan to grow over the next two years and beyond. How did this help your team connect the dots and align around the strategic pieces of your business, product, and GTM strategy?

Eric: It helped build a bridge between the near-term goals for driving awareness and our longer-term vision. When we started writing the Manifesto, the combination of the two came together. We were able to frame what we do in the five-to-ten-year vision of how mobile will transform the world and get people excited about this future, and then we made it real by focusing on the next two years and what will be required. The two horizons don’t have to be mutually exclusive.

But the team is still digesting the Growth Manifesto. When rolling out anything new, you need to create a drumbeat of communications and experiences. I have an -ism on this called the Rule of Three: give people the information in three ways and three different times. That’s what we’re doing with the manifesto so that it becomes part of our everyday thinking.

Emotive Brand: Because we’re Emotive, we need to ask you about feelings. Do you think feelings and emotions play an essential role in the B2B space?

Eric: 100%. Our customers are people. The people they serve are people. I think a lot of businesses forget that. We’re a very customer-first, customer-centric company because I truly believe it’s the right way to do business. Rather than B2B, we’re Human-to-Human. Retention is king for all SaaS companies. In addition to having a great product, you need to treat your customers right because they are making a bet on you. There will be bumps in the road, but they’re betting both on your vision and your ability to support them when the product isn’t working the way it’s supposed to, and they need you to take action. The only way you retain customers is by treating them like partners, like people whose success you genuinely care about. That’s the only way you’ll build a relationship that can weather the storms that arise. It’s not commonly expressed in the B2B space, but business is all about leading with emotion.

Category Leadership: Branding at the Edge

The thrill of discovery

One of the more exhilarating aspects of working with emerging technology companies is helping them map new ideas, evolving business models, and innovative technologies onto the existing brandscape. Sometimes there’s a clear way to position their offerings that gives them unique ownership of a positioning territory. But there are many times when a company’s offering is unique, original, or revolutionary to the degree that an existing category doesn’t describe them. We call this “branding at the edge” and it requires reframing the brand landscape in a way that allows our clients to define their category leadership, disrupt existing categories, or create new ones entirely. 

When it’s not clear what ‘it’ is called

We see this across multiple industries, but it is particularly true when technologies outpace their categories. Nomenclature and vocabulary don’t always keep up with advancements in the industry, especially for companies innovating in ways that go beyond traditional definitions. And the result is that a company’s offering gets mislabeled with nomenclature that describes a box that doesn’t fit what they do. They could be put in a category that’s shrinking or not reflective of where they’re leading the market. And this has an impact on how people categorize the offering and how customers connect with the company. 

This is when a company needs a technology descriptor. It’s not a name or a tagline, but rather the most important piece of nomenclature they can invest in. It helps customers quickly understand what category you play in. It signals to the press and analysts how you are challenging the status quo. And it names the territory you are claiming in the marketplace. Most importantly, a technology descriptor provides a handle that immediately describes what your product does — in a way that implies its value.  

Why this matters in category leadership

Positioning a brand (and messaging, and copy) without an agreed-upon technology descriptor is problematic—internally and externally. From an internal perspective, the process of coming up with a technology descriptor requires that leaders are aligned not only on how to articulate what they do but also where they want to go. The technology descriptor puts a stake in the ground of where a company wants to take a leadership position. Too high-level, and it doesn’t differentiate. Too specific, and it constrains future evolution. And this is first and foremost a strategic leadership conversation. Externally, a technology descriptor defines the category you want to either redefine or create. It can serve as a declaration of the territory you are claiming, or where you believe the industry needs to go. And it gives your brand a first-mover advantage for storytelling, positioning, and category and thought leadership.  

The solve

Coming up with a technology descriptor requires more than a brainstorming session that produces a catchy phrase. It’s more about defining the DNA of your offering and projecting how you want to grow and evolve your relationships with customers. To do this, we recommend looking at the business strategy and competitive analysis and seeking to understand how your new offering is different from what competitors offer or the current status quo.

A good technology descriptor needs to do a few things:

  • Differentiate your offering from existing players. This is a good place to use language that expresses a strength or differentiator, which will come into play when you do your positioning. 
  • Offer elasticity and expansion potential based on your known or presumed strategic plans
  • Balance the familiar with the new. It’s a good idea to use some terms that will ground your technology descriptor in ideas that people can immediately understand 
  • Get people excited about there being something new and better in this space. The ideal technology descriptor names the offering that people have been waiting for. It should give them a reason to rejoice.

A note about sequencing

Ideally, the technology descriptor should be determined before starting the Brand Positioning process as knowing what ‘it’ is that you’re positioning is generally helpful and will then inform the positioning statement and brand pillars. Together, the Technology Descriptor, Brand Positioning Statement, and Pillars form the strategic platform upon which to develop the rest of your brand’s assets.  

 

 

Igniting Growth and Pushing the Envelope for SaaS Brands

SaaS Brands

These days, it’s a SaaS world and we’re just living in it. From infrastructure and identity to platforms and productivity, Everything-as-a-Service continues to reign supreme. But what does it take to succeed and become one of the SaaS brands that can achieve the annual recurring revenue (ARR) required to drive predictable growth in an ever-crowding market?

According to Gartner, worldwide public cloud services are predicted to grow by 17% this year, from $227.8 billion in 2019 to $266.4 billion in 2020, with revenue forecasts for SaaS brands (cloud application services) expected to reach over $116 billion alone.

And while, as the SaaS market may seem mature after nearly two decades, according to a study by Synergy Research Group, it still only accounts for about 20-25% of total enterprise software spending, meaning there’s plenty of room for growth for both established players and new market entrants. There are challenges, but there are also plenty of opportunities to rise above the fray.

The Market Is Crowded and Continuing to Grow

According to a 2019 survey, data provided by Chiefmartech identified over 7,000 solutions in the marketing segment alone. This market saturation can lead to a lack of differentiation between SaaS brands and ‘buyer fatigue’ from an overwhelming number of choices and plans to consider. This is only likely to increase as investors continue to seek (and see) favorable returns on investments in the SaaS space, spawning multiple versions of even niche solutions.

Ease of Switching Can Lead to Churn

Another impact of the crowded marketplace and sheer volume of offerings is the ease of switching from one SaaS solution to another. SaaS brands, by the nature of the offering, are more scalable and easy to implement vs. traditional on-premise software solutions that require purchasing hardware, installation, and ongoing maintenance and management. Couple this with the fact that many SaaS offerings are nearly indistinguishable from each other and you’ll find the reason the average mid-sized organization is seeing 39% change in their SaaS stack from year to year.

The Target Audience Is…Everyone

Because SaaS has low barriers to adoption relative to traditional IT solutions, it’s increasingly common that the purchaser of a SaaS solution is not from within the IT organization, but is instead in another part of the business with a discretionary budget to spend. As a result, SaaS brands need to remember that their brand needs to be able to communicate beyond a strictly IT audience.

Expectations Are High

The consumerization of IT and what’s known as the ‘Amazon Effect’ continue to raise user expectations as they expect B2B and SaaS solutions to deliver the same level of customization, user experience, and ease of use as they experience from B2C companies and their daily consumer electronic experiences. As a result, SaaS solutions need to over-deliver on overall usability and the customer experience in order to attract and retain active users and preserve AAR.

To overcome these challenges, smart SaaS brands are adopting business and brand strategies and practices from the B2C world and adapting them to the B2B SaaS world.

1) Define the position you want to own in the market.

To stand out in a crowded market, SaaS brands must clearly define what position they want to hold in the market and in the minds of their target audiences. Being clear about how your SaaS offering is specifically differentiated from the rest of the competitive field is the starting point for driving preference.

2) Build a rational and emotional connection.

Like B2C brands, SaaS brands must communicate what the brand does, how it does it, and why the brand matters. At Emotive Brand, we think about this in terms of building a rational and emotional bond with customers—enabling people to know what you stand for, why your brand is different, and feel an emotional connection to your brand. The rational connection may drive initial purchase and adoption, but it’s the emotional connection that builds long-term preference and stickiness.

3) Invest in customer experience.

Create a customer experience that measures up to expectations set by leading B2C brands. This means paying attention to all touchpoints, from the sales process to product functionality and usability, to ensure that each and every interaction reinforces the connection with the product and the brand.

4) Differentiate with design.

Another way for SaaS brands to stand out is by investing in design. A distinctive and ownable visual identity can help differentiate from competitors and build recognition with purchasers and users. Of course, the focus on design needs to extend beyond branding and visual identity to include UX and product design to create an experience that keeps users engaged and utilization and renewal rates up.

As businesses continue to look for ways to streamline and simplify how they use and deploy technology to meet specific business needs, the SaaS market will continue to grow. The crowded market presents opportunities and challenges. Claiming a clear position in the market, building an irresistible brand that champions superior user experience, and differentiating with stellar design can help SaaS brands achieve the growth and recognition they need to succeed.

Emotive Brand is a brand strategy and design agency in Oakland, California.