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Season 2 Episode 4
Data-Driven Evolution: From Marketing Automation to Customer Engagement with Pamela Robertson, CMO of Paytronix

RESOURCES   ❯   The Marketing Rapport Podcast

Episode Summary

In this episode of Marketing Rapport, host Tim Finnigan welcomes Pamela Robertson, the Chief Marketing Officer of Paytronix. They dive into the significance of customer data enhancement and the pivotal role of third-party insights in driving client success. Pamela outlines Paytronix’s innovative approach to engaging the hospitality industry through personalized loyalty programs and digital engagement platforms.

Tim and Pamela explore the challenges and strategies in B2B marketing, emphasizing the importance of data-driven insights and the integration of marketing automation to enhance customer engagement and drive revenue. They discuss the evolution of marketing campaigns with the advent of social media and the critical role of intent data in understanding consumer behavior.

The conversation shifts to the significance of aligning sales and marketing efforts, highlighting the collaborative approach at Paytronix. Pamela shares insights into the upcoming product focused on augmenting customer data with third-party information, aiming to provide even more personalized offers to clients. This episode sheds light on the ever-evolving landscape of marketing, emphasizing the importance of data and technology in crafting successful marketing strategies.


Joan Woodward, President, The Travelers Institute
  • Name: Pamela Robertson
  • What they do: Chief Marketing Officer
  • Company: Paytronix
  • Noteworthy: 25+ years in B2B marketing, now CMO at Paytronix.
  • Where to find them: LinkedIn

Key Insights

  • Transforming Engagement with Data Insights Pamela Robertson emphasizes the crucial role of data-driven insights in today’s marketing landscape. With over 25 years of experience, she illustrates how Paytronix leverages customer and third-party data to craft personalized loyalty programs for the hospitality industry. This approach not only enhances customer engagement but also drives significant loyalty, showcasing the transformational power of data in understanding and predicting consumer behavior. Pamela’s strategy highlights the importance of integrating data analytics into marketing practices to deliver targeted and effective campaigns.
  • Bridging the Gap Between Sales and Marketing A key theme Pamela discusses is the importance of aligning sales and marketing efforts. At Paytronix, the seamless collaboration between these two departments ensures that marketing strategies directly contribute to sales pipelines and revenue goals. This joint responsibility fosters a unified approach to customer engagement and lead management, proving that when sales and marketing work hand in hand, companies can achieve more coherent and successful outcomes. Pamela’s experience underlines the value of cross-departmental collaboration in achieving business objectives.
  • Navigating the Challenges of Marketing Automation Pamela shares insights into the implementation and impact of marketing automation within her career. She candidly discusses the initial challenges of introducing marketing automation tools, such as gaining buy-in and overcoming skepticism from team members. However, by demonstrating the tangible benefits of these tools through success stories and data-driven results, Pamela was able to convert skeptics into advocates. Her journey underscores the transformative potential of marketing automation in streamlining processes, enhancing efficiency, and driving revenue, while also highlighting the importance of clear communication and stakeholder engagement in the adoption of new technologies.

Episode Highlights

The Role of Data in Marketing Strategies
Timestamp: [00:20:37]

Pamela Robertson emphasizes the crucial role of customer data in enhancing marketing strategies. Paytronix plans to launch a solution that combines their data with third-party insights to provide more comprehensive analytics for their clients. This approach aims to deepen client engagement by leveraging detailed consumer behavior analytics. Pamela discusses the importance of data augmentation in creating targeted marketing campaigns that are not only more effective but also highly personalized, catering to the specific needs and preferences of customers.

“We rely on our customer data. And we’re looking at augmenting that, enhancing that with some third-party data to get even more insights for our clients.”

Importance of Sales and Marketing Alignment
Timestamp: [00:10:20]

The conversation pivots to the essential collaboration between sales and marketing departments. Pamela illustrates how Paytronix achieves its business goals by ensuring that these two functions work closely together, sharing a joint accountability for pipeline and revenue generation. This alignment eliminates common friction points regarding lead quality, fostering a more cohesive strategy where both teams are invested in the outcome of marketing campaigns and lead generation efforts.

“Sales and marketing are tied at the hip. Like the Chief Revenue Officer and I are, we are accountable for delivering pipeline and revenue and it doesn’t matter where it comes from.”

Marketing Evolution and the Impact of Technology
Timestamp: [00:06:09]

Pamela reflects on the evolution of marketing over her career, particularly highlighting the transformation brought about by technology. She shares anecdotes from the early days of social media marketing, noting how it was like navigating uncharted territory. This part of the conversation underscores the dynamic nature of marketing, where adaptation and continuous learning are key to leveraging new platforms and technologies effectively.

“And they hired me to work on some of their brands and they had no idea what they were doing. And I had no idea what I was, no idea.”

Challenges in Implementing Marketing Automation
Timestamp: [00:07:58]

Discussing the hurdles faced when adopting marketing automation tools, Pamela shares her experience of entering a role where marketing automation had been implemented without full buy-in from all stakeholders. This led to skepticism and resistance from parts of the organization. Through strategic successes and demonstrating the value of marketing automation, she was able to gradually build engagement and support, highlighting the importance of demonstrating tangible results to gain organizational buy-in for new technologies.

“They were not happy because they’re like well no one asked me and others leaders were like, well but this is going to help generate revenue.”

Top Quotes

[00:06:35] Pamela Robertson: “We leverage LinkedIn continuously. It’s a really important engagement platform for us, both organically and for paid.

[00:10:08] Pamela Robertson: “Everything we do from a marketing perspective is driven by data and by what we see. And I think one thing that’s really unique and I’m just thrilled about Paytronix is that sales and marketing are tied at the hip. The Chief Revenue Officer and I are accountable for delivering pipeline and revenue, and it doesn’t matter where it comes from.”

[00:20:37] Pamela Robertson: “We rely on our customer data. And we’re looking at augmenting that, enhancing that with some third-party to get even more insights for our clients.”