ChannelWaves by Structured

Self-Serve 2.0 is Here and It’s Not What You Think
AI is transforming the partner experience but not in the robotic, rinse-and-repeat way people expected. In this episode, Steven Kellam sits down with Rebecca Jones, Chief Growth Officer and COO at Bridge Partners, to unpack how self-serve has leveled up. Call it Self-Serve 2.0. It is faster, smarter, and finally useful. They explore how AI can personalize partner engagement at scale, strip out the chaos of bloated portals, and surface the real Voice of Partner using actual data instead of guesswork. Bottom line: vendors who blend AI with real human expertise are winning on relationships, not just results. If you care about keeping partners engaged and productive, this conversation is your playbook.

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A podcast for Channel Marketers, Channel Waves is a place where channel leaders share success strategies, best practices and emerging trends, brought to you by Structured.

Welcome everyone to ChannelWaves

StructuredWeb's view into Everything Channel.

I'm your host, Stephen Kellam.

Very happy to have Rebecca

Jones joining us today.

Hi Rebecca.

Hi Steven.

How's it going?

Well, so Rebecca is the Chief Growth

Officer and COO at Bridge Partners, one

of our strategic partners.

So very excited to have her here

because we keep talking about

partner experience and we're going

to talk about how AI has affected

partner experience in particular.

It's kind of hard to do a podcast today

and not have AI in it completely.

I don't know who's not talking about

it or thinking about it, figuring out

ways to transform that experience.

So just it's embedded now.

Oh, absolutely.

I think one of the interesting things

and the places we're going to start

is we were talking about self serve.

And those who have listened to my podcast

know I used to be a partner and self

serve was part of the long tail.

And Rebecca and I were talking

about it, I would say that

self serve was considered a negative.

Right, Right.

Because you, you were

kind of on your own.

Right.

You weren't part

of the 300 managed partners.

Even though the long tail is

very important economically,

it doesn't make sense.

And Rebecca and I were talking

about how maybe self serve

has become a good thing.

Because the question I'd asked Rebecca

was okay, if I'm one of the 300 managed

partners and I've got someone helping

me, which is great, but wouldn't you

rather be able to do some things on

your own?

I'm not talking about

replacing the H2H, Human to Human

Right, Right.

But the ability to do some things

on your own I think would

actually be a pretty good thing.

Thing.

Right.

Yeah.

And I think back to where we started that

conversation around self serve and your,

your point is absolutely correct.

It's kind of reserved for the long tail.

Right.

Yeah.

And now when you think about self

serve or you know, self serve 2.0,

it's from a go to market

standpoint, it's transformational.

And we are talking about really looking

at inversing that pyramid on how can

you think differently around self serve

for every partner type that you have

your most strategic partners, the high

growth ones, and your long tail about

using that as a competitive

differentiator.

So yeah, I think, I think it's

a fascinating topic for us to get into.

Yeah.

I could see a managed partner

still wanting to have the human

to human around the strategy.

Right.

Still, how do I be successful?

What, what makes me, what

makes me different?

How do we work together?

But it's the underlying pieces

that I can get accomplished where

I don't have to wait for that data or I

can come in and get some things done.

Yeah, 100%.

And so there are just some fascinating.

I always like to look at the market

and the statistics there about

what is really driving

that behavior or that desire

for a different partner experience.

And if you think about it from a B2B

side, over 30% of those,

transactions for B2B today are digital.

Right.

If you have e-commerce.

And when you think about the comfort

level with self serve from a B2B

buying perspective, over $500,000.

This is the market.

This, I find this absolutely fascinating.

Over $500,000.

There's a comfort level now

of making transactions

at that point for a B2B buyer.

I think it's over the 39 or

40% somewhere in there.

Maybe 40.

Well, we'll go with 40 because

39 and 40 are real close.

Right.

It's a pretty high amount.

Yeah, it's a high amount.

And when you think about partners and

the consumer wants this self driven

experience and the strategic

opportunity and where AI can really

play a role, partner experience

that, that can be ultimately

transformed as well.

And you can apply this consumer grade

driven experience for partner

and that's a huge unlock for businesses

to really think about differently.

You do, but I'm going

to jump right into it.

Right.

You're going to actually skip

over a few of our questions

because it goes to data.

Yes.

So my question is to you, what makes

someone comfortable with that and what

makes partners comfortable with that?

Self serve, what do you need to do

to make that work?

And then how is AI really

changing all of that?

Yeah, I think that's a great question

when you get down to the data,

because that's fundamental, it's

foundational into whatever you're

hoping to achieve with the partners.

But I would go back to really

understanding where that partner plays

in your customer journey.

And then we were just talking about your

most strategic partners, your high

growth and your long tail and what, what

do you need to help them be successful?

Especially if you're thinking about

Self serve or Self Serve 2.0.

And we could just start with your most

strategic partners and if you're

thinking about how do you enable them

differently, utilizing AI and a self

serve model, your most strategic ISVs,

how would that look like for your

business?

Right.

And how can you unlock that,

how can you help them drive and connect

those APIs in and what do

they need to drive that business?

And so I would say that from a data

perspective, you know, that that's going

to be absolutely critical,

in ensuring that you have the right

alignment between the business metrics.

And what do you need from both,

both sides to do that?

The world that I live in, I look at

what AI has done and the data that you

need to make a partner successful.

I think we can start with

the data about the partner.

Right?

So the more you know about the partner,

the more this gets into personalization.

Yes, it does.

And there's been machine learning for

a while about, okay, if it's tagged

correctly in your CRM that, maybe

you knew a little bit about where

the partner was, if you knew who the

partner was, and maybe you knew what

they had purchased historically, and

maybe you knew a little bit about

them.

But what AI I think, has done is it

allows the vendors to come in, everybody

who's listening, and then how do you

find out everything about this partner?

Right?

I mean, now you're scraping their

website, you're scraping the social,

you're scraping everything out there

to understand who, what,

where and the why of this partner.

So it's, you know, I come in, it

goes, oh, Steven, you live in

Napa, you sell into wineries, you sell

risk mitigation, business continuity,

and you sell into COOs.

Oh, wait, you're in the wine business.

By the way, here's all the things

that you need to know about what's

going on in the wine industry.

And then I think it's even to the point

where AI can say, and all of your

key buyers, here's all the information

about them and start to make it.

So not only is it personalized

for that partner, but is even helping

them make business decisions.

And it's helping, sorry,

I'm just trying to continue

And it's helping then the vendor

connect the partner with that buyer

so that there's a higher chance

of probability of success, right?

Absolutely.

And when you think about where you just

went through core personalization,

you're getting down to segment geo

specific, industry specific, who they

should or could go to market with.

How are these customers

ingesting the solution?

What partners are they bringing in? This

I mean, depending on the size partner,

they might not recognize all the players

that are at the table that are

helping deliver that customer solution.

So it's exponential knowing how

and strategically what to layer on

and what to be, tracking and helping

your partner be more successful.

So, you know, personalization absolutely

critical And I would say at all level,

if you think about it doesn't matter.

You know, a lot of that has been

reserved, most notably

for the most strategic partners.

But with AI you can really go

and help enable all of your partners.

High growth and long tail.

You know, I can't remember the matrix,

but somebody had a matrix that

had the partners in each one

and there was some where wasn't the high

performers but rising stars.

I'll just.

Yeah, I get.

Everybody has, everyone's got, everyone's

got a name, everybody's got a name.

We call it the rising star.

To me, I think the really interesting

thing is you can start to use AI

to figure out then you know,

you know, how do I, who are they?

Right.

And how do I get them from point A

to B and how do I make them successful?

I think I use someone use

the word democratizing.

Yeah, the ability for,

for partners to be successful.

Yeah, yeah.

I think that you know, wherever

you put those high growth, rising

stars, it is really unlocking.

And I think one of the other topics we

talked about is how do you use AI?

And let's just talk about those

partners in that, in that

area, that tier of partnership.

You really want to ensure that

you're helping support them to get

to that next level of growth

and achievement and accountability

to help sell on your behalf.

And so with, with AI there's so much more

you can be doing to track performance,

measurement, enablement and support

to meet them where they are.

And so you were just talking

about how do you figure that out

and get them along that path.

And I think there's just some really

interesting things that are happening,

lining them up with the three to five

plays that because you have so much

more knowledge and you can start to

automate how do you connect them where

they are, you know what your priorities

are as a business and then how do you

help get them on a path based on their

capabilities, their strengths to really

go sell for you.

And it's I think about from a consumer

side, Amazon's got me dialed in,

but what's the next best offer?

And with AI you can really, if you

know what they're bringing to market

and the play that they've got out

there, how do you help them with

that, the next best offer for that

partner in that scenario in that

industry and where they sit for that

customer segment.

So it's, it's incredibly powerful

to see how companies are starting

to layer this data on and use it

to drive business measures and success.

But it's not a magic wand.

It is not from my perspective

and I think I heard you say enablement

somewhere around six times.

Right.

So how does that play into what do

we, what do we need to do there?

Oh, second part to the question.

Two part question

And then maybe you can finish it off

with our move from generative to

agentic AI and where

that's going to help as well too.

Right.

I think they kind of go hand in hand.

Yeah.

I think about enablement and there

was if I'm recalling correctly, and

you and I both know this, how many

portals it's come to me partner

come to my portal and I believe it

was Canalys that put the report

out that behind help with AI and

enablement.

There, it is.

Portals are known to be opaque

for partners to navigate.

And how do they really get

to where they need to be?

And so when I think about

the opportunities for enablement,

there's a whole new world out there when

you start to apply solutions that

are built on AI for partners.

One, because the old method,

the old way you were really strapped

on how many partners could you

enable in what form or fashion?

And it was, you know, there

was always a self serve right.

Like go, go get this learning.

But the solutions that are out there

today to meet your partner where they

are and ensure that they have the right

level readiness and it's tuned

for their learning and the capabilities.

And you were just talking about

the capabilities, that can be

built into enablement today.

It's a whole new world.

And so I think you and I were

having a conversation around.

It's not really can we do this?

It's really ensuring it's

lining up to the strategy.

Like should you do this?

Don't worry about the tech anymore,

we can get it done.

But let's make sure that lines back up

to your goals and objectives and what

you're trying to accomplish in market.

No, I totally agree.

And it's really turning

into a just ask world.

Yes.

But here's the interesting thing.

I live in a just ask world.

I think you live in a just ask

world where we're very used to AI

not just even from the generative

side, but from the execution or

agentic side where you literally

are going to ask AI to do

something for you.

But we still need to get partners

at all levels and particularly in

the long tail, very comfortable

with okay, when I, when I show up

somewhere and someone says I just

need to ask, I can see a partner

going ask what?

What, what do I ask for?

What am I asking for?

So, so, so how do we, so how, how

do we, how do we make that happen?

How do we explain that?

And how do we get them comfortable

with, you know, okay, this is what's

going to be in front of me because I

truly believe, as you said, portals

are going to be very, very different

experience and I think they have to.

We were working with one vendor

who will remain nameless that

on their channel marketing portal.

753 pages in URLs

that a partner could actually go through

to create a campaign.

753, like is any partner

ever going to do that?

Right?

Never.

Never.

Right.

I would never go to a site

that gave me 750 pages.

Right?

Wait, you would go once.

Once.

Okay, I would go once.

Yeah.

You probably wouldn't go

back very often, would you?

No, no.

And who's got the time,

who's got the time to do that?

And I think that that is part

of that value exchange.

Who has the time?

The partner is coming to a portal or

an would say you asked about how do you

get long tail partners comfortable?

There's two sides, right?

There's the skilling side and really

understanding how did they

bring that into their business.

They need to be customer zero.

Right.

And they need to adopt a growth mindset

on you know that first level

is basic productivity and efficiency

and how do they bring that in?

And there's not a solution out there

today that isn't including

AI or some capability in there, but they

really do need to be customer zero.

And then when I think about the

opportunity for the companies,

enterprise companies that are building

and have large partner ecosystems that

they're looking to enable, how do they

use the technology and AI, you know, and

generative AI to build solutions that

that partner is interfacing with and

just gets more comfortable.

Because you and I both know once you

start to adopt it and use it, you learn.

Right?

And I always think about

that growth mindset.

You're, it's, it's got

to get uncomfortable and there's

a new method, new way.

And once you start to learn

that pathway is going to be much more

productive and get you

to those results faster and better.

Those partners will see that and,

and I, you know, I know firsthand

you've seen it and I've seen it.

The solutions where you start to

interface and you can go by voice

and other ways of like get me to

the pathway and as this, it's such

a rapid move right now, and what

the capabilities are and will be in

the future.

These use cases just keep coming out

that, you know, I'm, I'm so excited

around what we're going to be able

to do to really enable partners.

And I always say meet them where they

are, like that moment of relevance.

You know, we were talking

about personalization.

Whether it's a marketing leader,

a business leader, a more technical

leader coming in, what are they looking

for and how do you start to really

personalize that learning path for them?

And what are they trying to,

what do they need right now

to open up that new deal, accelerate

that, or get that closer to close?

Right.

And so regardless of partner size,

you know, your most strategic or your,

your long tail or your high growth,

the ones you're trying to nurture,

these experiences can be done.

You just have to strategically look

at the map and know where you do.

Where do you need these partners

across your customer journey?

And then how do you build a partner

experience, to allow them to be, better

at what they're trying to do for you?

Okay, one final question because, yeah,

I want to talk about

the vendors for a little bit

and what they can get out of this.

We can come back.

Let's do a second podcast on

generative to agentic,

because we could be for a while.

Here's what I find fascinating.

Vendors have always wanted to know what

partners think, the less they need.

And if you ask, if you would ask

senior directors, VP level at a big

vendor, like, how can you build, you

know, partner engagement, they're

going to, well, ask them, you know,

talk to them.

Yeah, it's impossible

to talk to 5,000 partners.

Yes, impossible.

So I think AI, from my perspective,

the data that vendors can see when

partners are engaging and asking

questions and in that just ask

world seems like a treasure trove

to me for the vendor on seeing into

what partners need and how they can

help them.

What do you think?

I couldn't agree more.

If you think about voice, a partner

and the go have the classic

interview, it's what's not said

and what's being looked for.

And yes, I agree with you that there

are so many opportunities now, but it's

knowing where to look for that data

and knowing that it's there

and how to start layering that on.

And I think that for me it's there.

Right.

There's a lot of data being

collected and is it in the right

frame and the right form for you

to actually do something with.

Right.

And but I agree with you that there are

there's incredible amounts

of opportunity to really change

the game and get more strategic around

what you're offering and when.

And that's a great,

that's a great example.

I'm curious, you've asked me questions.

I'm curious from your perspective,

if you were thinking about Self Serve

2.0, what would be some of the core

capabilities that you would say?

This is, this is the vision

of the future.

Three things, right.

I think for the partner, once again it

needs to be at a just ask world at

the top of the portal, not further down.

So as soon as that partner is coming in,

don't make them go through five clicks

to get somewhere in the beginning.

Figure out how, how to do that.

Right.

And layer that, just ask across as

much as you can.

Second thing, make it everything

that you're investing in.

This is advantage purpose built

and partners will buy into it

because they have,

as you said, they're ROI'ing their time.

They have an objective.

They're not looking

for fluff around the AI.

It's like how do you help me

in this buyer's journey?

Right.

How do you, how can

you quickly get there?

Right.

So make it, just ask, make it easy.

Make it purpose built which

means add value to it, right.

So that there's value and they,

they want to come back.

And I think the third thing is,

take that data that's coming in.

I think the data that's coming in from

partners, when they interact that the

vendors can see inside of this just

world is chock full of things that

vendors can do to understand their

partners.

Don't ignore that data.

You should have a dashboard and you can

even use AI to analyze it like you know,

what are the biggest challenges your

partners are having in this vertical?

Selling this product.

And you can take it down to that.

You literally could have an AI,

you know, take it and look at that

and come back and say, hey, I need

battle cards against this competitor.

Heck, you could even, okay, this will say

the generative to the agentic overlap.

You can even have it

to ask the agent then to create a battle

card, against that competitor.

So now what you're doing

is building value.

I'll go back to, I said three things

but I think it's really two things.

Make it easy for partners.

Value.

And then take all that data.

So I guess it is three things and come

back and make it even easier.

Make it more valuable.

Yeah.

And just think about all the use cases

off that data and the mapping and we

could have a whole conversation around

partner assessment and maturity models.

Enlightening where you think

and where companies can start to see

where their part what their partners

are asking across a maturity index

through all of this data.

And to your point, it could be they're

looking for X, let's go build it.

And that could be moving to agentic.

And it's also really helping provide

more signals to the business.

Where are their partners in this

ecosystem and what are they looking for?

Even if they think that partner is that

high growth or strategic partner,

they might have some fundamental

questions that are coming in.

And that's where the human

expertise comes in.

We didn't talk much about that.

Like self serve, there's so

much there, but there's also

a need for human expertise.

And where do you put that human

expertise in your business?

If you can start to automate and start to

build on some of these other pieces that

now because of AI can be transformed.

So maybe that's another podcast.

Okay, sorry I can't help.

One last one thought of that note.

So you could literally what if.

And you could do this, right?

You could clone your concierge, your

CAMs and PAMss, that a lot of the work

that they're doing for their partners,

you could create 20 agents, you could

build whatever agent you want.

Right.

This is on the agentic side and once

again I think we'll do a separate

podcast on that and you could clone

a lot of what's happened and

basically this is the democratizing

it, right?

You're taking a lot of what you've done

for the strategic partners.

Now you're doing it for the long tail

now you still have the H2H, you

still have the human to human for

those top 300 because you know,

strategic conversations, you're

going to invest in them but you can

make that world so much better for

that long tail.

Oh, both of the long tail and your

strategic partners, right.

If you think about what you could really

drive and allow the CAMs and PAMs to

focus on the most strategic deals, the

I'll call it the, the expert advice or

the escalations that really make the

moment in time and change that quarter

or that fiscal year end top line versus

having them move paper around or some of

the old pieces and then to your point,

on that long tail you can start to

replicate and take pieces that will

really start to move the needle, for

those other partners as well.

So you know that's a great example

and where we're seeing a lot of

opportunity and solutions going in,

to really help the experts scale.

Exactly.

Okay, one predictive question for you.

So here's what I see

and here's what I've heard.

You can tell me big I'm right on this,

is that they've shown clearly that

really good CAMs and PAMs strategically

working with a partner can increase 30%.

They can see an uplift if they're

really engaging strategically in that.

Right.

So with AI coming in and AI being able

to do a lot of the, call it, grunt work,

execution work, otherwise cams or pans.

So what do you do?

Do you take the CAMs and PAMs and have

them be able to handle more partners?

So now you can have 500 strategic partners

with 30% growth with instead of 300.

Or this is a scary thing.

Do you say, yeah, and we need, 60% of,

my CAMs and PAMs and I'll cut my costs

there and I'll get the same thing.

Where do you think people are going

to hit, oh, or do you double down

on your CAMs and PAMs

and do that alignment more efficiently

and productively?

That is a tough one.

Right.

For businesses to think about.

And when I look out, I truly believe

that human expertise plus

the innovation and transformation

is where the magic lies.

So having a CAM or PAM scale across

more partners, do you really

feel like, think about this

partnerships are all about relationships.

Right.

An ecosystem all about relationships.

So does that really putting them

in highest and best use?

And how do you think about that business

problem or that business opportunity?

Really, we're creating a new

business opportunity for companies.

How do you think about, how could

you structure that differently?

So, I'm, I'm going to say I'm going to

think about that one for you, Steven.

So I'm going to quote Asher Matthew

who said, I'm paraphrasing that great

partnerships were about taking advantage

of existing relationships.

Yes.

And do you agree?

Yes.

Great partnerships are all

about relationships.

If you think about, at the end

of the day, we've talked about self

serve and all these different ways

to accelerate the buying process.

But one thing is for certain, when

you think about after that purchase

has happened, you really do need

that relationship and those

relationships of, how do you start

to think about bringing those

solutions together?

And so I agree with you 100%

and or Asher, as we're quoting him,

it's all about trusted relationships.

And so how do you scale that

capability and that expertise.

But you're not going to scale it

through simply technology.

No.

Totally agree.

All right, Rebecca, thank you

for spending some time with us.

Absolutely.

It was.

Go ahead.

I was going to say it was such a pleasure

to have this conversation

and looking forward to a few more.

Me, too.

So what's the best.

Most people know you, but what's

the best way to reach you?

I, would say the best way to reach me,

simply, put, is LinkedIn.

And then I will be at a number

of customer and industry conferences

this fall, and I hope to see a lot

of folks at those events as well,

in person, in real life.

Okay.

With all the AIs going, we're

still all getting out there

to build relationships, aren't we?

I think that's the coolest thing.

I think my schedule is busier than ever.

Lots of AI.

Well, that's the cool thing.

AI is allowing us to get out

there and do these things.

It is.

It is to do the important work

of seeing people in person.

Totally good.

All about relationships.

All right, Rebecca, thank you.

All right, thanks, Steven.

Thanks, listeners.

Viewers.

Have a great day!