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Generated Oct 22, 2026
  1. Programmable
  2. Playbooks
  3. Ivalua
Ivalua logo

growth playbook · Oct 22, 2026

ivalua.com (opens in a new tab)

Ivalua growth playbook

Diagnosis

Ivalua is a global source-to-pay vendor founded in 2000 with fresh proof (IDC MarketScape Leader for AI-enabled direct spend, a Deloitte alliance, the IVA agentic AI) and is hiring field marketers, customer marketers, SDRs, account executives, strategic account managers and partner managers.

The funnel around those hires has easy gaps: all 11 demos, including the IVA demo, sit behind one form; ratings show no names; case studies are PDFs; new "Best ... software" round-ups have no next step; and real visitors fail Core Web Vitals.

This playbook opens a short demo, fixes the proof and adds a tender feed first, then builds references, regional events, partner co-marketing, retention and expansion programs, and bigger bets on a benchmark, an IVA sandbox and direct materials.

Growth Score

7/10

Biggest Opportunity

Show the product and the proof earlier: an open IVA demo, web-page case studies and fast references would let the new field and customer marketing teams convert interest they already create.

Biggest Risk

GEP, SAP Ariba, Coupa and Jaggaer all claim agentic AI; without visible proof Ivalua's IVA can sound like the same promise.

01

Start here

The three moves to make first. Each one is written up in full below.

  1. 1

    Let buyers watch the IVA agentic AI demo before the form, and gate only the deep dives

    Cut a 3-minute IVA overview from the existing demo.

    High impact First result in 1 month
  2. 2

    Name Gartner Peer Insights and G2 in text next to the ratings, with a link to the reviews

    Add text names to the two ratings.

    Medium impact First result in 1 week
  3. 3

    Add a "which tool fits you" path and proof to the new "Best ... software" round-ups

    Add a demo block to the source-to-pay round-up.

    High impact First result in 1 month

02

Your idea portfolio

21 ideas, grouped by when to run them. Open any idea for how to run it: the steps, who to approach, copy you can use, and how to measure it.

  • 7 ideas are marked Unexpected: plays you are unlikely to have tried.

    1 of these are things Programmable can build and run for you.

Every idea placed by the effort it takes against the impact it could have. Quick wins sit top left; select a number to open that idea. The filters below narrow the list by status, timing, category and what Programmable can build.

Effort vs impactEach number is an idea. Select one to open it.
Impact →
Quick wins · 3Big bets · 11Fill-ins · 5Reconsider · 2
Effort →

Showing 21 of 21 ideas

This week 6

Quick wins with a clear first action.

  • 01

    Ivalua is hiring field marketers, customer marketers and SDRs to turn interest into pipeline, and the "Watch AI Demo" link on ivalua.com is the most direct route to that interest. But every one of the 11 on-demand demos, including the new IVA agentic AI demo, sits behind one form, and the public page has no video at all. A procurement leader comparing IVA with GEP's and SAP's agentic AI claims cannot see a minute of it without becoming a lead first, so many leave and judge on rivals' content.

    High impactLow effort First result in 1 month Digital marketing lead

    First action

    Cut a 3-minute IVA overview from the existing demo.

    How to measure it

    Demo page to meeting rate

    Now
    –
    Target
    +30%
    By
    90 days

    Steps

    1. 1

      Cut two short videos

      IVA overview and platform tour, about 3 minutes each.

      Product marketing lead 1 week

    2. 2

      Publish openly

      On the demo hub and the IVA page, in all five languages.

      Digital marketing lead 3 days

    3. 3

      Gate the depth

      Full library offered at the end of each free video.

      Digital marketing lead 2 days

    4. 4

      Track viewing

      Video watched passed to HubSpot on form fill.

      Marketing operations lead 3 days

    5. 5

      Route AI interest

      IVA viewers to SDRs with an AI follow-up.

      Sales Development Representative 1 week

    6. 6

      A/B test

      Open overview vs fully gated page.

      Digital marketing lead 6 weeks

    7. 7

      Report

      Meetings and pipeline per demo.

      Marketing operations lead monthly

    First result
    1 month
    Cost
    Editing time
    Owner
    Digital marketing lead

    Smallest test

    Open the IVA overview for half of visitors for six weeks.

    Why it works

    Make a 3-minute IVA overview and a 3-minute platform tour play without a form. Keep the full library, module deep dives and recordings behind the form, offered at the end of the free videos ("watch the full sourcing demo"). Record which video each visitor watches, pass it to HubSpot when they do fill the form, and route people who watch the IVA demo to an SDR with an AI-specific follow-up.

    Buyers who have seen the product convert at higher rates and arrive at a first call better qualified; the gate still captures the visitors who want more.

    Ready to use

    ChecklistOpen demo launch

    [ ] 3-minute IVA overview, captioned in EN/FR/DE/ES/IT
    [ ] 3-minute platform tour
    [ ] Videos play without a form on /demo and /demo/iva
    [ ] End card offers the full library (form)
    [ ] Video watched stored in HubSpot
    [ ] IVA viewers routed to SDRs
    [ ] A/B test against the gated page

    Risks and how to handle them

    • Fewer form fills

      Judge on meetings and pipeline, not forms.

    • Competitors watch the demo

      They can already ask for one; buyers matter more.

    Evidence

    • Your websiteOn-Demand Demos page (linked as "On-Demand Demos" and "Watch AI Demo" from ivalua.com): "Unlock our entire on-demand demo library", "11 videos available", one HubSpot form before any video; the ratings strip shows "4.7 on" a Gartner Peer Insights logo and "4.4 on" a G2 logo, with no text naming either site (empty or generic alt text). German, Spanish, French and Italian versions exist.Source
    • Your websiteThe IVA demo page: "Meet IVA, agentic AI for Source-to-Pay that works from day one. Tell IVA what you need, it assembles the data, tools, and processes to get it done"; "Watch IVA work live across sourcing, supplier management, contract lifecycle management, eProcurement, and accounts payable". The same form must be completed before the video; no video is embedded in the public page.Source
    • HiringSales Development Representative (Frankfurt, posted October 19, 2026) for inbound and outbound prospecting, including actively identifying public tenders and RFPs that fit Ivalua ("Aktive Identifikation von Ausschreibungen und RFPs"), with AI-assisted prospecting and intent data. Also open: Account Executives in the United States (October 14), Denmark (October 5) and Singapore, Strategic Account Managers in Massy, New York and Pittsburgh, a Sr Value Engineer in Pune and a Japanese-language helpdesk representative.Source
    • HiringField Marketing Manager (New York, posted October 15, 2026) for the Canada region, "Bilingual (English/French) candidates preferred": "drive new lead and pipeline generation", "Lead and own a flagship event within the Procurement Innovation on Tour series", run Account-Based Marketing and "integrated marketing campaigns in collaboration with the product marketing and digital teams, including events, webinars, and digital". Field Marketing Manager roles are also open in Pittsburgh and Montreal.Source
    • Competitor researchRivals' homepages: GEP, "AI-Powered Procurement and Supply Chain Software, Strategy & Managed Services" and "agentic AI-powered procurement"; SAP, "AI-powered spend management software" and "Autonomous Spend Management". Coupa and Jaggaer compete for the same source-to-pay deals.Source
  • 02

    The demo hub shows "4.7 on" and "4.4 on" followed by logos with no text naming the sites. Screen readers, translation tools and search engines read a number with no source.

    Medium impactLow effort First result in 1 week Digital marketing lead

    First action

    Add text names to the two ratings.

    How to measure it

    Form conversion

    Now
    –
    Target
    +5%
    By
    30 days

    Steps

    1. 1

      Edit the strip

      Names in text and alt.

      Web lead 1 hour

    2. 2

      Link reviews

      To each platform.

      Web lead 1 hour

    3. 3

      Add quotes

      One per platform.

      Customer Marketing Manager 1 day

    4. 4

      Translate

      Four other languages.

      Digital marketing lead 1 day

    5. 5

      Check rules

      Each site's badge guidelines.

      Digital marketing lead 1 hour

    6. 6

      Measure

      Form rate before and after.

      Marketing operations lead 1 month

    First result
    1 week
    Cost
    $0
    Owner
    Digital marketing lead

    Smallest test

    Fix the English page today.

    Why it works

    Add the site names in text ("4.7 on Gartner Peer Insights"), link each rating to the review page, add alt text, and show one recent review quote under each rating.

    Named, linked ratings are more credible and readable by everyone, including AI summaries.

    Risks and how to handle them

    • Ratings change

      Review monthly.

    Evidence

    • Your websiteOn-Demand Demos page (linked as "On-Demand Demos" and "Watch AI Demo" from ivalua.com): "Unlock our entire on-demand demo library", "11 videos available", one HubSpot form before any video; the ratings strip shows "4.7 on" a Gartner Peer Insights logo and "4.4 on" a G2 logo, with no text naming either site (empty or generic alt text). German, Spanish, French and Italian versions exist.Source
    • Customer storiesIvalua customer case studies are published as PDFs on info.ivalua.com (for example Petroineos with Fluxym, and a public sector gambling and entertainment company). Third-party directories collect 36 Ivalua customer videos and 64 testimonials (IKEA, Deutsche Telekom, Cleveland Clinic, Booking.com and others).Source
  • 03

    Ivalua published five "Best ... software" round-ups in October 2026 (source-to-pay, purchasing, procure-to-pay, CLM, strategic sourcing). Readers of those posts are shortlisting vendors right now.

    High impactLow effort First result in 1 month Product marketing lead

    First action

    Add a demo block to the source-to-pay round-up.

    How to measure it

    Round-up post conversions

    Now
    –
    Target
    3x
    By
    90 days

    Steps

    1. 1

      Pick the block

      Guide, proof, demo, call.

      Product marketing lead 2 days

    2. 2

      Add to five posts

      Top and end.

      Digital marketing lead 2 days

    3. 3

      Match demos

      One per category.

      Product marketing lead 1 day

    4. 4

      Track

      Clicks and meetings.

      Marketing operations lead 1 week

    5. 5

      Translate

      Priority languages.

      Digital marketing lead 1 week

    6. 6

      Review

      Monthly.

      Product marketing lead monthly

    First result
    1 month
    Cost
    Staff time only
    Owner
    Product marketing lead

    Smallest test

    Add the block to one post.

    Why it works

    At the top and end of each post, add a short "which type of tool fits" guide, the IDC MarketScape and peer ratings as proof, the matching 3-minute demo, and a "compare with your shortlist" call with a solution consultant.

    Shortlist readers are the closest to buying of any blog audience; a direct next step captures them.

    Risks and how to handle them

    • Posts look too salesy

      Keep the guide useful and fair.

    Evidence

    • programmable.info scanivalua.com (WordPress with WPML, several languages) lists 374 blog posts (newest October 19, 2026), 243 press releases, 178 glossary entries (last updated May 18, 2026), 69 podcast episodes and 41 solutions pages in its sitemaps. Recent posts are "Best ... software" round-ups: source-to-pay, purchasing, procure-to-pay, contract lifecycle management and strategic sourcing (October 7-19, 2026). The homepage shows 16 customer logos (IKEA, Cleveland Clinic, NYC, ArcelorMittal, Rolls Royce, Bell, Whirlpool, Volkswagen and others).Source
    • Press releasesRecent Ivalua news: a Deloitte alliance "to Modernize Global Source to Pay and Supply Chain Management" (August 6, 2026); named a Leader in the IDC MarketScape for worldwide AI-enabled direct spend (September 24, 2026); WNS and Ivalua for Dräxlmaier (September 23, 2026); the acquisition of DirectWorks for direct materials management; and surveys such as "Businesses Waste $1.5 Million a Year on Manual Work AI Could Do" (October 15, 2026) and "Two in Five Businesses Fall Victim to Invoice Fraud" with average losses of $367,000 (September 3, 2026).Source
    • Your websiteOn-Demand Demos page (linked as "On-Demand Demos" and "Watch AI Demo" from ivalua.com): "Unlock our entire on-demand demo library", "11 videos available", one HubSpot form before any video; the ratings strip shows "4.7 on" a Gartner Peer Insights logo and "4.4 on" a G2 logo, with no text naming either site (empty or generic alt text). German, Spanish, French and Italian versions exist.Source
  • 04

    Real visitors on ivalua.com fail Core Web Vitals on both LCP (2.9s) and responsiveness (INP 205ms). The Cookiebot script blocks the main thread for about 190ms and render-blocking requests cost about half a second.

    Medium impactLow effort First result in 1 month Web lead

    First action

    Test the homepage with an async consent script.

    How to measure it

    Field INP

    Now
    –
    Target
    Under 200ms
    By
    1 quarter

    Steps

    1. 1

      Consent script

      Async load.

      Web lead 2 days

    2. 2

      Fonts

      Self-host and subset.

      Web lead 2 days

    3. 3

      Critical CSS

      Inline above the fold.

      Web lead 3 days

    4. 4

      Hero image

      Preload and resize.

      Web lead 1 day

    5. 5

      Script audit

      Remove duplicates.

      Web lead 2 days

    6. 6

      Retest

      PageSpeed and Chrome UX Report.

      Web lead monthly

    First result
    1 month
    Cost
    Developer time
    Owner
    Web lead

    Smallest test

    Make the consent script async on one template.

    Why it works

    Load the consent script asynchronously, self-host and subset fonts, inline critical CSS, preload the hero image, and remove scripts that are not needed on first view.

    Passing both measures helps search visibility and makes every campaign landing page feel faster.

    Risks and how to handle them

    • Consent compliance

      Keep blocking for scripts that need consent.

    Evidence

    • Google PageSpeedHomepage on mobile: performance 88/100, lab LCP 3.2s. Real visitors fail Core Web Vitals on two measures: LCP 2.9s and INP 205ms at the 75th percentile (time to first byte 1.4s; CLS 0.02 passes). Top fixes: render-blocking requests (about 0.55s); the Cookiebot consent script is 148 KB and blocks the main thread for about 190ms; Google Fonts add 271 KB.Source
  • 05

    The new SDR in Frankfurt is asked to actively find public tenders and RFPs that fit Ivalua, and Ivalua already has public sector pages. Tender portals publish procurement-software tenders every week, and early awareness decides who shapes the requirements.

    High impactLow effort First result in 1 month Sales Development Representat…

    First action

    List the ten portals and five keywords.

    How to measure it

    Qualified tenders

    Now
    –
    Target
    10 a month
    By
    1 quarter

    Steps

    1. 1

      Pick portals

      EU, national and US state.

      Sales Development Representative 2 days

    2. 2

      Keywords

      In each language.

      Sales Development Representative 1 day

    3. 3

      Automate alerts

      Saved searches to a shared inbox.

      Marketing operations lead 2 days

    4. 4

      Score fit

      Simple checklist.

      Sales Development Representative 1 day

    5. 5

      Route

      Weekly to owners.

      Sales Development Representative weekly

    6. 6

      Track

      Tenders to opportunities.

      Marketing operations lead monthly

    First result
    1 month
    Cost
    Staff time only
    Owner
    Sales Development Representative

    Smallest test

    Run the feed for Germany for one month.

    Why it works

    Set up saved searches on the main EU and national tender portals and US state portals for source-to-pay, e-procurement and supplier management terms; route new notices to the right SDR or AE each Monday with a short fit score.

    A shared feed turns a manual search into a repeatable pipeline source across regions.

    Risks and how to handle them

    • Too many irrelevant notices

      Tighten keywords after two weeks.

    Evidence

    • HiringSales Development Representative (Frankfurt, posted October 19, 2026) for inbound and outbound prospecting, including actively identifying public tenders and RFPs that fit Ivalua ("Aktive Identifikation von Ausschreibungen und RFPs"), with AI-assisted prospecting and intent data. Also open: Account Executives in the United States (October 14), Denmark (October 5) and Singapore, Strategic Account Managers in Massy, New York and Pittsburgh, a Sr Value Engineer in Pune and a Japanese-language helpdesk representative.Source
    • HiringIvalua in every job post: "Founded in 2000", "a leading global provider of cloud-based procurement solutions" whose "spend management platform ... empowers hundreds of the world's most admired brands to effectively manage all categories of spend and all suppliers".Source
  • 06

    The Customer Marketing team will run the reference program and "the repository of customer ROI studies and use cases", but Ivalua's case studies sit as PDFs on info.ivalua.com, which are harder to find, read on a phone, link to or cite in AI answers.

    High impactMedium effort First result in 1 month Customer Marketing Manager

    First action

    Convert the ten most-requested case studies.

    How to measure it

    Story-assisted meetings

    Now
    –
    Target
    +25%
    By
    2 quarters

    Steps

    1. 1

      Inventory

      All PDFs and videos.

      Customer Marketing Manager 1 week

    2. 2

      Template

      Result-first page with filters.

      Web lead 1 week

    3. 3

      Convert ten

      Most requested.

      Customer Marketing Manager 2 weeks

    4. 4

      Link

      From solution and industry pages.

      Digital marketing lead 1 week

    5. 5

      Translate

      Top five in priority languages.

      Global Customer Marketing Manager 1 month

    6. 6

      Measure

      Views and meetings.

      Marketing operations lead monthly

    First result
    1 month
    Cost
    Staff time only
    Owner
    Customer Marketing Manager

    Smallest test

    Publish one case study as a page this week.

    Why it works

    Publish each case study as a web page with the result in the headline, a short summary, industry, region and modules as filters, a quote and a "talk to a similar customer" button; keep the PDF as a download.

    Web pages rank, can be filtered and shared, and feed SDR and field outreach with the right proof.

    Risks and how to handle them

    • Customer approval for edits

      Use approved text only.

    Evidence

    • Customer storiesIvalua customer case studies are published as PDFs on info.ivalua.com (for example Petroineos with Fluxym, and a public sector gambling and entertainment company). Third-party directories collect 36 Ivalua customer videos and 64 testimonials (IKEA, Deutsche Telekom, Cleveland Clinic, Booking.com and others).Source
    • HiringCustomer Marketing Manager (Pittsburgh and Montreal): "The Customer Marketing nucleus of four" sits in "the Global Marketing team of 51"; the role owns "the global customer reference program, customer user group events, lifecycle and nurture campaigns, re-engagement strategies, and user adoption videos", will "leverage the repository of customer ROI studies and use cases", and "utilize customer health dashboards to identify at-risk customers for targeted campaigns".Source
    • HiringGlobal Customer Marketing Manager (Massy, France): owns "advocacy, reference curation, and digital and demand generation into the install-base", will "Support traffic to key events (e.g. Ivalua Now)" and "tie every event attendance to clear pipeline, adoption, or advocacy outcomes", using "customer, product usage, and pipeline data to decide who to target".Source
    • programmable.info scanivalua.com (WordPress with WPML, several languages) lists 374 blog posts (newest October 19, 2026), 243 press releases, 178 glossary entries (last updated May 18, 2026), 69 podcast episodes and 41 solutions pages in its sitemaps. Recent posts are "Best ... software" round-ups: source-to-pay, purchasing, procure-to-pay, contract lifecycle management and strategic sourcing (October 7-19, 2026). The homepage shows 16 customer logos (IKEA, Cleveland Clinic, NYC, ArcelorMittal, Rolls Royce, Bell, Whirlpool, Volkswagen and others).Source

This quarter 9

The core plays for the next three months.

  • 07

    The Global Customer Marketing Manager is asked to keep the reference program "organized and responsive for sales". Late-stage deals often wait on a reference call.

    High impactMedium effort First result in 1 quarter Global Customer Marketing Man…

    First action

    List current references with tags.

    How to measure it

    Reference turnaround

    Now
    –
    Target
    Under 5 days
    By
    2 quarters

    Steps

    1. 1

      Catalogue

      Tags per reference.

      Global Customer Marketing Manager 1 month

    2. 2

      Request flow

      In the CRM.

      Marketing operations lead 2 weeks

    3. 3

      SLA

      Five days.

      Global Customer Marketing Manager 1 week

    4. 4

      Rewards

      Event passes and access.

      Global Customer Marketing Manager 2 weeks

    5. 5

      Fatigue rules

      Max requests per quarter.

      Global Customer Marketing Manager 1 week

    6. 6

      Measure

      Turnaround and win rate.

      Marketing operations lead monthly

    First result
    1 quarter
    Cost
    Reward budget
    Owner
    Global Customer Marketing Manager

    Smallest test

    Run the flow for North America.

    Why it works

    Build a reference catalogue by industry, region, module and size, let AEs request a match in the CRM, set a five-day target, track how often each customer is asked, and thank references with event passes and early product access.

    Fast, well-matched references shorten late-stage deals and protect advocates from fatigue.

    Risks and how to handle them

    • Too few references in some regions

      Recruit from recent go-lives.

    Evidence

    • HiringGlobal Customer Marketing Manager (Massy, France): owns "advocacy, reference curation, and digital and demand generation into the install-base", will "Support traffic to key events (e.g. Ivalua Now)" and "tie every event attendance to clear pipeline, adoption, or advocacy outcomes", using "customer, product usage, and pipeline data to decide who to target".Source
    • HiringCustomer Marketing Manager (Pittsburgh and Montreal): "The Customer Marketing nucleus of four" sits in "the Global Marketing team of 51"; the role owns "the global customer reference program, customer user group events, lifecycle and nurture campaigns, re-engagement strategies, and user adoption videos", will "leverage the repository of customer ROI studies and use cases", and "utilize customer health dashboards to identify at-risk customers for targeted campaigns".Source
    • HiringSales Development Representative (Frankfurt, posted October 19, 2026) for inbound and outbound prospecting, including actively identifying public tenders and RFPs that fit Ivalua ("Aktive Identifikation von Ausschreibungen und RFPs"), with AI-assisted prospecting and intent data. Also open: Account Executives in the United States (October 14), Denmark (October 5) and Singapore, Strategic Account Managers in Massy, New York and Pittsburgh, a Sr Value Engineer in Pune and a Japanese-language helpdesk representative.Source
  • 08

    Each Field Marketing Manager will own a flagship Procurement Innovation on Tour event and be measured on pipeline. Regional events work when invitations are targeted and follow-up is fast.

    High impactMedium effort First result in 1 quarter Field Marketing Manager

    First action

    Draft the template for the next tour stop.

    How to measure it

    Meetings booked per event

    Now
    –
    Target
    20
    By
    2 quarters

    Steps

    1. 1

      Page template

      Per city.

      Digital marketing lead 1 week

    2. 2

      Invite ABM accounts

      First wave.

      Field Marketing Manager 2 weeks

    3. 3

      Local speaker

      Customer from the region.

      Customer Marketing Manager 1 month

    4. 4

      Book on site

      Meeting slots.

      Account Executive per event

    5. 5

      48-hour follow-up

      Recording and demo.

      Sales Development Representative per event

    6. 6

      Report

      Attendance to pipeline.

      Marketing operations lead per event

    First result
    1 quarter
    Cost
    Event budget
    Owner
    Field Marketing Manager

    Smallest test

    Apply the template to the next stop.

    Why it works

    Give each city a page with agenda, local customer speaker and registration; invite ABM accounts first; book meetings at the event; follow up within 48 hours with the session recording and a relevant demo.

    Events with local peers create trust; a fixed follow-up turns attendance into meetings.

    Risks and how to handle them

    • Low attendance

      Partner co-hosts.

    Evidence

    • HiringField Marketing Manager (New York, posted October 15, 2026) for the Canada region, "Bilingual (English/French) candidates preferred": "drive new lead and pipeline generation", "Lead and own a flagship event within the Procurement Innovation on Tour series", run Account-Based Marketing and "integrated marketing campaigns in collaboration with the product marketing and digital teams, including events, webinars, and digital". Field Marketing Manager roles are also open in Pittsburgh and Montreal.Source
    • HiringGlobal Customer Marketing Manager (Massy, France): owns "advocacy, reference curation, and digital and demand generation into the install-base", will "Support traffic to key events (e.g. Ivalua Now)" and "tie every event attendance to clear pipeline, adoption, or advocacy outcomes", using "customer, product usage, and pipeline data to decide who to target".Source
    • Your websiteOn-Demand Demos page (linked as "On-Demand Demos" and "Watch AI Demo" from ivalua.com): "Unlock our entire on-demand demo library", "11 videos available", one HubSpot form before any video; the ratings strip shows "4.7 on" a Gartner Peer Insights logo and "4.4 on" a G2 logo, with no text naming either site (empty or generic alt text). German, Spanish, French and Italian versions exist.Source
  • 09

    Ivalua is hiring a bilingual field marketer for Canada and posts several Montreal roles in French. The site and demo hub have French versions, but French content written for France does not always fit Quebec buyers.

    Medium impactMedium effort First result in 2 quarters Field Marketing Manager

    First action

    List 30 Quebec target accounts.

    How to measure it

    Quebec pipeline

    Now
    –
    Target
    +30%
    By
    3 quarters

    Steps

    1. 1

      Accounts

      30 targets.

      Field Marketing Manager 2 weeks

    2. 2

      Adapt content

      Demo and two stories.

      Field Marketing Manager 1 month

    3. 3

      Event

      Montreal stop in French.

      Field Marketing Manager 1 quarter

    4. 4

      ABM

      Ads and outreach.

      Field Marketing Manager 1 quarter

    5. 5

      Partner

      Local integrator.

      Alliances & Partners Manager 1 month

    6. 6

      Measure

      Pipeline.

      Marketing operations lead quarterly

    First result
    2 quarters
    Cost
    Translation and event budget
    Owner
    Field Marketing Manager

    Smallest test

    Run one French webinar for Quebec.

    Why it works

    Adapt the top demo, two case studies and the event invitations for Quebec, run a Montreal tour stop in French with a local customer, and target Quebec public bodies and large companies with ABM.

    Language and local proof matter in Quebec, and few rivals invest in it.

    Risks and how to handle them

    • Small market

      Combine with Canada-wide campaigns.

    Evidence

    • HiringField Marketing Manager (New York, posted October 15, 2026) for the Canada region, "Bilingual (English/French) candidates preferred": "drive new lead and pipeline generation", "Lead and own a flagship event within the Procurement Innovation on Tour series", run Account-Based Marketing and "integrated marketing campaigns in collaboration with the product marketing and digital teams, including events, webinars, and digital". Field Marketing Manager roles are also open in Pittsburgh and Montreal.Source
    • Your websiteOn-Demand Demos page (linked as "On-Demand Demos" and "Watch AI Demo" from ivalua.com): "Unlock our entire on-demand demo library", "11 videos available", one HubSpot form before any video; the ratings strip shows "4.7 on" a Gartner Peer Insights logo and "4.4 on" a G2 logo, with no text naming either site (empty or generic alt text). German, Spanish, French and Italian versions exist.Source
    • HiringSales Development Representative (Frankfurt, posted October 19, 2026) for inbound and outbound prospecting, including actively identifying public tenders and RFPs that fit Ivalua ("Aktive Identifikation von Ausschreibungen und RFPs"), with AI-assisted prospecting and intent data. Also open: Account Executives in the United States (October 14), Denmark (October 5) and Singapore, Strategic Account Managers in Massy, New York and Pittsburgh, a Sr Value Engineer in Pune and a Japanese-language helpdesk representative.Source
  • 10

    Ivalua delivers every project with a partner and has just announced an alliance with Deloitte and a WNS project. Partners talk to buyers early, often before a vendor is chosen.

    High impactMedium effort First result in 2 quarters Alliances & Partners Manager

    First action

    Rank partners by joint wins last year.

    How to measure it

    Partner-sourced pipeline

    Now
    –
    Target
    +25%
    By
    3 quarters

    Steps

    1. 1

      Rank partners

      Joint wins.

      Alliances & Partners Manager 2 weeks

    2. 2

      Finder

      Region, industry, module.

      Web lead 1 month

    3. 3

      Joint events

      Quarterly.

      Alliances & Partners Manager quarterly

    4. 4

      Partner kit

      Open demos and stories.

      Product marketing lead 2 weeks

    5. 5

      Dashboard

      Shared pipeline.

      Marketing operations lead 1 month

    6. 6

      Review

      Quarterly business reviews.

      Alliances & Partners Manager quarterly

    First result
    2 quarters
    Cost
    Event budget
    Owner
    Alliances & Partners Manager

    Smallest test

    Run one joint webinar with a top partner.

    Why it works

    Publish a partner finder by region, industry and module, run one joint event per quarter with the top three partners, share pipeline in a partner dashboard, and give partners the open demos to use in their own outreach.

    Partner-sourced deals close with delivery already planned, and partners extend reach into accounts.

    Risks and how to handle them

    • Partners favour other vendors

      Give them better leads and tools.

    Evidence

    • HiringAlliances & Partners Manager (New York, Pittsburgh or Montreal): "Partners are core to Ivalua's strategy ... while we deliver 100% of our projects with a partner"; the role will "Recruit new partners" and support "business development initiatives ... with Marketing".Source
    • Press releasesRecent Ivalua news: a Deloitte alliance "to Modernize Global Source to Pay and Supply Chain Management" (August 6, 2026); named a Leader in the IDC MarketScape for worldwide AI-enabled direct spend (September 24, 2026); WNS and Ivalua for Dräxlmaier (September 23, 2026); the acquisition of DirectWorks for direct materials management; and surveys such as "Businesses Waste $1.5 Million a Year on Manual Work AI Could Do" (October 15, 2026) and "Two in Five Businesses Fall Victim to Invoice Fraud" with average losses of $367,000 (September 3, 2026).Source
    • Your websiteOn-Demand Demos page (linked as "On-Demand Demos" and "Watch AI Demo" from ivalua.com): "Unlock our entire on-demand demo library", "11 videos available", one HubSpot form before any video; the ratings strip shows "4.7 on" a Gartner Peer Insights logo and "4.4 on" a G2 logo, with no text naming either site (empty or generic alt text). German, Spanish, French and Italian versions exist.Source
  • 11

    The Customer Marketing Manager will use customer health dashboards to find at-risk customers for targeted campaigns. Procurement suites are sticky, but low adoption leads to churn at renewal.

    High impactMedium effort First result in 1 quarter Customer Marketing Manager

    First action

    Pick three risk signals with Customer Success.

    How to measure it

    At-risk customers recovered

    Now
    –
    Target
    40%
    By
    2 quarters

    Steps

    1. 1

      Signals

      Three risk signals.

      Customer Marketing Manager 2 weeks

    2. 2

      Programs

      One per signal.

      Customer Marketing Manager 1 month

    3. 3

      Triggers

      Automated in HubSpot.

      Marketing operations lead 2 weeks

    4. 4

      Exec check-in

      For key accounts.

      Strategic Account Manager ongoing

    5. 5

      Measure

      Health score change.

      Customer Marketing Manager monthly

    6. 6

      Review

      With Customer Success.

      Director of Customer Marketing quarterly

    First result
    1 quarter
    Cost
    Staff time only
    Owner
    Customer Marketing Manager

    Smallest test

    Run one program for ten at-risk customers.

    Why it works

    Define three risk signals (falling logins, unused modules, open support issues), trigger a matching program for each (adoption videos, a user group invite, an executive check-in), and track health score change.

    Acting on early signals is cheaper than saving renewals at the last minute.

    Risks and how to handle them

    • False alarms

      Validate signals against past churn.

    Evidence

    • HiringCustomer Marketing Manager (Pittsburgh and Montreal): "The Customer Marketing nucleus of four" sits in "the Global Marketing team of 51"; the role owns "the global customer reference program, customer user group events, lifecycle and nurture campaigns, re-engagement strategies, and user adoption videos", will "leverage the repository of customer ROI studies and use cases", and "utilize customer health dashboards to identify at-risk customers for targeted campaigns".Source
    • HiringGlobal Customer Marketing Manager (Massy, France): owns "advocacy, reference curation, and digital and demand generation into the install-base", will "Support traffic to key events (e.g. Ivalua Now)" and "tie every event attendance to clear pipeline, adoption, or advocacy outcomes", using "customer, product usage, and pipeline data to decide who to target".Source
  • 12

    Strategic Account Managers are being hired in three offices, and customer marketing owns cross-sell and upsell programs. Customers who run eProcurement but not CLM, or sourcing but not supplier risk, are natural expansion targets.

    High impactMedium effort First result in 2 quarters Strategic Account Manager

    First action

    Map module usage for the top 100 customers.

    How to measure it

    Upsell pipeline

    Now
    –
    Target
    +30%
    By
    3 quarters

    Steps

    1. 1

      Usage map

      Top 100 customers.

      Strategic Account Manager 1 month

    2. 2

      Next modules

      Three paths.

      Product marketing lead 2 weeks

    3. 3

      Assets

      Story and demo per path.

      Customer Marketing Manager 1 month

    4. 4

      Campaigns

      To the right users.

      Customer Marketing Manager 1 quarter

    5. 5

      SAM follow-up

      Account plans.

      Strategic Account Manager ongoing

    6. 6

      Measure

      Pipeline by path.

      Marketing operations lead monthly

    First result
    2 quarters
    Cost
    Staff time only
    Owner
    Strategic Account Manager

    Smallest test

    Run one path for 20 customers.

    Why it works

    Map module usage per customer, define the three most common next modules, build a short story and demo for each step, and run campaigns to the right users with SAM follow-up.

    Expansion is cheaper than new logos, and usage data makes the offer relevant.

    Risks and how to handle them

    • Customers feel sold to

      Lead with adoption help.

    Evidence

    • HiringCustomer Marketing Manager (Pittsburgh and Montreal): "The Customer Marketing nucleus of four" sits in "the Global Marketing team of 51"; the role owns "the global customer reference program, customer user group events, lifecycle and nurture campaigns, re-engagement strategies, and user adoption videos", will "leverage the repository of customer ROI studies and use cases", and "utilize customer health dashboards to identify at-risk customers for targeted campaigns".Source
    • HiringSales Development Representative (Frankfurt, posted October 19, 2026) for inbound and outbound prospecting, including actively identifying public tenders and RFPs that fit Ivalua ("Aktive Identifikation von Ausschreibungen und RFPs"), with AI-assisted prospecting and intent data. Also open: Account Executives in the United States (October 14), Denmark (October 5) and Singapore, Strategic Account Managers in Massy, New York and Pittsburgh, a Sr Value Engineer in Pune and a Japanese-language helpdesk representative.Source
    • Your websiteRecent content on agentic AI and data partners: a blog post on the Dun & Bradstreet Supplier Risk Intelligence API and MCP (October 9, 2026), an Agentic AI technology page (September 29, 2026), and a post on the French e-invoicing mandate.Source
  • 13

    Ivalua NOW 2027 in Paris expects 1,500+ leaders, and the customer marketing role is asked to tie event attendance to pipeline. A flagship event creates the most value when target accounts are invited months before.

    High impactMedium effort First result in 2 quarters Customer Marketing Manager

    First action

    Agree the target list with sales leaders.

    How to measure it

    Event-sourced pipeline

    Now
    –
    Target
    Set a target per region
    By
    2 quarters

    Steps

    1. 1

      Target list

      300 accounts.

      Global Customer Marketing Manager 1 month

    2. 2

      Personal invites

      Hosts per account.

      Strategic Account Manager 2 months

    3. 3

      Pre-book meetings

      Executive slots.

      Sales Development Representative 2 months

    4. 4

      Partner sessions

      Joint stories.

      Alliances & Partners Manager 2 months

    5. 5

      Follow-up

      Recordings by role.

      Customer Marketing Manager 2 weeks after

    6. 6

      Report

      Pipeline by region.

      Marketing operations lead 1 month after

    First result
    2 quarters
    Cost
    Event budget
    Owner
    Customer Marketing Manager

    Smallest test

    Send the first 50 personal invites.

    Build the prospect list. The list compiled from public sources, verified, deduplicated and delivered to your CRM. Usually live within days.

    Book a working session

    Why it works

    Pick 200 target prospects and 100 expansion accounts, invite them with personal hosts, plan meetings before the event, run partner-hosted sessions, and follow up with session recordings by role.

    Planned meetings at a flagship event turn its cost into pipeline.

    Risks and how to handle them

    • Travel limits

      Hybrid attendance and recordings.

    Evidence

    • Event siteIvalua NOW 2027, Carrousel du Louvre, Paris, 16-17 March 2027: "1500+ Procurement, Supply Chain, IT, Finance & ESG Leaders", "30+ Speakers from Top Global Companies", "30+ Tech & Industry Sponsors"; theme "the human-agent operating model"; English and French.Source
    • HiringGlobal Customer Marketing Manager (Massy, France): owns "advocacy, reference curation, and digital and demand generation into the install-base", will "Support traffic to key events (e.g. Ivalua Now)" and "tie every event attendance to clear pipeline, adoption, or advocacy outcomes", using "customer, product usage, and pipeline data to decide who to target".Source
    • HiringAlliances & Partners Manager (New York, Pittsburgh or Montreal): "Partners are core to Ivalua's strategy ... while we deliver 100% of our projects with a partner"; the role will "Recruit new partners" and support "business development initiatives ... with Marketing".Source
  • 14

    Ivalua's glossary has 178 entries, last updated in May 2026, before the Agentic AI page and the D&B MCP post. Glossary pages attract early researchers and are often cited by AI assistants.

    Medium impactLow effort First result in 1 quarter Digital marketing lead

    First action

    List 20 new terms.

    How to measure it

    Glossary click-through

    Now
    –
    Target
    +25%
    By
    2 quarters

    Steps

    1. 1

      New terms

      20 agentic AI terms.

      Product marketing lead 2 weeks

    2. 2

      Update AI entries

      Current definitions.

      Product marketing lead 2 weeks

    3. 3

      Link demos

      Every term.

      Digital marketing lead 1 week

    4. 4

      FAQ blocks

      Top 30 terms.

      Digital marketing lead 2 weeks

    5. 5

      Translate

      Priority languages.

      Digital marketing lead 1 month

    6. 6

      Measure

      Click-through.

      Marketing operations lead monthly

    First result
    1 quarter
    Cost
    Writing time
    Owner
    Digital marketing lead

    Smallest test

    Update ten AI entries.

    Why it works

    Add agentic AI and MCP terms, update definitions that mention AI, link every term to the related solution page and 3-minute demo, and add a short FAQ block.

    Definitions are an easy entry point for new buyers and a frequent source for AI answers.

    Risks and how to handle them

    • Thin pages

      Write real examples.

    Evidence

    • programmable.info scanivalua.com (WordPress with WPML, several languages) lists 374 blog posts (newest October 19, 2026), 243 press releases, 178 glossary entries (last updated May 18, 2026), 69 podcast episodes and 41 solutions pages in its sitemaps. Recent posts are "Best ... software" round-ups: source-to-pay, purchasing, procure-to-pay, contract lifecycle management and strategic sourcing (October 7-19, 2026). The homepage shows 16 customer logos (IKEA, Cleveland Clinic, NYC, ArcelorMittal, Rolls Royce, Bell, Whirlpool, Volkswagen and others).Source
    • Your websiteRecent content on agentic AI and data partners: a blog post on the Dun & Bradstreet Supplier Risk Intelligence API and MCP (October 9, 2026), an Agentic AI technology page (September 29, 2026), and a post on the French e-invoicing mandate.Source
    • Your websiteOn-Demand Demos page (linked as "On-Demand Demos" and "Watch AI Demo" from ivalua.com): "Unlock our entire on-demand demo library", "11 videos available", one HubSpot form before any video; the ratings strip shows "4.7 on" a Gartner Peer Insights logo and "4.4 on" a G2 logo, with no text naming either site (empty or generic alt text). German, Spanish, French and Italian versions exist.Source
  • 15

    Ivalua is hiring a Sr Value Engineer and holds a repository of customer ROI studies. Its own survey says businesses waste $1.5 million a year on manual work AI could do. Buyers need a number to take to finance.

    High impactMedium effort First result in 2 quarters Sr Value Engineer

    First action

    Pick the five inputs and the studies behind them.

    How to measure it

    Value reviews

    Now
    –
    Target
    30 a quarter
    By
    3 quarters

    Steps

    1. 1

      Model

      From ROI studies.

      Sr Value Engineer 1 month

    2. 2

      Design

      Five inputs, a range.

      Web lead 2 weeks

    3. 3

      Sources

      Linked studies.

      Customer Marketing Manager 1 week

    4. 4

      Launch

      On solution pages.

      Digital marketing lead 1 week

    5. 5

      Review offer

      Value engineer call.

      Sr Value Engineer ongoing

    6. 6

      Measure

      Reviews to opportunities.

      Marketing operations lead monthly

    First result
    2 quarters
    Cost
    Developer time
    Owner
    Sr Value Engineer

    Smallest test

    Run the model in a spreadsheet with five prospects.

    Why it works

    Turn the ROI studies into a simple calculator (spend under management, invoices, suppliers) that shows a range with the source studies, and offer a value engineer review for a detailed business case.

    A credible range starts the business-case conversation earlier and qualifies serious buyers.

    Risks and how to handle them

    • Overstated savings

      Show ranges and sources.

    Evidence

    • HiringCustomer Marketing Manager (Pittsburgh and Montreal): "The Customer Marketing nucleus of four" sits in "the Global Marketing team of 51"; the role owns "the global customer reference program, customer user group events, lifecycle and nurture campaigns, re-engagement strategies, and user adoption videos", will "leverage the repository of customer ROI studies and use cases", and "utilize customer health dashboards to identify at-risk customers for targeted campaigns".Source
    • HiringSales Development Representative (Frankfurt, posted October 19, 2026) for inbound and outbound prospecting, including actively identifying public tenders and RFPs that fit Ivalua ("Aktive Identifikation von Ausschreibungen und RFPs"), with AI-assisted prospecting and intent data. Also open: Account Executives in the United States (October 14), Denmark (October 5) and Singapore, Strategic Account Managers in Massy, New York and Pittsburgh, a Sr Value Engineer in Pune and a Japanese-language helpdesk representative.Source
    • Press releasesRecent Ivalua news: a Deloitte alliance "to Modernize Global Source to Pay and Supply Chain Management" (August 6, 2026); named a Leader in the IDC MarketScape for worldwide AI-enabled direct spend (September 24, 2026); WNS and Ivalua for Dräxlmaier (September 23, 2026); the acquisition of DirectWorks for direct materials management; and surveys such as "Businesses Waste $1.5 Million a Year on Manual Work AI Could Do" (October 15, 2026) and "Two in Five Businesses Fall Victim to Invoice Fraud" with average losses of $367,000 (September 3, 2026).Source

Big bets 3

Larger plays that can change the trajectory.

  • 16

    Ivalua runs frequent surveys (manual work AI could do, invoice fraud, material costs). Repeating the same questions every year would make Ivalua the reference source for procurement trends.

    High impactHigh effort First result in 3 quarters Product marketing lead

    First action

    Pick 20 stable questions from past surveys.

    How to measure it

    Self-assessments

    Now
    –
    Target
    3,000
    By
    1 year

    Steps

    1. 1

      Questions

      Stable core.

      Product marketing lead 1 month

    2. 2

      Survey

      Research partner.

      Product marketing lead 2 months

    3. 3

      Report

      By region and industry.

      Product marketing lead 1 month

    4. 4

      Self-assessment

      Online.

      Web lead 1 month

    5. 5

      Launch

      Ivalua NOW and press.

      Communications lead 1 month

    6. 6

      Sales use

      Regional findings.

      Sales Development Representative ongoing

    First result
    3 quarters
    Cost
    Research budget
    Owner
    Product marketing lead

    Smallest test

    Publish one chart comparing two past surveys.

    Why it works

    Fix a core question set, survey the same markets each year, publish a benchmark report and a self-assessment, and launch it at Ivalua NOW and in field events.

    A recurring benchmark earns press and links every year and gives sales a reason to call.

    Risks and how to handle them

    • Survey fatigue

      Short questionnaires.

    Evidence

    • Press releasesRecent Ivalua news: a Deloitte alliance "to Modernize Global Source to Pay and Supply Chain Management" (August 6, 2026); named a Leader in the IDC MarketScape for worldwide AI-enabled direct spend (September 24, 2026); WNS and Ivalua for Dräxlmaier (September 23, 2026); the acquisition of DirectWorks for direct materials management; and surveys such as "Businesses Waste $1.5 Million a Year on Manual Work AI Could Do" (October 15, 2026) and "Two in Five Businesses Fall Victim to Invoice Fraud" with average losses of $367,000 (September 3, 2026).Source
    • Event siteIvalua NOW 2027, Carrousel du Louvre, Paris, 16-17 March 2027: "1500+ Procurement, Supply Chain, IT, Finance & ESG Leaders", "30+ Speakers from Top Global Companies", "30+ Tech & Industry Sponsors"; theme "the human-agent operating model"; English and French.Source
  • 17

    IVA is described as agentic AI that "works from day one". GEP and SAP also lead with agentic and autonomous claims. Letting buyers try IVA on sample data would turn a claim into proof.

    High impactHigh effort First result in 3 quarters Product marketing lead

    First action

    Scope five guided tasks.

    How to measure it

    Sandbox-to-meeting rate

    Now
    –
    Target
    20%
    By
    3 quarters

    Steps

    1. 1

      Tasks

      Five guided tasks.

      Product marketing lead 1 month

    2. 2

      Sample data

      Realistic and safe.

      Product team 1 month

    3. 3

      Build

      Provisioning and limits.

      Product team 1 quarter

    4. 4

      Handoff

      To consultants.

      Marketing operations lead 2 weeks

    5. 5

      Launch

      At Ivalua NOW.

      Digital marketing lead 1 month

    6. 6

      Measure

      Usage and meetings.

      Marketing operations lead monthly

    First result
    3 quarters
    Cost
    Product time
    Owner
    Product marketing lead

    Smallest test

    Run guided sessions with ten prospects.

    Why it works

    Build a time-limited sandbox with sample suppliers, contracts and invoices, guided tasks ("find risky suppliers", "draft a sourcing event"), and a handoff to a solution consultant.

    Hands-on proof separates real capability from marketing claims.

    Risks and how to handle them

    • AI output errors

      Guided tasks on curated data.

    Evidence

    • Your websiteThe IVA demo page: "Meet IVA, agentic AI for Source-to-Pay that works from day one. Tell IVA what you need, it assembles the data, tools, and processes to get it done"; "Watch IVA work live across sourcing, supplier management, contract lifecycle management, eProcurement, and accounts payable". The same form must be completed before the video; no video is embedded in the public page.Source
    • Competitor researchRivals' homepages: GEP, "AI-Powered Procurement and Supply Chain Software, Strategy & Managed Services" and "agentic AI-powered procurement"; SAP, "AI-powered spend management software" and "Autonomous Spend Management". Coupa and Jaggaer compete for the same source-to-pay deals.Source
    • Your websiteRecent content on agentic AI and data partners: a blog post on the Dun & Bradstreet Supplier Risk Intelligence API and MCP (October 9, 2026), an Agentic AI technology page (September 29, 2026), and a post on the French e-invoicing mandate.Source
  • 18

    Ivalua acquired DirectWorks for direct materials and is a Leader in the IDC MarketScape for AI-enabled direct spend, with manufacturers such as Dräxlmaier among its projects. Few source-to-pay suites are strong in direct materials.

    High impactHigh effort First result in 3 quarters Direct materials product mark…

    First action

    List 100 target manufacturers.

    How to measure it

    Direct-spend pipeline

    Now
    –
    Target
    +40%
    By
    4 quarters

    Steps

    1. 1

      Hub

      Manufacturing pages.

      Direct materials product marketing 1 month

    2. 2

      Stories

      Three manufacturers.

      Customer Marketing Manager 2 months

    3. 3

      Demo

      Direct spend.

      Product marketing lead 1 month

    4. 4

      ABM

      100 accounts.

      Field Marketing Manager 2 quarters

    5. 5

      Partners

      Manufacturing integrators.

      Alliances & Partners Manager 1 quarter

    6. 6

      Measure

      Pipeline.

      Marketing operations lead quarterly

    First result
    3 quarters
    Cost
    Campaign budget
    Owner
    Direct materials product marketing

    Smallest test

    Run a direct-spend webinar.

    Why it works

    Create a manufacturing hub (automotive, industrial, aerospace), case studies, a direct-spend demo, and ABM to 100 manufacturers with partners who serve them.

    A focused vertical message stands out against broad suites.

    Risks and how to handle them

    • Long cycles

      Track engaged accounts first.

    Evidence

    • Press releasesRecent Ivalua news: a Deloitte alliance "to Modernize Global Source to Pay and Supply Chain Management" (August 6, 2026); named a Leader in the IDC MarketScape for worldwide AI-enabled direct spend (September 24, 2026); WNS and Ivalua for Dräxlmaier (September 23, 2026); the acquisition of DirectWorks for direct materials management; and surveys such as "Businesses Waste $1.5 Million a Year on Manual Work AI Could Do" (October 15, 2026) and "Two in Five Businesses Fall Victim to Invoice Fraud" with average losses of $367,000 (September 3, 2026).Source
    • HiringAlliances & Partners Manager (New York, Pittsburgh or Montreal): "Partners are core to Ivalua's strategy ... while we deliver 100% of our projects with a partner"; the role will "Recruit new partners" and support "business development initiatives ... with Marketing".Source

Wildcards 3

Unexpected experiments, each with a cheap way to test it.

  • 19

    Ivalua has 69 podcast episodes. A guest slot is a respectful reason to start a relationship with a procurement leader at a target account.

    Medium impactLow effort First result in 1 quarter Digital marketing lead

    First action

    Pick five target-account leaders to invite.

    How to measure it

    Guests from target accounts

    Now
    –
    Target
    10 a year
    By
    1 year

    Steps

    1. 1

      Pick guests

      Target accounts.

      Digital marketing lead 2 weeks

    2. 2

      Invite

      Personal note.

      Strategic Account Manager 2 weeks

    3. 3

      Record

      Monthly.

      Digital marketing lead monthly

    4. 4

      Clips

      For the guest to share.

      Digital marketing lead monthly

    5. 5

      Follow up

      Account team.

      Account Executive after each

    6. 6

      Measure

      Meetings with guests' teams.

      Marketing operations lead quarterly

    First result
    1 quarter
    Cost
    Production time
    Owner
    Digital marketing lead

    Smallest test

    Invite one target-account leader.

    Why it works

    Reserve half of the guest slots for leaders at target accounts, prepare them with the host, share clips they can post, and let the account team follow up afterwards.

    Guests become advocates for the episode and know the brand better than any ad could make them.

    Risks and how to handle them

    • Looks like a sales tactic

      Keep episodes useful and pitch-free.

    Evidence

    • programmable.info scanivalua.com (WordPress with WPML, several languages) lists 374 blog posts (newest October 19, 2026), 243 press releases, 178 glossary entries (last updated May 18, 2026), 69 podcast episodes and 41 solutions pages in its sitemaps. Recent posts are "Best ... software" round-ups: source-to-pay, purchasing, procure-to-pay, contract lifecycle management and strategic sourcing (October 7-19, 2026). The homepage shows 16 customer logos (IKEA, Cleveland Clinic, NYC, ArcelorMittal, Rolls Royce, Bell, Whirlpool, Volkswagen and others).Source
    • HiringSales Development Representative (Frankfurt, posted October 19, 2026) for inbound and outbound prospecting, including actively identifying public tenders and RFPs that fit Ivalua ("Aktive Identifikation von Ausschreibungen und RFPs"), with AI-assisted prospecting and intent data. Also open: Account Executives in the United States (October 14), Denmark (October 5) and Singapore, Strategic Account Managers in Massy, New York and Pittsburgh, a Sr Value Engineer in Pune and a Japanese-language helpdesk representative.Source
  • 20

    Ivalua writes about the French e-invoicing mandate and sells accounts payable and invoicing. Finance and procurement teams in many countries need a clear view of what applies to them.

    Medium impactMedium effort First result in 1 quarter Product marketing lead

    First action

    Draft entries for five countries with sources.

    How to measure it

    Newsletter subscribers

    Now
    –
    Target
    2,000
    By
    2 quarters

    Steps

    1. 1

      Pick countries

      Customers' main markets.

      Product marketing lead 1 week

    2. 2

      Research

      Official sources.

      Product marketing lead 1 month

    3. 3

      Legal review

      Every entry.

      Legal 2 weeks

    4. 4

      Publish

      Tracker page.

      Web lead 2 weeks

    5. 5

      Newsletter

      Change alerts.

      Digital marketing lead monthly

    6. 6

      Update

      Monthly.

      Product marketing lead monthly

    First result
    1 quarter
    Cost
    Writing time
    Owner
    Product marketing lead

    Smallest test

    Publish five countries.

    Why it works

    Publish a tracker with each country's mandate status, scope and official source, reviewed by legal, with a newsletter for changes and a link to the matching demo.

    Compliance deadlines create urgency and recurring visits.

    Risks and how to handle them

    • Out-of-date entries

      Date each entry and review monthly.

    Evidence

    • Your websiteRecent content on agentic AI and data partners: a blog post on the Dun & Bradstreet Supplier Risk Intelligence API and MCP (October 9, 2026), an Agentic AI technology page (September 29, 2026), and a post on the French e-invoicing mandate.Source
    • Press releasesRecent Ivalua news: a Deloitte alliance "to Modernize Global Source to Pay and Supply Chain Management" (August 6, 2026); named a Leader in the IDC MarketScape for worldwide AI-enabled direct spend (September 24, 2026); WNS and Ivalua for Dräxlmaier (September 23, 2026); the acquisition of DirectWorks for direct materials management; and surveys such as "Businesses Waste $1.5 Million a Year on Manual Work AI Could Do" (October 15, 2026) and "Two in Five Businesses Fall Victim to Invoice Fraud" with average losses of $367,000 (September 3, 2026).Source
  • 21

    Ivalua is hiring a Japanese-language helpdesk representative, which suggests Japanese-speaking customers, yet the demo hub is offered in English, German, Spanish, French and Italian only.

    Medium impactLow effort First result in 2 quarters APAC marketing lead

    First action

    Ask support how many tickets come in Japanese.

    How to measure it

    Meetings from Japan

    Now
    –
    Target
    10
    By
    2 quarters

    Steps

    1. 1

      Size demand

      Support and CRM data.

      APAC marketing lead 1 week

    2. 2

      Subtitle

      Two demos.

      Digital marketing lead 2 weeks

    3. 3

      Landing page

      Japanese.

      Digital marketing lead 2 weeks

    4. 4

      Partner

      Local integrator.

      Alliances & Partners Manager 1 month

    5. 5

      Campaign

      Small test.

      APAC marketing lead 1 quarter

    6. 6

      Decide

      Scale or stop.

      APAC marketing lead 2 quarters

    First result
    2 quarters
    Cost
    Translation budget
    Owner
    APAC marketing lead

    Smallest test

    Subtitle one demo.

    Why it works

    Subtitle the two open demos and one case study in Japanese, publish a Japanese landing page, and run a small campaign with a local partner.

    A small test shows whether demand in Japan justifies more investment.

    Risks and how to handle them

    • Too small a market

      Keep the test small.

    Evidence

    • HiringSales Development Representative (Frankfurt, posted October 19, 2026) for inbound and outbound prospecting, including actively identifying public tenders and RFPs that fit Ivalua ("Aktive Identifikation von Ausschreibungen und RFPs"), with AI-assisted prospecting and intent data. Also open: Account Executives in the United States (October 14), Denmark (October 5) and Singapore, Strategic Account Managers in Massy, New York and Pittsburgh, a Sr Value Engineer in Pune and a Japanese-language helpdesk representative.Source
    • Your websiteOn-Demand Demos page (linked as "On-Demand Demos" and "Watch AI Demo" from ivalua.com): "Unlock our entire on-demand demo library", "11 videos available", one HubSpot form before any video; the ratings strip shows "4.7 on" a Gartner Peer Insights logo and "4.4 on" a G2 logo, with no text naming either site (empty or generic alt text). German, Spanish, French and Italian versions exist.Source

03

How Programmable can help

Where an idea in this playbook is something Programmable builds or runs, it's listed here with what we'd do. Everything else is yours to run.

Have it built

ProgrammableAgency

1 of the 21 ideas are things Programmable builds and runs for its customers: pages, outreach, prospect lists, booking flows and monitors. Pick one, or send the whole list.

Prospect lists1The list compiled from public sources, verified, deduplicated and delivered to your CRM.

A 30-minute session with the engineer who would build it, not a sales call. You leave with a plan whether or not you hire us.

Book a working session

Usually live within days.

Tools for the rest

ProgrammableTalk

Fill the events in this plan

These ideas are events. Talk gets registrants for them and tells you who's coming and what their company does before the day.

Plan an event (opens programmable.talk in a new tab)
More example playbooks and reviews

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See every playbook and website review

Independent research. Programmable wrote this playbook from public sources, as they stood on October 22, 2026, and cites them throughout. Ivalua did not commission, review or endorse it, and Programmable is not affiliated with Ivalua. Company and product names are trademarks of their owners, used only to identify them. The ideas are suggestions and opinion, not professional, legal or financial advice, and not statements about how Ivalua runs its business.

Something wrong, or do you represent Ivalua? Email [email protected] and we will correct it or take it down.

30/60/90 roadmap

What to focus on in each month, and the ideas that carry it.

  1. Days 1 to 306 ideas

    Open IVA demo, named ratings, round-up next steps, Core Web Vitals, tender feed and web-page case studies.

  2. Days 31 to 6012 ideas

    References, tour events, Quebec, partner co-marketing, at-risk and next-module campaigns, Ivalua NOW planning, glossary and value calculator; plus podcast guests, e-invoicing tracker and a Japanese test.

  3. Days 61 to 903 ideas

    Commit to the big bets: annual benchmark, IVA sandbox and the direct materials program.

The research behind the plan

3 research areas, each summarised in a few lines. Open any of them for the full detail.

Customers

What customers say

Customers value one platform for all spend and suppliers. The most cited problem: manual procurement work.

  • Flexibility to fit complex processes
  • Supplier risk and fraud
  • In their words: “spend under management”

Market

Competitive landscape

4 competitors compared: SAP Ariba, Coupa, GEP and Jaggaer.

  • Gap to exploit: Hands-on proof of agentic AI
  • SAP Ariba: Complexity
  • Coupa: Less depth in direct materials

Hiring signals

Ivalua is investing in demand and in its installed base.

  • Field Marketing Manager (Canada region): Pipeline from regional events and ABM. Ideas 8, 9.
  • Field Marketing Manager (Pittsburgh): US field events. Idea 8.
  • Customer Marketing Manager: References, ROI studies, at-risk campaigns. Ideas 6, 11, 15.

From the team that wrote this playbook

All products
  • ProgrammableAgencyWorking AI systems in days, not quarters (opens programmable.agency in a new tab)
  • ProgrammableInfoAn agent that finds, researches and asks first (opens programmable.info in a new tab)
  • ProgrammableDigitalScreenshots in, an animated product demo out (opens programmable.digital in a new tab)
  • ProgrammableWatchKnow the day a supplier falls out of compliance (opens programmable.watch in a new tab)
  • ProgrammableTalkGet registrants for your events, and know who’s coming (opens programmable.talk in a new tab)
  • ProgrammablePageText what you need, your customer gets a page that works (opens programmable.page in a new tab)
  • ProgrammableCommunityForums with labelled AI members, never empty (opens programmable.community in a new tab)
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