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Thinking Business® 




                      How he did it.
                                   WINNING IN THE
                          NEW WORLD OF MARKETING
Was it ‘Hope and Change’ a2er 8 years, 
Or simply his s:rring rhetoric? 

Barack Obama’s 2008 Presiden5al Campaign 
re‐wrote the rules of engagement in poli5cs,  
as it did in the complex new world of marke5ng. 

Mobilising millions of disaffected Americans. 
Raising half a billion dollars from ‘the liIle guys’ giving under $100. 
Empowering others to spread the message. 
Crea5ng an army with hope. 

The win over formidable opponents came on Nov. 4. 




                                     All logos are registered trademarks of their respec7ve owners 
01



With no prior na5onal         Engaging the 22 dis5nct 
profile, Obama needed to       demographic segments in 
sharpen electoral strategy    the American electorate 
to deliver results.           with relevant and 
                              differen5ated messages 
                              was step one. 



Mobilising the poli5cally     Notoriously hard to reach 
disaffected youth and          or engage over fragmented 
African American vote was     media, deeply distrusVul of 
going to be key.              formal spin, and having no  
                              electoral ritual were 
                              challenges. And the 
                              opportunity. 


                       Do we define ‘where to play’ and ‘how to win’  
                          on the same bases as our compe55on? 
             Do we iden5fy new ‘strategic segments’ as soon as they emerge? 
                And capitalise them with dis5nc5ve product brand offers? 
                      ‘Don’t just energise the base, EXPAND the base.’ 
02



                                      Throughout his campaign,    Unlike Clinton and McCain, 
                                      Obama delivered an          he was focussed  
                                      inspiring and emo:onal      and disciplined; never to 
                                      message, single‐mindedly    waver from this plaCorm  
                                      focussed on ‘Hope and       despite what the  
                                      Change’.                    pollsters said. 


                                      Not when the ‘Obama‐girl    This ‘cool’ demonstrated  
                                      video’ became a rage,       a level head likely to 
                                      or various associates       respond well to a  
                                      and pastors came to         ‘3 am crisis’ and  
© Jim Borgman 
                                      haunt him, not even         eroded McCain’s  
                                      when smears about his       carefully constructed  
                                      heritage became             ‘maverick’ image. 
                                      par5cularly nega5ve. 



                      Can we ar5culate our brand essence exactly? 
                             At 3 a.m.? Or in 30 seconds? 
                   Are we consistently on‐message? Across the world? 
                 Do we react to the compe55on, off‐strategy, too readily? 
03




 In an age of deep cynicism                His message of ‘Hope & Change’     Obama touched  
 about poli5cians,                         is deeply rooted in                a deep human truth.  
 Obama cut through the                     Obama’s life history  
 category cluIer by conveying a            and iden:ty.                       It appealed to people  
 powerfully‐authen5c connec5on                                                who want to believe again.  
 between the candidate's vision            Everybody else’ message            He gave them something  
 and the candidate himself.                appeared bolted on for the         to be inspired by.  
                                           campaign. 




                              Pu^ng the ‘emo5on back’ into our brands  
                   means consumers have the choice to overlook ra5onal comparisons 

Ian Lesley, author of “To‐Be‐President” 
04


     Obama was not  
     the first presiden:al 
     nominee to use the 
     internet in an elec:on 
     campaign, to raise funds 
     or to connect with the 
     electorate.  


     But he was the first  
     to structure and deploy  
     a focussed, inter‐linked                                                                               e 
                                                                                                     Join thent 
     campaign to achieve key 
                                                                                                    movem
     campaign goals. 
                                                                                                     DNC  
     Using technology‐                                                                               PartyBuilder 
     enabled social media.                                                                                           
                                                                                                             he word
                                                                                                         t
                                                                                                  Spread 
     His team  
     focussed relentlessly                                                                                 e truth 
                                                                                                    earn th
     on conver:ng online                                                                          L
     chaMer into face‐to‐face 
                                                                                                              s … 
     conversa:ons. Medium                                                                           Talk to u
     as a means to ac:ons. 
                        THAT he believed in doing something different; 
                            and followed through was impressive 
                                 All logos are registered trademarks of their respec7ve owners 


                                  Clearly, HOW he did it was key? 
YouTube: 20 Mn page views since Sept 2006 
Facebook: 3.1 Mn friends added (McCain 609,000) 
                                                                      High‐recall soundbytes, previous speeches,  
Commentary, Photographs, Campaign details and links to  
                                                                      media briefing and events; and interac7ve viral tools 
fund‐raising, volunteering and connec7ng with other ‘friends’ 




                                                                 Online toolkits allow volunteers  
                                                                 to self‐organise and proliferate 
                                                                 the cause among peers.  
                                                                 No cold calls ever again! 



All logos are registered trademarks of their respec7ve owners 
Key volunteers were                                              Interes:ngly, Obama ’08 
handed out iPhones with a                                        also creates calling lists in 
bundled Obama’08 app.                                            baMleground states from 
                                                                 the address book – and 
The applica5on was free to                                       assigns an icon for 
download by others from                                          numbers not yet called!  
iTunes. 

Obama ’08 aggregates                                             It fuels a sense of 
campaign news, views,                                            compe::on ‐ by crea:ng  a 
blogs, policy talkpoints,                                        personal score against 
pictures and video.                                              average calls made that 
                                                                 day. Widen reach and 
                                                                 frequency without the 
                                                                 McCain robocalls! 




                          Remember: New Media as a means to Ac:ons 


All logos are registered trademarks of their respec7ve owners 
XBoxLive: Feedback and tes5ng of policy messages 
SecondLife: Engage ‘face to face’ online 
                                                                     Understanding what young Americans think 
Virtual Q&A and direct response from Obama’s avatar 




                             Remember: New Media as a means to Ac:ons 
                                         All logos are registered trademarks of their respec7ve owners 
First Poli7cal Candidate 
                                                                                                       in history to leverage  
                                                                                                          branded content 
                                                                                                              in‐game 




© NBA2K9 




Cross‐Segment  
Branded Content In‐Game : 
Nudge poten5al voters to ballot 
Nudge poten7al voters of different  
demographics by game choice ‐ who appear  
                                                © Need for Speed 
not to be vo7ng ‐ to exercise their vote. 

                                     All logos are registered trademarks of their respec7ve owners 
Merchandising                                                 Memoir 
                                                       Illustrated Biography    Policy Book 
TV Commercials in  
baYleground states 
$230 Mn 
                                      Press across  
                                     demographic  
                                  reader segments 




                                        Radio 
Syndicated Na7onal Talk Shows 

                                 Business As Usual is s5ll worth doing. 
                                     But with flawless execu5on.  
Google any rumors  
or smears about Obama, 
and chances are the first 
sponsored link you’d see 
takes you to 
FighMhesmears.com 



An adjacent engagement 
tool to fight barriers  
•   Uses search‐engine  
    keywords against known  
    percep7on ‘issues’ and  
    barriers 
•  Report smears 
•  Provides well‐evidenced   
   rebuYals 

This allows the main 
presiden5al campaign to 
stay on‐message and not get 
drawn into sidebars. 
It gives frontline foot 
soldiers the tools to fight 
back with good informa5on. 
                    How good are our ‘listening posts’ in compe55ve markets? 
                   How fast do we collect good and bad informa5on in real‐5me? 
                                       All logos are registered trademarks of their respec7ve owners 
                        Do we give our TMRs and CRAs (and our consumers) 
                  a diverse set of talkpoints to inform and influence brand choice? 
05


By the 5me Obama                   Obama needed a  
entered the race,                  crea5ve way to raise 
                                                                                   $659.7 Mn.
Hillary had already                funds.  
secured the party’s top  
donors and fund‐raisers.           He hired 24 year‐old                                       Barack Obama 
                                   Facebook Cofounder  
                                   Chris Hughes as his  
                                   campaign’s online 
                                   organiser. 

In a campaign                      And once you give 
designed to leverage the           money, however liMle, 
power of the people,               you are less likely to 
many of whom made                  abandon the cause. 
dona5ons under $100, 
Obama broke Howard                 Even if you are unsure                            2008 
Dean’s 2004 record of              about Obama, you                                elec:on 
$27 Mn raised online.              cannot reject the cause. 


                                                                                                   $249 Mn. 
                                                                                                 Hillary Clinton 
                                                                                                                      $238 Mn. 
                                                               $8.8 Mn. 
                                                                                                                    John McCain 
                                                               G.W. Bush 

                                                                                                     2004 
                                                                 2000  $6.7 Mn. 
                                                               elec:on  Al Gore                    elec:on 

                                                                               $32 Mn.                                       $37 Mn. 
                                                                                                   $43.8 Mn. 
                                                                              John Kerry                                   Howard Dean 
                                                                                                   G.W. Bush 

Sources: FEC, The Campaign Finance Ins7tute 
Total Raised Online:     $ Half Billion 
   No. of donors registered:     3 Million 
Raised Online in Sept alone:     $ 135 Million 
                                 0 
      Fundraisers aMended  
          by Obama in Sept:  
06                                                                                                                 Obama announced his 
                                                                                                                   choice of VP Biden by 
                                                                                                                   SMS to 3.1 Mn friends 
                                                                                                                   and on TwiYer before 
                                                                                                                  the na7onal media was 
                                                                                                                          briefed. 




All you needed was an                            Speech Analysis showed            Obama volunteers 
email address to receive a                       Obama spoke more about            encouraged to blog ‘your 
:cket to Obama’s electoral                       ‘you’ than ‘I’. It was your       story’ for wan:ng change. 
rallies. No dona5ons were                        movement, you should              Not the cause.  
required so more people                          shape it.  
came to explore the                                                                Peer referrals and language 
                                                                                   build instant trust and 
phenomenon.                                      The only other presiden7al 
                                                                                   credibility. 
                                                 nominee to use ‘you’ more: JFK 

                   Carefully‐cramed engagement dynamics and language 
                       ensure peer referrals are generated prolifically, 
                 (and then disseminated effec5vely through tools provided) 


Source: Center for Responsive Government, University of Washington 
07




                        During the Primaries                  As the DNC Nominee                        Post‐elec:on 
                                 2006‐2008                              Aug 2008                       Nov 2008 onwards 

Goal                   Posi5on dis5nctly                Call‐To‐Ac5on                            Resolve and Reward 
                                                        Mobilise resources                       Consolidate 
Strategy               Focus and Repe55on               Recruit volunteers                       Thank & reward supporters 
                                                        Proliferate the cause                    Adjust expecta5ons 
Target                 Wide electoral base              Disaffected Youth and Collegiates         Include Clinton and McCain 
                                                        African American & ethnic groups         voters and ‘old hands’ 
Tac:cs                 S5rring speeches                 Fund‐raisers in local communi5es         Collect dona5ons for DNC 
                                                        Interna5onal tour of na5ons              Collect Feedback 

Media                  Tradi5onal Media;                Text/TwiIer                              Website Only* 
                       Founda5on of non‐                All social media and blogs 
                       tradi5onal media 

                            ‘How to Win’ evolves pre‐launch, at launch and post‐launch; 
                                   Building on plaVorms previously established. 
                                          All designed years in advance. 
© All Images: Shepard Fairey                 All logos are registered trademarks of their respec7ve owners 
08

                                                                                     change.gov 
Change.Gov  
launched hours a2er 
Obama was confirmed as 
the President‐elect. 
Official website of the 
Office of the President‐Elect 
(s5ll on message) 

It’s where he 
communicates directly with 
his army, where he makes 
team announcements, 
discusses evolving policy 
thoughts and requests 
feedback. 


It is where he has just 
launched a recruitment 
drive for volunteers to 
serve America as 
community organisers. 



                         There is no shukng the door on highly‐engaged consumers. 
                                So what comes AFTER the big, splashy launch? 
                                        Can we chart its course NOW? 
 Source: Change.Gov 
All logos are registered trademarks of their respec7ve owners 
08

                                                                                                             BarackObama.com 




With over 3.1 Mn registered users,    and                        Detailed issue‐based survey to 
many more across partner sites;  the                             receive grass‐root feedback 
Obama marke5ng machine is  
s5ll driving change. 


                                                                                                      Dona7ons s7ll being invited  
                                                                                                      to help the DNC (read Hillary Clinton) 
Under the new HOPE banner, Barack 
                                                                                                      pay its debts 
Obama expects to keep engaging key 
audiences well into his run and possible 
re‐elec5on drive. 



                                                                 Obama victory merchandise has 
                                                                 created a mul7‐million $ industry 

                         There is no shukng the door on highly‐engaged consumers. 
                                So what comes AFTER the big, splashy launch? 
                                        Can we chart its course NOW? 
Source: BarackObama.com 
All logos are registered trademarks of their respec7ve owners 
04
                                02                               03
01
                                                                                               Obama Everywhere 
                                A simple message,                Speak to the Heart 
Knowing  
                                well told 
Where To Play 
                                                                 » New Media & Touchpoints     » Try different RTM 
                                » Simple, defined messages 
»  Iden7fying strategic  
                                                                 » Old Media used well         » Conver7ng online chaYer  
                                » Take the consumer POV 
     segments early 
                                                                                                   to human interac7on 
»  Know thy consumer            » Make it their cause 



05                              06                               07                            08
                                                                                               Be Prepared To Win 
No Small Change                 Building engagement  Evolu:on of Message 
                                                     PlaCorms 
                                                                                               » Post‐Launch Build‐up 
» Keeping the doors open         » Keeping the doors open         » Laddering of plaiorms 
» Giving social networks the     » Giving social networks the     » Strategy sejng in good     » Keeping up consumer  
                                    tools to self‐organise           7me                           engagement 
    tools to self‐organise 




    Thinking Business® 
Thinking Business® 




How he did it.
WINNING IN THE
NEW WORLD OF MARKETING




Ananda Roy
Global Business Strategy Director
G2 Limited

+44.793.222.3088
Ananda.Roy@G2.com

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How Obama Won

  • 1. Thinking Business®  How he did it. WINNING IN THE NEW WORLD OF MARKETING
  • 3. 01 With no prior na5onal  Engaging the 22 dis5nct  profile, Obama needed to  demographic segments in  sharpen electoral strategy  the American electorate  to deliver results.  with relevant and  differen5ated messages  was step one.  Mobilising the poli5cally  Notoriously hard to reach  disaffected youth and  or engage over fragmented  African American vote was  media, deeply distrusVul of  going to be key.   formal spin, and having no   electoral ritual were  challenges. And the  opportunity.  Do we define ‘where to play’ and ‘how to win’   on the same bases as our compe55on?  Do we iden5fy new ‘strategic segments’ as soon as they emerge?  And capitalise them with dis5nc5ve product brand offers?  ‘Don’t just energise the base, EXPAND the base.’ 
  • 4. 02 Throughout his campaign,  Unlike Clinton and McCain,  Obama delivered an  he was focussed   inspiring and emo:onal  and disciplined; never to  message, single‐mindedly  waver from this plaCorm   focussed on ‘Hope and  despite what the   Change’.  pollsters said.  Not when the ‘Obama‐girl  This ‘cool’ demonstrated   video’ became a rage,   a level head likely to  or various associates   respond well to a   and pastors came to   ‘3 am crisis’ and   © Jim Borgman  haunt him, not even   eroded McCain’s   when smears about his  carefully constructed   heritage became  ‘maverick’ image.  par5cularly nega5ve.  Can we ar5culate our brand essence exactly?  At 3 a.m.? Or in 30 seconds?  Are we consistently on‐message? Across the world?  Do we react to the compe55on, off‐strategy, too readily? 
  • 5. 03 In an age of deep cynicism   His message of ‘Hope & Change’   Obama touched   about poli5cians,   is deeply rooted in   a deep human truth.   Obama cut through the   Obama’s life history   category cluIer by conveying a   and iden:ty.  It appealed to people   powerfully‐authen5c connec5on        who want to believe again.   between the candidate's vision  Everybody else’ message  He gave them something   and the candidate himself.  appeared bolted on for the  to be inspired by.   campaign.  Pu^ng the ‘emo5on back’ into our brands   means consumers have the choice to overlook ra5onal comparisons  Ian Lesley, author of “To‐Be‐President” 
  • 6. 04 Obama was not   the first presiden:al  nominee to use the  internet in an elec:on  campaign, to raise funds  or to connect with the  electorate.   But he was the first   to structure and deploy   a focussed, inter‐linked  e  Join thent  campaign to achieve key  movem campaign goals.  DNC   Using technology‐ PartyBuilder  enabled social media.    he word t Spread  His team   focussed relentlessly   e truth  earn th on conver:ng online  L chaMer into face‐to‐face  s …  conversa:ons. Medium  Talk to u as a means to ac:ons.  THAT he believed in doing something different;  and followed through was impressive  All logos are registered trademarks of their respec7ve owners  Clearly, HOW he did it was key? 
  • 7. YouTube: 20 Mn page views since Sept 2006  Facebook: 3.1 Mn friends added (McCain 609,000)  High‐recall soundbytes, previous speeches,   Commentary, Photographs, Campaign details and links to   media briefing and events; and interac7ve viral tools  fund‐raising, volunteering and connec7ng with other ‘friends’  Online toolkits allow volunteers   to self‐organise and proliferate  the cause among peers.   No cold calls ever again!  All logos are registered trademarks of their respec7ve owners 
  • 8. Key volunteers were  Interes:ngly, Obama ’08  handed out iPhones with a  also creates calling lists in  bundled Obama’08 app.   baMleground states from  the address book – and  The applica5on was free to  assigns an icon for  download by others from  numbers not yet called!   iTunes.  Obama ’08 aggregates  It fuels a sense of  campaign news, views,  compe::on ‐ by crea:ng  a  blogs, policy talkpoints,  personal score against  pictures and video.  average calls made that  day. Widen reach and  frequency without the  McCain robocalls!  Remember: New Media as a means to Ac:ons  All logos are registered trademarks of their respec7ve owners 
  • 9. XBoxLive: Feedback and tes5ng of policy messages  SecondLife: Engage ‘face to face’ online  Understanding what young Americans think  Virtual Q&A and direct response from Obama’s avatar  Remember: New Media as a means to Ac:ons  All logos are registered trademarks of their respec7ve owners 
  • 10. First Poli7cal Candidate  in history to leverage   branded content  in‐game  © NBA2K9  Cross‐Segment   Branded Content In‐Game :  Nudge poten5al voters to ballot  Nudge poten7al voters of different   demographics by game choice ‐ who appear   © Need for Speed  not to be vo7ng ‐ to exercise their vote.  All logos are registered trademarks of their respec7ve owners 
  • 11. Merchandising  Memoir  Illustrated Biography  Policy Book  TV Commercials in   baYleground states  $230 Mn  Press across   demographic   reader segments  Radio  Syndicated Na7onal Talk Shows  Business As Usual is s5ll worth doing.  But with flawless execu5on.  
  • 12. Google any rumors   or smears about Obama,  and chances are the first  sponsored link you’d see  takes you to  FighMhesmears.com  An adjacent engagement  tool to fight barriers   •   Uses search‐engine       keywords against known       percep7on ‘issues’ and       barriers  •  Report smears  •  Provides well‐evidenced       rebuYals  This allows the main  presiden5al campaign to  stay on‐message and not get  drawn into sidebars.  It gives frontline foot  soldiers the tools to fight  back with good informa5on.  How good are our ‘listening posts’ in compe55ve markets?  How fast do we collect good and bad informa5on in real‐5me?  All logos are registered trademarks of their respec7ve owners  Do we give our TMRs and CRAs (and our consumers)  a diverse set of talkpoints to inform and influence brand choice? 
  • 13. 05 By the 5me Obama   Obama needed a   entered the race,   crea5ve way to raise  $659.7 Mn. Hillary had already   funds.   secured the party’s top   donors and fund‐raisers.  He hired 24 year‐old   Barack Obama  Facebook Cofounder   Chris Hughes as his   campaign’s online  organiser.  In a campaign   And once you give  designed to leverage the  money, however liMle,  power of the people,  you are less likely to  many of whom made  abandon the cause.  dona5ons under $100,  Obama broke Howard  Even if you are unsure  2008  Dean’s 2004 record of  about Obama, you  elec:on  $27 Mn raised online.  cannot reject the cause.  $249 Mn.  Hillary Clinton  $238 Mn.  $8.8 Mn.  John McCain  G.W. Bush  2004  2000  $6.7 Mn.  elec:on  Al Gore  elec:on  $32 Mn.  $37 Mn.  $43.8 Mn.  John Kerry  Howard Dean  G.W. Bush  Sources: FEC, The Campaign Finance Ins7tute 
  • 14. Total Raised Online:  $ Half Billion  No. of donors registered:   3 Million  Raised Online in Sept alone:   $ 135 Million  0  Fundraisers aMended   by Obama in Sept:  
  • 15. 06 Obama announced his  choice of VP Biden by  SMS to 3.1 Mn friends  and on TwiYer before  the na7onal media was  briefed.  All you needed was an  Speech Analysis showed  Obama volunteers  email address to receive a  Obama spoke more about  encouraged to blog ‘your  :cket to Obama’s electoral  ‘you’ than ‘I’. It was your  story’ for wan:ng change.  rallies. No dona5ons were  movement, you should  Not the cause.   required so more people  shape it.   came to explore the  Peer referrals and language  build instant trust and  phenomenon.  The only other presiden7al  credibility.  nominee to use ‘you’ more: JFK  Carefully‐cramed engagement dynamics and language  ensure peer referrals are generated prolifically,  (and then disseminated effec5vely through tools provided)  Source: Center for Responsive Government, University of Washington 
  • 16. 07 During the Primaries  As the DNC Nominee  Post‐elec:on  2006‐2008  Aug 2008  Nov 2008 onwards  Goal  Posi5on dis5nctly  Call‐To‐Ac5on  Resolve and Reward  Mobilise resources  Consolidate  Strategy  Focus and Repe55on  Recruit volunteers  Thank & reward supporters  Proliferate the cause  Adjust expecta5ons  Target  Wide electoral base  Disaffected Youth and Collegiates  Include Clinton and McCain  African American & ethnic groups  voters and ‘old hands’  Tac:cs  S5rring speeches  Fund‐raisers in local communi5es  Collect dona5ons for DNC  Interna5onal tour of na5ons  Collect Feedback  Media  Tradi5onal Media;  Text/TwiIer  Website Only*  Founda5on of non‐ All social media and blogs  tradi5onal media  ‘How to Win’ evolves pre‐launch, at launch and post‐launch;  Building on plaVorms previously established.  All designed years in advance.  © All Images: Shepard Fairey  All logos are registered trademarks of their respec7ve owners 
  • 17. 08 change.gov  Change.Gov   launched hours a2er  Obama was confirmed as  the President‐elect.  Official website of the  Office of the President‐Elect  (s5ll on message)  It’s where he  communicates directly with  his army, where he makes  team announcements,  discusses evolving policy  thoughts and requests  feedback.  It is where he has just  launched a recruitment  drive for volunteers to  serve America as  community organisers.  There is no shukng the door on highly‐engaged consumers.  So what comes AFTER the big, splashy launch?  Can we chart its course NOW?  Source: Change.Gov  All logos are registered trademarks of their respec7ve owners 
  • 18. 08 BarackObama.com  With over 3.1 Mn registered users,    and  Detailed issue‐based survey to  many more across partner sites;  the  receive grass‐root feedback  Obama marke5ng machine is   s5ll driving change.  Dona7ons s7ll being invited   to help the DNC (read Hillary Clinton)  Under the new HOPE banner, Barack  pay its debts  Obama expects to keep engaging key  audiences well into his run and possible  re‐elec5on drive.  Obama victory merchandise has  created a mul7‐million $ industry  There is no shukng the door on highly‐engaged consumers.  So what comes AFTER the big, splashy launch?  Can we chart its course NOW?  Source: BarackObama.com  All logos are registered trademarks of their respec7ve owners 
  • 19. 04 02 03 01 Obama Everywhere  A simple message,  Speak to the Heart  Knowing   well told  Where To Play  » New Media & Touchpoints  » Try different RTM  » Simple, defined messages  »  Iden7fying strategic   » Old Media used well  » Conver7ng online chaYer   » Take the consumer POV       segments early      to human interac7on  »  Know thy consumer  » Make it their cause  05 06 07 08 Be Prepared To Win  No Small Change   Building engagement  Evolu:on of Message  PlaCorms  » Post‐Launch Build‐up  » Keeping the doors open  » Keeping the doors open  » Laddering of plaiorms  » Giving social networks the     » Giving social networks the     » Strategy sejng in good   » Keeping up consumer       tools to self‐organise      7me      engagement      tools to self‐organise  Thinking Business® 
  • 20. Thinking Business®  How he did it. WINNING IN THE NEW WORLD OF MARKETING Ananda Roy Global Business Strategy Director G2 Limited +44.793.222.3088 Ananda.Roy@G2.com