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What separates average sales leaders from the ones people actually want to follow? In this episode of Sales Lead Dog, Christopher Smith sits down with Joy Wilder Lybeer, Chief Revenue Officer at Source Advisors, for a conversation on sales leadership, team building, accountability, trust, and why servant leadership still wins in high-performance sales organizations. Joy shares the leadership lessons that shaped her career, from running retail banking teams to leading revenue organizations, and explains why the best leaders stay close to the work, stay honest with their teams, and never confuse authority with leadership. This episode also dives into CRM adoption, performance culture, identifying future leaders, and why helping people achieve their best is one of the most important jobs a sales leader can take on. What You'll Learn Why great sales leaders are tough on numbers but generous with people How trust and vulnerability shape high-performing sales teams Why some top performers should never become managers What Joy looks for when building a winning sales culture How to identify future sales leaders inside your team Why women in sales often need encouragement to step into leadership roles What breaks CRM adoption and how leaders can fix it Why servant leadership is still one of the strongest growth advantages in sales About Joy Wilder Lybeer Joy Wilder Lybeer is the Chief Revenue Officer at Source Advisors, a specialty tax advisory firm that helps businesses unlock tax credits and incentives through expert guidance and CPA partnerships. She is an experienced revenue leader with a background across strategy, marketing, banking, and executive sales leadership. Throughout her career, Joy has built high-performing teams, led large revenue organizations, and developed a leadership style centered on accountability, trust, and helping people reach their full potential. Connect with Joy Wilder Lybeer LinkedIn: https://www.linkedin.com/in/joywilderlybeer/ Learn more about Source Advisors: https://sourceadvisors.com/ About Sales Lead Dog Sales Lead Dog is hosted by Christopher Smith, CRM technology and sales process expert, and founder of Empellor CRM. Each episode features sales leaders who have separated themselves from the rest of the pack, sharing how they achieve success with their teams and their CRM strategy. Unless you are the lead dog, the view never changes. Connect and Learn More All episodes and show notes: https://empellorcrm.com/salesleaddog/ If this episode brought you value:
Glenn Fleischman, Chief Revenue Officer at AYTM, explains how sales teams can adopt AI successfully by fixing their human processes first — then scaling with AI rather than multiplying a broken motion. He shares why enterprise sellers who master AI will out-earn those who resist it, and how AYTM builds research expertise directly into its platform. Learn more at https://aytm.com/
The future belongs to organizations that invest in people as much as they invest in technology. Whether building stronger communities, developing emerging leaders, or reducing human cyber risk, lasting success comes from creating environments where individuals are informed, connected, engaged, and empowered to contribute at their highest level. Recorded live at the Beyond 26 Conference in Salt Lake City, Utah, this special episode brings together two dynamic technology leaders who are helping shape the future of the IT channel from very different—but equally important—perspectives. Brook Lee, Senior Director of Community at Rev.io, and Nihil Morjaria, Chief Revenue Officer at usecure, share insights on leadership, community building, cybersecurity, and the evolving role of human behavior in technology. Brook discusses the power of authentic relationships, meaningful conversations, and creating communities where MSPs can learn and grow together. Nihil explores why Human Risk Intelligence is becoming a critical pillar of modern cybersecurity as AI-driven threats increasingly target people rather than systems. Together, their perspectives reveal a common theme: technology alone does not drive success—people do. Highlights include: People remain the most important factor in business growth, innovation, and cybersecurity. The "secret sauce" behind meaningful engagement: listen more, talk less, and create genuine connections. How Rev.io is helping MSPs strengthen operations and community collaboration. What Human Risk Intelligence means and why it is transforming cybersecurity strategies How AI is changing both business opportunities and cyber threats. Why security awareness programs should focus on culture, behavior, and proactive participation. The growing importance of measuring human risk posture and organizational resilience. Follow Brook and Nihil on LinkedIn and visit rev.io as well as usecure.io Brook is also offering our listeners an incredible resource: The Vendor Situationship
Brent Peterson sits down with Michelle Donnelly, Chief Revenue Officer at Crescendo, to explore how AI-native customer experience solutions are transforming the way brands interact with their customers. The conversation covers everything from autonomous digital agents to the critical role humans still play in customer support. Michelle brings a wealth of experience from her time at Salesforce and the AI chip industry, and she shares fascinating real-world examples of how Crescendo's approach is turning traditional cost centers into profit centers. If you care about customer experience, this episode deserves your full attention.Key TakeawaysAI agents must work seamlessly with human agents. A digital-only approach without a human fallback creates frustrating loops that drive customers away.Customer support is becoming a revenue channel. By combining personalization, memory, and business context, AI agents can turn a simple support interaction into an upsell opportunity.Speed to value matters. Crescendo deploys in under four weeks, a dramatic improvement over traditional SaaS implementations that can take months.Outcome-based pricing changes the game. Rather than selling seats, Crescendo charges based on outcomes, aligning their success with the customer's success.Multimodal interactions let customers choose. Whether through chat, voice, WhatsApp, or email, the customer decides how they want to engage, and the AI adapts accordingly.Quality assurance reveals powerful patterns. Analyzing interactions across the customer base surfaces product issues and opportunities that brands would otherwise miss.Knowledge bases improve over time. The AI learns from every interaction and actually enhances the brand's existing knowledge base rather than relying on static content.Chapters00:00 Introduction to Crescendo and Michelle's Journey03:53 The Role of AI in Customer Experience09:30 Seamless Integration of Digital and Human Agents15:02 Multimodal Customer Interactions18:52 Quality Assurance and Content Relevance22:26 Transforming Customer Support into Profit Centers28:22 Democratizing AI for All BusinessesConnect with Michelle on LinkedIn:https://www.linkedin.com/in/michelledonnelly/https://www.linkedin.com/company/crescendocx/
Malcolm Harris takes the wheel solo and delivers a packed show covering some of the biggest trends shaping freight, warehousing, and supply chain technology today. In this episode: The latest transportation headlines, including legal challenges surrounding CDL compliance in New York and California Echo Global Logistics' expansion into Mexico's domestic transportation market and what it signals for nearshoring and cross-border supply chains The growing impact of automation, labor shortages, and operational efficiency across logistics networks Plus, Greg Braun, Chief Revenue Officer at C3 Solutions, joins the show to break down findings from the company's latest State of Dock and Yard Management Report, including: Why many facilities still rely on overtime and temporary labor instead of technology The biggest gaps in dock scheduling, yard visibility, and warehouse operations Common misconceptions around automation adoption How AI and real-time system integration are reshaping yard and dock management Later, Steve Shebuski of MCA Connect dives into the rise of Agentic AI and what it means for the future of supply chain operations. Watch on YouTube Visit our sponsor - KOONER FLEET MANAGEMENT SOLUTIONS Subscribe to the WTT newsletter Apple Podcasts Spotify More FreightWaves Podcasts #WHATTHETRUCK #FreightNews #supplychain Learn more about your ad choices. Visit megaphone.fm/adchoices
Malcolm Harris takes the wheel solo and delivers a packed show covering some of the biggest trends shaping freight, warehousing, and supply chain technology today. In this episode: The latest transportation headlines, including legal challenges surrounding CDL compliance in New York and California Echo Global Logistics' expansion into Mexico's domestic transportation market and what it signals for nearshoring and cross-border supply chains The growing impact of automation, labor shortages, and operational efficiency across logistics networks Plus, Greg Braun, Chief Revenue Officer at C3 Solutions, joins the show to break down findings from the company's latest State of Dock and Yard Management Report, including: Why many facilities still rely on overtime and temporary labor instead of technology The biggest gaps in dock scheduling, yard visibility, and warehouse operations Common misconceptions around automation adoption How AI and real-time system integration are reshaping yard and dock management Later, Steve Shebuski of MCA Connect dives into the rise of Agentic AI and what it means for the future of supply chain operations. Watch on YouTube Visit our sponsor - KOONER FLEET MANAGEMENT SOLUTIONS Subscribe to the WTT newsletter Apple Podcasts Spotify More FreightWaves Podcasts #WHATTHETRUCK #FreightNews #supplychain Learn more about your ad choices. Visit megaphone.fm/adchoices
Season 7, Episode 6 Guest: Leslie Blye, Chief Revenue Officer, AnseraLeslie Blye, chief revenue officer for Ansera, joins host Courtney Stanley for a conversation about leadership, confidence and the courage to have difficult conversations.Together, they explore what it means to lead through change, how confidence is built through experience and candor, and the difference between managing a team and truly developing people.
We are sponsored by WAC Architectural, Brilliant Style. Built for Projects. Learn more at https://www.wacarchitectural.com/ Highlights include: Sustainability Initiative Moves Toward Industry-Wide Standards Rick Seidman to Receive The H Foundation's Rick Wiedemer Guiding Light Award at 24th Goombay Bash Mark Architectural Lighting Expands SLOT Family with Recessed and Perimeter Luminaires Reveal Design Group Appoints Brian Sterback as Principal and Chief Revenue Officer
Eric Mitchell, Chief Revenue Officer, NEXA Mortgage. Key Highlights include: AI is no longer optional; your CRM is the foundation; coaching accelerates success; implementation beats information; and accountability creates growth.
In this episode, Gordon speaks with Dominic Grounsell, Chief Revenue Officer at the UK Post Office, about a career shaped by transformation, curiosity and a relentless focus on impact.From starting out at Unilever, where he learned the foundations of brand marketing, to building data-driven growth models at BT and Capital One, Dominic shares how each industry shift sharpened his understanding of what really drives performance: clarity, accountability and customer impact.The conversation explores why great marketing now sits at the intersection of creativity and analytics, how digital businesses have changed the speed of experimentation and why AI and data are reshaping how companies understand and serve customers.Tune in for a conversation on transformation, data and what it really takes to build brands in a world that changes by the second.
Losing a mother is a profound experience, but navigating that loss when the relationship was complicated? That adds a whole new layer of grief. In this episode, I sit down with Veronica to talk about the messy, painful, and beautiful reality of mothering without a mom.What we dive into: Validation for your grief: Permission to feel the anger, jealousy, and loneliness that often accompanies a complicated loss.Breaking the cycle: Real talk on how to parent through past trauma and make conscious choices for your own children.Permission to be human: Understanding that your relationship doesn't have to be perfect to be significant, and your grief is valid regardless of the past.Connection: Comfort in knowing you aren't the only one navigating the complex, often lonely experience of being a "motherless mother.Connect with Nicole:
Nick Turner is the CEO of Dreamdata. Nick is a seasoned B2B software leader with nearly two decades of experience building and scaling go-to-market teams, helping companies grow from early traction to tens of millions in revenue. Before stepping into the CEO role, Nick served as Chief Revenue Officer at Dreamdata, where he played a key role in shaping the company's growth strategy and expanding its presence in the U.S. market. He later transitioned into the CEO seat, leading the company through a pivotal phase of scale and transformation. Under his leadership, Dreamdata recently raised a $55 million Series B round led by PeakSpan Capital—fueling its mission to become the go-to platform for B2B marketers to connect data, attribution, and revenue in the AI era. In this episode, we'll explore what it takes to step into the CEO role, how to lead through rapid growth and funding milestones, and Nick's perspective on building modern go-to-market teams in an increasingly data-driven world.
Kevin Coomes, Chief Revenue Officer at Chain and George Schergen, Chief Client Officer (CCO) at Dynamic Logistix, explain how Kansas City evolved from a railroad crossroads into one of freight's most important warehouse and logistics hubs. They also break down why AI won't replace freight operators, and which companies are best positioned to benefit from the next wave of automation.This week's episode is sponsored by Levity, HighwayInterested in sponsoring our podcast? Send us an email at pbj@freightcaviar.com.
Soccer is the world's game. It brings together billions of fans, transcends borders, and creates moments that live on for generations. And this year, in 2026, one of the biggest sporting events on the planet has come to Seattle. In this episode we're exploring the business behind this culturally unifying game—from the incredible impact that it has on the communities that it touches, to the enormous undertaking for our city to be hosting the World Cup. Pete sits down with the Seattle Sounders and Seattle Reign Football Club's Chief Revenue Officer, Courtney Carter, and Chief Marketing Officer, Ro Vega to discuss the evolution of professional soccer in Seattle, building passionate fan communities, and why the region has become one of the sport's greatest success stories in the US. After that we're joined by Peter Tomozawa, CEO of Seattle's World Cup Organizing Committee to better understand the scale, complexity, and opportunity that this massive sporting event brings to the Pacific Northwest. Thanks for tuning in to episode 112. We hope you enjoy it! Did you know that YOU can be on The Nordy Pod? This show isn't just a one-way conversation. We want to hear about what Nordstrom looks like through your eyes. Share your Nordstrom experience, good or bad, by giving us a call and leaving a voicemail at: 206.594.0526, or send an email to nordypodcast@nordstrom.com to be a part of the conversation! And, be sure to follow us on Instagram @thenordypod to stay up to date on new episodes, announcements and more.
What happens when software can be built and shipped faster than ever, but trust becomes the real challenge? In this episode of Tech Talks Daily, I sit down with Dean Hickman-Smith, Chief Revenue Officer at Testlio, to discuss why software quality has become a boardroom issue in the age of AI. As organizations race to release new features, deploy AI-powered experiences, and automate development workflows, the question is no longer whether software ships successfully. The question is whether customers can trust what they receive. Dean explains why human testers remain an essential part of the software development process, even as automation and AI continue to advance. We explore the limitations of synthetic testing environments, the growing importance of cultural context and demographic representation, and why real-world user experiences often expose problems that automated systems miss. From voice interfaces and regional dialects to accessibility and personalization, the conversation highlights the growing complexity of delivering reliable digital experiences. We also discuss the rising business risks associated with poor software quality. While cybersecurity often dominates headlines, Dean argues that failed updates, inaccurate AI responses, poor customer experiences, and software outages can be equally damaging to brand reputation and customer loyalty. He shares insights from Testlio's work with global organizations and explains why human insight continues to complement AI-driven testing rather than compete with it. The conversation also looks ahead to a future where AI-generated code becomes increasingly common. Will software testing become fully automated, or will specialist human expertise become even more valuable? Dean offers his perspective on how AI, automation, and human judgment can work together to create better digital experiences while helping organizations avoid costly mistakes. If your organization is building AI-powered products, managing customer-facing applications, or trying to balance speed with quality, this episode offers practical insights into why software testing remains one of the most important parts of the development process. What role do you think humans will play in software testing as AI continues to advance? Share your thoughts.
In this today's segment, Dan Sperring, founder and CEO of Align ICP, breaks down a mistake most revenue leaders make when defining their ideal customer profile. The instinct is to chase the highest lifetime value customers, but those segments are often the hardest to win, the slowest to close, and the first to break when the market shifts. This clip focuses on how to balance three critical factors inside your ICP: lifetime value, ease of acquisition, and market health. Dan explains why ignoring any one of these creates pipeline risk, and how leaders can avoid over-rotating into segments that look great on paper but fail in execution. For leaders responsible for predictable growth, this is about making smarter tradeoffs, not just better targeting. Dan Sperring is the founder and CEO of AlignICP, a company focused on helping revenue teams align around high-value customer segments to drive predictable growth. He brings experience across customer success, revenue leadership, and scaling SaaS businesses through product-market and go-to-market alignment. Connect with Dan: AlignICP LinkedIn Books mentioned: The Innovator's Dilemma by Clayton M. Christensen The Innovator's Solution by Clayton M. Christensen and Michael E. Raynor Predictable Revenue by Aaron Ross and Marylou Tyler Amp It Up by Frank Slootman Tools and podcasts mentioned: clay.com zoominfo.com The Science of Scaling Podcast Listen to the full episode: Aligning Pipeline to Ideal Customer Profile with Dan Sperring Get the Force Management framework for aligning your ICP, sales motion, and customer lifecycle around high-value use cases and measurable business outcomes: The Predictable Revenue Framework: Guide for Leaders Hosted by five-time CRO John McMahon and Force Management Co-Founder John Kaplan, the Revenue Builders podcast goes behind the scenes with the sales leaders who have been there, done that, and seen the results. This show is brought to you by Force Management. We help companies improve sales performance, executing their growth strategy at the point of sale. Connect with Us: LinkedInYouTubeForce Management
On this episode of our "Leaders in ERP Series", Shawn Windle, Founder and Managing Principal at ERP Advisors Group, speaks with Jeff Weiss, Chief Revenue Officer at CMiC. Windle and Weiss discuss the trajectory of the construction industry, the growing impact of AI, and the evolution of modern construction ERP solutions.Connect with us!https://www.erpadvisorsgroup.com866-499-8550LinkedIn:https://www.linkedin.com/company/erp-advisors-groupTwitter:https://twitter.com/erpadvisorsgrpFacebook:https://www.facebook.com/erpadvisorsInstagram:https://www.instagram.com/erpadvisorsgroupPinterest:https://www.pinterest.com/erpadvisorsgroupMedium:https://medium.com/@erpadvisorsgroup
In this episode of the Finovate podcast, host Greg Palmer sits down with Juan Jurado-Blanco, Founder and CEO, and Armando Quintana, Chief Revenue Officer of Clockout, a Best of Show winner at FinovateSpring 2026 in San Diego. The conversation explores Clockout's innovative white-labeled earned wage access (EWA) solution designed specifically for community banks and credit unions. With seven in ten Americans living paycheck to paycheck, Clockout addresses a critical financial wellness need by enabling customers to access their earned wages the same day they work, rather than waiting for traditional bi-weekly pay cycles. The platform embeds seamlessly within existing digital banking experiences, integrating with major core providers like Q2, Jack Henry's Banno, and Alchemy, ensuring institutions can offer this service without requiring customers to use standalone apps or third-party accounts.Juan and Armando discuss what sets Clockout apart from competitors in the EWA space, emphasizing their compliance-by-design approach that uses real-time income data rather than AI predictions or analytics to compute available wages. Unlike other solutions that route funds through secured charge cards or intermediary accounts, Clockout advances money directly into customers' existing checking or savings accounts at their primary financial institution. The guests share valuable insights about their journey building partnerships with core banking providers, emphasizing the importance of persistence, relationship-building, and focusing on adding value to the ecosystem rather than pursuing purely transactional arrangements. They explain why community banks and credit unions are the ideal partners for this solution—these institutions have the trust, brand equity, and community focus needed to deliver meaningful financial wellness tools while competing effectively against neobanks like Chime and Dave.Looking toward the future, Juan and Armando paint an ambitious vision where no one banking in the United States has to wait for a paycheck again within the next 18 to 24 months. Beyond simply providing access to earned wages, they envision building infrastructure that allows these funds to work on autopilot for customers' maximum benefit—whether avoiding overdrafts, saving for retirement, investing, or paying off debts to eliminate fees. The ultimate goal is to help families living paycheck to paycheck avoid payday lenders, late fees, and overdraft charges through better cash flow management tools that reduce financial stress. For financial institutions, Clockout aims to provide community banks and credit unions with the technology they need to retain customers and compete head-to-head with fintechs, transforming complaints about losing customers into proactive solutions that strengthen primary banking relationships.More info:Clockout: https://www.joinclockout.com/; https://www.linkedin.com/company/joinclockout/Juan Jurado-Blanco: https://www.linkedin.com/in/juan-jurado-blanco-012b58121/Armando Quintana: https://www.linkedin.com/in/armando-quintana-606bb210/Greg Palmer: https://www.linkedin.com/in/gregbpalmer/Finovate: https://www.finovate.com; https://www.linkedin.com/company/finovate-conference-series/FinovateSpring: https://informaconnect.com/finovatespring/#Finovate #FinovateSpring #Banking #banks #creditunions #earnedwageaccess #EWA #payday #communitybanks #paycheck #financialwellness #corebanking #digitaladoption #podcast #fintechpodcast #financialservices #innovation #digitraltransformation #fintech #finserv #modernization
In this episode of CRO Spotlight, Warren Zenna sits down with MK Marsden, CEO of Sales-Sleuth, to diagnose the root causes of the modern B2B sales crisis. They explore how the shift toward cheap, automated mass communication has eroded buyer trust and forced buyers to rely on independent research. As buyers become increasingly overwhelmed by digital noise, revenue leaders must fundamentally rethink their outbound approaches.The conversation tackles the systemic issues created by misaligned software solutions and arbitrary key performance indicators. MK argues that treating complex sales relationships as a series of isolated events—measured by clicks, opens, and call volumes—has detached sellers from true relationship building. When finance teams and software engineers dictate sales metrics, organizations lose sight of genuine buyer satisfaction.To counteract this dysfunction, leaders need to empower their teams with deep insights before a conversation ever occurs. The discussion shifts toward leveraging advanced sales intelligence platforms that analyze public buyer signals, eliminating the need for cold discovery calls. By equipping sellers with accurate data regarding a prospect's technical environment and immediate needs, companies can level the playing field.Ultimately, restoring effectiveness in sales requires a commitment to long-term value over instant gratification. Warren and MK highlight the challenges newly appointed revenue leaders face when balancing immediate expectations against the time required to genuinely turn a strategy around. They conclude by discussing how measuring long-term impact and sustained trust is the only sustainable path forward for modern businesses.
In an already competitive market, Beekman 1802 is maintaining steady growth through human connection and is using AI to do it. David Baker, Chief Revenue Officer at Beekman 1802, sits down with Jeremy Goldman to discuss how his team is cutting through industry traffic and content using human creativity and emotional brand building. "AI is not coming for our jobs. People who know how to use AI will come for the people who don't know how to use AI.” Inside the Episode: - Ruthless Inventory: Why you need to avoid the micro-trend trap, and double down on what your customers are loyal to. - Operational Simplification: How reducing SKU count freed up working capital, eased vendor management, and improved store planning, without sacrificing brand identity - Getting Creative with AI: How to position your tech into a ‘red-teaming' approach to aggressively stress-test ideas, name options, and look for vulnerabilities before any capital is deployed - Keeping AI Out of Creative: How to establish market differentiation amid the influx of AI-generated content - Stop letting tech run your creative. Start using it to clear out the daily clutter so your team has the breathing room to stand out. Catch the full conversation and more inside the episode.
Most business frameworks women are taught were designed for someone else. The playbook says pattern your company after proven models of success, but those models were built for a different kind of founder operating inside a different kind of system. Melissa McCann Tilton, President and Chief Revenue Officer at Criteria, has spent two decades scaling companies from $20M to $100M+ across automotive, logistics, and HR tech. She makes a case that stops you cold: AI does not create efficiency. AI creates amplification. If your decisions, your culture, and your hiring are strong, AI will multiply that strength. If they're broken, AI will multiply the damage. For women entrepreneurs stuck at the revenue ceiling, this is the episode that reframes everything: the old system is finally cracking, and the founders who understand what AI actually does, not automate but amplify, are the ones who will build what comes next.In this episode, Melissa McCann-Tilton, President and Chief Revenue Officer at Criteria and I talk about why she believes the next three to five years will be the most fascinating period in work history, and why women have a rare opening to rewrite the rules right now.Melissa is direct about AI in that it creates amplification vs. the efficiency most people tout. If judgment is bad, AI makes it worse. If your core is right, AI makes it stronger. Melissa and I get into why productivity is the wrong metric, why so many of us feel worthy only when we are producing, and how that harmful societal programming is one of the components that keeps so many women led businesses fighting so hard to break through the million-dollar revenue mark in our businesses.Listen to why breaking the rules might be the smartest business move women can make this year.
Ike sits down with Steve Decker, Chief Revenue Officer of the Rocky Mountain Elk Foundation, for a wide-ranging conversation about conservation, hunting heritage, and the future of one of America's most impactful wildlife organizations. Steve grew up in Libby, Montana — son of RMEF founding member Charlie Decker — and has spent his life woven into the fabric of elk conservation, from working in the visitor center as a college student to leading the organization's outward-facing operations today. They cover the RMEF's evolving mission to serve all of America's big game, the fight to protect public land access (including a 26-point ballot swing in Colorado), the launch of Outdoor Class as a next-level online hunting education platform, and what's ahead with Big Game Days in Missoula. If you care about keeping wild places wild and elk in the hills, this one's for you.
We sit down with Bridget Winston to unpack what separates a real Chief Revenue Officer from a bookings-focused sales leader, and why the org chart tells you the truth faster than the job title. We get practical about SaaS metrics, AI-driven go-to-market, and the leadership habits that keep teams performing as the playbook keeps changing.• Evaluating a CRO remit by reporting lines and revenue accountability• Using GRR and NRR to diagnose product-market fit and ICP clarity• Treating revenue as a lagging indicator of customer centricity• Preparing for LLM-driven discovery with brand, PR, and earned media• Testing AI tools that shrink territory and quota planning cycles• Shifting budget from paid ads to community-led growth and local events• Turning customer testimonials into repeatable social proof loops• Managing humans and AI agents with specific, camera-ready feedback• Fixing incentives and systems before blaming the team• Creating urgency with day-five impact expectations instead of tired 30-60-90 plansYour org chart can tell you whether you're hiring a true Chief Revenue Officer or just renaming a VP of Sales. We sit down with Bridget Winston, CRO at Patient Now and a three-time CRO, to get brutally clear on what revenue ownership actually means and why “bookings” is a dangerous north star when retention and expansion are what compound.We dig into the SaaS metrics that expose reality fast: GRR, NRR, LTV to CAC, and how boards interpret dashboards when product-market fit and ideal customer profile are still shaky. Bridget shares a sharp reframing that stuck with us: revenue is a lagging indicator of customer centricity. From there, we zoom out to the “SaaS-pocalypse” conversation and what happens to pricing, planning cycles, and revenue per employee as AI turns some companies into dinosaurs and others into cheetahs.Then we get tactical about the LLM era of B2B discovery. If buyers are finding software through ChatGPT-style answers, Reddit threads, G2-style reviews, and YouTube, we need consumer-grade brand building, PR, and community-led growth that creates earned media AI can't ignore. Bridget also breaks down AI tools she's used to compress territory planning and quota work from months to weeks, plus AI coaching that improves call quality and handoffs without blowing up day-to-day operations.We even take a fun detour into Spark Tank wine trivia, then bring it back to leadership: how to give feedback with real specificity, fix systems before blaming people, and set expectations for day-one impact. Subscribe, share this with a revenue leader, and leave a review so more builders can find the show.Bridget Winston: https://www.linkedin.com/in/bridgetwinston/Bridget Winston is the Chief Revenue Officer at PatientNow, leading go-to-market and customer-facing teams across a rapidly growing vertical SaaS platform in the fast-expanding $20 billion aesthetics and wellness industry. A three-time CRO with over 20 years of experience, Bridget was formerly the CRO at Chief, where she led membership growth and helped the company reach a $1.1 billion valuation. During her tenure, Chief was recognized by TIME as one of the 100 Most Influential Companies and by Fast Company as one of the Most Innovative Companies. Before that, Bridget served as the CRO at Shutterstock, growing revenue to $300 million.Website: https://www.position2.com/podcast/Rajiv Parikh: https://www.linkedin.com/in/rajivparikh/Email us with any feedback for the show: sparkofages.podcast@position2.com
Listen and subscribe to Money Making Conversations on iHeartRadio, Apple Podcasts, Spotify, www.moneymakingconversations.com/subscribe/ or wherever you listen to podcasts. New Money Making Conversations episodes drop daily. I want to alert you, so you don’t miss out on expert analysis and insider perspectives from my guests who provide tips that can help you uplift the community, improve your financial planning, motivation, or advice on how to be a successful entrepreneur. Keep winning! Two-time Emmy and three-time NAACP Image Award-winning television Executive Producer Rushion McDonald interviewed Karimah McFarlane.
Listen and subscribe to Money Making Conversations on iHeartRadio, Apple Podcasts, Spotify, www.moneymakingconversations.com/subscribe/ or wherever you listen to podcasts. New Money Making Conversations episodes drop daily. I want to alert you, so you don’t miss out on expert analysis and insider perspectives from my guests who provide tips that can help you uplift the community, improve your financial planning, motivation, or advice on how to be a successful entrepreneur. Keep winning! Two-time Emmy and three-time NAACP Image Award-winning television Executive Producer Rushion McDonald interviewed Karimah McFarlane.
What if patients aren't saying no to treatment, but saying no to how you're asked to pay? Jordin McEntire sits down with Luke Johnson, Chief Revenue Officer at HFD, to break down what's really happening when patients leave without scheduling. Luke's family bought HFD in 2017, not as bankers, but as entrepreneurs who saw a gap most lenders weren't willing to close. They spent the next 17 years building data on the patients every financing company turns away, and what came out of that is a 99% approval rate the industry hadn't seen before. Luke explains why most financing platforms are built to deny rather than approve, what that does to your treatment coordinators' confidence, and how knowing nearly everyone can qualify changes the way you market and present care.
Centaris Helps SMBs Bring AI Into the Business Without Letting Risk Come Along for the Ride, Podcast, According to Centaris, 86% of SMB workers are using AI tools, with 80% bringing their own tools into the workplace. At the same time, 80% of leaders cite leakage of sensitive data as their main concern. By Doug Green “We think there's a tremendous opportunity for us to shine where we've thrived for years.” In this Technology Reseller News podcast, Doug Green speaks with Mike Nowak, Chief Revenue Officer at Centaris, about the challenges small and midsize businesses are facing as AI adoption moves faster than many IT and security programs can manage. Centaris provides cybersecurity and managed IT services for small and midsize organizations, with a focus on the Great Lakes region and companies with roughly 50 to 5,000 employees. The company works across key verticals including manufacturing, healthcare and financial services, where security, compliance and operational continuity are central business concerns. The conversation focuses on a problem that is becoming urgent for SMB leaders: AI is already inside the organization, whether or not it has been formally approved. According to Centaris, 86% of SMB workers are using AI tools, with 80% bringing their own tools into the workplace. At the same time, 80% of leaders cite leakage of sensitive data as their main concern. That creates a new challenge for MSPs, IT leaders and business owners. The question is no longer whether employees will use AI. They already are. The question is whether companies can create a secure, consistent and manageable way to use AI without exposing customer data, intellectual property or regulated information. Nowak outlines Centaris' role in helping organizations move from uncontrolled AI experimentation to structured deployment. For many smaller companies, AI adoption is happening at the employee level first. Staff members are using publicly available tools to write, summarize, research and automate work. That can create productivity gains, but it can also create risk when sensitive information is pasted into tools that are not governed by company policy. Centaris is positioning its AI and cybersecurity work around practical deployment. Rather than treating AI as a separate technology trend, the company sees it as part of the broader managed services and cybersecurity conversation. SMBs need policies, training, tool selection, identity controls and security frameworks that match the way employees are already working. The podcast also looks at the broader cybersecurity posture of the small and midmarket. These organizations face many of the same risks as larger enterprises but often lack the same internal resources. That makes consistent managed security, compliance guidance and trusted IT leadership especially important. Centaris is also in growth mode. Nowak says the company is looking to expand across the Great Lakes footprint, particularly in areas where it already has experience and vertical expertise. “The ones that we're looking for and where we're looking to expand is really the Great Lakes footprint,” Nowak says. “We think there's a tremendous opportunity for us to kind of shine where we've thrived for years.” The acquisition strategy is focused on fit and execution. Centaris is interested in organizations that align with its strengths in manufacturing, healthcare, financial services and cybersecurity-driven managed services. The company works with larger clients and clients in other regions, but Nowak emphasizes that Centaris is careful about ensuring it can execute well before expanding. For MSP owners, the message is direct: Centaris is open to conversations with firms that may be considering their next step. For SMB leaders, the message is equally clear: AI is already arriving inside the business, and the time to secure and standardize that adoption is now. Centaris can be reached through LinkedIn, at info@centaris.com, or through the Centaris website. Learn more at centaris.com.
In this episode of the HR business marketing podcast, A Better HR Business, Ben and his guest, Joelle Vail, talk about how holistic financial wellness solutions are driving major changes for employers and employees alike. As HR and business leaders look for ways to support their teams in today's challenging environment, companies like BrightPlan are setting a new standard for financial wellbeing in the workplace. Joelle Vail is Chief Revenue Officer at BrightPlan, where she oversees direct sales, partnerships, and client success. She has extensive experience scaling organizations from startup through enterprise growth, helping early-stage companies surpass $100 million in revenue and larger enterprises grow from $100 million to more than $2 billion. Prior to BrightPlan, Joelle served as Chief Operating Officer at Capital Factory and held senior leadership roles at Paychex and Ascentis. BrightPlan is a financial wellness platform designed to help employers improve employee financial outcomes while increasing the effectiveness of their benefits programs. The platform combines AI-driven financial planning tools with access to experienced financial advisors, delivering personalized guidance across budgeting, debt management, investing, retirement, and wealth planning. By integrating directly with employer benefits, BrightPlan helps employees make more informed financial decisions and encourages greater benefits utilization. For employers, BrightPlan provides a centralized dashboard with actionable insights into workforce financial health, enabling more strategic benefits planning, stronger employee engagement, and improved retention. The company is also certified for fiduciary excellence, ensuring guidance is objective and aligned with employees' best interests. You'll hear practical strategies for finding consulting clients, running a workplace consulting business, and business growth strategies for consultants. Whether you identify as HR, workplace, L&D, OD, recruitment, or people & culture, you'll discover real stories and actionable advice to attract clients, win contracts, and grow sustainably. What You'll Learn in This Episode: Why financial wellness is a rising priority for employers—and how to frame your consulting offers around their needs The role of technology and people-powered solutions in driving workplace engagement and retention Joelle Vail's lessons from partnering with HR leaders and the marketing moves that resonate with decision-makers Episode highlights: What BrightPlan does and the problems it solves for employers and employees. Defining "financial wellness" and how it goes beyond education. How BrightPlan supports employees with technology, AI, and certified financial planners. Addressing financial emergencies and the importance of building emergency savings . The limitations of traditional HR support in financial matters and closing the gap between employers and employees. Providing personalized, fiduciary financial advice without crossing HR compliance boundaries. Issues BrightPlan helps solve for employers, such as retention, productivity, and being an employer of choice. How financial stress can manifest as workplace behavioral issues. Transformational changes in HR, including the impact of COVID and AI on HR leadership and point solutions. Challenges in HR sales and how to stand out with limited HR budgets. Building trust with HR buyers through networks, pilots, and case studies. Collaborating with other vendors to enhance service and experience for employers and employees. Listening-first approach to sales, networking, and uncovering client needs. The importance of matching services to actual HR pain points. Marketing and Business Growth: Joelle Vail details BrightPlan's approach to marketing and business development: Aligning solutions with HR's most urgent needs and listening closely to buyers' challenges. Leveraging trusted HR advisory networks to gain introductions and build credibility. Offering pilot programs to demonstrate value and facilitate broader implementation. Using content marketing strategies such as webinars and white papers, often featuring CHROs and industry leaders. Prioritizing collaboration with other vendors for seamless HR solutions. Focusing on genuine, needs-based conversations at events and during networking. Resources & Links Mentioned: Company's website: https://www.brightplan.com/ Joelle's LinkedIn: www.linkedin.com/in/joelle-risolo-vail Check out this B2B podcast launch service. About The A Better HR Business Podcast The A Better HR Business shares strategies, tactics, success stories, and more about marketing for HR consultancies and marketing for HR tech companies, and how to get more clients. Follow the show on Apple Podcasts or Spotify so you don't miss future episodes. For show notes and to see details of our previous guests, check out the podcast page here: www.GetMoreHRClients.com/Podcast HR BUSINESS GROWTH RESOURCES Get the new book - Grow A Successful HR Business Your Way Launch your own business podcast: B2B Podcast Agency VISIT GET MORE HR CLIENTS Want more clients for your HR-related consultancy or HR Tech business? Visit the Get More HR Clients website for articles, newsletters, podcasts, videos, resources, and more at www.getmorehrclients.com.
We talk to Tomer Mann, Chief Revenue Officer at 22Miles about what they will be showcasing at booth C5753 in the Central Hall. We also discuss the evolution of digital signage to contain an entire ecosystem, and how 22Miles is using their solutions to make this happen.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Kristian McCann is joined by William Rubio, Chief Revenue Officer at CallTower, and Craig Durr, Chief Analyst and Founder of The Collab Collective, to explore why traditional mobile UC models are struggling to keep pace with today's enterprise demands.As hybrid work, AI-generated voice threats, and compliance pressures continue to reshape enterprise communications, organizations are being forced to rethink how they manage mobile collaboration. This conversation dives into the growing risks tied to consumer-grade OTT mobile apps and explains why native eSIM is emerging as a more secure, manageable, and seamless approach for enterprise UC.From frontline workers switching away from unreliable UC apps to the rising threat of AI-driven vishing attacks, the conversation highlights why enterprises need tighter control over mobile communications without sacrificing user experience.Key discussion points include:• Why legacy OTT mobile UC approaches create security blind spots and policy fragmentation• How native eSIM enables stronger compliance, lifecycle management, and corporate-grade control• The growing role of spam filtering, trusted caller identity, and secure network-level management• Why remote workers and mobile-first employees are driving demand for a more seamless UC experienceNext Steps:Find out what a CallTower eSIM solution can do for your business' security and accessibility.
Dustin Kenyon, Chief Revenue Officer at Motivosity, joins John Golden to explore what human leadership looks like in an AI-driven world. Dustin shares why the learner's journey is now non-negotiable for every professional, how to cut through AI-generated noise, and why his executive team operates by a simple rule: no dinosaurs. Learn more at https://www.motivosity.com/.
What separates great sales leaders from the rest? In this episode of Sales Lead Dog, Christopher Smith sits down with Aaron Coleman, Chief Revenue Officer at ZSuite Technologies, to discuss sales leadership, team development, process discipline, CRM adoption, AI, and what it takes to build a consistent revenue engine. With more than 25 years of experience in financial technology sales and revenue leadership, Aaron has built and led high-performing teams across the financial services industry. He shares practical lessons on leadership, prospecting, coaching, sales culture, and why successful organizations never stop focusing on the fundamentals. Aaron also explains how banks evaluate technology investments, how sales teams can navigate long buying cycles, and why AI is becoming an essential tool for modern revenue organizations. What You'll Learn • Why discipline and consistency still drive sales success • The importance of curiosity in sales and leadership • Leadership lessons learned from great and poor managers • How to build a culture of collaboration across remote teams • Why sales leaders should coach to strengths, not weaknesses • The key to managing long and complex sales cycles • How top sales organizations qualify opportunities more effectively • Why process matters more than talent alone • How AI is changing prospecting, CRM, and customer engagement • The future of revenue leadership in financial technology About Aaron Coleman Aaron Coleman is the Chief Revenue Officer at ZSuite Technologies, a bank technology company that helps financial institutions grow commercial deposits through virtual account management solutions. At ZSuite Technologies, Aaron leads sales and marketing efforts, helping banks and credit unions transform operational challenges into scalable opportunities for growth. With more than 25 years of experience in financial technology sales and revenue leadership, he has built and led high-performing teams, expanded client relationships, and developed revenue strategies across the financial services landscape. Known for his results-driven leadership style and ability to translate complex banking technology into clear business value, Aaron focuses on building strong partnerships, repeatable growth strategies, and sales cultures that deliver results. Connect with Aaron Coleman LinkedIn: https://www.linkedin.com/in/aaron-coleman/ ZSuite Technologies: https://zsuitetech.com About Sales Lead Dog Sales Lead Dog is hosted by Christopher Smith, CRM technology and sales process expert, and founder of Empellor CRM. Each episode features sales leaders who have separated themselves from the rest of the pack, sharing how they achieve success with their teams and their CRM strategy. Unless you are the lead dog, the view never changes. Connect and Learn More All episodes and show notes: https://empellorcrm.com/salesleaddog/ If this episode brought you value:
Welcome to another episode live from Possible, where the networking is nonstop, and everyone claims they have a future in marketing. Today I'm joined by Paul Rossetti, Chief Revenue Officer at Claritas, a company helping brands connect audience intelligence, engagement, measurement, and growth in a much smarter way. Paul operates where marketing ambition meets commercial reality. His focus is helping organizations find the right customers, reach them more effectively, reduce wasted spend, and turn strategy into measurable revenue outcomes.
Sales kickoffs can become expensive calendar events if leaders are not clear on what the gathering is meant to accomplish. In this Revenue Builders replay, John McMahon shares his perspective on how CEOs and CROs should think about SKOs, from motivating the sales force and aligning teams around company goals to delivering training that actually prepares reps to execute. He also explains why peer-to-peer knowledge transfer is often the hidden value of bringing the sales organization together, why product presentations should only happen when the value proposition is clear, and how leaders can motivate reps by speaking directly to their daily challenges, career aspirations, and earning potential. John McMahon is a five-time CRO who has led revenue organizations at PTC, GeoTel, Ariba, BladeLogic, and BMC. He is the author of The Qualified Sales Leader and co-host of Revenue Builders, where he brings operator-level perspective on building and scaling enterprise sales teams. Connect with John: LinkedIn Book Hosted by five-time CRO John McMahon and Force Management Co-Founder John Kaplan, the Revenue Builders podcast goes behind the scenes with the sales leaders who have been there, done that, and seen the results. This show is brought to you by Force Management. We help companies improve sales performance, executing their growth strategy at the point of sale. Connect with Us: LinkedInYouTubeForce Management
James Currier is back to strip away the delusion that the market is coming to save you and dive hard into what it takes to actually build a sustainable freight strategy! In this episode of the podcast, we break down why a spike in spot market rates doesn't fix a broken capital structure, the critical role of fleet utilization through online platforms, and how carriers can survive the relentless pressure of rising fuel costs and tightening line of credit constraints from commercial banks. It's time to stress test your equipment and focus on real profitability and cash flow over top-line hype, so tune in to our conversation! About James Currier James Currier is the Chief Revenue Officer at Finloc USA, where James leads the sales team across the country in a relentless pursuit for increased market share in the equipment finance field. After starting his professional career as a Business Analyst in the healthcare field, James came to realize that his passions were best suited to dealing with people and organizations aiming for growth. After a two year contract was completed with Fraser & Interior Health Authorities in British Columbia, a career change ensued and James has not looked back since. Combining the analytical fundamentals learned in healthcare and a natural gravitation towards people and business development, James has thrived in a sales career since 2012, leading, managing, and training dozens of people over the past several years. Subsequent to the completion of a >$400MM acquisition at his previous company, James made the jump to Finloc where he was first tasked with hiring and redeveloping the Ontario, Canada market. James was then assigned to manage the US division for Finloc as a player/coach, originating new asset-based financing opportunities and finding, attracting, and training new talent. James has worked in an exceptionally diverse range of roles since the age of 15, starting as a minor hockey league referee. His openness to new experience has allowed James to experience positions as a head of high-profile security, high-adventure whitewater rafter guide, Corporal in the Canadian Armed Forces Infantry Reserve, business analyst, VIP/Private security operative, personal support worker, guitar teacher, and sales leader. As a well-versed hobbyist who enjoys learning and new experiences, James enjoys coaching/playing/watching hockey, swimming, guitar, hunting, fly fishing, boating/canoeing, cycling, hiking, woodworking, motorcycling, reading, DIY projects, and evening walks with his wife, 2 boys, and golden retriever. Connect with James LinkedIn: https://www.linkedin.com/in/james-currier-clfp-232b0842/?originalSubdomain=ca Email: james.currier@finloc.com
Enterprise sales breaks down when teams confuse activity with progress, champions with coaches, or product interest with business urgency. Stuart Gwynn, a top-performing enterprise seller at MongoDB, joins John Kaplan and John McMahon to unpack what separates disciplined enterprise execution from deal chasing. Drawing from his path from SDR at Pure Storage to closing the largest deal in MongoDB history, Stuart explains why discovery is the foundation of value-based selling, how to test whether a champion will actually sell internally, and why large deals require multiple stakeholders, rigorous qualification, and a team operating around a shared account vision. He also shares how elite individual contributors lead without formal management titles, where AI is already changing buyer expectations, and why process only works when it is paired with judgment. Stuart Gwynn is an enterprise sales leader at MongoDB who has exceeded goal every year since joining the company in 2019. Before MongoDB, he spent seven years at Pure Storage, rising from SDR to named account rep and finishing as one of the company's top performers before moving into strategic enterprise selling. Connect with Stuart: LinkedIn Episodes mentioned: The Discipline Behind Scaling from PLG to Enterprise with Sahir Azam Why Sales Execution Wins in an AI-First World with Brian McCarthy, President of Global Revenue and Field Operations at Cursor Key takeaways from this episode: 00:00 – What it really takes to combine a rigorous value framework with the human judgment required to scale enterprise selling. 02:42 – Why discovery becomes the moment where real pain, executive relevance, and budget-worthy outcomes either surface or disappear. 07:59 – What leaders often overlook about the trust required before customers will quantify the true cost of a problem. 11:28 – Why champion identification quietly determines whether a deal has internal momentum or only surface-level support. 21:35 – The mistake many sellers make when pipeline pressure pushes them toward activity instead of disciplined qualification. 18:50 – A look inside the preparation habits that help enterprise teams align before high-stakes customer conversations. 56:25 – Why many leaders get top-talent management wrong by applying the same operating rhythm to every rep. Hosted by five-time CRO John McMahon and Force Management Co-Founder John Kaplan, the Revenue Builders podcast goes behind the scenes with the sales leaders who have been there, done that, and seen the results. This show is brought to you by Force Management. We help companies improve sales performance, executing their growth strategy at the point of sale. Connect with Us: LinkedInYouTubeForce Management
In this episode of Sales Lead Dog, Christopher Smith sits down with Listy Limon, Chief Revenue Officer at GFS Home Loans, to discuss leadership, mortgage sales, AI, CRM adoption, customer trust, and building high-performing sales teams in a challenging market. With more than 20 years of experience across the mortgage industry, Listy shares practical lessons on leadership, structure, accountability, and why service continues to separate top producers from everyone else. She also explains how AI, digital branding, and changing customer expectations are reshaping the mortgage industry faster than many professionals realize. Listy is known for combining strategic leadership with hands-on execution, helping teams grow while staying deeply connected to customers and day-to-day operations. The conversation also explores sales culture, coaching, CRM discipline, and what it takes to stay relevant in an increasingly digital sales environment. What You'll Learn • Why trust and service matter more than rates alone • How AI is changing customer behavior in mortgage sales • The importance of structure and consistency in leadership • Why personal branding now impacts referrals and revenue • How CRM discipline improves sales performance • What separates top-performing loan officers from the rest • Lessons from leading through a difficult mortgage market • Why transparency and communication build stronger teams • How to create accountability without fear-based leadership Guest Information Listy Limon Chief Revenue Officer, GFS Home Loans LinkedIn: https://www.linkedin.com/in/listylimon/ Listy Limon is a passionate, people-first mortgage executive with over 20 years of hands-on experience across all areas of the industry. As Chief Revenue Officer at GFS Home Loans, she leads national growth initiatives, develops high-performing teams, and drives revenue growth through a strong focus on people, process, and purpose. Recognized as a NEXT Powerhouse Leader and one of NMP Magazine's 40 Under 40 Mortgage Professionals, Listy combines strategic vision with hands-on leadership. She is passionate about empowering teams, improving customer experience, and helping shape the next generation of leaders. Based in the Dallas–Fort Worth area, Listy is also a proud mother of three boys and enjoys spending time outdoors fishing and attending live music events with her husband Frankie. About Sales Lead Dog Sales Lead Dog is hosted by Christopher Smith, CRM technology and sales process expert, and founder of Empellor CRM. Each episode features sales leaders who have separated themselves from the rest of the pack, sharing how they achieve success with their teams and their CRM strategy. Unless you are the lead dog, the view never changes. Connect and Learn More All episodes and show notes: https://empellorcrm.com/salesleaddog/ If this episode brought you value:
Industrial Talk is onsite at SMRP 2025 and talking to Peter Morrow, Chief Revenue Officer at Total Resource Management about "EAM Data". Overview Scott Mackenzie hosts the Industrial Talk podcast, featuring Peter Morrow, Chief Revenue Officer at TRM, discussing asset management and reliability. TRM, which specializes in Maximo and Hexagon systems, has expanded through acquisitions, aiming to be software-agnostic. Morrow emphasizes the importance of foundational data and best practices in asset management, noting that many companies fail to realize the promised value from their EAM systems. He highlights the need for collaboration and innovation, advocating for maintenance and reliability professionals to lead digital transformation projects. Morrow can be contacted via TRM's website or LinkedIn. Outline Introduction and Welcome to Industrial Talk Podcast Scott introduces the 33rd annual SMRP event in Fort Worth, Texas, emphasizing its importance for asset management, reliability, and maintenance professionals.Scott introduces Peter Morrow from TRM, who will discuss reliability and asset management.Peter and Scott exchange greetings and discuss the quick setup of the conversation. Background on Peter Morrow and TRM Scott asks Peter Morrow to provide a background on himself and his role at TRM.Peter Morrow explains his role as the Chief Revenue Officer at TRM, focusing on sales and marketing.Peter shares his 15-year tenure at TRM, starting in sales and progressing to sales management.Peter discusses the acquisition of TRM by a private equity firm, 424, and its impact on expanding their scope and capabilities. TRM's Expansion and Acquisitions Peter explains the rationale behind the private equity investment, emphasizing the need to solve complex problems in asset management.TRM's acquisition of IDCON and other Maximo organizations is highlighted as part of their growth strategy.Peter mentions their ambition to be software-agnostic, specializing in leading EAM systems like Maximo and Hexagon.Scott and Peter discuss the deployment of various enterprise asset management solutions, including Hexagon and Maximo. Challenges and Opportunities in Asset Management Peter discusses the challenges of being a niche player in asset management and the need to expand beyond Maximo.The importance of being recognized for strengths across different technology products is emphasized.Peter explains the role of TRM in deploying and optimizing EAM systems, addressing the common frustration of not getting the promised value from these systems.The conversation touches on the need for foundational data and standards in asset management to leverage advanced analytics and AI. The Role of EAM in Digital Transformation Peter highlights the disconnect between operational IT, plant engineering, and maintenance staff in digital transformation projects.The importance of EAM leaders in driving these projects and the challenges they face is discussed.Peter emphasizes the need for maintenance and reliability professionals to get the budget they need to make changes.The conversation concludes with a discussion on the importance of education, collaboration, and innovation in asset management. Conclusion and Contact Information Scott and Peter discuss the importance of telling one's story and the role of Industrial Talk in promoting industry professionals.Peter provides contact information for TRM, including their website and LinkedIn profile.The conversation ends with a reminder of the SMRP event and its significance for asset management professionals.Scott thanks Peter for his participation and encourages listeners to connect with him through Industrial Talk. If interested in being on the Industrial Talk show, simply contact us and let's have a quick conversation. Finally, get your exclusive free access to the Industrial Academy and a series on “Why You Need To Podcast” for Greater Success in 2026. All links designed for keeping you current in this rapidly changing Industrial Market. Learn! Grow! Enjoy! PETER MORROW'S CONTACT INFORMATION: Personal LinkedIn: https://www.linkedin.com/in/peter-morrow-62801211/ Company LinkedIn: https://www.linkedin.com/company/total-resource-management/ Company Website: https://trmgroup.com/ PODCAST VIDEO: https://youtu.be/PG_cC8h2QLE THE STRATEGIC REASON "WHY YOU NEED TO PODCAST": OTHER GREAT INDUSTRIAL RESOURCES: NEOM: https://www.neom.com/en-us Hexagon: https://hexagon.com/ Arduino: https://www.arduino.cc/ Fictiv: https://www.fictiv.com/ Hitachi Vantara: https://www.hitachivantara.com/en-us/home.html Industrial Marketing Solutions: https://industrialtalk.com/industrial-marketing/ Industrial Academy: https://industrialtalk.com/industrial-academy/ Industrial Dojo: https://industrialtalk.com/industrial_dojo/ We the 15: https://www.wethe15.org/ YOUR INDUSTRIAL DIGITAL TOOLBOX: LifterLMS: Get One Month Free for $1 – https://lifterlms.com/ Active Campaign: Active Campaign Link Social Jukebox: https://www.socialjukebox.com/ Industrial Academy (One Month Free Access And One Free License For Future Industrial Leader): Business Beatitude the Book Do you desire a more joy-filled, deeply-enduring sense of accomplishment and success? 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20 years ago, automation was a pipe dream for industrial workers, 10 years ago it existed in research and development labs. Now it's fully operational in warehouses, production facilities and even mines.The companies driving robotics forwards are going one step further than developing smarter AI. They're figuring out how to apply that advanced engineering to ‘gritty' manufacturing – and there are few places that understand that world better than the Steel City.Pittsburgh has become an important ecosystem for developing autonomous technologies, the combination of engineering talent and thriving industrial background has turned it into somewhat of a testing ground for physical AI.Recorded in Pittsburgh, Pennsylvania, this was a special live show in collaboration with the Pittsburgh Robotics Network. Chris is joined by three industry leaders to talk about adopting autonomy in critical industries. Brett Phillips is Chief Revenue Officer and General Council at Hellbender, specializing in on-edge AI hardware development. David Griffin is Chief Sales Officer at Seegrid, manufacturer of autonomous mobile robots. Mike Smocer is CEO of Mine Vision Systems, a mining technology company building real-time digital mapping systems for GPS denied environments.They dig into how autonomy is moving beyond one-off projects, and into fully integrated systems. Brett breaks down how the incorporation of sensors and models are shrinking development timelines for autonomous systems and why Pittsburgh's willingness to ‘get their hands dirty' is key. David explains how advances in perception and control systems have pushed AMRs beyond basic pallet moves into large, complex material moves through busy logistics environments. Mike shares how Mine Vision Systems support vital underground decision making with millions of dollars of impact by replacing manual mapping and tribal knowledge with accurate digital records.For anyone considering where robotics and AI can create value inside their operations, thinking about the intersection between advanced software and manufacturing, or curious why Pittsburgh has become so strong in robotics and autonomy, this episode is a look at how three industry leaders are managing that change today.In this episode, find out: • About the technological advances that shifted autonomy from isolated deployments to a broader ecosystem covering manufacturing, logistics, mining and warehouse operations.• How David explains the evolution of AMRs within lifting, going from limited pallet moves to an all-in-one technology capable of moving any material to any location.• Why mid-tier manufacturers are becoming a major driver of autonomy adoption due to labor constraints and the positive impact of this in regional production environments.• What mining looks like without the implementation of automated systems, Mike discusses highly intelligent operators still using coloured pencils and paper to capture critical underground data.• Mining as a tunnel building process with the constant balance of optimizing extraction with breakage vs. how much time and cost is spent processing the material caused by that breakage.• How Hellbender utilizes their expertise and capability to provide an end-to-end service inhouse, getting their customers to market in a matter of months rather than years.• The role of sensors, on-edge AI, and manufacturing capability in accelerating the production of perception systems that serve as the eyes and ears of the autonomy stack.• What the conversation reveals about Pittsburgh's current position as a robotics hub where engineering talent, institutional history and manufacturing culture are allowing them to go head-to-head with the likes of Silicon Valley.Enjoying the show? Please leave us a review here. Even one sentence helps. It's feedback from Manufacturing All-Stars like you that keeps us going!Tweetable Quotes: • “At the end of the day, we are a software company. The hardware component of our product is essentially a near commodity at this point. It's the navigation systems, the safety systems, the perception systems, the control systems.” – David Griffin • ”There is a transformation involved. There's change management involved. There are workflows that if you disrupt them just because your cool technology solved one little problem, broke 12... There's an approach to developing your technology so that it succeeds not only now, but in the future.” – Mike Smocer• “What's gonna separate us moving forward is the ability to sort of mash this really high-level, very technical engineering with real-world manufacturing. That is where, uniquely, Pittsburgh stands alone.” – Brett Phillips Do you want to connect with other leaders that are moving the needle in manufacturing everyday?Then make sure to join us in the Manufacturing Happy Hour Industry Community on LinkedIn.Apprentice has developed the first AI Agent designed specifically for manufacturing, not adapted from a general model. It connects across your full tech stack, keeps an eye on operations 24/7, and helps automate the mission-critical workflows your team is handling manually today. This isn't “set it and forget it” AI. Your team stays in control of every critical decision, because that's how real manufacturing works.Recommended Resources• Pittsburgh Robotics Network, facilitating commercial business growth and economic development opportunities for the Greater Pittsburgh region's robotics, automation, and vision communities• Seegrid, delivering customized AMR solutions that meet the changing needs of today's manufacturing, logistics, and warehousing facilities• Mine Vision Systems, maximizing efficiency and safety in underground mining operations with real-time 3D mapping technology• HELLBENDER Inc., building mission-critical hardware and software infrastructure for AI-driven perception systems in autonomy, robotics, and industrial applicationsConnect with David, Mike, and BrettDavid Griffin | Mike Smocer | Brett PhillipsMake sure to visit http://manufacturinghappyhour.com for detailed show notes and a full list of resources mentioned in this episode. Stay Innovative, Stay Thirsty.
Mark Roberge scaled HubSpot from $0 to $100M in revenue as its Chief Revenue Officer — and now teaches founders and operators at Harvard Business School why most growth strategies fail. The answer isn't effort. It's sequence. In this episode, Mark shares his Science of Scaling framework: the four-stage methodology that sequences product-market fit, repeatable sales motion, customer success, and revenue scaling in the right order. He introduces the PMF Threshold — the leading indicator that tells you whether you've actually earned the right to scale — and explains why half of the founders he works with are scaling too early, the other half too late, and almost none know which half they're in. You'll also hear why the best salespeople talk less than 50% of the time, how to build a sales hiring profile from your best customers' patterns instead of resume credentials, and why scaling your sales team before customer success is working destroys retention every time. Mark is the author of The Sales Acceleration Formula and The Science of Scaling, and managing director of Stage 2 Capital. This conversation is essential listening for founders, agency principals, and revenue leaders navigating growth decisions without a clear diagnostic framework. Hosted by Park Howell, creator of the Story Cycle System™ and co-creator of the StoryCycle Genie®.
You KNOW it's time to drop Ep. 71 of the Between 2 Brands #podcast like it's hot! This week in the Opening Shot, your host, Bill Petrie, talks about the curious move of a shoe manufacturer pivoting 180 degrees to become an AI infrastructure company – a truly bizarre story. After that, he is joined by Fossa Apparel's Chief Revenue Officer, the one and only Kenny Ved. During a thoughtful conversation, they discuss lessons he learned being the face of a large supplier, the goals he has for Fossa, his thoughts on peer recognition, and they debate who should be on the Mount Rushmore of Comedy. Trust us, you don't want to miss this! This episode of Between Two Brands has been brought to you by the good people at CoasterStone – home of the original absorbent stone coaster. With that combination of stone-cold quality, striking decoration, low cost-per-impression, retail packaging, and unmatched value, David Glenn and his team at CoasterStone are ready to help you make a ROCK-SOLID impression with your clients. Email them at promo@coasterstone.com today!
On today's sponsored episode, Editor in Chief Sarah Wheeler talks with Tim Quirk, cofounder and Chief Revenue Officer at Purlin, to talk about the merger between Purlin and Final Offer, which provides a compliant, connected transaction. Related to this episode: Purlin and Final Offer merge to launch unified AI real estate platform HousingWire | YouTube More info about HousingWire The HousingWire Daily podcast brings the full picture of the most compelling stories in the housing market reported across HousingWire. Each morning, listen to editor in chief Sarah Wheeler talk to leading industry voices and get a deeper look behind the scenes of the top mortgage and real estate.
The options tape is noisy. Intraday volatility cycles, 0DTE reflexes, ETF-driven options growth, and increasingly granular expiration schedules are reshaping how liquidity forms, migrates, and occasionally disappears. This session examines where activity is truly concentrating across index and single-stock products, including the continued expansion of daily expirations into select equities, and how that evolution is influencing spreads, hedging behavior, market-maker capacity, and risk transfer. Panelists will explore how product design is steering flow through defined outcome ETFs, single-stock ETFs, cash-settled index expansion, and targeted daily expirations and discuss what these structural shifts imply for market stability, education, and liquidity quality over the next 12–24 months. Moderator: Henry Schwartz, Vice President, Market Intelligence, Cboe Global Markets Panelists: Annabelle Baldwin, Chief Revenue Officer, SpiderRock Shelly Brown, Executive Vice President, Chief Strategy Officer, MIAX Geralyn Endo, Head of Options Business Development, MEMX This panel is proudly sponsored by OCC.
Explore Joshua Harrell's inspiring story of entrepreneurship, travel passion, and marketing mastery. Discover how embracing failure, understanding sales, and leveraging systemized marketing can transform your business and personal life in this discussion. As the current Chief Revenue Officer at WorldVia, Joshua takes on on his journey to success as he began working in theme parks to cosmetics and to traveling the world. Connect with Joshua: https://www.linkedin.com/in/joshuaharrell/ http://worldviatravelnetwork.com/
In today's Cloud Wars Minute, I look at how Google Cloud is pairing technical innovation with go-to-market execution to fuel AI growth. Highlights 00:00 — One of the fastest-growing companies in the Cloud Wars Top 10 is Google Cloud, and it has just launched a program of Forward Deployed Engineers (FDEs), specializing in AI to help accelerate AI transformation at the point of the customer. 00:46 — I had a chance to speak about this new AI FDE program with Matt Renner, President and Chief Revenue Officer at Google Cloud, and he was talking about how this brings the innovation out at the point of the customer, the unique challenges customers are facing right now. 01:38 — It isn't Google Cloud's attempt to get into the services business so much as this is what the demand is from customers now: they need to get their AI capabilities up to speed as quickly as possible to become the AI-powered type of company they're going to need to be. 02:25 — Google Cloud, as I've mentioned before, has always been an on-the-front-edge technological innovator, but over the past couple of years, it's been bringing its go-to-market capabilities and go-to-market innovation up. 03:36 — These efforts are going to be ways to help ensure that customers have the support, the resources, the expertise from Google Cloud and the ecosystem to be able to evolve, innovate, and succeed more rapidly than ever before. Visit Cloud Wars for more.
In this Cloud Wars conversation, Bob Evans speaks with Matt Renner, Chief Revenue Officer at Google Cloud, about the explosive acceleration of enterprise AI adoption and how Google Cloud is scaling to meet it. Renner explains why customers are demanding immediate business outcomes, not experimental pilots years down the road, and shares Google Cloud's response through expanded field engineering investments, ecosystem funding, and deeper enterprise co-creation. The discussion also explores Google's differentiated AI stack strategy, the intensifying competitive landscape, and why AI security could become one of the industry's most significant next battlegrounds.Google's AI Scaling Play The Big Themes: AI Demand Has Moved Beyond Experimentation: Matt Renner makes clear that enterprise AI has entered a fundamentally different phase. Companies are no longer satisfied with proof-of-concept experimentation or exploratory pilots. Instead, executive teams want measurable business value quickly. This urgency is reshaping vendor expectations, deployment models, and customer engagement strategies. Google Cloud is seeing demand at a pace that traditional scaling models cannot satisfy, which is driving operational changes. This is not a speculative future trend, it is already happening. The $750 Million Ecosystem Expansion Multiplies Capacity: Google Cloud's $750 million ecosystem investment complements the FDE initiative by scaling partner-led implementation capacity. Renner explains that Google alone cannot meet enterprise AI demand, so partner ecosystems become force multipliers. The strategy is to expand from hundreds of specialists into thousands of technical practitioners capable of building agents, workflows, and AI-powered solutions. This reflects a practical recognition that enterprise AI requires broad execution capability, not just core platform excellence. The AI Market Reset Is Reshaping Cloud Competition: Renner describes AI as a market reset that is materially changing competitive cloud dynamics. Google Cloud's growth rates, contrasted against hyperscaler rivals, are presented as evidence that strategic positioning matters. The broader takeaway is that AI has altered enterprise buying criteria, infrastructure priorities, and vendor differentiation. Long-term investments in chips, models, data infrastructure, and platform integration are beginning to show commercial returns. Rather than incremental cloud evolution, Renner presents this as a structural shift in the market. Enterprises are reallocating attention and budgets around AI capability. The Big Quote: “We're seeing unprecedented demand for Google Cloud products infrastructure, all driven, frankly, from AI." More from Matt Renner and Google Cloud: Connect with Matt Renner on LinkedIn or learn more about Google Cloud AI. Visit Cloud Wars for more.
The Twenty Minute VC: Venture Capital | Startup Funding | The Pitch
Patrick Forquer is the Chief Revenue Officer at Legora, the fastest growing enterprise business to ever hit $100M in ARR and now on track to hit over $250M in ARR by the end of the year. They recently raised a $550 million Series D at a $5.55 billion valuation, led by Accel, note 20VC did participate and is an investor in the company. AGENDA: 0:00 – How Jude Law Generated $50 Million in Qualified Pipeline 4:00 – Why Implementation is Your Secret Weapon to Win in AI 5:50 – Why AI Enterprise Sales Require "Legal Engineers" 7:45 – The 6-Figure Rule: When Should Humans Control Sales 12:55 – Is Legora Vastly Overvalued at $5.5BN? 15:45 – How to do global expansion in a world of AI 18:00 – How to Win Supremely Competitive Markets 24:45 – Why Giving Your Product Away for Free is a Death Sentence 33:55 – Legora's Onboarding and Training Playbook for Sales Teams 38:25 – Spotting Red Flags: How to Know if a Sales Rep Will Fail in 45 Days 46:30 – How to Structure Sales Commissions in a World of AI 49:40 – How to do Revenue Forecasting in a World of AI 1:00:30 – Will companies vibe code solutions and no longer buy a SaaS products?
Jake Lerner has served as Chief Revenue Officer for Revenued since 2020. He oversees all sales channels and focuses on growing our direct to consumer initiative in addition to building relationships with Strategic Partners and innovating new products. Prior to Revenued he was the President of Vantage Capital and spent 4 years with Fora Financial. Top 3 Value Bombs 1. Access to capital is often easier than entrepreneurs think; the real barrier is misunderstanding the options and timelines. 2. Revenue-based funding shifts the focus from personal credit scores to actual business performance and cash flow. 3. The right funding strategy isn't about the cheapest option; it's about aligning capital with your business model and growth goals. Check out Jake's website. Fill out the form and get working capital for your business quickly - Revenued Sponsors HighLevel - The ultimate all-in-one platform for entrepreneurs, marketers, coaches, and agencies. Learn more at HighLevelFire.com. Hostinger - Visit Hostinger.com/ONFIRE, use code ONFIRE for 20% off, and build your site today.
What's the bigger blind spot for most brands' digital experience: knowing that a customer is struggling, or understanding why and being able to help them in that exact moment? Agility requires not just identifying customer friction quickly, but having the tools to resolve it in the moment. It's about shortening the gap between insight and action to create better experiences, faster.Today, we're going to talk about a strategic evolution in digital experience management: moving beyond passively observing user behavior to actively intervening and guiding users toward success, directly within the product. We'll explore how this shift is being accelerated by strategic acquisitions and how it empowers product, marketing, and CX teams to solve problems in real time.To help me discuss this topic, I'd like to welcome, Jason Wolf, President at Fullstory. About Jason Wolf Jason Wolf is an accomplished technology executive with over two decades of experience driving strategic growth and operational excellence across the technology sector. As President of Fullstory, Jason leads sales, customer success, support, professional services, partnerships, and revenue operations.Before joining Fullstory, Wolf served as Ping Identity's Chief Revenue Officer, leading an international team that cemented the company's position in intelligent identity solutions that make digital experiences secure and seamless. Preceding his time at Ping Identity, Wolf spent over 15 years at SAP, where he held several executive positions, ultimately culminating in his role as CRO, overseeing the business's spending management and network line. His career also includes valuable experiences at Pfizer Pharmaceuticals and as a consultant for Ernst and Young. Jason Wolf on LinkedIn: https://www.linkedin.com/in/jason-wolf-ismatsap/ Resources Fullstory: https://www.fullstory.com The Agile Brand podcast is brought to you by TEKsystems. Learn more here: https://aglbrnd.co/r/2868abd8085a9703 Drive your customers to new horizons at the premier retail event of the year for Retail and Brand marketers. Learn more at CRMC 2026, June 1-3. https://aglbrnd.co/r/d15ec37a537c0d74 We're proud to be a media partner for #MAICON26 - Oct. 13-15! Learn how AI can power your marketing and business and help you grow smarter. Use code AGILE150 to save! https://aglbrnd.co/r/7fe458ced0f04658Reach your customers with Reddit. Spend $500 in ad spend, get $500 back in ad credit! Learn more: https://advertalize.com/r/491818c79fb1873f Enjoyed the show? Tell us more at and give us a rating so others can find the show at: https://aglbrnd.co/r/faaed112fc9887f3 Connect with Greg on LinkedIn: https://www.linkedin.com/in/gregkihlstromDon't miss a thing: get the latest episodes, sign up for our newsletter and more: https://aglbrnd.co/r/35ded3ccfb6716ba Check out The Agile Brand Guide website with articles, insights, and Martechipedia, the wiki for marketing technology: https://www.agilebrandguide.com The Agile Brand is produced by Missing Link—a Latina-owned strategy-driven, creatively fueled production co-op. From ideation to creation, they craft human connections through intelligent, engaging and informative content. https://www.missinglink.company Hosted on Acast. See acast.com/privacy for more information.
What's the bigger blind spot for most brands' digital experience: knowing that a customer is struggling, or understanding why and being able to help them in that exact moment? Agility requires not just identifying customer friction quickly, but having the tools to resolve it in the moment. It's about shortening the gap between insight and action to create better experiences, faster.Today, we're going to talk about a strategic evolution in digital experience management: moving beyond passively observing user behavior to actively intervening and guiding users toward success, directly within the product. We'll explore how this shift is being accelerated by strategic acquisitions and how it empowers product, marketing, and CX teams to solve problems in real time.To help me discuss this topic, I'd like to welcome, Jason Wolf, President at Fullstory. About Jason Wolf Jason Wolf is an accomplished technology executive with over two decades of experience driving strategic growth and operational excellence across the technology sector. As President of Fullstory, Jason leads sales, customer success, support, professional services, partnerships, and revenue operations.Before joining Fullstory, Wolf served as Ping Identity's Chief Revenue Officer, leading an international team that cemented the company's position in intelligent identity solutions that make digital experiences secure and seamless. Preceding his time at Ping Identity, Wolf spent over 15 years at SAP, where he held several executive positions, ultimately culminating in his role as CRO, overseeing the business's spending management and network line. His career also includes valuable experiences at Pfizer Pharmaceuticals and as a consultant for Ernst and Young. Jason Wolf on LinkedIn: https://www.linkedin.com/in/jason-wolf-ismatsap/ Resources Fullstory: https://www.fullstory.com The Agile Brand podcast is brought to you by TEKsystems. Learn more here: https://aglbrnd.co/r/2868abd8085a9703 Drive your customers to new horizons at the premier retail event of the year for Retail and Brand marketers. Learn more at CRMC 2026, June 1-3. https://aglbrnd.co/r/d15ec37a537c0d74 We're proud to be a media partner for #MAICON26 - Oct. 13-15! Learn how AI can power your marketing and business and help you grow smarter. Use code AGILE150 to save! https://aglbrnd.co/r/7fe458ced0f04658Reach your customers with Reddit. Spend $500 in ad spend, get $500 back in ad credit! Learn more: https://advertalize.com/r/491818c79fb1873f Enjoyed the show? Tell us more at and give us a rating so others can find the show at: https://aglbrnd.co/r/faaed112fc9887f3 Connect with Greg on LinkedIn: https://www.linkedin.com/in/gregkihlstromDon't miss a thing: get the latest episodes, sign up for our newsletter and more: https://aglbrnd.co/r/35ded3ccfb6716ba Check out The Agile Brand Guide website with articles, insights, and Martechipedia, the wiki for marketing technology: https://www.agilebrandguide.com The Agile Brand is produced by Missing Link—a Latina-owned strategy-driven, creatively fueled production co-op. From ideation to creation, they craft human connections through intelligent, engaging and informative content. https://www.missinglink.company