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Hey CX Nation,In this week's episode of The CXChronicles Podcast #258 we were live at Cyara XChange 2025 based in The W Hotel in downtown Austin, TX. XChange is an industry event focused solely on customer experience assurance, where industry leaders come together with peers and industry experts, as well as Cyara leaders and product teams, to network, collaborate, and gain new strategies to help achieve their CX/CS objectives and elevate key contact center performance metrics for the future.Our guest interviews for this IRL (in-real life) event episode included: Peter Nilsson & Aravinda Damarla (Microsoft), Erica McMannes (Instant Teams), Deon Nicholas (Forethought AI), Rishi Rana (Cyara), Abhijit Banerjee (Canada Life) & Mitch Risner (Cyara). Each of the guests in this episode had unique points of view on the state of CX/CS/Customer Support & what the future of business will look like in today's world thanks to AI. In this episode, Adrian chats with the XChange 2025 guests about how they are equipping their customers & teammates with the power of AI + building flexible new solutions to scale their business into the future. **Episode #258 Highlight Reel:**1. Cyara XChange live interviews from customer focused business leaders 2. Information exchange of ideas for CX & EX opportunities 3. Conversational AI game changing solutions 4. Improving your customer experience & building for the future 5. Examples of world-leading AI companies/solutions to keep your eyes on Click here to learn about CyaraClick here to learn about XChange 2025 EventHuge thanks to everyone for joining us on this week's episode of The CXChronicles Podcast and featuring their work and efforts in pushing the customer & employee (agent) experience space into the future.If you enjoy The CXChronicles Podcast, stop by your favorite podcast player hit the follow button and leave us a review today.For our Spotify friends, make sure you are following CXC & please leave a 5 star review so we can find new listeners & members of our community.For our Apple friends, same deal -- follow CXCP and leave us a review letting folks know why you love our customer focused content.You know what would be even better?Go tell one of your friends or teammates about CXC's content, our strategic partners (Hubspot, Intercom, Zendesk, Freshworks, Forethought AI & Ascendr) + they can learn more about our CX/CS/RevOps focused services & please invite them to join the CX Nation!Are you looking to learn more about the world of Customer Sales & Marketing, Customer Experience, Customer Success, Employee Experience & Revenue Operations?Click here to grab a copy of my book "The Four CX Pillars To Grow Your Business Now" available on Amazon or the CXC website.For you non-readers, go check out the CXChronicles Youtube channel to see our customer & employee focused business content. Reach Out To CXC Today!Support the showContact CXChronicles Today Tweet us @cxchronicles Check out our Instagram @cxchronicles Click here to checkout the CXC website Email us at info@cxchronicles.com Remember To Make Happiness A Habit!!
In this episode of Audience 1st Podcast, Dani Woolf sits down with Jason Loomis, Chief Information Security Officer at Freshworks, to uncover the raw truth behind how CISOs evaluate security vendors, what actually moves a deal forward, and why most POVs fall flat before they even start. Jason gets brutally honest about the emotional dynamics of enterprise buying, the real reason vendors lose trust, and what it actually takes to turn a POV into a purchase. If you're in product marketing, sales, or demand generation at a cybersecurity company, this episode will change how you think about the buyer journey and give you a blueprint to win trust, increase conversions, and build long-term influence with technical buyers. What You'll Learn in This Episode: Why emotional certainty - not ROI - is the key to winning a CISO's trust The most common POV mistakes vendors make (and how to avoid them) How Jason evaluates vendors - and what gets them instantly disqualified The danger of relying on generic “What problems are you solving?” questions Why transparency beats feature-stuffing in every sales motion How to make your booth presence less awkward and more effective The impact of new SEC regulations on security budgeting and priorities Why buyers referring your product - even after saying no - is the ultimate win If you're serious about understanding what really drives buyer decisions in cybersecurity subscribe to Audience 1st Podcast. New episodes every week. Raw, unfiltered, and straight from the source - your buyers.
In this episode of Tech3 by Moneycontrol, we dive into major fintech developments: Paytm snaps ties with Juspay as firms move away from payment orchestration, BharatPe slashes losses and turns EBITDA positive, and a new entity seeks RBI's SRO licence. We also cover industry tensions over UPI MDR, funding updates in lab-grown diamonds, and Freshworks' Girish Mathrubootham on why SaaS firms must embrace AI to survive. Tune in for all this and more.
How do you turn AI investment into measurable outcomes, not just inflated expectations? In this episode, I'm joined by Dennis Woodside, CEO of Freshworks, to unpack how mid-sized businesses can move fast with AI, show results quickly, and stay competitive without enterprise-level complexity or pricing. Dennis shares how Freshworks is helping companies achieve real productivity gains and customer support improvements through accessible, enterprise-grade AI tools. With solutions that boost agent performance, reduce repetitive tickets, and deliver useful insights to managers, Freshworks is proving that you don't need to be a tech giant to see value from AI. We also explore the challenges that hold mid-market businesses back from adopting AI, and how Freshworks is helping them overcome barriers with tools that are fast to implement, easy to evaluate, and flexible enough to grow with the business. Dennis also reflects on what the industry can learn from customer case studies, including how one company achieved over 250 percent ROI and saved $100,000 annually by streamlining support with AI. If your business is exploring how to make AI work without long timelines or runaway budgets, this conversation offers a grounded view into what's working—and why. Are you measuring real return on AI in your organization, or just chasing the trend?
Send us a textOn the nostalgic grounds of their shared alma mater, Wharton, Simi speaks with Dilawar Syed, the Deputy Administrator of the U.S. Small Business Administration (SBA). A role he was nominated into by President Biden, Administrator Syed was the highest-ranking Muslim official in the U.S. Government at the time of this recording. WATCH IT ON YOUTUBE.Syed came to the SBA from the State Department where he served as Special Representative for Commercial & Business Affairs. As the State Department's top commercial diplomat, Deputy Administrator Syed advocated for U.S. companies to compete and win abroad and helped ensure U.S. competitiveness in markets across the globe. Before joining the Biden Administration, Syed held the roles of CEO at Lumiata, an AI healthcare company, and President at software company, Freshworks. Earlier in his career, Syed oversaw business operations for Yahoo!'s platforms and infrastructure and was a product manager at Siebel Systems and SAP. His transition to public service is marked by civic efforts at the federal, state, and local levels. He was the founding Chair of the California Entrepreneurship Task Force with the Governor's Office, served on President Obama's White House Commission on Asian Americans and Pacific Islanders (AAPIs), and chaired the White House Initiative on AAPIs' Economic Growth Committee. In that role, Syed led the administration's engagement with small businesses across the U.S. after the passage of the American Recovery and Reinvestment Act of 2009. In 2020, Syed was tapped by San Jose Mayor Sam Liccardo to help lead Silicon Valley's pandemic recovery as a member of the Silicon Valley Recovery Roundtable. Syed holds an M.B.A. from Wharton and earned a B.A. in Economics and Computer Science from The University of Texas at Austin.South Asian Trailblazers is an award-winning media platform, community, and agency dedicated to elevating leading South Asians. Join our community at SouthAsianTrailblazers.com. Subscribe to our newsletter to get new episodes and updates on our latest events in your inbox. Follow us @southasiantrailblazers on Instagram, LinkedIn, Facebook, Youtube, and all major podcast platforms, including Apple and Spotify.
In this episode, Avanish and Dennis discuss:How Freshworks evolved from a single help desk product to a multi-product platform serving 74,000 customers globally, from small businesses to enterprises like Airbus and Nucor SteelThe importance of being "pulled" by customers into new markets rather than pushing—recognizing when customers you didn't expect are adopting your productsThe challenges of building and scaling a multi-product company where products are at different maturity levels and target slightly different ICPsWhy ecosystem strategy is critical at Freshworks, including both technology integrations with thousands of partners and a services ecosystem to source and implement solutionsFreshworks' differentiated approach of building "uncomplicated" solutions in a market dominated by complexity—particularly for mid-market and low-enterprise customers (up to 20,000 employees)Dennis's philosophy of customer-centricity: "When in doubt, go talk to a customer"Building an ecosystem strategy that includes both technology integrations with thousands of partners and a global services network, with direct sales in nine countries and partner-led expansion everywhere elseAbout the HostAvanish Sahai is a Tidemark Fellow and has served as a Board Member of Hubspot since April 2018 and of Birdie.ai since April 2022. Previously, Avanish served as the vice president, ISV and Apps partner ecosystem of Google from 2019 until 2021. From 2016 to 2019, he served as the global vice president, ISV and Technology alliances at ServiceNow. From 2014 to 2015, he was the senior vice president and chief product officer at Demandbase. Prior to Demandbase, Avanish built and led the Appexchange platform ecosystem team at Salesforce, and was an executive at Oracle and McKinsey & Company, as well as various early-to-mid stage startups in Silicon Valley.About Dennis WoodsideDennis Woodside is the CEO and President of Freshworks. He joined Freshworks as President in 2022. Dennis has spent more than two decades at innovative companies in Silicon Valley. Previous roles include Chief Operating Officer of Dropbox and sales and strategy leadership roles at Google for more than 10 years, including CEO of Motorola Mobility after Google acquired the company.Dennis serves on the board of the Boys & Girls Club of the Peninsula in California and previously served on the boards of the American Red Cross and ServiceNow. Dennis holds a B.S. in Industrial Relations from Cornell University and a J.D. from Stanford Law School.About FreshworksFreshworks Inc. (NASDAQ: FRSH) provides people-first AI service software that organizations use to deliver exceptional customer and employee experiences. More than 72,000 companies, including American Express, Bridgestone, Databricks, Fila, Nucor, and Sony choose Freshworks' uncomplicated solutions to increase efficiency and loyalty. For the latest company news and customer stories, visit www.freshworks.com and follow us on Facebook, LinkedIn, and X.About TidemarkTidemark is a venture capital firm, foundation, and community built to serve category-leading technology companies as they scale. Tidemark was founded in 2021 by David Yuan, who has been investing, advising, and building technology companies for over 20 years. Learn more at www.tidemarkcap.com.LinksFollow our guest, Dennis WoodsideFollow our host, Avanish SahaiLearn more about Tidemark
Two founders lay down their journey so far of going global.First, there was the services wave of exports, led by Infosys and Wipro. Then, companies like Zomato, Oyo, and Ola tried to expand their operations globally. The third wave was headlined by SaaS companies like Freshworks and Zoho. What will the fourth wave of tech exports be?Our guests for this week, Mohit Kumar, founder and CEO of Ultrahuman and Lal Chand Bisu, co-founder of Kuku FM, have an answer to what it could be, and they are leading by example with their own companies at the front of this wave.Mohit shared about 95% of Ultrahuman's customers are from outside India. And their numbers speak for themselves. As for Kuku FM, till early 2024, almost 99% of their business was focused on the Indian diaspora. But they made a switch in 2024, on the back of generative AI, to cross Indian borders. And now, as it stands, the split between India and global is at 90 and 10, respectively, says Lal Chand Bisu.Both these companies are being led by second-time founders. One thing that kept coming up during the discussion was the multiple parallels across both of their companies, like their latecomer's advantage, leading the charge as ‘bear kids' in this economy, and building their business for the freedom and thrill of building a business on their choices.Over the course of the discussion, both Mohit Kumar and Lal Chand Bisu explained how their businesses have evolved over time from when they started to now and how they have scaled and reinvented themselves in this journey.Tune in and listen to episode 34 of Two by Two, hosted by Praveen Gopal Krishnan and Rohin Dharmakumar, as they discuss the hopes, challenges, and excitement surrounding the fourth wave of tech exports from India.-Sign up for The Ken's first subscriber event - https://theken.typeform.com/to/NUPj8HdZ-Additional reading:Kuku FM chooses not to be the hero in its own storyPocket FM had 10 million listeners in India. Yet it hit pay dirt elsewhere-This is a free 10-minute trailer streaming on all podcast streaming platforms. If you'd like to listen to the full episode, you can do so by becoming a Premium subscriber to The Ken or by subscribing to Two by Two on Apple Podcasts via a separate standalone subscription.This episode of Two by Two was produced by Hari Krishna. Rajiv CN, our resident sound engineer, mixed and mastered this episode.If you liked this episode of Two by Two, please share it with your friends and family who would be interested in listening to the episode. And if you have more thoughts on the discussion, we'd love to hear your arguments as well. You can write to us at twobytwo@the-ken.com
Today, we're talking with Sowmya Sundararagavan, Senior Director of Product at Freshworks, an AI customer service, IT, and CRM software platform. This episode with Sowmya was a master class in product leadership after an acquisition. She explains: The worst thing you can do as a product leader post-acquisition Her process to successfully integrate separate product visions How to bridge the gap between old and new teams during M&As Links LinkedIn: https://www.linkedin.com/in/sowmya-s-ragavan/ Freshworks: https://www.freshworks.com/ Resources The FinOps Foundation: https://www.finops.org/ How to A/B test your product to millions in ARR | Eric Metelka, Head of Product (Eppo): https://www.youtube.com/watch?v=3u5vovkAtXc Chapters 00:00 Intro 01:08 Career Journey: From Banking to Tech 01:56 Navigating Post-Acquisition Challenges 04:47 Balancing Legacy and Innovation 07:44 Customer-Centric Focus in M&A 20:49 Evaluating M&A Opportunities 26:29 The Role of FinOps in Cloud Cost Management 33:26 AI in IT Operations and Asset Management 39:14 Outro Follow LaunchPod on YouTube We have a new YouTube page (https://www.youtube.com/@LaunchPod.byLogRocket)! Watch full episodes of our interviews with PM leaders and subscribe! What does LogRocket do? LogRocket combines frontend monitoring, product analytics, and session replay to help software teams deliver the ideal product experience. Try LogRocket for free today. (https://logrocket.com/signup/?pdr)
Host Keith Shaw talks with Mika Yamamoto, chief customer and marketing officer at Freshworks, about their latest survey of 4,000 knowledge workers. The survey said not only are workers embracing AI in their jobs, they're demanding more from their employers and getting promotions because of the technology. Employees want more AI—and leaders are listening https://www.freshworks.com/theworks/performance/freshworks-global-ai-workplace-report-2024/ Two AI developer strategies: Hire engineers or let AI do the work https://www.computerworld.com/article/3836092/two-ai-developer-strategies-hire-engineers-or-let-ai-do-the-work.html
Cricketer Ajinkya Rahane is making waves in deeptech investing, WazirX is banking on a recovery plan after a $230M cyberattack, and India's gaming industry introduces a new code of ethics. Plus, Cars24 expands into new car sales, retail investors turn cautious, and Freshworks' Girish Mathrubootham teases his autobiography. Tune in to Tech3 by Moneycontrol for the sharpest startup and tech updates!
Hey CX Nation,In this week's episode of The CXChronicles Podcast #256 we were live at Instant Team's Community Builders Week & CX Virtual Summit based in Southern Pines, NC at their company headquarters. Our guest interviews for this IRL (in-real life) episode included Liza Rodewald (Founder & CEO), Erica McMannes (Founder & CXO), Greg Avallone (SVP of Sales & Partnerships), Amy Price, MBA (SVP of CX), Jennifer Martin & Erica North, both military spouses themselves (Strategic Partnerships Managers), & the one, the only Nate Brown (Co-Founder at CX Accelerator & Head of CX Advisory at Metric Sherpa). Each of the guests in this episode had unique points of view on the state of CX/CS/Customer Support & what the future of Boutique BPO's look like in today's world. And how they are building an all-in-one hiring platform leveraging the near 12 million US military spouses stationed across the globe. Instant Teams is a mission-driven company committed to supporting and employing the “force behind the force” – US military spouses. In this episode, Adrian chats with the Instant Teams crew about how they are making real social impact, finding remarkable talent, providing their customers instant access to new teammates & building flexible solutions along the way. **Episode #256 Highlight Reel:**1. Unleashing the power of 12M+ Military Spouses2. Building bridges to companies who want access to this group3. Why Military Spouses Make For Incredible CX & Customer Care talent4. Engaging 75K military spouses ready & primed to join our workforce 5. Around the sun locations at US bases provides global support optionClick here to learn about Instant TeamsClick here to learn about Community Builders Week & CX Summit 2025 Huge thanks to everyone for joining us on this week's episode of The CXChronicles Podcast and featuring their work and efforts in pushing the customer & employee (agent) experience & BPO space into the future.If you enjoy The CXChronicles Podcast, stop by your favorite podcast player hit the follow button and leave us a review today.For our Spotify friends, make sure you are following CXC & please leave a 5 star review so we can find new listeners & members of our community.For our Apple friends, same deal -- follow CXCP and leave us a review letting folks know why you love our customer focused content.You know what would be even better?Go tell one of your friends or teammates about CXC's content, our strategic partners (Hubspot, Intercom, Zendesk, Freshworks, Forethought AI & Ascendr) + they can learn more about our CX/CS/RevOps focused services & please invite them to join the CX Nation!Are you looking to learn more about the world of Customer Sales & Marketing, Customer Experience, Customer Success, Employee Experience & Revenue Operations?Click here to grab a copy of my book "The Four CX Pillars To Grow Your Business Now" available on Amazon or the CXC website.For you non-readers, go check out the CXChronicles Youtube channel to see our customer & employee focused business content. Reach Out To CXC Today!Support the showContact CXChronicles Today Tweet us @cxchronicles Check out our Instagram @cxchronicles Click here to checkout the CXC website Email us at info@cxchronicles.com Remember To Make Happiness A Habit!!
Finance teams are a goldmine of insights, holding everything from precise forecasting data to strategic cost-management know-how. By collaborating with finance early and often, sales teams can anticipate potential hurdles, optimize pricing strategies, and negotiate from a position of strength — ultimately closing more deals, quicker. In this CFO panel, we invited two finance leaders — Danielle Cerisano, CFO at League, and Tyler Sloat, CFO and COO at Freshworks — to share how to scale operations and partner effectively with your finance department.
We explore the current trends of AI-based solutions in retail, what has driven its adoption in the industry, and how AI-based customer service technology has improved over time. We also discuss the correct mix of technology and humans, the importance of establishing boundaries for AI, and why it won't replace humans but will augment workflow. Hear examples of AI retail success stories, what companies got AI wrong, and the reasons behind the wins and failures. Gain insights into the value of copilots, business strategies to avoid investing in ineffective AI solutions, and much more. Tune in now!Key Points From This Episode:Learn about Lisa and Mika's backgrounds in retail technology and AI-based solutions. Hear how AI has become more accessible to businesses beyond the typical tech giants.Explore how AI-powered chatbots and copilots have evolved to improve customer service.The Coca-Cola AI ad controversy and why oversight on AI-generated content is vital.Discover the innovative and exciting ways AI can be leveraged in the retail industry.AI success stories: Target's AI copilot for employees and Nordstrom's personalization tool.How AI is making the return process more efficient and improving inventory management.Uncover the multimodal connections of AI and how it will enhance customer personalization.Important considerations for businesses regarding the adoption of AI and the pitfalls to avoid.Quotes:“I think [the evolution] in terms of accessibility to AI-solutions for people who don't have the massive IT departments and massive data analytics departments is really remarkable.” — Mika Yamamoto [0:04:25]“Whether it's generative AI for creative or content or whatever, it's not going to replace humans. It's going to augment our workflows.” — Lisa Avvocato [0:10:46]“Retail is actually one of the fastest adopting industries out there [of] AI.” — Mika Yamamoto [0:14:17]“Having conversations with peers, I think, is absolutely invaluable to figure out what's hype and what's reality [regarding AI].” — Mika Yamamoto [0:30:19]Links Mentioned in Today's Episode:Lisa Avvocato on LinkedInMika Yamamoto on LinkedInFreshworksThe Coca‑Cola CompanyHow AI HappensSama
Welcome back to the second episode of the Freshworks series on Stories from the River! Guest host Sam Blum led a discussion with Wes Dudley and Anita Harris, recognized as the CX Executives of the Year, and Alicia Thompson, a River award recipient for 2024. From Freshworks, Patrick Rhodes and Lauren Lee join the conversation. They discussed the benefits and lessons learned from utilizing Freshdesk, highlighting its positive impact on operational efficiency and customer satisfaction. Wes Dudley and Anita Harris emphasized the effective change management process, credits to Alicia Thompson, which allowed the organization to seamlessly transition to the new platform before the busy retail season. Anita shared that the new automations have decreased mistakes and improved efficiency, resulting in minimal customer complaints and a positive overall experience for their Memory Makers using Freshdesk. The episode also explored the future plans and potential upgrades within the Freshworks platform, as well as the significance of ongoing partnership and collaboration between Broad River and Freshworks. Alicia and Anita highlighted the exciting upcoming features that Freshdesk offers, such as a knowledge base and a customized customer portal, which aims to enhance problem resolution speed and customer engagement. Together, they further delved into the importance of a technology solution that is adaptable to the client's needs, ultimately enhancing the customer experience while maintaining a humanized approach. Throughout the episode, there was a strong emphasis on trust, collaboration, and the shared goal of continuously improving the customer service journey with the aid of Freshdesk technology. This episode on YouTube: Visit https://www.storiesfromtheriver.com for more episodes. Broad River Retail brought this show to you. Visit https://BroadRiverRetail.com Follow us on LinkedIn: https://www.linkedin.com/company/broad-river-retail
Welcome back to the second episode of the Freshworks series on Stories from the River! Guest host Sam Blum led a discussion with Wes Dudley and Anita Harris, recognized as the CX Executives of the Year, and Alicia Thompson, a River award recipient for 2024. From Freshworks, Patrick Rhoads and Lauren Lee join the conversation. They discussed the benefits and lessons learned from utilizing Freshdesk, highlighting its positive impact on operational efficiency and customer satisfaction. Wes Dudley and Anita Harris emphasized the effective change management process, credits to Alicia Thompson, which allowed the organization to seamlessly transition to the new platform before the busy retail season. Anita shared that the new automations have decreased mistakes and improved efficiency, resulting in minimal customer complaints and a positive overall experience for their Memory Makers using Freshdesk. The episode also explored the future plans and potential upgrades within the Freshworks platform, as well as the significance of ongoing partnership and collaboration between Broad River and Freshworks. Alicia and Anita highlighted the exciting upcoming features that Freshdesk offers, such as a knowledge base and a customized customer portal, which aims to enhance problem resolution speed and customer engagement. Together, they further delved into the importance of a technology solution that is adaptable to the client's needs, ultimately enhancing the customer experience while maintaining a humanized approach. Throughout the episode, there was a strong emphasis on trust, collaboration, and the shared goal of continuously improving the customer service journey with the aid of Freshdesk technology. This episode on YouTube: https://youtu.be/BCm_iXeXOhw Visit https://www.storiesfromtheriver.com for more episodes. Broad River Retail brought this show to you. Visit https://BroadRiverRetail.com Follow us on LinkedIn: https://www.linkedin.com/company/broad-river-retail
Welcome to the first episode of the Freshworks Series on Stories from the River! To kick off the series, guest host Sam Blum leads a vibrant discussion about Broad River Retail's integration with Freshworks' Freshdesk platform. Sam introduces Wes Dudley and Anita Harris, recognized as the CX Executives of the Year, and Alicia Thompson, a River award recipient for 2024. From Freshworks, Patrick Rhodes and Lauren Lee join the conversation. The dialogue revolves around the vendor selection process, the decision-making journey, and the implementation of Freshdesk. Anita Harris elaborates on how Broad River is leveraging Freshdesk to manage customer concerns efficiently, making use of its case management ticketing system. Alicia Thompson highlights that Freshdesk serves multiple departments, including sales audit and inventory, beyond the customer-facing sides of the business. The transition to Freshdesk has had a significant impact due to its collaboration capabilities, which align well with the needs of Broad River's various Memory Makers. The episode details the advantageous features of Freshdesk, such as its ease of use, supportive admin side, and collaborative potential, emphasized by Anita and Wes. Patrick Rhodes and Lauren Lee speak to the personalized approach and partnership that Freshworks offered, making them the perfect fit for Broad River. Freshdesk has become a valuable tool in enhancing customer service and adaptability within Broad River Retail. This episode on YouTube: https://youtu.be/-tqzveb9wg0 Visit https://www.storiesfromtheriver.com for more episodes. Broad River Retail brought this show to you. Visit https://BroadRiverRetail.com Follow us on LinkedIn: https://www.linkedin.com/company/broad-river-retail
Our guest for Episode 68 isAbe Smith, Chief of Global Field Sales Operations at Freshworks. Abe built his 30+ sales career working for high-growth B2B SaaS companies. In this episode, Ross and Abe discuss how to balance the craft, passion, and professionalism of sales execution excellence with a tech-driven future.
Welcome to the first episode of the Freshworks Series on Stories from the River! To kick off the series, guest host Sam Blum leads a vibrant discussion about Broad River Retail's integration with Freshworks' Freshdesk platform. Sam introduces Wes Dudley and Anita Harris, recognized as the CX Executives of the Year, and Alicia Thompson, a River award recipient for 2024. From Freshworks, Patrick Rhoads and Lauren Lee join the conversation. The dialogue revolves around the vendor selection process, the decision-making journey, and the implementation of Freshdesk. Anita Harris elaborates on how Broad River is leveraging Freshdesk to manage customer concerns efficiently, making use of its case management ticketing system. Alicia Thompson highlights that Freshdesk serves multiple departments, including sales audit and inventory, beyond the customer-facing sides of the business. The transition to Freshdesk has had a significant impact due to its collaboration capabilities, which align well with the needs of Broad River's various Memory Makers. The episode details the advantageous features of Freshdesk, such as its ease of use, supportive admin side, and collaborative potential, emphasized by Anita and Wes. Patrick Rhodes and Lauren Lee speak to the personalized approach and partnership that Freshworks offered, making them the perfect fit for Broad River. Freshdesk has become a valuable tool in enhancing customer service and adaptability within Broad River Retail. This episode on YouTube: https://youtu.be/ZULpOf8quQU Visit https://www.storiesfromtheriver.com for more episodes. Broad River Retail brought this show to you. Visit https://BroadRiverRetail.com Follow us on LinkedIn: https://www.linkedin.com/company/broad-river-retail
The Top Entrepreneurs in Money, Marketing, Business and Life
Host Dave Sobel discusses the evolving landscape of artificial intelligence (AI) in business operations, highlighting a recent study by MIT and McKinsey. The study reveals a significant gap between high-performing companies and their peers, with top firms achieving faster returns on their AI investments. Key factors contributing to this success include strong executive support, a shift in partnerships towards established consultants, enhanced interdepartmental collaboration, and effective data management practices. Sobel emphasizes the importance of real-world use cases, such as Waystar's new AI solution aimed at streamlining the appeal process for denied healthcare claims, which addresses a substantial financial loss in the U.S. healthcare system.The episode also delves into the challenges faced by customer service teams in adopting AI technologies. A survey from Freshworks indicates that while there is a strong desire to leverage AI for automating tasks, many customer service agents feel uncomfortable with its implementation. Sobel suggests that organizations should introduce AI as a collaborative tool to enhance job roles rather than replace them, and highlights the potential for IT providers to offer consulting services to help companies develop effective AI usage policies.In the regulatory landscape, Sobel covers new export controls on advanced AI computing chips announced by the U.S. Department of Commerce, aimed at safeguarding national security. These regulations have drawn criticism from major chipmaker NVIDIA, which argues that they could hinder global innovation. Additionally, President Biden's executive order to accelerate the construction of AI data centers raises concerns about environmental impacts and energy consumption, as the demand for electricity from data centers is projected to rise significantly in the coming years.Finally, the episode addresses Microsoft's recent announcements, including the forced installation of the new Outlook email client on Windows 10 devices and significant price increases for Microsoft 365 subscriptions in select Asian markets. Sobel notes that these changes could lead to user frustration and increased administrative burdens for IT providers. He concludes by urging listeners to prepare for potential client pushback and to consider the implications of these developments on their business strategies.Three things to know today00:00 AI in Action: From Faster ROI to Denied Claims and Chatbot Growing Pains05:10 Regulations Everywhere: AI Chips, Data Centers, and Why IT Pros Should Brace Themselves09:22 Microsoft's Big Moves: Higher Prices, Forced Installs, and Passkeys—Love It or Leave It? Supported by: https://huntress.com/msp/https://mspradio.com/engage/ All our Sponsors: https://businessof.tech/sponsors/ Do you want the show on your podcast app or the written versions of the stories? Subscribe to the Business of Tech: https://www.businessof.tech/subscribe/Looking for a link from the stories? The entire script of the show, with links to articles, are posted in each story on https://www.businessof.tech/ Support the show on Patreon: https://patreon.com/mspradio/ Want to be a guest on Business of Tech: Daily 10-Minute IT Services Insights? Send Dave Sobel a message on PodMatch, here: https://www.podmatch.com/hostdetailpreview/businessoftech Want our stuff? Cool Merch? Wear “Why Do We Care?” - Visit https://mspradio.myspreadshop.com Follow us on:LinkedIn: https://www.linkedin.com/company/28908079/YouTube: https://youtube.com/mspradio/Facebook: https://www.facebook.com/mspradionews/Instagram: https://www.instagram.com/mspradio/TikTok: https://www.tiktok.com/@businessoftechBluesky: https://bsky.app/profile/businessof.tech
Hey CX Nation,In this week's episode of The CXChronicles Podcast #252 we welcomed Keri McGhee the CMO at Attentive, the AI marketing platform for leading brands based in New York. Attentive® is the AI marketing platform for leading brands, designed to optimize message performance through 1:1 SMS and email interactions. Attentive empowers businesses to achieve hyper-personalized communication with their customers on a large scale. Trusted by over 8,000 leading brands, Attentive is the go-to solution for delivering powerful commerce experiences for consumers with the brands they love.Keri leads strategic global marketing to further build the Attentive brand, overseeing product marketing, revenue marketing, events, partner marketing, communications and content, and brand creative. Keri's past experiences include leading marketing at various start-ups and as a senior director at Zillow, where she led the B2B marketing team of 60+ people, responsible for strengthening partner loyalty and experience for 60,000+ real estate partners. She got her start in tech at Expedia leading both consumer and corporate travel marketing teams.In this episode, Keri and Adrian chat through the Four CX Pillars: Team, Tools, Process & Feedback. Plus share some of the ideas that her team at Attentive think through on a daily basis to build world class customer & employee experiences.**Episode #252 Highlight Reel:**1. Prioritizing the customer experience above everything to drive growth. 2. Why customer marketing & customer success should own your VOC. 3. How building trust from your users & customers drives sales & awareness 4. Driving product adoption & utilization by showing customers how to use it. 5. Leveraging a customer journey task force to socialize opportunities & CTAs Click here to learn more about Keri McGheeClick here to learn more about AttentiveHuge thanks to Keri for coming on The CXChronicles Podcast and featuring her work and efforts in pushing the customer experience & customer success space into the future.If you enjoy The CXChronicles Podcast, stop by your favorite podcast player hit the follow button and leave us a review today.For our Spotify friends, make sure you are following CXC & please leave a 5 star review so we can find new listeners & members of our community.For our Apple friends, same deal -- follow CXCP and leave us a review letting folks know why you love our customer focused content.You know what would be even better?Go tell one of your friends or teammates about CXC's content, our strategic partners (Hubspot, Intercom, Zendesk, & Freshworks) + they can learn more about our CX/CS/RevOps managed services & please invite them to join the CX Nation!Are you looking to learn more about the world of Customer Experience, Customer Success & Revenue Operations?Click here to grab a copy of my book "The Four CX Pillars To Grow Your Business Now" available on Amazon or the CXC website.For you non-readers, go check out the CXChronicles Youtube channel to see our customer &Reach Out To CXC Today!Support the showContact CXChronicles Today Tweet us @cxchronicles Check out our Instagram @cxchronicles Click here to checkout the CXC website Email us at info@cxchronicles.com Remember To Make Happiness A Habit!!
Welcome to the third episode of the Furniture Industry Awards Gala Series. Today, CEO and host Charlie Malouf welcomes back Stacey McCormick, the Executive Vice President of Retail Performance for Broad River Retail. The spotlight for today's episode is on the recent awards gala honoring Broad River Retail as the Furniture Retailer of the Year. Stacey shares his most memorable moments from the event, highlighting the immense pride and support shown by the families of the company's leadership who attended the event. Stacey underscores the importance of this recognition as a testament to the hard work and commitment of every Memory Maker from the past and present. He emphasizes that such accolades are a manifestation of a long-term, collective effort based on unwavering commitment to their purpose and vision. The conversation also dives into what it takes to achieve and sustain excellence in the highly competitive retail industry. Stacey discusses the pivotal role of innovation, continuous improvement, and strong leadership within Broad River Retail. He highlights specific advancements from this past year, like Versatile Credit for unlocking financing, the 3X pricing tool, digital business cards, and the unified customer service platform of FreshWorks, all of which have significantly contributed to the company's recent success. The dialogue touches on the collaborative spirit among Memory Makers across various departments, including sales, customer service, and supply chain, emphasizing that their collective efforts are fundamental to achieving the prestigious Retailer of the Year title. This episode on YouTube: https://youtu.be/qixVg6-8BFo Visit https://www.storiesfromtheriver.com for more episodes. Broad River Retail brought this show to you. Visit https://BroadRiverRetail.com Follow us on LinkedIn: https://www.linkedin.com/company/broad-river-retail
Welcome to the third episode of the Furniture Industry Awards Gala Series. Today, CEO and host Charlie Malouf welcomes back Stacey McCormick, the Executive Vice President of Retail Performance for Broad River Retail. The spotlight for today's episode is on the recent awards gala honoring Broad River Retail as the Furniture Retailer of the Year. Stacey shares his most memorable moments from the event, highlighting the immense pride and support shown by the families of the company's leadership who attended the event. Stacey underscores the importance of this recognition as a testament to the hard work and commitment of every Memory Maker from the past and present. He emphasizes that such accolades are a manifestation of a long-term, collective effort based on unwavering commitment to their purpose and vision. The conversation also dives into what it takes to achieve and sustain excellence in the highly competitive retail industry. Stacey discusses the pivotal role of innovation, continuous improvement, and strong leadership within Broad River Retail. He highlights specific advancements from this past year, like Versatile Credit for unlocking financing, the 3X pricing tool, digital business cards, and the unified customer service platform of FreshWorks, all of which have significantly contributed to the company's recent success. The dialogue touches on the collaborative spirit among Memory Makers across various departments, including sales, customer service, and supply chain, emphasizing that their collective efforts are fundamental to achieving the prestigious Retailer of the Year title. This episode on YouTube: https://youtu.be/qixVg6-8BFo Visit https://www.storiesfromtheriver.com for more episodes. Broad River Retail brought this show to you. Visit https://BroadRiverRetail.com Follow us on LinkedIn: https://www.linkedin.com/company/broad-river-retail
Hey CX Nation,In this week's episode of The CXChronicles Podcast #251 we welcomed Vinod Muthukrishnan, VP & COO at Webex by Cisco based in the San Francisco Bay Area, CA. Vinod leads all go-to-market activities, including strategic communications, marketing and partner & sales enablement. He was previously Co-Founder/CEO of CloudCherry, a customer experience management company, which was acquired by Cisco in October 2019.Prior to that he spent seven years at sea as a First Officer before running Global Sales at Market Simplified. Based in the Bay Area, Vinod enjoys cricket and expanding his library of leadership and P.G. Wodehouse books.In this episode, Vinod and Adrian chat through the Four CX Pillars: Team, Tools, Process & Feedback. Plus share some of the ideas that his team at Webex by Cisco think through on a daily basis to build world class customer & employee experiences. **Episode #251 Highlight Reel:**1. How time in the Merchant Navy led to a career in entrepreneurship 2. Building CloudCherry & being acquired by Cisco 3. The shift of contact centers from cost to revenue centers 4. Why understanding your customer journey is paramount 5. Foundation for building a world class tech-stack Click here to learn more about Vinod MuthukrishnanClick here to learn more about Webex by CiscoClick here to get in touch with WebexHuge thanks to Vinod for coming on The CXChronicles Podcast and featuring his work and efforts in pushing the customer experience & customer success space into the future.If you enjoy The CXChronicles Podcast, stop by your favorite podcast player hit the follow button and leave us a review today.For our Spotify friends, make sure you are following CXC & please leave a 5 star review so we can find new listeners & members of our community.For our Apple friends, same deal -- follow CXCP and leave us a review letting folks know why you love our customer focused content.You know what would be even better?Go tell one of your friends or teammates about CXC's content, our strategic partners (Hubspot, Intercom, Zendesk, & Freshworks) + they can learn more about our CX/CS/RevOps managed services & please invite them to join the CX Nation!Are you looking to learn more about the world of Customer Experience, Customer Success & Revenue Operations?Click here to grab a copy of my book "The Four CX Pillars To Grow Your Business Now" available on Amazon or the CXC website.For you non-readers, go check out the CXChronicles Youtube channel to see our customer & employee focused business content. Reach Out To CXC Today!Support the showContact CXChronicles Today Tweet us @cxchronicles Check out our Instagram @cxchronicles Click here to checkout the CXC website Email us at info@cxchronicles.com Remember To Make Happiness A Habit!!
ITPM Flash provides insight into what professional traders are thinking about in the markets RIGHT NOW! In Edward Shek's final episode of the year he dives into the shifting market landscape and uncovers a mid-cap software opportunity. From analyzing the relative performance of major indices to examining the impact of recent earnings and policy changes, he explains why he's adding a mid-cap software stock like Freshworks to the portfolio and hedging for inflation risks. With markets broadening out and opportunities emerging in underperforming sectors, now's the time to look beyond the high-fliers!
Amanda Whiteside is a trailblazer for Enablement at Freshworks and has made significant strides in transforming the field while championing female empowerment. She highlights the importance of building credibility for enablement to secure organizational support and stresses the need to align initiatives with business outcomes. Amanda also recognizes the unique challenges of global enablement, emphasizing the importance of prioritization and tailoring content to different teams. She believes leveraging technology and AI can significantly enhance the enablement process and underscores the critical role of collaboration between marketing and enablement. For aspiring leaders, she advises focusing on understanding stakeholder pain points to drive success.With over 15 years of experience driving transformative initiatives for Fortune 100 companies, Amanda is currently the Global Vice President of Revenue Enablement at Freshworks, the leading provider of Cloud-based Customer Engagement software. In this role, she leads high-impact teams to create customer-centric solutions that deliver measurable growth.Be sure to subscribe and follow the Revenue Enablement Society on LinkedIn for exciting announcements about what's next for the podcast!Please subscibe on Apple, Spotify or Google.
In this episode of the Startup Operator Roundup, Roshan and Gunjan cover the latest and most impactful headlines from India's startup ecosystem. They start with Swiggy's second-largest IPO of the year, Zomato's innovations, Freshworks' recent layoffs and simultaneous stock buyback, and ISRO's new partnership with IIT Madras. They also discuss Elon Musk's Starlink seeking permission for satellite broadband in India and the closure of Stowa's alternate MBA program. Topics: 00:00 Introduction 00:44 Opening comments 01:19 Major Headlines 02:28 US Elections and Tech Influence 06:05 Swiggy's Market Debut 09:22 Zomato's New Features 12:39 Freshworks Layoffs and Buyback 17:43 ISRO and IIT Madras Partnership 19:44 Starlink's Entry into India 23:11 Stoa's Shutdown and Reflections 25:53 Weekly Fundraisers and Wrap-Up ------------------------------------- Connect with Us: Linkedin: https://www.linkedin.com/company/startup-operator Twitter: https://twitter.com/OperatorStartup ------------------------------------- If you liked this episode, let us know by hitting the like button and share with your friends and family. Please also remember to subscribe to our channel and switch on the notifications to never miss an episode!
Hey CX Nation,In this week's episode of The CXChronicles Podcast #249 we welcomed Rick Denton, Podcast Host & Producer of The CX Passport Podcast based in Dallas, TX.After…7 years of Customer Experience consulting…30 years of driving business results…3 years of hosting CX Passport (a podcast about CX with a dash of travel talk)...And countless brand requests for collaboration with CX Passport……it became clear where brands and Rick could best partner to create measurable results…
In this episode, Sahil Sethi, author of Product Marketing Level Up and Vice President of Global Product Marketing at Freshworks, joins Louise Liu to discuss the attributes and qualities that define great product marketers. Sahil also shares his thoughts on how to hone the skills of velocity and integrated marketing in practice.Listen to the full interview above or read the highlights from the conversation: https://www.productmarketinghive.com/product-marketing-level-up/All rights reserved. © Product Marketing Hive.
Hey CX Nation,In this week's episode of The CXChronicles Podcast #248 we welcomed Craig Tobin, Chief Executive Officer at Ascent Business Partners based in Bonita Springs, FL. Craig Tobin helps Fortune 1000 clients optimize their contact centers with AI, technology, and BPO solutions. With over 35 years of executive leadership experience in various industries, Craig has developed core competencies in contact center solutions, technology consulting, BPO advisory services, and AI advisory. He is passionate about delivering innovative solutions that drive customer loyalty, satisfaction, and retention, while optimizing costs. Craig's mission is to create value for his clients and partners, and to have fun while doing it.In this episode, Craig and Adrian chat through the Four CX Pillars: Team, Tools, Process & Feedback. Plus share some of the ideas that Craig and his team at Ascent Business Partners think through on a daily basis to build world class customer experiences.CXC is a proud strategic partner with Ascent Business Partners. Reach out to us today if your company needs outside support with your customer contact & support strategy. **Episode #248 Highlight Reel:**1. Building, managing and leading contact centers over the last 35+ years 2. Leveraging AI to optimize your customer experiences with customer support 3. Finding the right tools & systems as your contact center scales 4. Starting with the problems before considering the potential solutions 5. How AI will change the future of customer contact & customer experience Click here to learn more about Craig TobinClick here to learn more about Ascent Business PartnersHuge thanks to Craig for coming on The CXChronicles Podcast and featuring his work and efforts in pushing the customer experience & customer success space into the future.If you enjoy The CXChronicles Podcast, stop by your favorite podcast player hit the follow button and leave us a review today.For our Spotify friends, make sure you are following CXC & please leave a 5 star review so we can find new listeners & members of our community.For our Apple friends, same deal -- follow CXCP and leave us a review letting folks know why you love our customer focused content.You know what would be even better?Go tell one of your friends or teammates about CXC's content, our strategic partners (Hubspot, Intercom, Zendesk, Forethought AI, Freshworks, TimeToReply & Ascendr) + they can learn more about our CX/CS/RevOps services & please invite them to join the CX Nation!Are you looking to learn more about the world of Customer Experience, Customer Success & Revenue Operations?Click here to grab a copy of my book "The Four CX Pillars To Grow Your Business Now" available on Amazon or the CXC website.For you non-readers, go check out the CXChronicles Youtube channel to see our customer & employee focused business content. Reach Out To CXC Today!Support the showContact CXChronicles Today Tweet us @cxchronicles Check out our Instagram @cxchronicles Click here to checkout the CXC website Email us at info@cxchronicles.com Remember To Make Happiness A Habit!!
Hey CX Nation,In this week's episode of The CXChronicles Podcast #247 we were live at the Thompson Hotel in downtown Austin, TX at XDay 2024. This is a different type of episode of CXC as we had the opportunity to sit down with several amazing customer, employee, market research & product focused business leaders including Rick Denton, Ken Peterson, Mike Burn, Crystal Wiese & Scott Steele. Each of the guests in this episode shed unique points of view on the state of CX/CS & business in today's world. We had the pleasure of interviewing everyone on site at XDay 2024 and broke up the conversations in this week's show. In this episode, Rick, Scott, Mike, Ken, Crystal and Adrian chat through the Four CX Pillars: Team, Tools, Process & Feedback. Plus share some of the ideas that both the team at QuestionPro & their users think through on a daily basis to build world class customer experiences.**Episode #247 Highlight Reel:**1. Click here to learn more about Rick Denton 2. Click here to learn more about Scott Steele 3. Click here to learn more about Mike Burn 4. Click here to learn more about Ken Peterson 5. Click here to learn more about Crystal Wiese Click here to learn more about QuestionProHuge thanks to all of the guests on this week's episode for coming on The CXChronicles Podcast and featuring their work and efforts in pushing the customer experience & customer success space into the future.If you enjoy The CXChronicles Podcast, stop by your favorite podcast player hit the follow button and leave us a review today.For our Spotify friends, make sure you are following CXC & please leave a 5 star review so we can find new listeners & members of our community.For our Apple friends, same deal -- follow CXCP and leave us a review letting folks know why you love our customer focused content.You know what would be even better?Go tell one of your friends or teammates about CXC's content, our strategic partners (Hubspot, Intercom, Zendesk, Forethought AI, Freshworks, TimeToReply & Ascendr) + they can learn more about our CX/CS/RevOps services & please invite them to join the CX Nation!Are you looking to learn more about the world of Customer Experience, Customer Success & Revenue Operations?Click here to grab a copy of my book "The Four CX Pillars To Grow Your Business Now" available on Amazon or the CXC website.For you non-readers, go check out the CXChronicles Youtube channel to see our customer & employee focused business content. Reach Out To CXC Today!Support the showContact CXChronicles Today Tweet us @cxchronicles Check out our Instagram @cxchronicles Click here to checkout the CXC website Email us at info@cxchronicles.com Remember To Make Happiness A Habit!!
Learn from Mika Yamamoto, Chief Customer and Marketing Officer at Freshworks, about blending the physical and digital world to create impactful campaigns. Episode Summary: This episode features an interview with Mika Yamamoto, Chief Customer and Marketing Officer at Freshworks, a company that provides powerful, easy to use Customer service, IT, and CRM software.In this episode, Mika discusses surgically blending the physical and digital world, to create a campaign experience that sticks with prospects. She also talks about encouraging innovation from her team, tying marketing victory to sales' success and focusing on customer over function. Key Takeaways:Blending the physical and digital world when creating campaigns can create more lasting impact and better returns.Allowing your team to divide and conquer different markets and functions allows people to specialize and be the best at what they do, an impossibility if they are doing too many things.Incorporating humanity and a recognition of the human on the other side, not only differentiates your marketing in a B2B space, it makes the whole job more enjoyableQuote: ”In terms of signals, what helps is that we have one operations function that works across all functions. There's traditionally been, marketing comes up and celebrates and says, “Woohoo, we did all this work, we're green!” And then sales is saying, “Well, what the heck you can't claim victory because we haven't met our numbers. So how can you declare victory if we haven't met our numbers?” And so again, the construct that we have is we have one operations group in our organization, Freshworks. So, we have one dashboard that essentially ties together and we're still working on making those ties, but that ties together, marketing doesn't declare victory if sales can't. So, it's driving shared metrics in one dashboard versus this view of the world that is a marketing view, then a sales view then a product view. We want to drive one view, which is more customer focused versus functionally focused.”Episode Timestamps: *(08:24) The Trust Tree: Divide and conquer different markets *(24:12) The Playbook: Focus on demand capture *(39:20) The Dust Up: Assumptions about sellers and marketers*(42:49) Quick Hits: Mika's Quick Hits Sponsor:Pipeline Visionaries is brought to you by Qualified.com, the #1 Conversational Marketing platform for companies that use Salesforce and the secret weapon for pipeline pros. The world's leading enterprise brands trust Qualified to instantly meet with buyers, right on their website, and maximize sales pipeline. Visit Qualified.com to learn more.Links:Connect with Ian on LinkedInConnect with Mika on LinkedInLearn more about FreshworksLearn more about Caspian Studios
Hey CX Nation,In this week's episode of The CXChronicles Podcast #246 we were live at the Thompson Hotel in downtown Austin, TX at XDay 2024 with Gary Pansino, Founder at Velodu based Gary is an Alumni of Intuit, P&G, Clorox, BMS. He now runs a Qual and Quant research factory with his sister. Questions from mostly repeat clients arrive on trucks. And they do their thing and ship answers back to them, with a smile.In this episode, Gary and Adrian chat through the Four CX Pillars: Team, Tools, Process & Feedback. Plus share some of the ideas that his team at Velodu thinks through on a daily basis to build world class customer experiences.**Episode #246 Highlight Reel:**1. Building expertise in surveys & customer research at massive companies 2. Increasing the speed of growth by customer listening & focus groups 3. Leveraging customer information to drive product & service innovation 4. Customer team building & collecting constant employee feedback 5. Investing in competitive research & understanding your primary threats Click here to learn more about Gary PansinoClick here to learn more about VeloduHuge thanks to Gary for coming on The CXChronicles Podcast and featuring his work and efforts in pushing the customer experience & customer success space into the future.If you enjoy The CXChronicles Podcast, stop by your favorite podcast player hit the follow button and leave us a review today.For our Spotify friends, make sure you are following CXC & please leave a 5 star review so we can find new listeners & members of our community.For our Apple friends, same deal -- follow CXCP and leave us a review letting folks know why you love our customer focused content.You know what would be even better?Go tell one of your friends or teammates about CXC's content, our strategic partners (Hubspot, Intercom, Zendesk, Forethought AI, Freshworks, TimeToReply & Ascendr) + they can learn more about our CX/CS/RevOps services & please invite them to join the CX Nation!Are you looking to learn more about the world of Customer Experience, Customer Success & Revenue Operations?Click here to grab a copy of my book "The Four CX Pillars To Grow Your Business Now" available on Amazon or the CXC website.For you non-readers, go check out the CXChronicles Youtube channel to see our customer & employee focused business content. Reach Out To CXC Today!Support the showContact CXChronicles Today Tweet us @cxchronicles Check out our Instagram @cxchronicles Click here to checkout the CXC website Email us at info@cxchronicles.com Remember To Make Happiness A Habit!!
Hey CX Nation,In this week's episode of The CXChronicles Podcast #245 we were live at the Thompson Hotel in downtown Austin, TX at XDay 2024 with Vivek Bhaskaran, Founder & CEO at QuestionPro.Vivek Bhaskaran is the founder and CEO of QuestionPro, one of the industry's leading providers of web-based research technologies. His life motto is simple - “The two things that drive me every day are motorcycles and client success!” In 2008, his startup made Inc. Magazine's list of the fastest-growing private companies, ranking 25th among business-service providers. Since that time, Vivek has never looked back by spearheading both the product and global expansion of QuestionPro.In this episode, Vivek and Adrian chat through the Four CX Pillars: Team, Tools, Process & Feedback. Plus share some of the ideas that John and his team at QuestionPro think through on a daily basis to build world class customer experiences.**Episode #245 Highlight Reel:**1. Changing the landscape for shopping for car insurance 2. Getting user feedback back to your product team as soon as possible3. Leveraging AI to improve your agent & employee experiences 4. Building "break-walls" for your customer support team at scale5. Creating chat-bots that actually help your customers from the get goClick here to learn more about Vivek Bhaskaran Click here to learn more about QuestionProHuge thanks to Vivek for coming on The CXChronicles Podcast and featuring his work and efforts in pushing the customer experience & customer success space into the future.If you enjoy The CXChronicles Podcast, stop by your favorite podcast player hit the follow button and leave us a review today.For our Spotify friends, make sure you are following CXC & please leave a 5 star review so we can find new listeners & members of our community.For our Apple friends, same deal -- follow CXCP and leave us a review letting folks know why you love our customer focused content.You know what would be even better?Go tell one of your friends or teammates about CXC's content, our strategic partners (Hubspot, Intercom, Zendesk, Forethought AI, Freshworks, TimeToReply & Ascendr) + they can learn more about our CX/CS/RevOps services & please invite them to join the CX Nation!Are you looking to learn more about the world of Customer Experience, Customer Success & Revenue Operations?Click here to grab a copy of my book "The Four CX Pillars To Grow Your Business Now" available on Amazon or the CXC website.For you non-readers, go check out the CXChronicles Youtube channel to see our customer & employee focused business content. Reach Out To CXC Today!Support the showContact CXChronicles Today Tweet us @cxchronicles Check out our Instagram @cxchronicles Click here to checkout the CXC website Email us at info@cxchronicles.com Remember To Make Happiness A Habit!!
In today's competitive B2B market, simply ‘having a sales process' isn't enough. If you don't obsess over a value-based customer journey that translates from the C-suite down to day-to-day conversations in the field, you'll miss targets.To consistently win, the best leaders are driving a value-centric approach that makes it easy for front-line sellers and managers to build trust and strong relationships with potential customers.
Picture a thriving company, GoodLife Fitness, grappling with outdated support systems that couldn't keep up with rising customer expectations. They faced long response times, frustrated clients, and a support team bogged down by inefficient processes. Realizing the urgent need for change, GoodLife Fitness partnered with Freshworks and utilized Freshservice, leveraging AWS's robust cloud infrastructure to embark on a transformative journey. Through close collaboration with their partners, GoodLife Fitness tackled their challenges head-on. How did they integrate cutting-edge technology, flexibility, and innovation to identify and overcome key pain points? What steps were crucial in transforming their service delivery, boosting employee satisfaction, and setting a new standard for excellence? Guest: David Flesh, Vice President of Product Marketing, Freshworks Guest Bio: https://www.ciotalknetwork.com/contributor/david-flesh/ Guest: Robert Vermeersch, Manager of Help Desk Support, GoodLife Fitness Guest Bio: https://www.ciotalknetwork.com/contributor/robert-vermeersch/ More on this Episode: https://www.ciotalknetwork.com/goodlife-fitness-journey-of-innovation-flexibility-and-cutting-edge-technology/ More on Innovation: https://www.ciotalknetwork.com/topics/innovation/ Visit CIO Talk Network Website: https://www.ciotalknetwork.com/ Subscribe to our Newsletter: https://www.ciotalknetwork.com/subscribe/ Nominate Guests or Sponsor: https://www.ciotalknetwork.com/contact/
Hey CX Nation,In this week's episode of The CXChronicles Podcast #244 we welcomed Sean Albertson, Founder & CEO of CX4ROCKS based in Castle Rock, CO. Sean Albertson is a keynote speaker, workshop facilitator, coach and consultant on transforming your customer journey to reduce effort and drive greater customer loyalty. Sean has developed the ROCKS Strategy that leverages survey programs, operational metrics, text and journey analytics, connected with artificial experience to identify the most actionable insights for your organization. Is it Sean at www.CX4ROCKS.comIn this episode, Sean and Adrian chat through the Four CX Pillars: Team, Tools, Process & Feedback. Plus share some of the ideas that he thinks through on a daily basis to build world class customer & marketing focused experiences.**Episode #244 Highlight Reel:**1. What the CX & contact center space looked like in the 1990's. 2. Working on CX & customer support at T-Mobile, Visat, & Charles Schwab 3. Why Customer journeys are similar to river rafting experiences 4. How technology is changing the game rapidly in every business 5. Why customer listening & customer conversations remain paramount Click here to learn more about Sean AlbertsonHuge thanks to Sean for coming on The CXChronicles Podcast and featuring his work and efforts in pushing the marketing, customer experience & customer success space into the future.If you enjoy The CXChronicles Podcast, stop by your favorite podcast player hit the follow button and leave us a review today.For our Spotify friends, click here to make sure you are following CXC & please leave a 5 star review so we can find new listeners & members of our community.For our Apple friends, same deal -- click here to follow CXCP and leave us a review letting folks know why you love our customer focused content.You know what would be even better?Go tell one of your friends or teammates about CXC's content, our strategic partners (Hubspot, Intercom, Zendesk, Forethought AI, Freshworks, TimeToReply & Ascendr) + they can learn more about our CX/CS/RevOps services & please invite them to join the CX Nation!Are you looking to learn more about the world of Customer Experience, Customer Success & Revenue Operations?Click here to grab a copy of my book "The Four CX Pillars To Grow Your Business Now" available on Amazon or the CXC website.For you non-readers, go check out the CXChronicles Youtube channel to see our customer & employee focused business content. Reach Out To CXC Today!Support the showContact CXChronicles Today Tweet us @cxchronicles Check out our Instagram @cxchronicles Click here to checkout the CXC website Email us at info@cxchronicles.com Remember To Make Happiness A Habit!!
In the latest episode of Founded & Funded, Madrona Managing Director Tim Porter hosts Pradeep Rathinam, a seasoned software executive with over three decades of leadership experience. Paddy was the Founder and CEO of Madrona portfolio company AnswerIQ, which Madrona invested in back in 2017. It was one of the early machine learning applied to SaaS companies that Madrona invested in. Paddy sold AnswerIQ in 2020 to Freshworks, where he started out as chief customer officer, helped take the company public, became chief revenue officer, and really drove a series of incredible accomplishments for Freshworks. Today, Tim and Paddy dive into that world of SaaS go-to-market. Paddy shares his experiences on how to not just grow a company, as every company needs to do, but how to grow efficiently and how that includes reducing churn, expanding accounts, and landing new logos. This is something that all go-to-market leaders and startup founders have a lot of questions about how to unlock, so it is a must-listen for founders. View the full transcript here: https://www.madrona.com/startup-efficient-growth-gtm-pradeep-rathinam/ You can find Paddy's writings on these topics here: https://www.linkedin.com/in/paddyrathinam/recent-activity/articles/ Chapters: (00:00) Introduction (00:31) Meet Pradeep Rathinam (01:36) The AnswerIQ Journey (04:06) Joining Freshworks: Tackling Churn and Growth (05:25) Efficient Growth Strategies (06:10) Framework for Efficient Growth (09:09) Challenges and Solutions in Sales Transformation (14:12) Change Management and Organizational Alignment (17:28) New Business Development (23:01) Customer Retention Strategies (36:05) Driving Expansion Within Accounts (41:10) When to Hire a CRO
Hey CX Nation,In this week's episode of The CXChronicles Podcast #242 we welcomed Liza Rodewald, Founder & CEO and Erica McMannes, Founder & Chief People & Community Officer at Instant Teams based in Southern Pines, North Carolina.Instant Teams leads the way as a CX talent marketplace committed to the financial well-being of military families while providing companies instant access to remarkable talent.Liza Rodewald is the Founder and CEO of Instant Teams, a CX marketplace that connects companies with military spouse talent. She is a 4x entrepreneur and software engineer with over 16 years of technical experience. Erica has been a leader in the military community for more than two decades, holding various roles within the Department of Defense and private sector. In 2016, Erica founded Instant Teams with Liza Rodewald. In this episode, Liza, Erica and Adrian chat through the Four CX Pillars: Team, Tools, Process & Feedback. Plus share some of the ideas that their team thinks through on a daily basis to build world class customer & marketing focused experiences.**Episode #242 Highlight Reel:**1. Leveraging the power of USA military spouses living across the globe 2. Building a market place of CX talent & coverage across a variety of industries 3. Integrating with customer tech-stacks & building customized playbooks 4. Providing a whole new approach to BPO offerings 5. Using employee feedback as fuel to drive innovation & customer success Click here to learn more about Liza RodewaldClick here to learn more about Erica McMannesClick here to learn more about Instant TeamsHuge thanks to Liza & Erica for coming on The CXChronicles Podcast and featuring their work and efforts in pushing the marketing, customer experience & customer success space into the future.If you enjoy The CXChronicles Podcast, stop by your favorite podcast player hit the follow button and leave us a review today.For our Spotify friends, click here to make sure you are following CXC & please leave a 5 star review so we can find new listeners & members of our community.For our Apple friends, same deal -- click here to follow CXCP and leave us a review letting folks know why you love our customer focused content.You know what would be even better?Go tell one of your friends or teammates about CXC's content, strategic partners (Hubspot, Intercom, Zendesk, Freshworks, & Ascendr) + they can learn more about our CX/CS/RevOps focused services & please invite them to join the CX Nation!Click here to grab a copy of my book "The Four CX Pillars To Grow Your Business Now" available on Amazon or the CXC website.For you non-readers, go check out the CXChronicles Youtube channel to see our customer & employee focused business content.Reach Out To CXC Today!Support the Show.Contact CXChronicles Today Tweet us @cxchronicles Check out our Instagram @cxchronicles Click here to checkout the CXC website Email us at info@cxchronicles.com Remember To Make Happiness A Habit!!
Send us a textMastering the Customer Journey: Insights from Freshworks' Preethie VimalanIn this insightful episode of the Customer Success Playbook Podcast, host Roman Trebon engages in a thought-provoking conversation with Preethi Vimalan, Manager of Onboarding at Freshworks. Preethi shares her expertise on the five key phases of the customer journey: onboarding, adoption, dependency, value realization, and growth. The discussion delves into strategies for enhancing customer success, the importance of cross-functional collaboration, and the potential impact of AI on customer journey management.Detailed AnalysisPreethi Vimalan brings a wealth of experience in managing customer journeys, emphasizing the importance of understanding and nurturing each phase of the customer lifecycle. She provides valuable insights on:The evolution of customer journey understanding, moving beyond the simplistic onboarding-to-success model.Tailoring the approach for different customer segments, particularly the importance of high-touch engagement for enterprise clients.Strategies for driving post-onboarding adoption, including close collaboration with customer success managers and involving customers in product development through beta programs and advisory boards.The critical role of internal communication and alignment in delivering a seamless customer experience.Key lessons learned in implementing a comprehensive customer journey approach, including building strong relationships with sales and customer success teams, ensuring proper team enablement, and establishing robust feedback loops.The potential impact of AI in enhancing data utilization, streamlining administrative tasks, and providing next-best-action recommendations.The conversation also touches on the challenges of maintaining high-value QBRs and the importance of continuous refinement of the customer journey approach. Preethi's insights offer valuable guidance for organizations looking to enhance their customer success strategies and drive long-term value for their clients.Please Like, Comment, Share and Subscribe. You can also find the CS Playbook Podcast:YouTube - @CustomerSuccessPlaybookPodcastTwitter - @CS_PlaybookYou can find Kevin at:Metzgerbusiness.com - Kevin's person web siteKevin Metzger on Linked In.You can find Roman at:Roman Trebon on Linked In.
Hey CX Nation,In this week's episode of The CXChronicles Podcast #241 we welcomed Lynn Schlesinger, Chief Customer Experience Officer (CXO) at Forbes based in New York City. Lynn has 20+ years of experience developing and executing strategies to drive revenue and market cap. Expertise building and leading high-performing B2B + D2C cross-functional marketing teams for global matrixed organizations and lean fast growing companies. The Forbes brand today reaches more than 94 million people worldwide with its business message each month through its magazines and 37 licensed local editions around the globe, Forbes.com, TV, conferences, research, social and mobile platforms. Forbes Media's brand extensions include conferences, real estate, education, financial services, and technology license agreements. In this episode, Lynn and Adrian chat through the Four CX Pillars: Team, Tools, Process & Feedback. Plus share some of the ideas that her team think through on a daily basis to build world class customer & marketing focused experiences.**Episode #241 Highlight Reel:**1. Building a customer experience that reaches 94 million people worldwide 2. Having a "lean and mean" team at Forbes to drive success 3. Leveraging employee feedback to build a culture that thrives 4. CXO's act as conductors in their business to drive change & connect dots 5. Why your teams must be diverse & come from various backgrounds Click here to learn more about Lynn SchlesingerClick here to learn more about ForbesHuge thanks to Lynn for coming on The CXChronicles Podcast and featuring her work and efforts in pushing the marketing, customer experience & customer success space into the future.If you enjoy The CXChronicles Podcast, stop by your favorite podcast player hit the follow button and leave us a review today.For our Spotify friends, click here to make sure you are following CXC & please leave a 5 star review so we can find new listeners & members of our community.For our Apple friends, same deal -- click here to follow CXCP and leave us a review letting folks know why you love our customer focused content.You know what would be even better?Go tell one of your friends or teammates about CXC's content, our strategic partners (Hubspot, Intercom, Zendesk, Forethought AI, Freshworks, TimeToReply & Ascendr) + they can learn more about our CX/CS/RevOps services & please invite them to join the CX Nation!Are you looking to learn more about the world of Customer Experience, Customer Success & Revenue Operations?Click here to grab a copy of my book "The Four CX Pillars To Grow Your Business Now" available on Amazon or the CXC website.For you non-readers, go check out the CXChronicles Youtube channel to see our customer & employee focused business content. Reach Out To CXC Today!Support the Show.Contact CXChronicles Today Tweet us @cxchronicles Check out our Instagram @cxchronicles Click here to checkout the CXC website Email us at info@cxchronicles.com Remember To Make Happiness A Habit!!
Hey CX Nation,In this week's episode of The CXChronicles Podcast #240 we welcomed Erik Huberman, Founder and CEO of Hawke Media based in Santa Monica, CA. Since Erik & his team launched in 2014, Hawke Media has swiftly risen to become the fastest-growing marketing agency in the U.S., now valued at over $150 million. Erik's vision for Hawke Media has always been to revolutionize marketing, and they have achieved this with their AI-enabled and tech-integrated approach. They proudly serve over 4,700 brands worldwide, including industry leaders like Red Bull, Casamigos, Verizon, Crocs, and Barstool Sports.In this episode, Erik and Adrian chat through the Four CX Pillars: Team, Tools, Process & Feedback. Plus share some of the ideas that his team think through on a daily basis to build world class customer & marketing focused experiences.**Episode #240 Highlight Reel:**1. How Hawke disrupted the antiquated space of marketing & advertising. 2. Leveraging marketing data from 8,000 agencies to make real time decisions 3. Acquiring other agencies to help speed up growth velocity 4. Shifting back from remote work to in office or on-site with customers 5. Investing in Los Angelas based Angel City FC women's soccer team Click here to learn more about Erik HubermanClick here to learn more about Hawke MediaHuge thanks to Erik for coming on The CXChronicles Podcast and featuring his work and efforts in pushing the marketing, customer experience & customer success space into the future.If you enjoy The CXChronicles Podcast, stop by your favorite podcast player hit the follow button and leave us a review today.For our Spotify friends, click here to make sure you are following CXC & please leave a 5 star review so we can find new listeners & members of our community.For our Apple friends, same deal -- click here to follow CXCP and leave us a review letting folks know why you love our customer focused content.You know what would be even better?Go tell one of your friends or teammates about CXC's content, our strategic partners (Hubspot, Intercom, Zendesk, Forethought AI, Freshworks, TimeToReply & Ascendr) + they can learn more about our CX/CS/RevOps services & please invite them to join the CX Nation!Are you looking to learn more about the world of Customer Experience, Customer Success & Revenue Operations?Click here to grab a copy of my book "The Four CX Pillars To Grow Your Business Now" available on Amazon or the CXC website.For you non-readers, go check out the CXChronicles Youtube channel to see our customer & employee focused business content. Reach Out To CXC Today!Support the Show.Contact CXChronicles Today Tweet us @cxchronicles Check out our Instagram @cxchronicles Click here to checkout the CXC website Email us at info@cxchronicles.com Remember To Make Happiness A Habit!!
Hey CX Nation,In this week's episode of The CXChronicles Podcast #239 we welcomed Dave R. Taylor, Chief Marketing Officer at Impartner based in South Jordan, UT. This week's CXCP guest is Unstoppable at all things marketing: ABM, metrics-based, demand gen, social, Business Development, etc. Deep SaaS expertise. Highly prone to succeed, with 5 successful exits under his belt (and counting.) Collegial, collaborative, passionate and driven. Currently, Dave Taylor is loving working with his amazing team and customers at Impartner.In this episode, Dave and Adrian chat through the Four CX Pillars: Team, Tools, Process & Feedback. Plus share some of the ideas that his team think through on a daily basis to build world class customer & marketing focused experiences.**Episode #239 Highlight Reel:**1. Investing in Partner Experience (PX) to grow & scale your business 2. How CX & EX can lead to the development of your PX investments 3. Why partners can help grow your business & be a game changer 4. Improving your marketing, sales & customer success by leveraging PX 5. How to get your partner sales engine built today for your business Click here to learn more about Dave R. TaylorClick here to learn more about ImpartnerHuge thanks to Dave for coming on The CXChronicles Podcast and featuring his work and efforts in pushing the customer experience & customer success space into the future.If you enjoy The CXChronicles Podcast, stop by your favorite podcast player hit the follow button and leave us a review today.For our Spotify friends, click here to make sure you are following CXC & please leave a 5 star review so we can find new listeners & members of our community.For our Apple friends, same deal -- click here to follow CXCP and leave us a review letting folks know why you love our customer focused content.You know what would be even better?Go tell one of your friends or teammates about CXC's content, our strategic partners (Hubspot, Intercom, Zendesk, Forethought AI, Freshworks, TimeToReply & Ascendr) + they can learn more about our CX/CS/RevOps services & please invite them to join the CX Nation!Are you looking to learn more about the world of Customer Experience, Customer Success & Revenue Operations?Click here to grab a copy of my book "The Four CX Pillars To Grow Your Business Now" available on Amazon or the CXC website.For you non-readers, go check out the CXChronicles Youtube channel to see our customer & employee focused business content. Reach Out To CXC Today!Support the Show.Contact CXChronicles Today Tweet us @cxchronicles Check out our Instagram @cxchronicles Click here to checkout the CXC website Email us at info@cxchronicles.com Remember To Make Happiness A Habit!!
In this episode, Sasha sits down with Jody Padar, the Radical CPA, 3x author, to discuss the incentive misalignment in accounting firms, and how radical pricing can solve it. Jody shares her insights on the evolving landscape of accounting, discussing the need for firms to adapt to new technologies, embrace value-based pricing, and shift from traditional hourly billing models. She emphasizes the importance of redefining the accountant-client relationship in the digital age, advocating for a more advisory-focused approach. Jody also addresses the challenges facing the accounting profession, including talent shortages and the impact of automation, while offering her vision for the future of accounting firms. --
Hey CX Nation,In this week's episode of The CXChronicles Podcast #238 we welcomed Lee Roquet, CEO at Finch based in Salt Lake City, UT. Lee is passionate about delivering exceptional customer, team, product, and brand experiences, he brings a unique blend of professionalism, passion, and positivity to his current role as CEO at Finch an e-commerce marketing company. With a track record of achieving outstanding results, Lee is the go-to leader for Experience Management, Customer Success Operations, Business & Revenue Operations, and Building a Positive Team Culture.In this episode, Lee and Adrian chat through the Four CX Pillars: Team, Tools, Process & Feedback. Plus share some of the ideas that his team think through on a daily basis to build world class customer experiences.**Episode #238 Highlight Reel:**1. Starting in CX and becoming the CEO of the company 2. Why CX/CS makes incredible customer focused business leaders 3. Helping change the world of e-commerce for the better 4. Future of marketing & agency service offerings 5. Putting your team & EX above everything else to scale into the future Click here to learn more about Lee RoquetClick here to learn more about Gleen AIHuge thanks to Lee for coming on The CXChronicles Podcast and featuring his work and efforts in pushing the customer experience & customer success space into the future.If you enjoy The CXChronicles Podcast, stop by your favorite podcast player hit the follow button and leave us a review today.For our Spotify friends, click here to make sure you are following CXC & please leave a 5 star review so we can find new listeners & members of our community.For our Apple friends, same deal -- click here to follow CXCP and leave us a review letting folks know why you love our customer focused content.You know what would be even better?Go tell one of your friends or teammates about CXC's content, our strategic partners (Hubspot, Intercom, Zendesk, Forethought AI, Freshworks, TimeToReply & Ascendr) + they can learn more about our CX/CS/RevOps services & please invite them to join the CX Nation!Are you looking to learn more about the world of Customer Experience, Customer Success & Revenue Operations?Click here to grab a copy of my book "The Four CX Pillars To Grow Your Business Now" available on Amazon or the CXC website.For you non-readers, go check out the CXChronicles Youtube channel to see our customer & employee focused business content. Reach Out To CXC Today!Support the Show.Contact CXChronicles Today Tweet us @cxchronicles Check out our Instagram @cxchronicles Click here to checkout the CXC website Email us at info@cxchronicles.com Remember To Make Happiness A Habit!!
In this episode, Sasha sits down with Seema Amble, Partner at Andreessen Horowitz. Seema shares her research on the transformation of the CFO's office, and how generative AI is powering financial teams. She discusses how AI can empower CFOs and finance teams to focus on strategic rather manual tasks, increasing client communication through automation, the impact of AI on valuations in service businesses such as law and accounting, and the progression from “service as a software” vs “software as a service”. Seema also discusses investing cycles, and how AI adoption in enterprise might follow the trajectory of other technologies, beginning with consumer adoption first. --
Hey CX Nation,In this week's episode of The CXChronicles Podcast #237 we were live at Customer Contact Week in the Caesar's Forum Entertainment Center in Las Vegas last month with Ashu Dubey, CEO at Gleen AI based in the San Francisco Bay Area, CA. Ashu and his team are building Gleen AI - The most accurate and capable generative AI platform for customer support and success! Generative AI has ushered in a new-era for customer support and they help businesses scale their customer support at a fraction of the cost using Gleen AIIn this episode, Ashu and Adrian chat through the Four CX Pillars: Team, Tools, Process & Feedback. Plus share some of the ideas that his team think through on a daily basis to build world class customer experiences.**Episode #237 Highlight Reel:**1. How Generative AI/ML is changing the customer landscape rapidly 2. Equipping your customer facing team with "agent-assist" solutions 3. What we can all learn about AI from Meta, Amazon, Google & others4. Educating customers & employees on where AI will lead us 5. Leveraging AI to expedite the growth of your business Click here to learn more about Ashu Dubey Click here to learn more about Gleen AIHuge thanks to Ashu for coming on The CXChronicles Podcast and featuring his work and efforts in pushing the customer experience & customer success space into the future.If you enjoy The CXChronicles Podcast, stop by your favorite podcast player hit the follow button and leave us a review today.For our Spotify friends, click here to make sure you are following CXC & please leave a 5 star review so we can find new listeners & members of our community.For our Apple friends, same deal -- click here to follow CXCP and leave us a review letting folks know why you love our customer focused content.You know what would be even better?Go tell one of your friends or teammates about CXC's content, our strategic partners (Hubspot, Intercom, Zendesk, Forethought AI, Freshworks, TimeToReply & Ascendr) + they can learn more about our CX/CS/RevOps services & please invite them to join the CX Nation!Are you looking to learn more about the world of Customer Experience, Customer Success & Revenue Operations?Click here to grab a copy of my book "The Four CX Pillars To Grow Your Business Now" available on Amazon or the CXC website.For you non-readers, go check out the CXChronicles Youtube channel to see our customer & employee focused business content. Reach Out To CXC Today!Support the Show.Contact CXChronicles Today Tweet us @cxchronicles Check out our Instagram @cxchronicles Click here to checkout the CXC website Email us at info@cxchronicles.com Remember To Make Happiness A Habit!!
In this episode of Turpentine Finance, Sasha sits down with Dan Fletcher, CFO of Planful. They discuss how CFOs can build trust with the CEO and the board, balancing growth and profitability across different company stages, the nuances of working with VC versus PE investors, and more. Dan also shares his perspective of working at Planful, building infrastructure for CFOs. --
In this episode, Sasha sits down with Michelle Valentine, Co-founder and CEO of Anrok, the tax compliance infrastructure for the internet economy. They discuss the complexities of sales tax in the digital age, the historical context, regulatory changes, and challenges faced by startups operating online. Michelle shares her journey from VC at Index Ventures to founding Anorak and provides valuable advice for finance leaders and founders on navigating sales tax issues effectively. --
In today's episode, Noah Smith and Erik Torenberg discuss the nomination of JD Vance as Vice President, Trump's political strategies, and the potential geopolitical shifts with a focus on China. The conversation also covers Biden's policy continuity and the role of tech leaders in shaping political directions.