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Master the Microsoft co-sell evolution today. Subscribe to our Newsletter:https://theultimatepartner.com/ebook-subscribe/Check Out UPX:https://theultimatepartner.com/experience/ In this deep-dive panel discussion, industry experts Erin Figer, Erika Irby, and Reis Barrie celebrate the 10-year anniversary of the Microsoft Co-Sell program by dissecting its evolution from its 2016 inception to today's data-driven, outcome-focused landscape. The group explores the critical shift from transactional sales to modern, frictionless co-sell motions, emphasizing the importance of signals, intentionality, and building credibility with Microsoft field teams. Whether you are navigating the complexities of the marketplace, struggling with reseller enablement, or looking to integrate AI into your sales process, this conversation offers actionable insights to align your organization's go-to-market strategy with Microsoft's evolving priorities and achieve results. https://youtu.be/KV1MGSoyWbQ Key Takeaways Effective co-selling has shifted from autonomous, fragmented motions to a highly collaborative, data-driven approach essential for modern cloud GTM strategies. Credibility is the currency of partnership; without trust from vendors and customers, technical go-to-market motions will fail to produce long-term outcomes. The “REO” (Reseller Enablement Offering) model is an operational unlock for ISVs to go global and sell local without the friction of multi-party private offers. Integrating AI into CRM systems is vital for identifying total addressable market (TAM) signals and maintaining sales velocity. “Don’t automate a bad process” remains the cardinal rule; technology should be used to refine existing, successful motions, not to propagate inefficient ones. The human element—community, in-person events, and empathy—is a necessary differentiator in an increasingly digital, automated B2B landscape. If you're ready to lead through change, elevate your business, and achieve extraordinary outcomes through the power of partnership—this is your community. At Ultimate Partner® we want leaders like you to join us in the Ultimate Partner Experience – where transformation begins. Key Tags Microsoft Azure, Co-sell evolution, Hyperscaler strategy, SMB partner investment, Cloud Marketplace, Veeam GTM, Partner Center alignment, Channel enablement, REO, Cloud consumption, ISV scaling, Go-to-market optimization, Partner-led growth, Azure consumption, Channel friction reduction, Outcome-driven sales, Microsoft ecosystem, Revenue acceleration, Partner alignment. Transcript Erin Figer Panel For Cut Out [00:00:00] Vince Menzione: So when we, so, uh, this all started ’cause I was trying to figure out what was next when I left Microsoft and I had this woman who was doing work, actually starting the co-selling process when we first started doing co-selling. And she was working with one of our partners and she was working with my team when I was at Microsoft. [00:00:17] And then I said, this lady knows a lot about this stuff. So I reached out, I left Microsoft, I said, I think we can help each other. Like, I think we’re gonna, I got these companies that I spoke at Microsoft’s conference. They’re like, can you come help us out? And we teamed up. And, uh, we’ve been friends and doing fun stuff ever since. [00:00:34] And she’s spoken at just about every event in some capacity or another, whether it was on stage or a workshop. Aaron Feiger. And then, uh, I, I found, I also, through Aaron, I met this other gentleman who had another company and he was doing amazing work with ISVs or SDCs, uh, Reese Barry from Carve. And then, uh, when I think we started up the event, I mean, Erica Irby came to one of our first events and spoke on stage. [00:00:58] I was like, yeah, this. The person knows what she’s doing. So I’ve asked the three of them to come up and kind of round out and end the day, but all three of ’em have a tremendous, uh, background in this whole process of co-selling go to market strategies. And I thought you, you can, I’m just giving it over to the three of you. [00:01:17] Erin Figer: I we don’t need [00:01:18] Vince Menzione: a, you don’t needer you don’t need a clicker and you, you know what you’re all gonna be talking about. But these are some really smart people about how to partner with Microsoft. So, yeah. No, thank you for having us. [00:01:27] Erin Figer: Um, hello. Hello. I think this is on. All right. So actually we’re gonna do an exercise. [00:01:32] Um, I want everyone to close their eyes. Close your eyes. Close your eyes. All right. I want you to think back to January of 2016. What were you doing? Where were you in your career? What company were you working for? What was going on in your Microsoft partnership in January of 2016? Okay, Erica, what was happening for you? [00:01:59] Erika Irby: So, uh, is this on? Sorry, I cannot tell. Um, I was at Veeam for the first time. We had just launched our first, uh, endpoint backup, uh, product in April of the previous year because nobody knew what cloud was yet, and people were scared. So we had to launch that product. And we had a relationship with Microsoft in a sense that about 20% of our business sat on Hyper V. [00:02:25] That equated to about, I think like around 90 ish million dollars, which at the time was incredible for us. But to Microsoft was, you know, like, who are you guys again? And, um, we begged and begged to have any type of communication with them. Events. Funding nothing. We did not know what Azure consumption was. [00:02:43] We didn’t have any of that information. And if somebody would’ve told me at that time that nine years later we would sign a five year contract with them and have multiple products dedicated to Microsoft, I would’ve been like, y’all are bananas. [00:02:58] Erin Figer: Reese, what were you doing in January of 2016? [00:03:00] Reis Barrie: Uh, let’s see, Jan, 2016, I was moving from Orlando, Florida to Seattle, Washington, uh, sight unseen with no place to stay. [00:03:10] Uh, to take a job at a place called Microsoft or Consulting Gig, a place called Microsoft. Um, kicking off some of the cool motions that we’re, uh, we’re gonna talk about today, I think. [00:03:20] Erin Figer: Does anybody know the significance of January, 2016 in the audience? Any takers? It was the launch of Cosell officially for Microsoft. [00:03:31] Congratulations. We’re celebrating 10 years of officially. Problematizing how you connect with the Microsoft sales organization in a programmatic at scale way. And try to build meaningful relationships. And I have been helping partners since the inception of Microsoft’s Cosell program. Um, I was on the partner side, Reese was on the inside. [00:03:59] You were at a partner. So we have all seen the evolution of Cosell across all three hyperscalers launching, you know, their co-sell initiatives. So I just wanted to take a moment to recognize. I didn’t know how many people realized that it’s been 10 years, it’s 10 year anniversary. I think it’s a big milestone. [00:04:15] Huge. So. Yeah. Yeah. Well, we, you know, when they launched it, I went, I was consulting for a startup outta Boston and we were trying to get Microsoft’s attention, competitor to fame, and I went to the business development guy and said, uh, do you, did you just see this program that Microsoft launched? I think we should include this in our branding strategy and we should use co-sell as a way to get our brand out to Microsoft and be able to tell our story of who we are and what we’re doing and that we’re in their accounts and they don’t even know it. [00:04:55] ’cause we’re the startup out of Boston who switched over from AWS to Microsoft. And we did, and I put every single opportunity in the system I could for the first six months, which was the last six months of their fiscal year. We go to partner of the, we go to, what was it called? Them WPCI think at the time. [00:05:13] Mm-hmm. Uh, in Vegas. And Nasuni won wins like all four wards worldwide. US Education, healthcare Partner of the year because I put 117 deals in the system and then it seeded Na Sunni’s Marketing for the next two years. ’cause Microsoft gave them tons of money and attention and we were off to the races. [00:05:35] Right. And then it was, can you repeat that? And we went and repeated it with Red Hat and Rubrik and Nintex and Quest and. I don’t know, lots more. But it was, it’s been fun journey co-selling. And it’s interesting to see now, um, how we continue 10 years later to evolve co-sell. And so Erica, what were some of the takeaways you had today listening to the conversation about how co-sell, how you’re modernizing and co-sell is changing inside your organization, especially now being a boomerang. [00:06:08] Erika Irby: Yeah, well we call it a Veeam ring ’cause everything a veer ring, everything has to start with with Veeam. Well, one thing I was gonna comment on, I think I’m sitting here thinking how wild is it that back in the day we actually had to define that co-sell was an action that, that, you know, partners and vendors needed to take or, and different vendors and alliances. [00:06:25] I mean, now we can’t even imagine going to market without, you know, that, that attach. But at the time, we were just very autonomous and everybody sold their own product and it, it took like this actual motion, um, to get us working together. But now look at us. I mean, this community is incredible. And we can also see this by, and even when AGU was mentioning earlier, all the bosses he had in his room, I mean. [00:06:47] How many people like know each other. I mean, this is like part of that, that ecosystem. But today, um, a couple of things I took away, and by the way, we want a lot of interactions, so we’re going to kind of throw it back out at you guys. But for me, um, outcomes came up repeatedly that was mentioned multiple times about outcomes. [00:07:04] Um, speed with intentionality. I think that was super critical. We have to go to market. There has to be a sense of urgency, but if we’re not intentional, it’s like, what are we doing? It’s just like a big mess. Um, and then credibility. And this is something I think is super important, regardless of, um, all of our emotions, all of our go to market, all of the, the things that we do, if we are not credible or not building trust with our vendors, our, our co-partners, our customers, we will never be successful. [00:07:35] Um, so those are the three main things that I took away from, from everybody talking today. And I, I thought, I mean, to me personally, I thought those were pretty powerful. [00:07:42] Yeah. [00:07:42] Erika Irby: So we’d love to hear. [00:07:43] Erin Figer: Yeah. And I know Reese, you have been doing a lot around outcomes and changing kind of the cosal, um, intention. [00:07:54] Reis Barrie: Yeah. The, uh, the, just thinking back to today, like that was like such a, it was really a, a big key theme of today. Like everyone talked about, whether it’s pivot of, of sales, partnership, um, even when you’re talking about AI and some of the, the, uh. POC discussions. So the live like type of stuff, everything was centered around that narrative. [00:08:17] And so, um, and it’s the same with, it’s the same with partnerships. It’s the same with your co-sell motion, same with your benefits utilization, um, and the way you’re utilizing partnerships. And so that’s, that’s a huge, huge component of, um, what I also took away from today. Um, and then somebody, I think it was Mark who said it that I’m gonna, I’m gonna steal this because the, the whole, um. [00:08:40] Near and dear to my heart of like, don’t, don’t scale automate ai, A-I-F-I-A bad process. Like as someone who deals with like, for the most part, bad processes, like day in and day out, um, and trying to refine them and improve them. Like, that’s one of the first things that we, uh, that we talk to partners about when it comes to their partnership and, and the processes they have in place. [00:09:03] So those are like two really big, just takeaways from [00:09:06] Erin Figer: Yeah. Nice. So we’re here to learn from each other, right? Like this is an ultimate partner community of learning from each other. So I’d really love to hear from the audience, like what are some of the things you’re doing in your cloud? Go to market approach and co-selling that you’re trying out. [00:09:23] Either you tried it, you failed fast, you learned from that, that you can share those lessons learned or like what’s working and how are you changing to be more outcome driven in your cloud go to market, uh, approach. Any takers in wanting to experience share? Great. Give that man a mic. [00:09:50] Audience Member: The SMB investments. Um, these, these new, I don’t know what they are. I partner accelerators, PBAs, uh, there’s kind of something going on in the SMB space where it just seems like they’re coming outta the woodwork to come help. On deals. I’ve never seen Microsoft really embrace the customer that they, the way they have in SMB in the cos sells. [00:10:10] I’m not sure if anybody else is seen that, but seems to be working. It’s two things. One, you at Data 60 [00:10:22] America. [00:10:54] I think, I think part of the rarity there is that. Typically you wouldn’t get a seller attached, right? They’re unmanaged that they’re kind of in the nobody cares category, but, [00:11:06] um. So Microsoft made a huge investment in the distribution space saying we’re gonna lean on distribution to help enable our 165,000 indirect resellers that we have as a business. And part of that enablement goes back to field sales alignment. So there’s these roles, ca roles called um, partner Solutions Sellers, PS. [00:11:30] And so they’re aligned by, um, solutions architecture, if you will, for Microsoft. So, or cloud solution area, whatever the new term, modern work, uh, or, uh, AI work, AI workforce, um, data and ai. And so they are there to help support your deal. So it’s, it’s a huge investment and one that I would just can say continue to advocate for it if you’re seeing success with it, because I mean, we’re heading into FY 27 planning for Microsoft. [00:11:58] So. Like there, there could be role changes. So I would say if it, if it’s helpful, like make sure you’re talking positively about it. [00:12:05] Reis Barrie: Yeah, yeah. Just to, to your point, like I, I’d say like, um, in the last six to 12 months, like that’s been a, a thing that’s like we’ve to go back and like, I mean we manage a portfolio of a couple dozen, dozen partners at this point, and so we’ve had to go back and rewrite some of our playbooks, reeducate some of. [00:12:26] Uh, some of the partnership folks that we use because, um, historically you kind of get into this like void of, you’re in partner center, you’re picking, you know, account alignment and it’s not managed. And so it’s like, okay, I expect to do nothing with this deal on the Microsoft side from a co-sell standpoint. [00:12:42] Um, but that’s kind of, that’s changed quite a bit, um, in the last six months where, um, it’s not like a, it’s hard to create, it’s hard to create processes and dependence around it ’cause it’s not like a guarantee that you’ll get, you get engagement, but. Uh, you see more eng engagement, more on more and more deals. [00:12:58] Um, and so we’ve had to go back and work with some of our partners to rewrite some of our, uh, deal sharing playbooks to account for, uh, things like that, which is, it’s super cool to see, frankly, um, to see engagement on these, like predominantly. [00:13:12] Erin Figer: So in that motion. So first off, for the folks that are on the other side of this black curtain by the food station, if you guys could please stop the conversation. [00:13:19] It’s really hard to pay attention to what’s going on in this room. Um. Thank you. Thank [00:13:25] Erika Irby: you for saying that. [00:13:26] Erin Figer: That was a great, that was a great, that’s a great point. And what I wanna talk about next is like in order to kind of continue to evolve the playbooks and they’re changing and people are changing, and priorities are changing, what are some of the signals that you guys are using internally in your organization, whether you’re building or buying, um, but would love to learn from all of you. [00:13:46] What kind of signals are you looking at to help you continue to like co-innovate, co-sell, co-market? Um, in your go-to market strategies? [00:13:58] Audience Member: Yeah, [00:13:58] Erin Figer: please. Um, [00:14:00] Audience Member: well, I’m, I’m, we’re building everything from scratch right now because we’re brand is integration. [00:14:39] Like having our, our engineer be able to interact with product [00:14:43] Erin Figer: engineer. [00:14:50] I’m gonna pick on trend ’cause I had just spent last week with them and Sanjay, I think like what you guys are building internally, um, using signals, building it into an AI agent. To help you understand your tam, you wanna share a little bit. [00:15:06] Audience Member: Happy to, and I’ll disclose. The first thing I did was hire Aaron Feiger to run my co-sell operations, uh, for the, for the second time. [00:15:12] It’s [00:15:13] Erin Figer: nice to be a GDI again [00:15:14] Audience Member: for the second, so well planted. Um, but honestly, like I can’t have an environment where I fail my sellers, like this process has to be frictionless in co-sell and marketplace operations. Or I lose trust in my own house, let alone in my channel and in my customer base. So. Uh, building that strong foundation is like job number one. [00:15:34] I’ve been, I spent a decade at Trend. I’m back, uh, five weeks on the job now. Um, but I’d say we’ve built a multi hundred million dollar cloud marketplace business thinking highly transactional. And what we’re trying to pivot to is a highly dated driven approach where we can look at any cloud in any region around the world, figure out roughly how many accounts they have. [00:15:57] Figure out what those customers are spending and things that we can protect from a cybersecurity standpoint, knowing that four or 5% of that total spend will be spent on cybersecurity, doing an overlap of where I have existing customers in that drawing a tam, overlapping that with my incumbent partners to get the Venn diagram of like, where’s my sweet spot to move this forward? [00:16:18] And then where’s my blast radius? So when I sit down with a guy leading France, or a person leading healthcare. I can have a really specific opportunity about how to leverage my cloud partnerships to accelerate deals and expand growth in a very surgical, data-driven, propensity driven way. And it like totally changes the conversation. [00:16:40] And the other thing we’ve done because you get a lot of pushback and when you’re working with Microsoft, uh, I was chatting with a few folks today, like if you’re in cybersecurity, it’s not easy. They got a 25 billion ish dollars cybersecurity business. So you gotta find your swim lanes. And the dialogue I have now internally with my sellers is a major League baseball analogy, which is, if you play major league baseball and if you hit the ball 30% of the time, you’re gonna go to this little thing called the Hall of Fame, right? [00:17:07] If you bat 300, if you’re in sales and Microsoft, or Amazon or whoever helps you, 30% of the time, you’re gonna go to this thing called President’s Club. That’s the difference between sitting at home in Ohio and sitting with your beach. You know, your, your toes in the sand. So it’s, we’re really trying to change. [00:17:25] Uh, one of the first things I ask my team is, what’s our brand promise to our sales leaders and our sales team? And if you don’t know that answer, you got a fricking problem. So you gotta get that. What’s your Brene Brown would call it? What’s your North Star? What are your values? Whatcha are you gonna deliver? [00:17:38] Right? So you gotta get that right and then you gotta be relentless in making it frictionless. And then you gotta hire Aaron Fier to run your co-sell. [00:17:46] Erin Figer: Okay? Okay. And so, I mean, I think like that’s a trend that I’m seeing across the partners that I’ve been working with is how they’re using data and doing more data driven, um, decision making and getting to their TAM faster so that as they start to then look at this pathway of, okay, now I’m trying to go to market, what. [00:18:11] Programs does Microsoft have or my other partners have that I can use to move me down that path faster. But getting that tam and feeling more confident about it, like, this is the group, this is the subgroup that I’m gonna start with until I see something that says, oh, I need to deviate and do something different. [00:18:30] Um, so I’m definitely seeing that trend. Like what are you seeing, uh, what are you guys doing at Vem? [00:18:35] Erika Irby: Um, so a couple different things. So like you were saying, we, we do leverage, um, AI more, uh, recently for New Deal Reg, um, automation. And we lit, literally just launched it this week. So this is the week that it’s exciting until the, someone tries to use it for the first time and then for. [00:18:52] Um, so I can’t wait to see my emails later, but, um, it, it’s, we’re seeing like that, that that movement, which is, uh, definitely good for that. We have a task force internally for marketing, so trying to figure out how we’re gonna, um, you know, leverage that, uh, um, internally. And I think that Veeam, you know, they, they have been on the forefront of technology for, for a while. [00:19:12] You know, they were the first with the. Virtual backup and, you know, all these things, you know, really trying to be ahead of the thing, ahead of the game. But, um, one thing I, I, I love how many people brought up the intentionality and the mindfulness because I think sometimes we can easily. Put out a whole bunch of tools. [00:19:28] I love that you called out the point about the bad processes, um, because it actually, I think, can just create more confusion, more of a mess, and that, um, really mindfulness will be so much more beneficial, you know, down the road for your partners, for your customers, for everybody that has to, you know, do that interaction business with you. [00:19:47] I did wanna call out that I thought it was lovely that you had a positive comment about Microsoft. I dunno if I, [00:19:53] Audience Member: yeah, [00:19:53] Erika Irby: I like rarely hear that. So like, awesome. I hope that does get back to Microsoft. I hope that they do, um, continue that. I’m sure their SMB is quite a bit bigger than maybe others, but that is a massive install base for, for Veeam as well. [00:20:07] And even though we’re driving and trying to push into the enterprise, protecting that install base is just absolutely critical for success. [00:20:15] Erin Figer: What about you race? [00:20:17] Reis Barrie: So if I’m looking at like signals, I, I think. Uh, I’ll focus on too, I think you mentioned, uh, the, the cycles of change at Microsoft. Like it used to be an annual thing and now it’s like a, then it was a half base thing, and then it was a, now it’s a quarterly thing basically. [00:20:30] Um, but there’s also like, there’s, there’s big signals and small signals, and so annually we still get like that, like the, the, the guiding direction so that we can align. How we talk about ourselves, how we talk about our partnership, how, how we enable our sellers and whatnot. And then we got a lot of programmatic shifts from a, from a quarter to quarter standpoint. [00:20:50] Um, and so focusing on the, like these, um, these signals so we can align our, our messaging and our frameworks to align with, with, with our partnership, um, is, is one thing that’s, you know, super, super important to keep, keep tabs on. Um, and the second one, I’ll, I’ll give, you’ll. Mention is more on the cus sorry, uh, customer side, but like the seller enablement. [00:21:15] And so how is your, on the marketplace side, how, how are your sellers talking to your customers about marketplace? Um, are they, are they bringing up earlier in the, in the qualifying discussions of how does the customer prefer to buy? Um, are there fire drills with two weeks to go, um, till the, till the deal closes and now the customer wants to go marketplace and, and no one knows how to do it? [00:21:37] Um, seen that way too many times. Um, and so, but how, how, like studying kind of the, uh, maturity of our sales org to see well, like where, where, where is our, our, where are our sellers competent to have this marketplace discussion? Um, because I often relate, like, this is kinda a silly analogy, but I, I, simple stuff works really, really well with me. [00:22:00] But I like, have you ever been to a farmer’s market and you’re like nervous to buy something? ’cause you don’t know if they take credit card. [00:22:07] Audience Member: Yeah. [00:22:07] Reis Barrie: And so like to me, I’m like, okay, well, like it’s the same thing with Marketplace to me. And so like, it’s, it’s the same concept of you want your customer to be able to buy, they want the way that they would like to buy. [00:22:19] Um, and you want the person that they’re interacting with to be able to, um, facilitate that, that transaction in, in a way that feels frictionless. Yeah. Right. Uh, and so that’s a lot. Like, those are the kind of, the really two deep signals, um, that we, we look at a lot. [00:22:37] Erika Irby: I wanna make a comment on the marketplace. [00:22:38] So I don’t know if anybody else is experiencing this, you know, Veeam being an ISV, we have a really strong traditional, traditional channel motion. So, to your point about how sellers are, are managing the marketplace, to be totally honest, we struggle on, um, that, because right now it feels like a deal that goes to the marketplace is taken away from a reseller, and that reseller loses out then on that upfront margin and. [00:23:06] Um, there’s not a clean path necessarily for, you know, just because the, the deal happened there. They really, they still need to maintain that because they’re the one pri providing the services. And somebody had brought up earlier that, um, A SMB customer will never be successful without a partner. And I, I totally agree with that, but it’s like that part is missing. [00:23:26] So we almost need like a mindset change. In the channel where the marketplace is just a route to market and how the customer receives the product. It shouldn’t totally matter because at the end of the day, the, they still have to provide the services. It’s like, I could go to Home Depot and purchase a bunch of pipe for my house, but can I install it a thousand percent? [00:23:49] No. I would destroy my house. I used to have to have a plumber. So I think there’s, we could help our channel by changing that mindset, and at the same time, we, we need the marketplace owners to, to provide the benefits so that it is still very attractive for those traditional. Partners to, to push their customers there or else I, I think we’re just gonna constantly have that strife. [00:24:11] Erin Figer: Yeah. Does anyone in the audience, has anyone in the audience activated REO with Microsoft? You have? Yeah. So how’s it, like, how’s it going? Yeah, there’s Bump. Yeah. [00:24:32] Audience Member: How that shifts making people more effective in their roles individually. So we’re early stage of it, but it’s, it’s been a good experience. [00:24:42] Erin Figer: Has it helped to kind of unlock some of that friction with the resellers and continuing to include them to get to the s and b customers? [00:24:49] Audience Member: Yeah, I think the, the challenge that we’re working through right now is, you know, Erica may have said it, but it’s. [00:24:56] It’s not just the, the view of the marketplace taking people out of the equation, it’s how do we use the marketplace for, for co-innovation to keep people in it. So if, if, if it’s gonna take three to five of, of us in this room to deliver that spectrum to innovation for the customer. Um, how do we use the marketplace as a force multiplier of bringing that together and making that transaction easy? [00:25:21] Yeah. If, if our consumers are more and more influenced by Instagram and TikTok Shop Now buttons, like my husband’s texting me about my stuff that showed up today, [00:25:31] Erika Irby: which is none of his business. [00:25:32] Audience Member: None of your business. That’s right. Just put it [00:25:36] Erika Irby: in my room. Thank you. [00:25:37] Audience Member: If people are, people as consumers in the, in the u, us consumer based economy is driving more and more people through like that social experience of purchasing, that is an area where I do think Microsoft could help us and we could help ourselves in marketing how that, how we leverage it to be a force multiplier versus another omnichannel. [00:25:58] Well, [00:25:58] Erin Figer: so on that note, how many of you have put a button on your website? Click to buy? Yeah, [00:26:02] Audience Member: that’s, that’s where I’m at with our marketing team. [00:26:04] Erin Figer: Right? [00:26:04] Audience Member: Yeah. That’s, I think, the next evolution for us in the, in the REO piece. [00:26:08] Erin Figer: Yeah. Yeah. [00:26:10] Audience Member: I, I don’t want it on our website. I want to, I want it on my Instagram, my LinkedIn, my TikTok reels. [00:26:15] That’s, we’re going to, sir, it’s coming next week at our sales kickoff. Yeah. [00:26:21] Erin Figer: Nice, nice. Anybody else? Uh, activated. REO [00:26:28] besides the, you know, RE speed wagon? Uh, it’s the Microsoft Reseller Enablement. Um, offering, so like you activate your resellers to just take your listing and be able to do a private offer so that you don’t have to do multi-party private offers anymore. Your resellers can just take the listing and sell it directly, and they don’t have to wait for you to send them the offer. [00:26:52] Then they have to go do, so it takes out some of the steps and that friction in the process streamlines it and it allows them to like. Add on and do their own pricing. And then the reseller, however you have your arrangement with that reseller, continues to pay you in the back end for, um, selling that through the marketplace. [00:27:11] Erika Irby: I think I’m going to have you come and do a webinar for our Veeam partners to, to help them with that, because to your point, I don’t, I don’t think it’s as prevalent yet. It’s, it hasn’t really caught on. [00:27:21] Erin Figer: Yeah. It’s been really an unlock of, I had a large, um, ISV that I helped. We implemented REO internally, so they have 34 marketplace offerings and they have this initiative. [00:27:36] They wanted to go global, sell local, and so they launched five more publishing accounts and they came to me and said, we need to replicate our catalog five times 34. And I was like, oh God, please, no. And luckily like two months later, Microsoft, like GAed, uh, REO, and I was like, here’s your answer. We’re not going to do that. [00:27:58] We’re going to enable each of your publishing accounts to be resellers of your quote unquote gold standard publishing account, and that we actually implemented REO as an internal mechanism for them to issue their own publishing accounts, to resell private offers in local currencies. Um, and that was really an operational unlock for them. [00:28:25] All right. Anybody you wanna ask a question to the audience? [00:28:29] Audience Member: Okay. I’ll just keep going. [00:28:32] Erin Figer: Um, all right. So what are some other, um, signals or ways that you guys are evolving the way you’re co-selling? Um, does anybody else have some experience shares that they want to, to share with the audience? We’ve got, we’re using data, uh, we’re using some ai, we’re helping us get to our audience faster. [00:28:51] I really loved work span, um, building in an AI tool inside your CRM system, um, so that you can get some of those signals. Any other signals that you guys are using, uh, to change the way you’re co-selling? [00:29:07] It’s quiet on [00:29:07] Reis Barrie: Maybe, maybe I’ll share one, but Yeah. Yeah. So, um, just when it comes to, like, for us, account alignment to me is like one of the most important things and consistently doing, uh, you know, account planning and account alignment against Microsoft their accounts. Um, now it’s a bit interesting ’cause you can include some s and b stuff in there. [00:29:27] Um, but also, uh, Jason you mentioned up there, the. Uh, marketplace rewards, having the propensity mapping. And so looking at not only from an account alignment, um, what Microsoft accounts are, we, um, you know, areas are we most penetrated in, but also of those accounts, which ones are already buying on marketplace. [00:29:47] Uh, maybe have a commitment to Microsoft in, in some way to help us just further, uh, further target and focus on, you know, if we have 500 opportunities that we’re trying to, um. I’m trying to work through, um, to Sanjay’s point, like what’s, what’s the 30% that I’m gonna get my batting average on? Um, and so that constant account alignment to us is like a, is a huge, huge signal, um, for us to focus on. [00:30:14] Um, and then you can even take it a layer deeper to identify, okay, well if I’m looking like, do I have density within Nina had the, the ou up here on the screen. So do I have densities with density within like specific. Uh, verticals or regions, um, or segments that I should maybe if I just focused on that one segment or one vertical, um, you know, then all of a sudden I, I’m super successful having an executive sponsorship in that, uh, in that ou, something like that. [00:30:44] Um, and, but that, that’s all starting with, um, the foundations of that being that consistent account alignment and leveraging some of the, some of the propensity stuff that Microsoft is, is providing. [00:30:56] Erin Figer: And then making sure you’re like bringing it back into your CRM and storing it so that you can continue to use that information ongoing. [00:31:03] And we’re trying to figure out how to embed more and more. [00:31:37] And are you integrating like. Microsoft and other partners into that data as well. It’s like, this is a great partner. Incorporate them at this point in the journey. Yeah, we um. [00:31:50] When [00:31:50] Audience Member: you’re in the process with, with Microsoft, we haven’t opened it up externally, so that’s our crawl, walk, run is we’re, we’re trying this out internally. Let’s see if we can work the bugs out, get the agents working, and then how do we now go to our MSP community and offer this up as an agent they can use within their sales team. [00:32:08] And on the end of. We’re still working in the middle, but front end profiling, it’s helping a ton, um, and giving us a lot of good intel that the sellers are driving through the agent on the back end. It’s, it’s giving us not, um, just propensity data, but what’s resonating. So if we launched 12 products this year and we trained sellers on. [00:32:28] What’s hitting, where’s my pipeline velocity coming from? Where’s my close rate coming from? So that every month when we have our sales town hall, it’s like, here’s the top three sales motions that are actually driving pipeline and fast to cash close rates. [00:32:42] Erin Figer: And I gotta imagine that helps you get to your differentiators. [00:32:45] Audience Member: Oh [00:32:45] Erin Figer: yeah. And refining your superpower story. [00:32:48] Audience Member: That’s right. That’s. Yeah, because it’s for, for our sales team. I mean, we were talking about it earlier, it’s all about simplification. There’s so many options, so much noise. It’s like, just go focus on these three things and this is where you’re gonna deliver impact and outcomes to your customer. [00:33:01] And if we’re doing that, we’re all winning. [00:33:03] Erika Irby: Yeah. I, I, um, just recently, this is why one of the coolest things that Veeam has done, we just launched this tool called, um, expansion iq, and it’s part of our command, the expand motion this year where we’re really. Upselling and cross-selling our, um, install base. [00:33:17] This tool takes all the partners individual propensity data, puts it against four solution plays that we think are the main plays, and then provides them, this is what you could be earning if you took this motion. And then from a marketing perspective, we provide them. And to do this, here’s your campaign. [00:33:37] Here’s your this, here’s your that. Step one, send this email. Like very, very, you know, just, uh, planned out. And I loved what Nina said earlier today when she shared that, um, org chart. Essentially with all the different, um, industry focuses we are driving. One of our go to market actions is a Microsoft healthcare campaign. [00:33:56] That is like very, very specific, but it’s helping our partners in that manner. Could they go to their own database and pull their own and do all this stuff? Of course. But for our sellers to go blink and then give them a report and be like, here it is. It makes it so much more relevant. And then the steps just, they just hand that to their marketing org and then they’re just off and running. [00:34:18] Going back into your team to say, Hey, we rolled out these 12 things, only three landing. You gotta go back to the drawing on the other side. Or We need more money for these three. Yeah, but let’s figure what’s not with customer [00:34:38] to record the. [00:34:47] Audience Member: A better, faster, uh, listening post for, uh, can I talk really loud? Um, it’s, it’s, it’s helped turning on a listening post for our engineering, our marketing, our service delivery organization that would’ve taken months or quarters to get spun up in an executive board meeting or something. Right now they get it real time every week. [00:35:09] Okay. [00:35:09] Erin Figer: So what I’m hearing, like the theme here is to really like. Understand your sales process. Also, your co-sell sales process that runs in parallel with that. And how do you continue to serve up the right data at the right time to help your people take the right next action to continue to drive those outcomes that you’re looking for, but then also using data to circle it back, to say what’s working, what’s not working, to continue to refine that whole motion. [00:35:43] Um, so if you’re not doing that, I think that’s a big aha moment and takeaway, uh, from today’s session or from here today is like, okay, am I really identifying all the opportunities in my process to involve data to help my people continue to drive outcomes? [00:36:04] Audience Member: You [00:36:04] Erin Figer: have a, [00:36:05] Audience Member: you have your head in up back there, Gary. [00:36:06] Yeah. I, I couldn’t tell if, uh, you were prompting me when you asked that question and I, I didn’t want to, you know, do a shameless plug for cloud, but I think everybody [00:36:15] Erin Figer: should shamelessly plug, plug away. [00:36:16] Audience Member: Yeah. Yeah. Well, you know, you brought up a mitt and, uh, the co-sell thing, but it, it does relate to what Reese had said about, um, you know, the being at the farmer’s market and. [00:36:26] Not sure what, you know, can I use a credit card or not? And I think that, um, or [00:36:30] Erin Figer: can I use Apple Pay? I still ask. I’m like, do you, do you accept Apple Pay? [00:36:32] Audience Member: Oh, yeah. Yeah. So it’s like, I think, uh, a lot of times you don’t understand the seller in that situation is not sure how to handle that conversation. So, and there’s not a lot of information about their, about that. [00:36:44] Like how to, when it comes to a seller talking about marketplace and asking about the commit. Because the commit obviously is one of the main drivers, right? 900 billion out there. And committed spend across all the hyperscalers. So how to actually bring that up with a customer and what if they don’t know, right? [00:37:05] So there’s a whole process that, you know, they, they need to be taught this. But the first thing that’s also come up multiple times is activating them also means how to engage them. So an approach there of how to engage your salespeople is critical because if salespeople aren’t in it, they’re nothing’s happening. [00:37:23] You’re not gonna do well with marketplace. And on the co-sell part, it’s kinda the same thing. The typical thing, and I remember talking to Aldo Desal about this at another Ultimate Partner event, but uh, you bring your salespeople into a call, like you set up a call with, with Microsoft and the seller comes in unprepared. [00:37:42] Typically they’re not sure what to say and it’s a little bit intimidating. How, how, how do I, you know, what do you do in this situation? Like, so you start talking about product ’cause that’s what you know, and it’s the last thing you want to do. You, you want to understand what they care about, like em stage and, and, uh, what’s your consumption story and what kind of MRR impact you’re gonna have. [00:38:03] So it’s, these things are just unusual topics for the salespeople to be prepared, uh, to talk about. But it’s critical if your salespeople are gonna be enabled that they can do that. So I think from a co-selling standpoint, that’s just what I want to mention. And by the way, we offered a tool that does that. [00:38:20] Erin Figer: Nice. Awesome. Thank you. Uh, I mean, I don’t know about you. Reese Cloud Atlas. Every time we helped an ISV with their cosell motion, we would say, okay, we’re ready to go share cos sells and drive introductions. Have you done your sales enablement? Oh, yeah, yeah, yeah. We’ve enabled the sellers we have, and then we launch like the first batch of cos sells and then they immediately come back. [00:38:43] Stop, stop, stop. Don’t share any more deals, like we’re causing too much confusion. Uh, we didn’t do our sales enablement. Wow. Grace, [00:38:52] Reis Barrie: I mean, sound [00:38:53] Erin Figer: familiar? [00:38:53] Reis Barrie: It sounds very familiar. It sounds too familiar. Uh, P-T-S-D-A little bit there, but the, uh, sorry, [00:38:58] Erika Irby: but that’s why you guys have jobs. [00:39:00] Reis Barrie: Yes. Go on. It’s, it’s, um, but this, you know, I, I always come back to the, the concept of like, if we showed up to a Microsoft co-sell call the way we do to a customer call, like, oh. [00:39:14] Erin Figer: It, [00:39:14] Reis Barrie: it would, it would be night and day difference of the value you’d get outta your Microsoft partnership and co-sell. That’s all. It’s [00:39:20] Erin Figer: Well, [00:39:20] Reis Barrie: but I think people [00:39:21] Erin Figer: forget Microsoft is your customer too. [00:39:23] Reis Barrie: Yeah. [00:39:23] Erin Figer: They’re your partner, but you have to sell to before you can sell with and through. So you first gotta like master the sell to. [00:39:30] Reis Barrie: Yeah, a hundred percent. So there, there’s there like, and then to your point, [00:39:34] Erin Figer: it’s still true. 10 years later, people, it’s still true. Back to the fundamentals, right? [00:39:39] Reis Barrie: Yeah. It’s, [00:39:40] Erin Figer: yes. Go for it. [00:39:44] Audience Member: The, um, Microsoft being customer, right? So, and I love what you said about sem uh, alignment. So we actually made it a point, um, in our co-sell process, we have a validation checkpoint with Microsoft. If we build a co-sell packages, um, we are an si We’re not primarily ISV, but I think that’s shifting as well gradually. [00:40:10] And ESI kind of becoming a little bit of ISV. Um, so why it’s important, I think like Ree said, like you come up, you show up to co-sell call and you just pitch your services or say, well, let’s do account planning with this and that. Right? But what if it doesn’t work in the field? So that validation became critical for us, and I can tell you that now we have success stories that are actually proven based on that multifaceted feedback, uh, as to it’s one thing to build it. [00:40:46] Yeah. But is it useful for seller, for Microsoft sellers actually in the field? Can they actually position it and help clients to be more successful? Because that’s the ultimate goal. So that validation became, uh, an important checkpoint for us, uh, to make those packages repeatable and successful for customers at the end of the day. [00:41:06] So when we talk about signals, you absolutely right. It’s not just customer signals like we use ZoomInfo, we use all this data points, et cetera, but it’s also signals from the field because while Microsoft is a huge organization, they’re also very dynamic. On very regular basis, a lot of things changed. So taking those signals into account, uh, has created that, what we call like, more of a holistic approach for us, uh, to make it more meaningful. [00:41:33] So [00:41:34] Erin Figer: I like it. And you made it sticky by making it like a required point in the sales process? Absolutely. That everyone stops. Take a moment. [00:41:41] Audience Member: Yeah. [00:41:41] Erin Figer: And make sure that we’re all on the same page. [00:41:43] Audience Member: Yeah. And I think for us as si it’s even more critical. Like I, I, I think there is a lot more to happen in marketplace as, as, as much as we talk about it, but being in si I, we still kind of figure it out, like how Mark marketplace actually becomes a place of transaction for a size. [00:42:01] Yeah. So that’s why, you know, we’re passionate about packages and it’s not just a matter of publishing it and say, oh, it’s co-sell ready? Then what? Yeah. Right. So yeah, so, so that’s why that, that checkpoint is very important for us. So [00:42:16] Erin Figer: definitely, definitely. I think you ladies over here in the corner had some, some hands up, Michelle and, and the other Michelle, Michelle Squared. [00:42:26] Audience Member: Thank you. Michelle Squared. I like it. Um, so. I’ve been a little quiet because I wanna just give my background. So I’m a global VP of channels and alliances and, um, I think it’s a bit of this, uh, the movement, right? So I love your farmer’s market analogy so much. I’m gonna steal that. Thank you. But the reason is because you don’t know unless you’re gonna meet your partners where you are or meet your customers where they are in that journey. [00:42:53] So the first time that they’re selling whatever their goods or wares are, and somebody says, do you take Apple Pay? That’s a clue. And then when you hear it over and over again, you realize there’s a correlation that there’s a need in the market. So in In my life, all roads read to Romes, right? Reseller and VARs, OEM, alliances, MSPs, MSPs, ISVs System integrators. [00:43:17] And as a partner leader, you wouldn’t necessarily think marketplace is first because you feel like you’re going around your partners. But am I meeting my partners where they are in their journey and choosing to procure the way they want to procure? And I think that’s the notion that I have a lot of learning from this team and everyone in this room to understand how do we in a company. [00:43:38] Prescribe the right solution to, to meet our partners in that journey. And I’ll use, kind of circling back to the MSP space, PAX eight, one of Microsoft’s largest partners created a marketplace dedicated to MSPs. And while I was the global Channel chief of SonicWall, a lot of partners said to me, I like you. [00:43:56] I like your products, I like your firewall, but unless you’re on the park, PAX eight Marketplace, I’m not gonna buy from you because they make my life frictionless. And easier to do business with. And I think that’s the motion that every vendor in this room needs to understand is, are we truly meeting our partners where they are? [00:44:14] PS I work for Carrero DDoS Solutions and come to talk to me about that. Thank you. [00:44:18] Erika Irby: Well, and a Guo owes you some money for that commercial right there. [00:44:30] Audience Member: From, we’re actually community first. Um, as an MSP, even though we’re national, like we really focus in on community local touch. Um. Like you said, um, um, Southern seldom me in a southern way. Like that’s what we focus on. I’m your [00:44:45] Erin Figer: huckleberry. [00:44:46] Audience Member: I love that. Exactly. Um, and we’re seeing a ton of success with actual in-person events now. [00:44:53] Like the majority of our business is come in, leads are coming from that right now. And even though, like I, I truly believe in digital first motions, we need to be on Instagram and have that self-serve motion as the next generation comes up in our. Buying and transitioning to their kids or whatever that looks like. [00:45:14] Like we have to remember that there’s also a trend of tactile in person people first coming with it. And so like we, I, I feel like there, there has to be that motion engaged and I would love to hear your thoughts around how are vendors thinking about engaging in that community driven approach, not just the platform itself. [00:45:37] Erika Irby: Yeah, I, I personally also, this is hilarious ’cause we’re like best friends, so we can talk about this later, but, um, from a Veeam perspective, Michelle, um, we are seeing a resurgence in like these thought leadership type of events. And I think there’s, this is, this is sort of related, but just to, this is kind of how I think about this. [00:45:57] Um, Barnes and Noble’s business has like gone through the roof lately, and they are, they’re actually like opening more stores, which is bananas because at one point they were like going outta business because nobody wanted to go and like, touch a book or talk to somebody. But that is changing, thank God. [00:46:11] Right? That is like changing and people are actually like becoming more social because they’re missing this. Um, my kids’ generation refers to places like Barnes and Nobles as the third place. Like this magical place that exists where you can talk to a real human that’s not on your phone. Like it’s, it’s amazing. [00:46:28] But anyways, we’re, I think we’re starting to see this in marketing. We used to like pump everything out digitally, but after a while people get that form and they’re like, I am not putting my dang information in this form. And then your ability to capture that lead completely dissipates. All it is, is, is now an impression, which is. [00:46:47] Fairly worthless. You can have millions of them and nothing happens. So we are definitely investing more into, um, uh, live events, but also with the live streaming because then people can, they’re still watching it live. They still have to register for it. They knew they couldn’t make it. So I think that there’s definitely that digital aspect that’s super helpful. [00:47:05] But a purely digital, you will never make that connection. [00:47:10] Erin Figer: Yeah, I mean, I think. Unfortunately, COVID made us, you know, all do things digitally. But now that we’re past that, getting back to that multifaceted approach, I think if we think about what’s going on in the B2C world, lots of communities within communities, there’s whole company’s getting created, like women are bringing women together to do craft circles. [00:47:37] And literally. Okay. But like I did that digitally. That was pretty awesome. I was like three years. That shameless plug. No, I, no. But like then now there’s like companies that are actually like renting space, bringing people together, like crafting and while they’re doing the activity, um, if anyone’s ever done therapy, a therapist will say. [00:48:01] You know, if you wanna get your kids talking, get them coloring, like distract them and they will start to open up. And so you distract people with an activity and they start to open up. And what they really are, thrive, like what they really need is in this digital world where we’re getting so much information, we still need. [00:48:22] The next layer of filter to help us vet out and validate and confirm like our thinking or like our suspicions on things like, am I in the right going down the right path? Is this the right direction? So there’s still a human element that needs to be involved in that buyer journey, and you’re seeing that with these little micro communities inside communities. [00:48:45] Um, and so I’ve. I mean, I love micro communities inside of bigger communities. I’ve started two of them, three of them. So I, it definitely, like, we need still that in person, uh, interaction and I love seeing it coming back in our space. [00:49:04] Erika Irby: I, I was just thinking about ear, the, the previous panel and the, the topic came up about who can assist partners as they transition from that direct to CSP motion. [00:49:15] And I mean, yes, it, I think Microsoft plays a role there, but I think it would behoove Microsoft to invest in these communities and they would enable that change. Yeah, [00:49:26] Erin Figer: yeah, yeah. There is a person inside of Microsoft who has that remit, but she’s like one person, one person trying to do that. I was like, wow. [00:49:36] Okay. Grace, what are you seeing amongst your partners and also your perspective with working with Microsoft? [00:49:42] Reis Barrie: Yeah, yeah. Um. There’s a really good, uh, the frontier study, the work like door work study that they did, um, which talks really heavily about just like in this, you know, post 20, you know, 2020 culture, how like the amount of busyness has just increased in an insane amount and how a, a really strong use case for AI is to buybacks from that time essentially, um, for us to, you know, return back to a, a normal state and I think social creatures, right? [00:50:10] And so, um, in this. I run a fully remote company, which is like a blessing and also like really interesting to try to create a really strong culture within people that are, you know, 13 times zones apart times. Um, and so it’s uh, it’s a really interesting thing and coming together and, um, into an in-person space or a place here or a place where you can actually talk to your customers, talk to, um. [00:50:39] Step away from that, like that busy day to day where like, I, I can’t even fit a 15 minute break in to grab lunch. You know, days like how much, supposed to find 15 minutes to just have a, a casual conversation and these types of events, which I’m sure Vince is cheering back there that we’re talking about this right now. [00:50:57] But the, uh, but these type of events, they let you decompress from that day and they let you kind of just have these really important conversations that, you know, bring us back to just being humans To me. [00:51:10] Erin Figer: And being human and co-selling with each other. And on that note, we’re 44 seconds over. Yeah, we’ll give it back to Vince, [00:51:18] Reis Barrie: but we were plugging Vince’s events, so I think we’re okay. [00:51:21] Vince Menzione: We One more question. We have one more question from, sorry. Oh yeah. [00:51:23] Reis Barrie: It’s [00:51:23] Audience Member: maybe more a, a shared just as we’re talking [00:51:25] Vince Menzione: by the clip, right. [00:51:27] Audience Member: And to compliment everything that you guys have been talking about around co-sell and. Getting ready in line with Microsoft to speak to the customer and speaking. So the signals that we’re going after are on the actual conversations that are happening in the conversation. [00:51:41] So aside from all the planning, which I agree on, we’re building agents to hear what’s going on on the calls with Microsoft, on the calls with customer, and grab those actual signals. Are we answering the questions in the right way? What types of questions are coming back to us that we weren’t able to answer. [00:51:58] Maybe we forgot some information that we planned on and thought about can we signal and provide that feedback to the user, the seller, or whatnot on the call. And so as we’re doing this, ’cause we’re in the communication space, so we have some self-interest here ’cause that’s sort of the future of our business. [00:52:12] But it’s a really interesting opportunity for us to grab these signals to improve how we’re selling with our customers, how our partners are selling with our customers, with Microsoft. It’s just an interesting way with everything that’s going on full circle, we’re trying to complete that sort of sales journey with AI and, and grab those signals and keep getting better all the time. [00:52:32] Erin Figer: Yeah, I love that. And I think it’s like the ongoing balance of people, process and technology and how do you continue to keep the human in the loop? It, as we continue to introduce and evolve AI and use of data in our companies is like continuing to be mindful about the human in the loop. Um, part of that journey. [00:52:54] So thank you all. [00:52:55] Vince Menzione: Very cool. Great conversation. [00:52:56] Erin Figer: Thanks for all the audience engagement. We appreciate it. [00:52:59] Vince Menzione: Co-selling the house, co-selling the house. [00:53:02] Audience Member: Thank you, Vince. [00:53:02] Vince Menzione: Thank you. And I remember that January, 2016. Yes.

One IT department expected 50 agents in their tenant. They found over 500. Welcome to agent sprawl — the SharePoint site sprawl story, just faster, more autonomous, and with a billing model nobody fully understands yet.In this episode, Christian Buckley and Ragnar Heil sit down with Timothy Boettcher, SVP Go-to-Market & Global Product Marketing at AvePoint and fellow Microsoft MVP, to talk about what governance actually looks like when agents start creating other agents.

Nobody decided to build a human-optional workflow — they just kept making reasonable procurement decisions, task by task, until the human became optional across hiring, contracting, finance, and security operations. Sean Martin traces what organizations have actually assembled, where accountability lives when it goes wrong, and why the regulatory window for getting ahead of it is closing faster than most leaders realize. In this edition of Lens Four, Sean Martin looks at the agentic AI landscape through three lenses — programs, innovation, and messaging — to connect the signals that matter.

Nobody decided to build a human-optional workflow — they just kept making reasonable procurement decisions, task by task, until the human became optional across hiring, contracting, finance, and security operations. Sean Martin traces what organizations have actually assembled, where accountability lives when it goes wrong, and why the regulatory window for getting ahead of it is closing faster than most leaders realize. In this edition of Lens Four, Sean Martin looks at the agentic AI landscape through three lenses — programs, innovation, and messaging — to connect the signals that matter.

As he nears the end of his first 100 days at Nintex, Burt Chao is doing something many new CFOs resist: listening more than talking. Understanding the business, its people, and its real growth potential comes before dashboards or directives, he tells us.Chao describes Nintex as a company with a “long and rich history” of helping organizations automate mission-critical work, but one now entering a new season. That evolution centers on orchestration—whether AI-enabled, agent-based, or rooted in RPA—while remaining clear-eyed about identity. Nintex, he explains, will not “become an AI company.” Instead, it aims to help customers leverage AI deliberately, embedding it where it strengthens the foundation of their operations, he tells us.That emphasis on fundamentals shows up quickly in how Chao evaluates performance. In today's environment, “there's no more important number than growth,” he tells us. Margins, profitability, and even rule-of-40 metrics only make sense once leadership understands what growth is possible and how it can be accelerated. Benchmarks matter, but only as tools; every business must be understood on its own terms, he tells us.That discipline has shaped some of the most challenging moments of his career. Chao recalls “shrink to grow” decisions—walking away from investments that still produced revenue but no longer delivered the best return. Those moments are rarely spreadsheet problems alone. They are emotional, cultural, and deeply human, requiring influence rather than authority, he tells us. For Chao, that balance—grounding strategy in numbers while leading people through change—defines the modern CFO role.

Send us a textThe enterprise software ecosystem continues to evolve rapidly as vendors double down on AI, automation, and data-driven orchestration across business functions. Nintex unveiled new generative AI capabilities to enhance business automation, while Circana introduced its Liquid Supply Chain solution to drive agility and responsiveness in complex networks. CloudBolt extended its optimization capabilities to Kubernetes through the acquisition of StormForge, signaling a stronger focus on cloud efficiency. Kinaxis partnered with Databricks to accelerate AI-powered supply chain orchestration and also announced a collaboration with Infor, further expanding its ecosystem reach. Rootstock's Spring '25 release reimagined the modern ERP experience for manufacturers, and Tempo launched a Strategic Portfolio Management platform to strengthen business alignment. Meanwhile, Tricentis rolled out new testing innovations in its spring update, Velixo secured Series A funding from Elephant to fuel growth, and FloQast introduced auditable AI agents to help finance teams bridge the growing talent gap—illustrating how innovation is reshaping every layer of the enterprise stack.In today's episode, we invited a panel of industry analysts for a live discussion on LinkedIn to analyze current enterprise software stories. We covered many grounds including the direction and roadmaps of each enterprise software vendors. Finally, we analyzed future trends and how they might shape the enterprise software industry.Background Soundtrack: Away From You – Mauro SommFor more information on growth strategies for SMBs using ERP and digital transformation, visit our community at wbs. rocks or elevatiq.com. To ensure that you never miss an episode of the WBS podcast, subscribe on your favorite podcasting platform. 

Send us a textThe enterprise software landscape is undergoing rapid transformation as vendors double down on AI, automation, and data intelligence. ActiveCampaign's acquisition of Hilos strengthens its conversational marketing stack by expanding WhatsApp capabilities, while HG Insights is redefining data intelligence to refine go-to-market execution. HubSpot's planned acquisition of Dashworks signals a deeper integration of AI knowledge management, and Sitecore's launch of the Martech industry's first AI Innovation Lab underscores the growing urgency for marketers to accelerate their AI journeys. StackAdapt continues to advance transparency in connected TV and cross-screen analytics, whereas Accenture and Pipefy are joining forces on over 450 AI agents to scale process automation. Camunda's introduction of agentic orchestration brings a new layer of autonomy to enterprise workflows, and Nintex's generative AI updates further enhance intelligent automation. Meanwhile, Circana's Liquid Supply Chain solution and CloudBolt's acquisition of StormForge to optimize Kubernetes environments highlight a broader trend—AI and automation are now converging across marketing, operations, and infrastructure to drive unified, data-driven execution.In today's episode, we invited a panel of industry analysts for a live discussion on LinkedIn to analyze current enterprise software stories. We covered many grounds including the direction and roadmaps of each enterprise software vendors. Finally, we analyzed future trends and how they might shape the enterprise software industry.Background Soundtrack: Away From You – Mauro SommFor more information on growth strategies for SMBs using ERP and digital transformation, visit our community at wbs. rocks or elevatiq.com. To ensure that you never miss an episode of the WBS podcast, subscribe on your favorite podcasting platform. 

Send us a textMaking a career transition is never easy, especially in specialized technical domains. In this episode, we dive into the world of professional evolution with returning guest Will Collins, who shares his journey from cloud networking at Alkira to automation engineering at Nintex."I'm not lazy, but I hate repetition," Will explains, describing the mindset that led him toward automation throughout his career. This natural inclination eventually blossomed into a specialized focus, demonstrating how following your technical interests can create new career pathways. His experience mirrors my own recent transition from Aviatrix to a network security-focused role, giving listeners multiple perspectives on navigating change in the networking industry.The conversation explores how cloud experience fundamentally transforms your technical thinking – shifting your approach from traditional infrastructure management to a more developer-oriented mindset. We discuss how cloud environments break down traditional silos, forcing networking professionals to collaborate with application teams and security specialists in ways that weren't necessary in traditional data centers. This cross-functional experience creates valuable T-shaped professionals who understand both the depth of networking and the breadth of adjacent technologies.We also tackle tough questions about the evolution of networking as a discipline. Has it expanded, contracted, or simply morphed into something new? Will suggests "it's been watered down or diluted," pointing to the consolidation of networking and security responsibilities in many organizations. This trend requires today's professionals to master multiple domains while still maintaining core expertise.For those contemplating their next move, we offer practical advice on evaluating opportunities, balancing risk at different career stages, and the importance of developing fundamental understanding rather than relying on AI shortcuts. As Will counsels, "Learn one thing... actually learn it. That is what's going to keep you marketable in 2035, 2040."Connect with our guest:https://www.linkedin.com/in/william-collins/https://packetpushers.net/podcast/the-cloud-gambit/Purchase Chris and Tim's new book on AWS Cloud Networking: https://www.amazon.com/Certified-Advanced-Networking-Certification-certification/dp/1835080839/ Check out the Fortnightly Cloud Networking Newshttps://docs.google.com/document/d/1fkBWCGwXDUX9OfZ9_MvSVup8tJJzJeqrauaE6VPT2b0/Visit our website and subscribe: https://www.cables2clouds.com/Follow us on BlueSky: https://bsky.app/profile/cables2clouds.comFollow us on YouTube: https://www.youtube.com/@cables2clouds/Follow us on TikTok: https://www.tiktok.com/@cables2cloudsMerch Store: https://store.cables2clouds.com/Join the Discord Study group: https://artofneteng.com/iaatj

In this episode of the First Day Podcast, host Bill Stanczykiewicz, Ed.D., speaks with Travis Tester, MA, CFRE, Chief Development and Communications Officer for Foster Success, about innovative ways nonprofits can use artificial intelligence (AI) to enhance fundraising. Foster Success, a nonprofit supporting Indiana youth transitioning out of foster care, operates with a $5 million annual budget and a small fundraising team. Travis emphasizes that AI is not just for large institutions, sharing how his moderate-sized nonprofit is using accessible and often free tools to streamline operations and maximize donor engagement. A major focus of the conversation is how AI tools like Canva, Grammarly, and Otter AI save time and improve efficiency. Travis highlights Otter AI's ability to record and summarize donor meetings, freeing up to 15 hours per week for direct donor engagement. He also discusses the role of Salesforce's Einstein and Nintex tools in automating tasks like tracking donor communications and generating personalized thank-you letters or proposals, allowing for greater precision and personalization in donor stewardship. Travis explains how AI enables tailored interactions by analyzing donor preferences and aligning them with specific programs and services. For example, Foster Success uses Salesforce's Nonprofit Cloud to create customized donor proposals with minimal effort. This hyper-personalized approach enhances relationships, increases donor retention, and supports fundraising strategies rooted in intentionality and efficiency. The episode wraps with a broader discussion on the importance of embracing AI in nonprofit work. Travis encourages listeners to overcome hesitations, experiment with free AI tools, and seek training through resources like CharityExcellence.co.uk and The Fundraising School's courses. He underscores that AI is a game-changer for nonprofits of all sizes, allowing fundraisers to spend less time on administrative tasks and more time connecting with donors to advance their missions.

Episode Topic Automation and AI are reshaping how businesses operate, streamlining workflows, and enabling employees to focus on high-value tasks. In this episode, Nintex CFO Eric Emans explores how automation empowers businesses to optimize their processes and reduce inefficiencies. From the increasing adoption of automation in finance and HR to its transformative impact on cross-functional collaboration, Eric delves into actionable strategies for integrating automation tools. He also highlights how AI is evolving as an essential driver of efficiency, enhancing decision-making and workflow orchestration for organizations worldwide.   Lessons You'll Learn Discover how to harness automation to reduce mundane tasks and boost team productivity. Eric shares why aligning technology with people and processes is the key to successful implementation. Learn how automation improves employee satisfaction, helps attract and retain talent, and ensures cost-efficient operations. Gain insight into AI's role in making automation accessible, from creating workflows to orchestrating processes across multiple systems. Eric also emphasizes the importance of being intentional with AI adoption, focusing on security, compliance, and data integrity.   About Our Guest Eric Emans is the Chief Financial Officer of Nintex, a leading company in workflow automation and process management. With a background in sociology and business administration, Eric brings a unique perspective to leadership, emphasizing people-centric strategies for organizational success. Having extensive experience in finance, IT, and data analytics, Eric is passionate about leveraging technology to create meaningful outcomes for businesses. At Nintex, he plays a pivotal role in integrating automation and AI to drive innovation and streamline operations.   Topics Covered This episode dives deep into how automation is transforming workflows across various business functions, including finance, HR, and operations. Eric Emans explains the critical role of automation in streamlining complex processes, such as onboarding, employee management, and cross-functional collaboration, to achieve greater efficiency. He shares insights into the increasing adoption of AI in workflow orchestration, where technology enhances decision-making, data integration, and business intelligence. By aligning automation tools with specific business needs, companies can reduce inefficiencies, foster better collaboration, and drive higher productivity.  

“I see the fear of failure as being so detrimental to so many people early in their career. In people's minds, failing is often outsized, but most of the time, the things you're dealing with when you're up and coming are expected to involve some failure. That's how you learn,” reflects Eric Emans, the CFO of Nintex. Emans tell us his career was built using the power of learning from mistakes and driving an expectation-based culture in finance. In fact, Emans views failure as a critical learning tool. Starting his career in juvenile rehabilitation, Emans tell us he gained unique insights into human behavior and communication, which later influenced his approach to leadership. When Emans transitioned to finance, he was determined to understand the business holistically, not just through numbers. At Bluecore, where he first stepped into a CFO role, Emans emphasized the importance of building strong relationships within the organization. He relied on mentorship and collaboration to navigate new challenges, openly seeking feedback from colleagues and industry veterans. This approach helped him avoid common pitfalls and develop a nuanced understanding of financial operations. As CFO of Nintex, Emans has continued to foster a culture where team members are encouraged to go beyond their job descriptions. He uses the metaphor of the left hand and right hand to describe the importance of both controllership and FP&A in his leadership. “My head of FP&A and my controller need to be my right and left hand. Not only do they need to be talented, but I need to be able to speak to them about almost everything going on in the company,” he says. Emans believes in empowering his team to think critically, challenge assumptions, and bring new insights to the table. “If a finance person just hands me back the analysis I asked for, that's great. But if they go further and provide additional insights, that's what makes the difference between a good and a great organization,” he says. It perhaps little surprise Emans's leadership style is driven by continuous learning. He advocates for finance professionals to engage with different disciplines, understand the broader business context, and not be afraid to make mistakes.

Send me a Text Message hereFULL SHOW NOTES https://podcast.nz365guy.com/571Unlock the secrets of becoming a Microsoft MVP with our guest Tomas Riha, a seasoned business process automation consultant from Prague. Tomas' journey is anything but ordinary, starting from his early days with SharePoint and Nintex, evolving to his current specialization in Power Automate and M365. Tomas doesn't just talk tech; he shares his life beyond the screen, including his new passion for salsa dancing and five-year dedication to Brazilian Jiu-Jitsu. His unique approach to understanding and organizing complex company workflows will offer you practical strategies to streamline your own processes.Managing financial logistics and payments from international clients can be daunting, but Tomas breaks down these challenges with practical insights and personal anecdotes. From dealing with various currencies to navigating the quirks of PayPal and paper checks, his experiences offer invaluable lessons for any global consultant. We also delve deep into the essence of becoming an MVP, underscoring the importance of genuine passion and community involvement. Tomas' story of contributing through forums and blogging during the COVID-19 lockdown serves as an inspiring example of how dedication and consistency can lead to recognition. Tune in for actionable advice, personal stories, and a fresh perspective on achieving success in the tech community.OTHER RESOURCES: Microsoft MVP YouTube Series - How to Become a Microsoft MVP  90 Day Mentoring Challenge  10% off code use MBAP at checkout https://ako.nz365guy.comSupport the Show.If you want to get in touch with me, you can message me here on Linkedin.Thanks for listening

What You'll Learn: In this episode, hosts Catherine McDonald and Shayne Daughenbaugh discuss process management as it emerges as a pivotal mechanism for organizational efficiency.   Unlike mere process mapping or SOP creation, it involves continual optimization aligned with overarching goals. Effective leadership, systematic frameworks, and technological integration are key drivers, while challenges such as employee engagement and communication clarity must be navigated for successful implementation. About the Guest:  Matt Spears is a business improvement professional with a passion for leading change and transforming the way value is created. Because customer value is created through business processes, Matt was necessarily drawn to the world of process management. Matt currently serves as a Senior Solutions Engineer for Nintex – a leading process management and automation software company. In his current role, Matt has the privilege of helping organizations achieve operational excellence through business process management.  Links: Click Here For Catherine McDonald's LinkedIn⁠  ⁠Click Here For Shayne Daughenbaugh's LinkedIn Click Here For Matt Spear's Website Click Here For Matt Spear's LinkedIn --- Support this podcast: https://podcasters.spotify.com/pod/show/leansolutions/support

The world is exploding with data and the need for systems to manage it.  Unfortunately, we are not seeing a commensurate growth in people who are getting trained in software development.  Let's state the obvious:  the need for coding is driving companies to look at ways to reach project milestones creatively. Companies like Nintex offer what they classify as no code, low code solutions.  Essentially, they look at ways to systemize code creation. Let's put this concept into perspective. In 1999 Salesforce popularized the concept of software-as-a-service.  It became the world's largest software firm in 2022.   One could consider low code, no code as a compromise between prepackaged systems like Salesforce and companies who laboriously wrote each line of custom code.  This approach provided a reduction in development time, along with an added benefit of scalability. One weakness of custom coding is the time-consuming process it takes.  Today, we see individuals in companies jumping on “shadow IT” where they use systems that may be included in the purview of systems administrators. Speeding up projects with no code, low code acts as a deterrent to the dangerous jump to unauthorized code on networks.  During the interview, Steve Witt talks about the popularity of low code, no code in the commercial world. Many estimate that 84% of today's enterprises turn to low code, no code. The interview includes Steve's differentiation between Business Process Automation and Robotic Process Automation.  Furthermore, listen to the comparison Steve provides between low-code and no code systems to see what approach may benefit your agency. Follow John Gilroy on LinkedIn  https://www.linkedin.com/in/john-gilroy/ Listen to past episodes of Federal Tech Podcast  www.federaltechpodcast.com      

Today's guest is Siddarth Ranganathan, Senior Director of Data Science, BI & Analytics at Nintex. Founded in 2006, Nintex's process management and automation software improves the way you work with easy-to-use tools for visually managing, quickly automating and continuously optimizing business processes and workflows. Today, 10,000+ public and private sector organizations, including more than 50% of the Fortune 500, turn to the Nintex Process Platform to accelerate digital transformation. Siddarth is a seasoned executive with over 15 years of experience in data science, business intelligence and analytics. In his role, he helps organizations harness the power of data to drive strategic decision-making and achieve remarkable outcomes. Siddarth specializes in building and leading high-performing teams that deliver actionable insights and solutions to complex business problems. His approach revolves around developing and implementing robust data analytics strategies, fostering innovation and leveraging cutting-edge technology. In the episode, Siddarth will tell you about: The success they have enjoyed in the past two years,  Day-to-day life of the data science & analytics team, Their focus on Process Intelligence, AI & ML,  Plans for growing the team, What excites him or the future at Nintex 

On this episode, Zoe Clelland, the VP of product and experience at Nintex, discusses what she calls an “infinite learning loop” and how it helps companies zero in on what matters most when it comes to deciding what to automate. She also argues that, even with the excitement around generative AI, it's important to remember just how much automation there already is in place today.

Kailee Costello hosts Matt Streisfeld, General Partner at Oak HC/FT. Oak is a venture and growth equity firm investing in companies driving transformation in healthcare and fintech. Oak was one of the earliest venture investors in fintech, and now has over $5B in assets under management. In this episode you will hear about: - The M&A environment for fintechs - Opportunities in AI and Machine Learning, and how Matt thinks about identifying “winners” in what is increasingly becoming a crowded space - The outlook for digital assets - Matt's personal philosophy on FinTech investing - And much more! About Oak HC/FT Oak HC/FT is a venture and growth equity firm investing in companies driving transformation in healthcare and fintech. Oak HC/FT partners with leading entrepreneurs at every stage, from seed to growth, to build businesses that make a measurable, lasting impact on these industries. Founded in 2014, the firm has $5.3 billion in assets under management. The partners at the firm have had 46 realizations and 35 companies achieving valuations in excess of $1 billion. About Matt Streisfeld Matt Streisfeld is a General Partner at Oak HC/FT. Matt joined the firm in 2015 and focuses on growth equity and early-stage venture opportunities in FinTech. Matt currently serves on the Boards of AU10TIX, CLARA Analytics, Highnote, Justt, Namogoo and ZenBusiness. He is also a Board Observer at Ocrolus and is actively involved with Blend (NYSE: BLND), Pagaya Technologies (NASDAQ: PGY) and Paxos. His prior investments include FastPay (acquired by AvidXchange), Groundspeed (acquired by Insurance Quantified), Kryon (acquired by Nintex) and Urjanet (acquired by Arcadia). Prior to joining Oak HC/FT, Matt was a Vice President with LLR Partners, a middle-market growth equity firm, where he focused on investments in financial services technology companies. Matt was previously a Senior Associate at Lightyear Capital, a private equity firm focused on middle-market financial services companies. Matt was also an Associate in the insurance investment banking group of Keefe, Bruyette & Woods. For more FinTech insights, follow us on WFT Medium: medium.com/wharton-fintech WFT Twitter: twitter.com/whartonfintech WFT Instagram: instagram.com/whartonfintech Kailee's Twitter: @KaileeCostello_ Kailee's LinkedIn: https://www.linkedin.com/in/kaileecostello/

“Process” หรือ “กระบวนการ” เป็นสิ่งที่คนสร้างกันขึ้นมาเอง และมีแต่จะซับซ้อนขึ้นไปเรื่อยๆ ด้วยเงื่อนไขที่ถูกสะสมมาเป็นแรมปี พอรู้สึกตัวอีกทีก็แก้ยากมากแล้ว วันนี้คุณ ชวฤทธิ์ โชติกุลพิศาล ผู้จัดการฝ่ายพัฒนาธุรกิจ บริษัท Nintex Thailand จะมาเล่าให้ฟังถึงการเอา AI มาใช้ในการแก้ปัญหากระบวนการ และเราจะทำงานให้เร็วขึ้นทำได้อย่างไร สามารถติดตามได้ Tech Monday EP. นี้ . รับคำแนะนำและปรึกษาด้าน Solution กับผู้เชี่ยวชาญจาก STelligence และ Nintex ฟรี! : bit.ly/StelligencexNintex . . Tech Monday X Nintex X STelligence . . #Stelligence #Nintex  #DigitalTransformation  #Techmonday #missiontothemoon #missiontothemoonpodcast

You cannot go anywhere at the moment without hearing about ChatGPT and it is certainly taking over the internet at the moment. Join us on this episode where we talk all things ChatGPT and Intelligent Automation. Kudos to Mick Taylor and Stuart Chambers from UiPath and Deon Smit from Nintex for their excellent work and evangelism in showing what is possible. #ChatGPT #IntelligentAutomation

What is low code No Code? Why it's important Why Now? Differences between low code no code? How to choose the best tool? What's the future? Examples : Low code : Kissflow, ZohoCreator, Appian, Mendix, Nintex, SAAS No code: Zapier, Bubble, Webflow, Airtable Low Code No code Development platforms are types of visual software development environments that allow professional Developers and citizen developers to drag and drop application components. connect them together and create mobile and web apps Helps Professional developers relieve from writing line-by-line codes.. Enable business analysts, Admins small business owners to develop apps.. --------- If you are interested to learn about new technologies & careers, you'll like our newsletter & Content here. Visit & Sign up: www.tamilboomi.com --------- We offer Online Classes for Cloud DevOps & Data Engineering. --------- You can reach out to us & join the group for discussions: --------- Insta: https://www.instagram.com/tamilboomitechnologies/ WhatsApp Group for Discussions: https://chat.whatsapp.com/LuwXgVza8B3EaFmXwkKSwq Whatsapp number: +91 9619663272 Twitter : https://twitter.com/TamilboomiT --------- We Talk about Life, Motivation, and Technology in Tamil and English. New Episodes Weekly twice (Tuesday & Friday). --------- We have three shows : அடிச்சாண்டா Appoinment Orderu : Talks about Career and Entrupreunership பொதுவாச் சொன்னேன்: Talks about General things which we want to share Tamilboomi online Course: Content related to technology and online live courses ---------- Want to appear in our shows or want to contribute? Feel free to reach us! Share and Enjoy! --- Send in a voice message: https://anchor.fm/tamilboomi/message

~40% of companies are already leveraging Process Intelligence to accelerate their Automation programs. This technology has become an integral part of the Hyper Intelligent Automation juggernaut, especially in the last couple of years. To discuss the nuances of this technology and how it can be leveraged to elevate business decisions, Prankur Sharma, Principal at Zinnov, had a sit down with Ben Tamblyn, President, Corporate Communications and Brand, Nintex and Teresa Fisher, SharePoint Architect, Quaker Houghton. Tune into this episode of the Hyper Intelligent Automation series to know more about Process Intelligence's role in leapfrogging Enterprise Automation programs.

For anyone considering sales, just starting out, or a seasoned sales professional - this episode is for you. Aaron Adsit knows sales, and he shares how to become massively successful in this amazing and rewarding profession. Aaron began his career with a humbling entry level position in arguably one of the toughest selling industries there is… vacation rentals. After struggling to get by and questioning if sales was the path for him, Aaron made a commitment to his then girlfriend (now wife) that he would give it everything he had and gave himself a 2 month deadline to either hit his numbers or switch careers… Pretty soon he became the #1 rep in the company, month over month, year over year, ended up leading a team of his own, and now with over 15 years of sales experience and a highly decorated career, Aaron is the Director of Global Sales Enablement at Nintex, a tech company based out of Believe, Washington, where he develops and implements enablement strategy, programs, and curriculums to help drive sales performance and productivity. In this episode you'll learn about the mindset it takes to succeed in sales and in life, goal setting, leadership, defining your why, and always striving to grow, learn, and pay it forward. Whether you're new to the sales game, a seasoned vet, or simply learning to personally develop in your own ways, this episode has something for everyone. If you found any value in this episode, can you please leave a 5 star rating and review so we can help more people learn about the show? Thank you everybody for the continued support. It means the world. Follow on Instagram & TikTok Watch on YouTube -Keep Plantin' --- Support this podcast: https://podcasters.spotify.com/pod/show/thecolinwalters/support

Rachel Snider is a force when it comes to tech/SaaS leadership and building scalable, global business development teams. Starting from the ground floor of selling shoes at Nordstroms, to breaking into the tech/SaaS industry with an entry level Business Development Representative (BDR) position, Rachel has worked her way to become the Director of Global Business Development at Nintex, a software company out of Bellevue, Washington, and shares her story on what it took to be successful - and how you can too. We dive into her initial days of jumping into the tech world with no vision, no clear path, but enthusiasm to get into the work day and a passion for the people she worked with. This love for her day-to-day and people she worked with has helped her build a career, progress through multiple leadership roles, and create endless opportunities along the way. Rachel also shares tips, tactics, and strategies for anyone interested in breaking into the industry, and also leveling up their professional careers in general. She shares her favorites books, podcasts, and channels for learning, and the #1 course/organization that she recommends for anybody interested in career development. This is a can't miss episode for anyone looking to grow their careers with some actionable takeways you can implement right now. If you found any value in this episode, can you please do us a huge favor and leave a 5 star rating and review, and share it with one person you think it could help? Thank you for helping get the message out. Follow on Instagram & TikTok Watch on YouTube -Keep Plantin' --- Support this podcast: https://podcasters.spotify.com/pod/show/thecolinwalters/support

The #1 source of knowledge for everything automation: https://www.theautomationguys.net Do you have any questions? Would you like to give us feedback? Are you interested in workshops on the topic of automation? Are you an expert in the field of automation and would like to be on the podcast? Let us know: https://bit.ly/3lyq9Yj Connect with Paul on Linkedin: https://www.linkedin.com/in/paulblackwell23/ Nintex Website: https://www.nintex.com/ 

In today's episode of How We Got There, I talk with Bethany Blackwell, who is a VP at Carahsoft. Bethany runs the Salesforce channel for Carahsoft, which includes Salesforce, Slack, Mulesoft, Tableau, ISVs, and SIs. Carahsoft has worked with Salesforce for the past 15 years as a Value-Added Reseller and got there start on the GSA schedule to help Salesforce sell to the public sector here in the US. They help with sales, marketing, and contracting for Salesforce and it's partners to federal, state, and local government organizations. If you have public sector demand for your application that includes interest from a customer, it's a good time to reach out to Carahsoft who will get you set up on the correct contract vehicle. This will expedite the purchasing process, sometimes even avoiding the need to take it to RFP. The earlier you call them the better, even before pricing is discussed. As your public sector gtm becomes more intentional with at least one FTE focused on this industry, Carahsoft will work with partners add value to your sales and marketing efforts. Top examples are Nintex, Copado, Ownbackup, and many more. Recent legislation in the US has caused even more opportunity for the Salesforce platform and ISV partners to help deliver value to it's citizens. During the pandemic, Bethany recalls all of the amazing solutions that the ecosystem helped to create with 20+ states using the Salesforce platform for contact tracing and vaccine rollouts. We discuss FedRamp, which is a set of standards put in place for security standards for software offerings. The program is great for buyers but takes significant money and time for an ISV but is required for companies looking to go “all-in” for public sector. A common misconception for ISVs that are native to Salesforce is that because they are built on the Salesforce platform and they are FedRamp/SOC 2 Type 2 certified, you as an ISV inherit that. It's true it makes it easier but it involves (much more) than just that. If you're interested in exploring this channel, reach out to them at salesforce@carahsoft.com for an introductory meeting. A tip for your conversations is to ask them how they purchase today, do they leverage Carahsoft? Carahsoft can help partners with their gtm approach for public sector! Here's a closer look at the episode: '0:01:19 What role does Salesforce have in the ecosystem that they lived in? '0:01:44 What Carahsoft does for salesforce and for the broader ecosystem? '0:03:22 How should they think about Carahsoft and how you can help? '0:06:37 What's the best strategy on how to go to market in this ecosystem? '0:06:57 How does your team work with the Salesforce AEs in the public sector? '0:10:20 Who do you work with today, and some lessons learned? '0:10:26 What are some mistakes folks can avoid? '0:18:33 What's a mistake to avoid for folks starting to dip their toe into federal or state? '0:20:22 What the process for an ISV would look like? How long does it takes? '0:25:40 What are you most proud of from your work at Carahsoft? '0:26:59 What's your team working on, in. regards to the Salesforce ecosystem? Resources: E-maill: salesforce@carahsoft.com Website: https://www.carahsoft.com/ Bethany's LinkedIn: https://www.linkedin.com/in/bethany-blackwell-8a3b5016/

Shaun chats with Chris Ellis (Director of Presales at Nintex) on Nintex's latest acquisition of RPA leader Kryon.

In this Weekly Wrap episode of “The Buzz” podcast, the Bank Automation News team dives into the latest round of core provider earnings along with a look at a new acquisition for workflow automation vendor Nintex.  Temenos and FIS released their Q4 2021 earnings this week, revealing tech revenue growth and new expansion efforts. Temenos touted its U.S. expansion, mentioning partnerships with banking fintech Green Dot and $37 billion Commerce Bank, while FIS announced its acquisition of embedded finance fintech Payrix.  Workflow automation vendor Nintex announced its acquisition of robotic process automation (RPA) vendor Kryon, leveraging Kryon as its next-generation RPA capability. The move will also integrate Kryon's process mining and discovery technology into Nintex's Process Platform. Listen as BAN Deputy Editor Loraine Lawson and Associate Editor Alijah Poindexter discuss these topics, along with Jack Henry's modernized banking strategy, in today's episode of the Weekly Wrap.  

¿En qué consiste Low Code / No Code? ¿Qué capacidades tienen estas apps? ¿Qué tipos de aplicación son más apropiadas? ¿Pueden sustituir a plataformas y lenguajes convencionales? ¿Cuánto cuestan? ¿Son una amenaza o una oportunidad para los desarrolladores profesionales? Los usuarios ¿se pondrán a programar y nos dejarán sin trabajo?... De todo esto hemos charlado con Marco Amoedo, CTO Microsoft Alliance EMEA en la consultora KPMG, ex Partner Technology Strategist en Microsoft Europa y varias veces galardonado como MVP (también actualmente). Herramientas relacionadas: Power Apps, Google AppSheet, ObjectVision, Amazon HoneyCode, Appian, Mendix, OutSystems, Zoho Creator, Process Maker, Salesforce Lightning, Airtable, Notion, Zapier, Power Automate, Integromat, n8n.io, Nintex, Zoho Flow #NoCode #LowCode #PowerApps --- Send in a voice message: https://anchor.fm/campusmvp/message

In this fifth episode, the group gets into some real-world stories where multiple workflows come together in an orchestrated fashion to amplify the investments in workflow management and automation exponentially.In the previous four episodes, we looked at what it takes to transition from manual, human-driven (frequently paper-bound) processes to an operating environment where applications can handle tasks with very little human interaction. This doesn't mean that everything can (and should be) automated. Quite the opposite is true in some cases. But, once processes have been automated, it sure is fun (and valuable) to find ways to connect them all in exciting and meaningful ways.When an organization wants to get more out of the processes they've already automated, that's where orchestration comes into play. Picture a conductor conducting an orchestra comprised of different sections -- brass, winds, percussion. This is what automated business processes can look like -- all coming together to create a symphony of goodness in areas such as:Systems and humans (employees)IT and OT (medical/healthcare)Apps, devices, and sensors (city bike rentals)AI and Robots (manufacturing)Customers and their experience (theme parks)Listen to get some insight that can be applied to your digital business processes now and in the future. This is a 5-part podcast series with Nintex thought leaders and solutions partners. The series walks through the lifecycle of employing business process management (BPM) and business process automation (BPA) throughout the organization.______________________The 5 episodes in this series include:DEFINITIONCONSTRUCTIONEXECUTIONAUTOMATIONORCHESTRATIONThis contains promotional content. Learn more.GuestsJesse McHargue, Technical Evangelist at Nintex (@jesse_mchargue on Twitter)Nicole (Prestby) Vesser, Sr. Solutions Manager at Abel Solutions (@nicolevesser on Twitter)Rhia Wieclawek, Director, Business Process Automation, Elantis Solutions Inc.Ben Stori, Low Code Lead Consultant at Solution Design Group (@benstori on Twitter)You can listen to the full podcast series here: https://itspm.ag/nintexb3jkAnd, be sure to visit Nintex at https://itspm.ag/itspntweb to learn more about their offering.Are you interested in telling your story?https://www.itspmagazine.com/telling-your-story

AC and CJ discuss the terrible week Facebook just had, how to explain BGP to your kids! They discuss the recent sale of Nintex and its impact on the ecosystem & cover Microsoft's recent announcement about starting to charge customers to use parts of the Microsoft Graph APIs. What’s New in Microsoft 365 MC288472: Update to Microsoft 365 and Outlook for Windows connectivity MC288633: M365 Records Management, Information Governance & eDiscovery – Optimized behavior of file versions preserved in SPO & ODB MC289446: Microsoft Teams: A new search results page is coming MC289687: Changes to LinkedIn integration with the Microsoft 365 people card MC289724: Macro Settings Update to Disable Excel 4.0 Macros by Default News More details about the October 4 outage A Devastating Twitch Hack Sends Streamers Reeling TPG to Buy Majority Stake in Thoma Bravo-Backed Tech Firm Nintex Removing the Built-in Microsoft Teams app with Intune Surface Laptop Studio Impressions: Windows 11 With a Twist! Microsoft's 5 guiding principles for decentralized identities Announcing: Azure credits for open source projects Announcing general availability of Microsoft Graph Export API for Microsoft Teams messages Breaking changes to the settings endpoint in the Microsoft Graph eDiscovery API (beta) Picks AC’s Pick NASA Mars missions facing 2-week communications blackout as sun blocks Red Planet CJ’s Pick Schumacher

Banks use robotic process automation (RPA) to merge back-end systems after acquisitions and are starting to automate more self-help for customers. That's in addition to the more common use case of automating the creation of customer accounts, says Jesse McHargue, senior solutions engineer with RPA company Nintex, in this week's episode of “The Buzz.” “I would also say that we are starting to see more automation efforts around self-help,” McHargue tells Bank Automation News. “Existing customers reach out to the bank for a variety of reasons,” he says, whether for disputes, basic requests or opening up new accounts. The Bellevue, Wash.-based Nintex started by offering an on-premises workflow augmentation solution for Microsoft product SharePoint. The company has grown by acquisition, most recently acquiring e-signature provider AssureSign in June and RPA tool Foxtrot by EnableSoft in 2019. Nintex clients include $9.65 billion Kuwait International Bank; $2.9 billion Alexandria, La.-based Red River Bank; $2.9 billion Queensland, Australia-based Auswide Bank; $1.5 billion Waco, Texas-based Extraco Banks; and $322.6 million Ashland, Ky.-based Ashland Credit Union. In this podcast, McHargue also shares best practices for RPA and automation, and discusses how banks can expand their use of automation. 

  (Aragon Live Podcast) – In this episode, CEO of Aragon Research, Jim Lundy, is joined by Eric Johnston, CEO of Nintex, to discuss Nintex's recent acquisition of AssureSign to become a one-stop native solution for digital transaction management (DTM) and content automation. Aragon and Nintex: Becoming a Native DTM Solution

Automation platforms like Appian, Salesforce and Nintex continue enhancing their offerings to further streamline business processes workflows. This is our August 2021 Intelligent Automation news roundup. Learn all about the latest in all things process and automation. The #1 source of knowledge for everything automation: https://www.theautomationguys.net Do you have any questions? Would you like to give us feedback? Are you interested in workshops on the topic of automation? Are you an expert in the field of automation and would like to be on the podcast? Let us know: https://bit.ly/3lyq9Yj

Ben Asfaha, CEO & Co-Founder of PipeLaunch, shares his founding story and reflects on the time he has spent at various ISVs like Nintex and Conga as well as Salesforce itself. He provides some tips around how to go about launch the app by taking a detailed mockup to customers & partners to refine their product prior to building out the brand and the value he saw by focusing on the challenge first. This episode is brought to you by Appiphony. Appiphony is a leading Product Development Outsourcer that has been helping AppExchange partners architect, develop and get their apps through the Salesforce security review, since 2009. Appiphony is the only PDO funded by Salesforce Ventures and its customers include Stripe, Slack, LinkedIn, Docusign, and Salesforce. Visit www.appiphony.com to learn more about how Appiphony can help your organization successfully launch their app on the Salesforce AppExchange today.

In this episode Arno and Sascha sit down with Jake Dennison, Senior Solution Engineer at Nintex, to talk about Complete Automation, use cases and best practices for getting started with Workflow Automation. Connect with Jake on LinkedIn: https://www.linkedin.com/in/jake-dennison-fcl/ Learn more about Nintex: https://www.nintex.com/ Connect with The Automation Guys:  https://www.theautomationguys.net LinkedIn Arno: https://bit.ly/3aABArd LinkedIn Sascha: https://bit.ly/36Jd31T Velocity-IT: https://www.velocity-it.com/about-us/ convedo Group: https://www.convedo.com/about-us

In this fourth episode, the group looks at the role of automation in driving business value: what's worthy of automating and what are the best practices to make the most of your investments?In the previous 3 episodes, we looked at what it takes to transition from manual, human-driven (frequently paper-bound) processes to an operating environment where tasks can be handled by applications with very little human interaction. This doesn't mean that everything can (and should be) automated. Quite the opposite is true in some cases.When an organization has reached a phase where automation is possible, it's not just about flipping on "that switch." Actually, it should be about building out a process that eliminated unnecessary task "churn," improves efficiency, and reduces human error — but it shouldn't stop there. The goal for any automation should be rooted in how that process, when automated, can help drive business value.The group discusses some of this as we look at some best practices surrounding processes that fit well in an automated environment.There is always another side, and so there is in automation. Many considerations come into play when taking a digital business process to a place where it can be fully automated — some are obvious, others may not be. If assumptions are being made for how and when machines, apps, people, and data are involved, those assumptions may come back to haunt the organization later.The natural frame of mind or way of thinking would be to automate as much as possible. And, while that may be a feasible grand vision, our group encourages organizations to stay focused on what really matters to the business.Have a listen to get some insight that can be applied to your digital business processes now and in the future.This is a 5-part podcast series with Nintex thought leaders and solutions partners. The series will walk through the lifecycle of employing business process management (BPM) and business process automation (BPA) with the organization.______________________The 5 episodes in this series include:DEFINITIONCONSTRUCTIONEXECUTIONAUTOMATIONORCHESTRATIONThis contains promotional content. Learn more.GuestsJesse McHargue, Technical Evangelist at Nintex (@jesse_mchargue on Twitter)Nicole (Prestby) Vesser, Sr. Solutions Manager at Abel Solutions (@nicolevesser on Twitter)Rhia Wieclawek, Director, Business Process Automation, Elantis Solutions Inc.Ben Stori, Low Code Lead Consultant at Solution Design Group (@benstori on Twitter)You can listen to the full podcast series here: https://itspm.ag/nintexb3jkAnd, be sure to visit Nintex at https://itspm.ag/itspntweb to learn more about their offering.Are you interested in telling your story?https://www.itspmagazine.com/telling-your-story

What a pleasure it was to have Thomas Kohlenbach, senior product specialist at Nintex, join us for this episode focussed on achieving process excellence. We discuss how an effective process culture can promote innovation and business agility and how really understanding your processes is the true beginning of automation success. A fantastic episode packed with many relevant use cases and great insight into the process excellence domain.

The Hyper Intelligent Automation (HIA) space has seen seismic shifts over the last few years - with major acquisitions, investments, and ever-intensifying competition in the industry. Enterprises today, are struggling to find the right partner and adopt an HIA strategy that fits. In this episode of the Zinnov Podcast, Eric Johnson, CEO Of Nintex talks to us about Nintex's journey and the bold choices that have helped them bolster their position as leaders in the cluttered automation market. Eric shares his experiences and observations on the changing enterprise landscape and the increasing adoption of a multi-vendor strategy, process discovery, and digital transformation game plan that are transforming enterprises. “It's our philosophy...to first and foremost look at the process and understand where the process is at today, and when you look at the process, it allows you to reimagine and rethink it," says Eric as he talks about the criticality of taking a process-first approach.

In this third episode, the group discusses the value of taking some time to reflect on the definition and desired outcome for the business process being implemented as you begin to execute and get it into the hands of the end user.Many found that ignoring or bypassing user acceptance training as part of the process could make things that much harder to implement. It's critical to include and leverage the users in the process to ensure they are getting a workflow that they can understand and use at each step along the way.Of course, by opening up the process to receive user feedback means you have user feedback to take into consideration.  What may have been defined as the minimum viable product (MVP), might end up not being enough to get the users to accept and adopt the process and workflow. However, there is serious danger (in terms of time and budget) that comes with digesting and incorporating feedback into the process: scope creep is real and lines need to be drawn to outline when "enough is enough" and you can call it "done."These are just a couple of the items we dig into during this conversation. Here's a sampling of some additional topics we touched on:Crafting the end-to-end workflows using steps and storiesTriggers, decision-points, human interaction/interventionLeveraging staging and production to reach workflow nirvanaData management, data security, and change managementVisibility, logging, error handling, and reportingAll-in-all, the implementation phase can be the most challenging as this is where the rubber meets the road, so to speak. It becomes even more challenging if the earlier phases of the program were rushed or skipped. Either way, you'll find that this phase can be very dynamic and, if managed properly, can result in tremendous success for the team and the organization. However, let things creep too wide and long, and you may never find the end, let alone success.Have a listen to this episode and be sure to join us for the rest.Enjoy!This is a 5-part podcast series with Nintex thought leaders and solutions partners. The series will walk through the lifecycle of employing business process management (BPM) and business process automation (BPA) with the organization.The 5 episodes in this series include:DEFINITIONCONSTRUCTIONEXECUTIONAUTOMATIONORCHESTRATIONThis contains promotional content. Learn more.GuestsJesse McHargue, Technical Evangelist at Nintex (@jesse_mchargue on Twitter)Nicole (Prestby) Vesser, Sr. Solutions Manager at Abel Solutions (@nicolevesser on Twitter)Ben Stori, Low Code Lead Consultant at Solution Design Group (@benstori on Twitter)You can listen to the full podcast series here: https://itspm.ag/nintexb3jkAnd, be sure to visit Nintex at https://itspm.ag/itspntweb to learn more about their offering.Are you interested in telling your story?https://www.itspmagazine.com/telling-your-story

Today's guest is Siddarth Ranganathan, Director of Data Science, BI & Analytics at Nintex, who are the global standard for process management and automation. Founded in 2006, more than 10,000 public and private sector organizations across 90 countries turn to the Nintex Platform to accelerate progress on their digital transformation journeys by quickly and easily managing, automating and optimizing business processes. In the episode, Siddarth will tell you about: What he has learned on his journey so far, Nintex’s impact in process management and automation, His role leading the BI, Data Science and Analytics function, Building the foundations for success, How to structure a successful data science team and Advice on how to make the most of your data science career

When defined and executed well, a Center of Excellence can be more than a model or process to follow; it can set the bar for the organization by which each part can play a role in making things better. It's not automatic—it requires dedication—and customization.When an organization embarks on its journey to transform how they do business both externally with customers and partners and internally with their employees and contractors, many take off down the road without a clear vision for where they're headed nor what's possible. Some get stuck in the ins-and-outs of "process improvement." In contrast, others find themselves grappling with the never-ending task of "automate everything"—often, simply for the sake of "automate everything."As you'll learn from our discussion with our guests Maggie Malone Swearingen from Protiviti and Josh Waldo from Nintex, a Center of Excellence is a state of mind that goes way beyond process improvement and accomplishes way more than automate everything. This might resonate with you in a moment of "of course, that makes total sense," but you'll hear much more from Maggie and Josh than you might expect.Have a listen to learn about what they hear every day from organizations of all sizes looking to make things better for the business by transforming their business processes with a clear view for what it means to be excellent in how things are built, managed, and executed.Enjoy, and automate!(This contains promotional content: learn more)GuestsJosh Waldo, Chief Customer Officer at Nintex (@Nintex on Twitter)Maggie Malone Swearingen, Associate Director at Protiviti ECM Solutions (@protiviti on Twitter)Be sure to visit Nintex at https://itspm.ag/itspntweb to learn more about their offering.Want more automation stories? Dive deeper into the world of sophisticated process automation & why a center of excellence (COE) approach is critical to sustained success. Watch this webinar on-demand here: https://itspm.ag/nintexf1ovExplore more about this topic on ITSPmagazine at https://itspmagazine.com/their-stories/building-a-center-of-excellence-for-business-processes-and-workflow-automation-a-nintex-story-with-josh-waldo-and-maggie-malone-swearingenAre you interested in telling your story?https://www.itspmagazine.com/telling-your-story

When it became clear that remote work was here to stay, businesses scrambled to provide workers with the appropriate tools. Companies of all sizes turned to automation solutions like those that Nintex offer to cope with the new strictly digital environment. With Nintex, businesses can automate their day-to-day processes and create automated workflows to streamline their processes and help increase worker productivity from home. “We help people automate repetitive processes,” says Terry Simpson, Technical Evangelist with Nintex. In this podcast Simpson outlines how Nintex offers their clients insights into current workflows, brings in solutions to automate and streamline work, and provide analytical visibility. The ROI becomes apparent as labor time and other inputs are trimmed per unit of output. Simpson has been working with SharePoint and Nintex tools for the last 11 years. Prior to joining Nintex, he spent most of his career on the consulting services side of the business implementing a wide variety of SharePoint and Nintex solutions. Simpson’s unique, technical yet business-focused, background gives him the ability to help users leverage technology to drive value to their businesses. In this podcast, Simpson shares his insights on how organizations can use workflow automation to maximize productivity and create a more efficient process. https://www.nintex.com/

Fantastic conversation with Chris Ellis, Director of Pre-Sales at Nintex in Australia. We discuss the company's recent acquisition of K2 and Chris walks us through the various components of the end-to-end Nintex platform and how these recent acquisitions are shaping the vision for the Nintex Platform. We get great insights into the Nintex Process Mapping and Process Collaboration tool Promapp and how customers are pervasively using this tool to rapidly evolve their process automation plans in 2021.

On this episode of The Marketer's Journey, I interview Kristin Treat, VP of Corporate Marketing at Nintex. Kristin took an unusual path to becoming a senior marketing leader. She comes to the table with a PR background having worked over 25 years in PR, and though it's an unconventional path, the foundations Kristin takes from her background are critically valuable to her as a marketing leader. Messaging and the way we communicate are key pillars of public relations that Kristin focuses on and that have helped her and Nintex find success, especially during the challenging times of the COVID-19 pandemic.Check out this and other episodes of The Marketer's Journey on Apple Podcasts, Spotify, Stitcher, and Google Play!Key TakeawaysSuccess does not have to be complicated: focus on the basics, collaborate and do good work.Have a learning mindset: don't be an executive who just delegates and attends meetings. Employ a collaborative, learning approach to the day to day in order to never lose touch with the work.Real world examples are so valuable in marketing and just to companies in general. It's one thing to say “our product can solve your problem” but you need to be able to prove it.It's often argued that it's hard to measure ROI with PR (which is true) but PR is really invaluable. PR creates opportunities to advance your brand, your product, your reputation and your messaging.Learn more about Kristin here: https://www.linkedin.com/in/ktreat73/Learn more about here: https://www.nintex.com/

Technology is an enabler of all kinds of activity. But how does a person actually change their behavior to use a piece of tech or buy a product or incorporate some sort of automated process? There are mental hurdles involved as well as technical ones, and Zoe Clelland has made it her mission to understand and facilitate those technological behavior changes. Zoe has both a Master's and a PhD in Human Factors and Experimental Technology, and today she serves as the Vice President, Product & Experience at Nintex, a company that helps businesses around the world automate some of their most sophisticated processes. On this episode of Future of Tech, Zoe dives into the world of mental models and why they are critical to consider when building, introducing, and helping customers adopt new technology like low-code, no-code, RPA, or anything else. Technology like low- and no-code are all about bringing solutions to the table, and when you know to design the product and the adoption process to highlight that idea, Zoe says you are more likely to succeed in your pursuits. She explains all of that, and more, including the rise of RPA, A.I. and M.L., and she highlights the areas CIOs should focus on when they are embarking on a digital transformation process. Enjoy this episode! Main Takeaways:   Mind Over Matter: You could make the most beautiful, efficient, and expertly-designed website or piece of tech, but if you don't know what is driving your customer to the product in the first place, you will never have success. You need to understand the mental models involved in bringing a consumer to the table and design around that. Solving For X: Having a solution to a problem is one of the most important selling points for anything. If you are offering a low-code no-code tool kit, or an automation process, or various forms of A.I. or M.L., selling the merits of the tools is less effective than selling the solutions they offer overall. CIO Playbook: When embarking on a new job as a CIO or into a digital transformation, don't try to do too much, too fast. Pick some of the low-hanging fruit to work on first in order to build trust with the departments you work with, and then assure them that their voices are being heard. --- Future of Tech is brought to you by Amdocs Tech. Amdocs Tech is Amdocs's R&D and technology center, paving the way to a better-connected future by creating open, innovative, best-in-class products and continuously evolving the way we work, learn and live. To learn more about Amdocs Tech, visit the Amdocs Technology page on LinkedIn.  

Python creator Guido van Rossum joins Microsoft New proposed DNS security features released Zoom has new tools to secure your Zoom meetings Malware activity increases 128% in Q3 Cisco Webex vulnerabilities allow attackers to spy on meetings Google will let you opt out of smart features FCC votes to open up more Wi-Fi Spectrum How vulnerable is G.P.S.? Zoe Clelland, VP of Product & Experience at Nintex talks about Robot Process Automation and how a business can take advantage of data integration. Hosts: Louis Maresca, Brian Chee, and Curt Franklin Guest: Zoe Clelland Download or subscribe to this show at https://twit.tv/shows/this-week-in-enterprise-tech. Sponsors: LastPass.com/twit expressvpn.com/enterprise barracuda.com/enterprise

Python creator Guido van Rossum joins Microsoft New proposed DNS security features released Zoom has new tools to secure your Zoom meetings Malware activity increases 128% in Q3 Cisco Webex vulnerabilities allow attackers to spy on meetings Google will let you opt out of smart features FCC votes to open up more Wi-Fi Spectrum How vulnerable is G.P.S.? Zoe Clelland, VP of Product & Experience at Nintex talks about Robot Process Automation and how a business can take advantage of data integration. Hosts: Louis Maresca, Brian Chee, and Curt Franklin Guest: Zoe Clelland Download or subscribe to this show at https://twit.tv/shows/this-week-in-enterprise-tech. Sponsors: LastPass.com/twit expressvpn.com/enterprise barracuda.com/enterprise

Today we rebroadcast our conversation with Jeff Shearer, an independent Marketing Consultant based in Seattle, Washington. Prior to branching out on his own, Jeff held in-house marketing roles at a variety of tech-driven companies including Nintex and Expedia. Show NotesConnect With:Jeff Shearer: Website // Linkedin // TwitterThe MarTech Podcast: Email // LinkedIn // TwitterBenjamin Shapiro: Website // LinkedIn // TwitterSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Mark Richards is the Chief Revenue Officer of Nintex. As Chief Revenue Officer, Marks oversees the sales and revenue of their global client base. He is a husband and the father of five kids, and […]

Sponsored By Knit. Today we're going to learn about the skills accumulated and lessons learned from a great marketer throughout the various stops in his career. Joining us for career day is an expert in an often overlooked part of driving growth: marketing operations. Jeff Shearer is an independent marketing consultant based in Seattle, Washington, and prior to branching out on his own, Jeff held in-house marketing roles at a variety of tech-driven companies including Nintex and Expedia. Show NotesConnect With:Jeff Shearer: Website // Linkedin // TwitterThe MarTech Podcast: Email // LinkedIn // TwitterBenjamin Shapiro: Website // LinkedIn // TwitterSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.