Podcasts about prosperworks

Zach Coelius is Managing Partner @ Coelius Capital and in his own words, "a pretty eclectic investor who loves to see just about any deal". To date, Zach has made investments in the likes of mParticle, Cruise Automation, Branch Metrics, SkySafe, ProsperWorks and more. In addition, Zach is or has been an advisor to LiveRamp, Hellosign, Art19, Loom.ai, Survata and StartGrid just to name a few. Prior to his investing career, Zach was CEO @ Triggit, an online adtech company which he raised over $18m for and was ultimately acquired in 2015. If that was not enough, Zach is also a Senior Advisor to McKinsey & Co. In Today’s Episode You Will Learn: 1.) How Zach made his way from the world of operating and adtech to investing and advising startups today? When does Zach feel the ecosystem really started to take him seriously as an investor? What did Zach learn from being in the adtech space that he has applied to his investing today? 2.) The Future of Venture: Naval has previously said we will see "the unbundling of VC", does Zach agree with this view? Why does Zach feel we are seeing both the bundling and the unbundling of venture platforms? What unique challenges does this pose for both sides of the equation? How should entrepreneurs evaluate the different options, bundled vs unbundled? 3.) Portfolio Construction: Why does Zach believe that portfolio construction is fundamentally inefficient? What 2 core areas of venture does portfolio construction cause issues for? When does Zach view to be the ideal insertion point if optimising for absolute returns and not following portfolio construction? 4.) Reserve Allocation and Pricing: Why does Zach think that the current mechanism for reserve allocation is broken? Why is it a fundamentally bias process? What does the optimal investment decision-making process look like to Zach? How does Zach think about the asymmetric information that is gained from being early into a company? How can investors really use it to their advantage? Why do they not? 5.) Why does Zach compare being an entrepreneur to being a gladiator and a rocketship? Why does Alex believe the transition from space articulation to product articulation is the most important thing an entrepreneur can do? What is the true sign of this transition in customer interactions? Where do many entrepreneurs make mistakes here? Items Mentioned In Today’s Show: Zach’s Fave Book: The Snowball: Warren Buffett and the Business of Life Zach’s Most Recent Investment: MudWtr As always you can follow Harry, The Twenty Minute VC and Zach on Twitter here! Likewise, you can follow Harry on Instagram here for mojito madness and all things 20VC.

Today I'm here with Chirag Gupta who runs a coworking space calls NoD Coworking. He developed the space to be an area that people could come together to network and pool their resources, stemming from a passion for helping others. Having always liked the idea of starting an accelerator/incubator, I had some questions around the business model and how difficult it is to get a space started and self-sustaining.

On this episode of Analysis Paralysis, I was invited to The Marketing Automation Discussion podcast for a CRM mastermind with host Alex Glenn, and CRM experts Scott Gellatly and Mark Colgan. We talk about all things pricing, strategy, automation, and how to set up your CRM for success.

If you took every tech company logo and stacked them by color, here's what you'd see: some red, some shades of black, grey, and white, some green. But all those stacks would be in the shadow of one color: blue. Samsung, Facebook, Lenovo, PayPal, hp, Dell—the list of blue logos goes on and on. So what did Morgan Norman, CMO of Copper (née ProsperWorks)? He went pink. With a dash of creative and a spritz of data analysis, Morgan went bold and rebranded in a major way. But—a rebrand isn't just a name and a color. The new mentality has to fill up every nook and cranny of the company, employees need to buy in, users need to be kept informed. On this episode of Renegade Thinkers Unite, Drew Neisser talks with Morgan Norman about the keys to a full rebrand, some common hurdles, and more about B2B marketing. Join in to hear lots of inspirational conversation and more on this company name change! Subscribe on Apple Podcasts- Stitcher - or Podsearch What You’ll Learn Why a company name change? Before its company name change, Copper was a very successful business. It was not looking for a different name to boost sales or to pull itself out of a slump. However, there were still various reasons to change its name. ProsperWorks was a hard name for people to remember. It was even harder for people to say. Prior to its name change, it was in 110 countries, and the name ProsperWorks was hard to translate. Studies were also showing that customers were consistently misspelling its name. All of these reasons culminated in a desire to explore new company names. Just a coat of paint, or a complete overhaul? When ProsperWorks changed its company name to Copper, it did not just change its name - it changed its entire brand. Morgan explains that every bit of product was overhauled, from customer interactions and existing content, to its brand and the company’s roadmap of where it wanted to go. He said that with the new name, the brand changed to revolve around relationships. How Copper used a relaunch to generate interest in its brand Copper used its relaunch to help generate interest in its brand in several different ways: They launched a new advertising campaign: CRM Minus the Bad Stuff. Their ads were enough to make the public curious enough to finish the story by finding out more information on the product. Copper utilized billboard ads. They ran 2 at a time in San Francisco near the airport. This captured the audience of people flying in. They also put a human face to CRM. They produced massive amounts of content about the company and its new name. The name change was surrounded by information on the company. Timeline [2:30] Who is Morgan Norman? [5:52] Why ProsperWorks changed its name to Copper [7:31] Which came first: the name change or the URL [12:24] Why the name Copper instead of Copper CRM [15:43] Why Copper chose pink in branding [17:46] A complete overhaul: from name to product [21:34] Internal involvement before a name change [27:25] The launch of Copper’s new name [30:18] How to use a relaunch to generate interest in your brand [35:22] Top lessons from name changing [38:47] Key metrics that matter in marketing Connect With Guest: Morgan’s Bio on Copper’s Website Connect with Morgan on LinkedIn Follow Morgan on Twitter Resources & People Mentioned Book: Subscribed by Tien Tzuo Campaign: CRM, Minus the Bad Stuff Connect with Drew http://renegade.com/ On LinkedIn On Twitter On Facebook On Instagram

In today’s episode of Analysis Paralysis, I'm talking with Nathan Lee, not related to the prior episode guest, Jon Lee. Nathan is an up and coming podcaster that loves automation and is working on a new podcast series built around Zapier and automation. We discuss why Zapier is such a great tool for those looking to get into automation for their business. If you are unfamiliar with Zapier or looking to get more involved with automation, this is a great episode for you!

In today’s episode of Analysis Paralysis, I’ll be talking with Jon Lee, the Founder and CEO of Copper. Since it first launched back in 2013, Copper has been one of the fastest-growing customer relationship management systems on the market with over $87m in venture backing. They’re also now the #1 recommended CRM for G Suite.

Today I'm here with Dan Fellars from Openside and we're talking about all things Airtable. Airtable is user-friendly database software, think of Google Sheets and Excel, but with a bit more structured in that it can actually be used at a mass scale for business processes. In this episode, we talk about how you can leverage automation and the ever-evolving cloud software tools available to build custom solutions, all without the traditional development overhead.

Wanting to run or work for a startup is a common goal nowadays. New companies are launched all the time, led by founders who hope to move quickly and grow fast. But as we all know, not all are successful. Why is this? Why do some succeed and others fail? Brittany Perez, who leads the account management team at Copper, is familiar with these questions. She left a comfortable position at a well-known company (Intuit) to work at Copper, and since joining the team, they’ve grown from 28 employees to hundreds, and have raised just under $100M in venture backing.

Brand. A term that means so many different things to so many different people. Most simply think that a company's brand is their logo and color scheme. For Coby Pachmayr, it is so much more. With a background in systems engineering and automation, Coby started Idea Spring, a branding and marketing agency with the unique focus on solving business problems through ongoing customer experience improvements.

Accel KKR makes a 9 figure investment in SugarCRM. Some of the other potential compatible AKKR companies. Sugar's redesign and re-architecture. Sugar's one-clickedness. Mitch Lieberman's take on the investment and his advice, including going all in on the cloud. How the sales team needs to be more consultative and real. The idea of conversational engagement. The Gartner Magic Quadrant for Sales Force Automation and some of the positional changes since last year. A close pack in the Leader quadrant. bpm'online is alone in the Challenger's quadrant. ProsperWorks rebrands to Copper. Copper's win percentage vs Salesforce. Salesforce and Google are cozying up. Will Google acquire a CRM vendor? Google's Hangouts Meet as a viable online meeting app.

On this episode of Analysis Paralysis, I am talking to Jaime Nacach. He runs a successful marketing company and fell in love with automation after using it inside of his existing company. Naturally, that has led to him building a side company solely built around automation and Jaime has been going through the process of transitioning into an automation-focused business solutions company.

On this episode of Analysis Paralysis, I am talking to David Zisner. He was an electrical engineer that worked at Intel for 15 years doing assembly line automations. He is now consulting and doing automation for small to medium size businesses.

There are podcasts for just about every topic you can think of, but very few, if any, around the emerging area of business automation. Our guest, Kelsey Bratcher, saw this void as an opportunity and started the Get Automated podcast. On this episode, I speak with Kelsey about many different things surrounding software, automation, and efficiency. We discuss how we got started in automation; the differences between ProsperWorks CRM and InfusionSoft; the best tools available for automating your business; and how you, as a small business owner, can start automating your business right now. Make sure you have a notepad around because there are a lot of actionable tips in this episode!

I was invited to an entrepreneurship class by an old professor of mine at Canisius College to talk to the students about my entrepreneurial journey and answer questions about business and starting your career after college. Should you start a business based on passion? How do you get started at all? Should you even start a business right out of college?

There are countless Customer Relationship Management systems currently on the market. From the big players like Salesforce, to the more emerging players like ProsperWorks. It seems that every day, a new one enters the space. It is clear that CRM is an important part of a business and that they aren't going away anytime soon.

Kelsey Bratcher chats with small business automation expert Alex Bass. Alex Bass is a ProsperWorks and Zapier expert who has done quite a bit of cool stuff. We discussed various topics ranging from workflow and data to some new cool tools Alex has been using.

On this episode of Analysis Paralysis, I am talking to one of my mentors, Ajaz. He is a great salesman and consultant that has given me a lot of guidance over the years. I figured that not everyone has a mentor so I wanted to record this call with him to share with others to hopefully get something from this. Discussing sales and difficulties I was recently going through with clients and overall, how to sell value over an "hourly rate" type model.

Jon Lee is the Founder & CEO @ ProsperWorks, the #1 recommended CRM for G Suite. To date, ProsperWorks have raised over $85m in VC funding from the likes of True Ventures, Norwest, GV, Bloomberg Beta and more incredible names. As for Jon, prior to ProsperWorks, he started in investment banking at Merrill Lynch before moving to run a large operations team at Yahoo. Jon then founded Bazaar Advertising Solutions, a business self funded from a Palo Alto apartment that Jon scaled into a highly profitable $47m business in less than 2 years. Jon then sold Bazaar to Epic Media in 2006. Following the acquisition, Jon founded DNA Games, the number one casino simulation game on Facebook with more than 20 million players, ultimately acquired by Zynga in May 2011. In Today’s Episode You Will Learn: How Jon made his way into the world of CRM having successfully founded and sold 2 prior business in the lead gen and gaming space? Why does Jon believe building a SaaS business is very much like building a gaming business? How does on think about the scaling of company culture with the scaling of headcount? Where does Jon see the inflection points where this culture starts to break down? What does Jon mean when he suggests “the importance of a culture of innovation”? Why does Jon believe it is so important to insert a culture of risk into the organisation? How does this risk mindset differ and look across different segments of the business? How does Jon aim to create a culture of risk and ambition without a fear of failure and not hitting targets? Why does Jon think it is always better to start in SMB and move to enterprise? How does this decision change how one thinks about product roadmap? How does this change how one approaches traction building ahead of fundraising? What should one look to learn from rapid iteration and testing before moving to the enterprise market?    60 Second SaaStr? What does Jon know now that he wishes he had known at the beginning? What keeps Jon up at night? What is Jon’s favourite SaaS reading material? Read the full transcript on our blog. If you would like to find out more about the show and the guests presented, you can follow us on Twitter here: Jason Lemkin Harry Stebbings SaaStr Jon Lee

When many think about artificial intelligence (AI) today it’s usually centered around headline grabbing examples of it addressing the futuristic type issues and challenges. And because the media lens focuses on those “eye-catching” use cases, many small businesses don’t feel like AI is really something that they would benefit from. But, according to Jon Lee, founder and CEO of CRM platform ProsperWorks, AI can help businesses of all sizes make better, more timely decisions that can help create more successful outcomes. Lee shares how automating the data entry process not only frees up sales professionals from having to enter and maintain contact and account records, but also provides CRM apps with the data it needs to feed AI and uncover important relationship-building insights.

Three-time entrepreneur Jon Lee, CEO of ProsperWorks, the customer relationship management platform recommended and backed by Google, talks about how he identified sales as the single most important determinant of success, and how you can increase yours. Jon Lee knows a thing or two about running businesses. Jon started in investment banking at Merrill Lynch, moved to run a large operations team at Yahoo, and founded Bazaar Advertising Solutions and DNA Games, acquired by Epic Media Group and Zynga, respectively. He then started ProsperWorks to give companies tools they’ll actually use to help them grow.  Jon holds a BS in Industrial Engineering and Operations Research from UC Berkeley. Today's show is sponsored by Audible.com. Audible.com is a leading provider of spoken audio entertainment and information. Listen to audiobooks whenever and wherever you want. Get a free book when you sign up for a 30-day free trial at audibletrial.com/businessgrowth.

En el episodio de hoy David y Marc hablan sobre herramientas para automatizar redes sociales y sobre qué tipo de estrategias usan con ellas. Bienvenidos a 3 Herramientas que Probar Hoy #herramientas2 En la introducción informal David nos cuenta que esta semana ha estado trabajando duro en las ruedas de inversión que están haciendo en Videolean, para llevar la Startup a empresa, y así formalizar el negocio en condiciones. Por su banda, Marc nos explica que los proyectos que le entraron la semana pasada van en marcha a buen ritmo, y que además le ha entrado un nuevo diseño web para Motion4startup, empresa de David que necesita un poco de lavado de cara. En este momento, Marc aprovecha para animar a la audiencia a usar el hashtag #herramientas2 en twitter para escuchar las opiniones de todos de cada uno de los capítulos. Así pues, a partir de hoy usaremos el hashtag herramientas + el numero del programa para referirnos a cada uno en Twitter. ¿Qué os parece? También hace un llamamiento a todos para que accedan a la página web dónde se encuentan las notas de cada uno de los programas, y aprovecha para decir que en herramientas.com/ideas  se puede votar para futuros temas a tratar en el Podcast. Por último, comentan la posibilidad de hacerse patrocinador enviando un email en la página de patrocinio y abren la posibilidad de crear un grupo de Slack privado con acceso premium para asesoramiento, a esperas de saber qué dice la audiencia al respecto. El patrocinador de esta semana A falta de tener un patrocinador oficial, esta semana patrocina el programa Videolean, la plataforma de creación de vídeos para empresas y profesionales. Es una herramienta súper sencilla de utilizar y se pueden crear vídeos al estilo Playground en muy pocos minutos. Marc comenta que él la ha usado alguna vez y que la repercusión y el alcance son impresionantes. Valoración de herramientas anteriores La semana pasada, David no se puso deberes... ui ui ui... empezamos bien. Así pues, pasamos a la valoración que nos hace Marc. En cuanto a la herramienta Leadfeeder, dice que no le ha dado tiempo de implementarla en su web, así que no hay valoración al respeto. Pero en cuanto a Calendly, cuenta que la ha aprovechado para agendar un par de reuniones esta semana, y que le ha encantado. Eso sí, deberá replantearse el uso tan milímetrico que hace del time blocking. Las herramientas de automatización de redes sociales Al fin y al cabo, las redes sociales son un medio en el que las empresas buscan conectar con su público para conseguir una venta. De esta forma, la relación entre una red social y una venta es muy estrecha. Las herramientas de David Esta semana David nos trae tres herramientas, de las cuales dos las utilizan para captación de clientes y la tercera para controlar el email. La primera herramienta es Loom, una plataforma que te permite crear un vídeo, ya sea con la webcam o screencast, que se aloja de forma automática en la plataforma. A partir de aquí, puedes compartirlo mediante un enlace o embeberlo dento de un email. En Videolean la usan como estrategia vinculada con Leadfeeder (que ya contaron la semana pasada que servía para detectar qué usuarios visitaban su web). Primero detectan los usuarios, estudian un poco sus redes sociales, y luego les mandan una grabación personalizada en vídeo dónde les explican qué cambios harían y qué beneficios conseguirían alcanzar contratando sus servicios. A Marc le encanta esta estrategia y comenta que la pondrá en marcha también. Además, la plataforma tiene un plan freemium 100% funcional. En cuanto a la segunda herramienta, nos habla de Prosperworks, un CRM que se integra con Gmail y les ayuda a gestionar la base de datos de sus clientes. Además, dispone de una extensión para Google Chrome y se puede incular con Zappier y Slack. Por último, nos habla de Mailtrack, y dice que es su herramienta favorita. Les sirve para controlar si los usuarios o clientes a los que envían emails, los abren o no los abren. De esta forma sabe cuando les mienten y pueden actuar en consecuencia. Una herramienta muy útil y que se integra también con Gmail e Inbox. Las herramientas de Marc Por otro lado, Marc nos habla de tres herramientas para automatizar las redes sociales y las publicaciones de sus clientes. La primera es Hootsuite, con la cual realiza la programación de las redes sociales de sus clientes única y exclusivamente. Cuenta que no lo usa para sus redes porque prefiere hacerlo de forma manual para controlar al 100% todo. Por otro lado, comenta que lo que sí hace con Hootsuite es usarla pasa seguir hashtags concrectos y palabras clave en Twitter, de esta forma sabe cuando alguien realiza una publicación con esas palabras clave con lo que puede ser un posible cliente para sus servicios. En cuanto a las otras dos herramientas, son Workflow y IFTTT, herramientas para automatización de acciones. Con ellas ha usado y usa unas estrategias muy definidas. Explica que tiene un flujo de trabajo con Workflow en el que a raíz del feed RSS de su blog, extrae el extracto y la URL del artículo y lo copia todo en el portapapeles del iPhone. De esta forma, puede publicarlo manualmente en las distintas redes sociales. Pero la cosa no acaba aquí, sino que hace unos meses, este flujo de trabajo lo tenía vinculado con IFTTT, y cuando lanzaba el trigger desde Workflow, IFTTT publicaba el contenido copiado en el portapapeles directamente en las redes sociales como Twitter, Facebook, etc. Una forma muy práctica de automatización.

California wine country fires, upcoming CRM vendor interviews, G2 Crowd Grid for CRM, Pipedrive vs. Pipeliner CRM confusion, CRM systems that allow for extending the database schema and those that do not, normalizing repeating sets of fields, ProsperWorks raises an additional $53 million. Sugar’s Hint add-on product for data augmentation and prospect/customer alerts, three or four major annual product releases vs. continuous improvement (micro-releases), open source CRM, companies that still deploy CRM on-premise, cloud security vs. corporate network security.

In this episode, we discuss buying a new Apple iPhone and changes to Siri search, Marc Benioff's birthday and being awarded by Variety, Equifax CEO resigning, ProsperWorks raising $53 million to compete with Salesforce.com, and answer questions from the Good Day, Sir! Slack Community. Apple Drops Bing Search Engine Results for Siri and Spotlight in Favor of Google Priyanka Chopra, Octavia Spencer, Michelle Pfeiffer, Patty Jenkins, Kelly Clarkson to Be Honored at Variety’s Power of Women A CEO's Demise: Lessons From Equifax ProsperWorks raises $53 million to take on Salesforce’s CRM Waze App Uber Eats Domain Driven Design (DDD)

This episode we talk about Twitter, Trump, North Korea, Equifax, Village, Prosperworks, and some new music from Chance The Rapper! Enjoy!

We have a great show here with special guest Gabrielle Hughes content marketing manager, ProsperWorks. ProsperWorks is a powerful but very easy to use CMS (client management system) that totally integrates into Google Gmail and Google Apps. We feel it great solution for individual real estate agent or small teams that need to get organized but need an easy to use CMS that also has the flexibility and power.

Andrew Dumont, VP of Marketing at Bitly, got hooked on growing and scaling companies when he was only 18 years old. Since then, his impressive list of accomplishments includes tenures at Tatango, Moz, and Seesmic, successfully acquired by Hootsuite. He also founded and took Stride as a side project to a Prosperworks acquisition. Prior to Bitly, Andrew served as the Entrepreneur in Residence at Betaworks, a startup studio in New York behind companies like Digg, Giphy, and Bitly. He is also a member of Forbes 30 under 30 class of 2014. In this episode, Andrew discusses the direct ROI of digital advertising, the importance of advertising sophistication, and an account based marketing approach to turn a freemium product into a powerful enterprise software solution.

Jon Lee, CEO of ProsperWorks. Jon has jumped to many different industries, from gaming to tech to banking. As an entrepreneur with success in multiple companies, he believes in going after your business goals as soon as possible. Listen to his journey through his businesses and how he ended up with ProsperWorks. Famous Five:   Favorite Book? – Crossing the Chasm What CEO do you follow? — Marc Benioff Favorite online tool? — Google Apps Do you get 8 hours of sleep? — No. If you could let your 20 year old self know one thing, what would it be? — Start your companies earlier.   Time Stamped Show Notes: 01:05 – Nathan introduces Jon Lee 02:10 – “Banking to tech to Yahoo to gaming” 02:40 – He saw a need for advertisers when he worked for Yahoo 03:10 – Bizarre Advertising 03:25 – They automated the business 04:10 – How they got revenue 04:35 – Started in their apartment in Palo Alto 04:50 -- $47-million business in two years 05:10 – Applied algorithms to find success 05:35 – Bound to confidentiality on the exit value 06:00 – Balance between cost and revenue 06:40 – How he got into the gaming industry 06:45 – Background in mathematics 07:00 – DNA games 07:15 – They could provide different gaming experiences according to the customer 08:00 – Stickiness is measured according to a customer’s engagement 08:20 – Lifetime value helped companies build better games and make more money 09:10 – They sold when Facebook changed their gaming policies 09:50 – They partnered with a larger company 10:10 – ChefVille 10:40 – A good exit for the investors and the company 11:00 – ProsperWorks 12:00 – CRM 12:10 – Partnering with Google Apps 12:30 – Problems with bad data 13:00 – Automating the data entry 13:30 – They have raised of $10 million 14:20 – Founded in 2011 14:30 – A SaaS platform 14:40 – 40000 customers 14:55 -- The Famous Five 15:00 – Profitable sales and marketing 15:15 – Free two-week trial 15:45 – You want a profitable acquisition 16:00 – Focus on building great partnerships and relationships 16:35 – For every $1 spent, they get a $6 return 17:10 – A less mature product needs funding to get customer feedback 17:35 – Team of 67 17:50 – Diminishing marginal returns 18:15 – Invest and get the right type of customer 18:30 – Building up the sales team 19:15 – Average customer pays $49 19:50 – Majority of their contracts are annual 20:30 – Focus to build a useful product 21:00 – Attracting small and medium-sized businesses 21:30 – Revenue churn is negative 23:00 – Jon Lee on LinkedIn or Twitter @prosperworks   3 Key Points: If you have an entrepreneurial spirit, pursue your ideas immediately. Be realistic about what is best for your company. Partner with big companies to gain credibility.   Resources Mentioned: Host Gator – The site Nathan uses to buy his domain names and hosting for cheapest price possible. Freshbooks - The site Nathan uses to manage his invoices and accounts. Leadpages  – The drag and drop tool Nathan uses to quickly create his webinar landing pages which convert at 35%+ Audible – Nathan uses Audible when he's driving from Austin to San Antonio (1.5 hour drive) to listen to audio books. Google Apps – The online tool that has partnered with ProsperWorks Show Notes provided by Mallard Creatives

Steve & John discuss Microsoft Convergence 2015, InsideSales, ProsperWorks, HubSpot CRM and Larry Ellison.