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Tech is leading the market higher in 2023, but a few giants are doing the heavy lifting. (00:21) Matt Argersinger and Jason Moser discuss: - Nvidia's AI-fueled earnings report and the company's historic pop. - Intuit's latest results and how proposed IRS free-file software could affect the company. - Zoom's post-pandemic slump - The signs retailers are fixing inventory problems, but high-end merchandise still isn't selling. (19:11) Motley Fool contributor Lou Whiteman talks with former United Airlines CEO Oscar Munoz about his approach to turning the airline around, dealing with personal setbacks, and the lessons in leadership from his book “Turnaround Time.” (34:14) Matt and Jason discuss Netflix's $7.99/month solution to password sharing and two stocks on their radar: Salesforce and Invitation Homes. Stocks discussed: NVDA, INTU, ZM, WSM, ULTA, COST, SPG, URBN, GPS, CRM, INVH Host: Dylan Lewis Guests: Jason Moser, Matt Argersinger, Oscar Munoz, Lou Whiteman Engineer: Dan Boyd, Tim Sparks
Email Marketing Rules: 184 Best Practices to Optimize the Subscriber Experience and Drive Business Success by Chad S. White About the Book: The most comprehensive email marketing book from the most prolific email marketing author helps you master the most misunderstood marketing channel. Updated and greatly expanded, the 4th Edition of Email Marketing Rules demystifies this vital channel, guiding you through its complexities to find the best execution for your brand—the one that serves the needs of your business and the needs of your subscribers. Volume 1 of Email Marketing Rules discusses 184 best practices that help you… Build productive, safe email lists by identifying valuable subscriber acquisition sources, using appropriate permission practices, and managing inactives wisely Set the right program goals by understanding “deep metrics” and properly interpreting campaign, channel, and subscriber metrics Create relevant messages with subject lines that draw in subscribers while avoiding “opener's remorse” and designs that focus subscribers on taking action Craft high-performance triggered emails, including welcome programs that set you up for long-term success Effectively plan and produce emails with workflows that allow you to seize opportunities and avoid errors And much more, including understanding the law, optimizing email frequency, using the best landing pages, and doing A/B testing Volume 2 of Email Marketing Rules discusses strategic frameworks that help you… Understand the channel's unique quirks, including the strengths and limitations that come from email marketing being granted media (not owned media) Grow your audience while safeguarding your email deliverability and following the law Collect and use subscriber data to create personalized, segmented, and automated campaigns that connect with subscribers and avoid being creepy Measure program success effectively by using each metric appropriately and improving channel attribution accuracy Steadily improve your email marketing program through minimum viable launches, incremental improvements, testing, and innovation nurturing And much more, including 6 extensive checklists for auditing and optimizing your targeting, acquisition sources, cross-channel synergies, and more About the Author: Chad S. White is the author of four editions of Email Marketing Rules and nearly 4,000 posts and articles about email and digital marketing. He has served as the lead email marketing researcher at four of the world's largest email service providers—Oracle, Responsys, Salesforce, and ExactTarget—as well as at Litmus and the Direct Marketing Association. A former journalist at Condé Nast and Dow Jones & Co., Chad has been featured in more than 100 publications, including The New York Times, The Wall Street Journal, and Advertising Age. He is a past recipient of the Association of National Advertiser's Email Marketer Thought Leader of the Year. And, interesting fact - he is a graduate of Texas A&M University! Click here for this episode's website page with the links mentioned during the interview... https://www.salesartillery.com/marketing-book-podcast/email-marketing-rules-4-chad-white
Product - Platform - Service - What Is The Difference? Product: an item, physical, virtual, digital, or hybrid that is produced; OR a service offered for sale to serve a customer's need or want; OR a metaphorical vehicle. A vehicle that continually runs like a digital product for delivering value, where external customers and end users know what is produced or served when we mentioned it and people are expected to pay for it somehow, maybe with their money, data or some other consideration. A product can be built upon the building blocks of platforms, systems, subsystems, or components. Examples of products include a chair, a cake that I eat or maybe use of any learning service. an item, physical, virtual, digital, or hybrid that is produced; OR service; OR metaphorical vehicle. This continually runs but rather than being recognized by external customers and end users, it underpins and enables value. However, it does not in and of itself deliver value. It's usually, but not always unrecognized by external customers and end users. Salesforce would be recognized but it's usually not recognized as an internal backend system. It's often mistakenly labeled a product. Examples of a platform include an enterprise resource planning system, a customer relationship management system, an e-learning system within the company and a podcast hosting redistribution system. A platform can also be built upon the building blocks of systems, subsystems or components. Service: I do some work; OR Assistance or advice given to some customers; OR Rental of a product, platform, system, subsystem, component or experience; OR Labor originated value. How to connect with AgileDad: - [website] https://www.agiledad.com/ - [instagram] https://www.instagram.com/agile_coach/ - [facebook] https://www.facebook.com/RealAgileDad/ - [Linkedin] https://www.linkedin.com/in/leehenson/
Drew Sechrist is the founder and CEO of Connect The Dots™, an organization that uses innovative AI to help people discover new connections in their email metadata. As Salesforce.com's 36th employee, he helped that company grow from $0 to more than $1 billion in revenue. In today's episode of Make It Happen Monday, John and Drew talk about the impact Salesforce.com had on their individual careers, the benefits of creating an exceptional sales culture, the power in leveraging a personal network, and much more.Connect with John on LinkedIn: https://www.linkedin.com/in/johnbarrows/Are you looking to level up your Sales skills and stay relevant in the evolving world of AI? Check out www.jbarrows.com and let's Make this Happen together!Connect with John on IG: https://www.instagram.com/johnmbarrows/Connect with Drew on LinkedIn: https://www.linkedin.com/in/drewsechrist/Connect with Drew directly at: drew@ctd.ai or visit www.ctd.ai Mentioned in this episode:Welcome to the Make It Happen Monday PodcastThe Hubspot CRMhttps://hubspot.com/
Think consulting is only for seasoned Salesforce pros? Think again! For this week's Salesforce career breakdown, we talk with Dave Massey (remember him from Episode 32?) to learn about his dive into consulting as his very first Salesforce role and how having a top-tier support system helped him skill up. You'll also get to hear why it's so important to diversify your industry experience as well as some of the many companies you could work with as a consultant. This is how you become recession-proof, people! Handy Timestamps: 2:45: Dave discusses the start of his Salesforce career as a consultant. 4:30: A recap of the job application process! Remember, you can't really overdo it here. 7:30: When it comes to consultancies, size does matter. 12:00: We get to hear how our guest learned the ropes of consulting with a few helping hands. 19:50: What is it that makes Salesforce jobs so secure? Brad and Dave discuss the beauty of diverse industry experience. 26:30: What are some of the challenges unique to Salesforce Consultants? 35:45: Dave discusses how his experiences helped him form Get Force Certified. Links and Resources: TalentStacker.com/voicemail TalentStacker.com/start TalentStacker LinkedIn Page Salesforce For Everyone Facebook Group GetForceCertified.com
Tom welcomes back David Brady, CEO, and Co-Founder of Global Pro Traders to discuss the current financial picture. He believes this is the last pull back before a big take off in gold, silver, platinum, and miners. Hedge funds are massively short bonds in particular the 10-year, and the banks are on the opposite side of that trade. History shows that banks are almost always the winners. He provides a few targets he anticipates in the next run. David believes we will get a deflationary event at some point in the near future. By the end of the year, he feels a depressionary scenario is likely, with soaring unemployment, bankruptcies, credit card debt, and auto reposessions. Real estate is stagnating, and the banking crisis is worsening. The Fed will cut rates and print, but that might not save the markets this time. We could be looking at a controlled demolition of the economy, with most sectors going down. Prices for necessities will skyrocket, and there won't be many places to put your money. David believes a mind-shift is occurring in the public with regards to gold and confidence in currencies. We're seeing talk about fertilizers being bad for the environment and the purchasing of farms in the Netherlands. If the politicians don't agree on the debt ceiling agreement, all hell could break loose. The Fed would have to restart the printers as the debt rating falls. We can't just keep borrowing while devaluing the currency, which means some sort of financial reset is inevitable. You want to be in assets proven to hold value through time. Time Stamp References:0:00 - Introduction0:42 - Unease & Crises10:38 - Flash Crash Potential?19:00 - Interest in Gold?21:56 - Inflationary Event26:12 - COT Report Trends29:10 - Debt Ceiling Theatrics40:03 - Europe & Dollar Dynamics43:14 - Dollar & Gold Movement47:15 - Reality & Growth Goals54:30 - Concluding Thoughts Talking Points From This Episode Hedge funds are short bonds while banks are long; who will be right.A great recession is a risk in which prices for necessities will skyrocket.We are facing a financial reset, and why the best bet is to invest in assets proven to hold value. Guest Links:Twitter: https://twitter.com/globalprotraderSprott Money: https://www.sprottmoney.com/writersSilver Chartist: https://silverchartist.com David Brady has managed money for banks and businesses for 25 years. Mr. Brady is a CFA charter holder and holds a bachelor's degree in Business Studies and Financial Markets from Dublin City University. He started as a foreign currency trader in USD/DEM and managed multi-billion dollar bond and foreign exchange portfolios for multinationals such as eBay and Salesforce. He has always been interested in financial markets, winning investment competitions at the age of 15. Scoring the highest grade for his graduate thesis, "Is the ERM (Exchange Rate Mechanism) Fatally Flawed," in 1993, and won foreign currency spot, forward, and bond trading competitions at 23. Suffice to say that financial markets have been his passion for much of his life. David is a native of Dublin, Ireland. He moved to the United States in 1998 and now lives in Ontario, Canada, since 2015, with his wife and four kids.
Would you consider yourself wealthy? What kind of wealth are you looking for? How can you get it? Listen now for these answers and more! ============================ > HAPPY HOUR! Free Online Workshop Join your friends at Happy Hour with host of The Happy Engineer Podcast, Zach White, for engineering leadership training, 1:1 career coaching, and FREE bonuses! ** Click the link above and register now for this no-cost LIVE workshop every month, see you there! ============================ In this episode, meet Founder and CEO of Make More Leaders, Vamsi Polimetla. He coaches ambitious executives to achieve their lifelong goals. Today we talk about miracles, million dollar insights, and the true nature of wealth in your life. You've heard coaches talk about “becoming the best version of yourself” if you hang out on Instagram at all. Well Vamsi was recently in India with THE COACH who started the popular movement toward BECOMING. Discover a new twist on the old metaphor of fitting more rocks in the jar of your life. And more importantly, learn how slowing down is going to help you get what you want most. Vamsi has successfully coached executives from companies like Salesforce, Amazon, IBM, Morgan Stanley, Blue Cross, J. Walter Thompson, Deloitte, Verizon and the list goes on. So press play and let's chat… because you're next on the road to become your absolute best! ============================ HAPPY ENGINEER COMMUNITY LINKS: > Apply for the Lifestyle Engineering Blueprint …Our intensive coaching program exclusively for engineering leaders looking to build your career, balance your life, and BE HAPPY! > Full Show Notes, Resources, & More > Join our Facebook Group! Get access to bonus content and live coaching as growth-minded leaders build careers together. ============================ WANT MORE AMAZING GUESTS? “I love Zach and these amazing guests on The Happy Engineer Podcast.” If that sounds like you, please consider following, rating and reviewing the show! I know it's a huge favor to ask, but when you follow, leave a 5-star rating, and add an honest review of how these episodes are helping you… it's a massive benefit for getting the attention of big name powerhouse guests on this show. On Apple Podcasts, click our show, scroll to the bottom, tap to rate with 5-stars, and select “Write a Review.” Thank you so much. ============================ Connect with your host, Zach White: LinkedIn (primary) Instagram Facebook YouTube
This week, I'm diving deep into the topic of developing greater SELF-CONFIDENCE—the number one challenge I observe so many people struggling with in their lives and the number 1 requested topic.In just 20 minutes, I will equip you with powerful strategies to OVERCOME DOUBT and CRUSH those destructive negative voices that hold you back.During our time together, we cover a lot of ground, including:The significance of KEEPING PROMISES to yourselfHow even the smallest actions can stack up and elevate your self-worthShifting your focus towards PROCESSES and STANDARDS for lasting confidenceCelebrating your BEST EFFORTS and INTENTIONS rather than solely focusing on outcomesThe impact of VIBRATIONAL FREQUENCIES and rhythms on your self-confidenceEmbracing self-confidence as an EMOTIONI also delve into the profound role that FAITH plays in building self-confidence. Few things are as empowering as knowing that you have God on your side. When you prioritize serving others based on faith-based principles, you'll discover a deep sense of PEACE and self-confidence.The key to unlocking greater self-confidence lies in transforming your self-perception.Get ready to unlock a treasure trove of tactical strategies that will help you make those necessary changes and become a more confident individual in all areas of your life!
Season 4 Episode 67 CLASS: #PeerReview FACULTY: Jimmy Capparelli, CPA TITLE: Price it High or Say Goodbye: Transforming Tax Season In this episode of Accounting High, Scott and Jason are joined by Jim Capparelli, Co-founder of Hiline. They discuss how Hiline is changing the tax season and what the tax roadmap looks like. They also touch on pricing, verticals, and the automation of simple tasks. Additionally, they delve into the topics of burnout, therapy for business owners, and school mascots. Finally, they wrap up the conversation with some golf talk. Tune in to this insightful and engaging conversation on Accounting High. Interview: Hiline's tax roadmap and how they are changing prices and clients. Verticles in the industry and how Hiline navigates taxable events, state taxes, and additional fees. The profitability of Squad pods and failures in scaling VCFO services. The importance of therapy for business owners and automation of simple tasks. Branding squads and the automation of data from Karbon and other products. How Hiline is managing burnout and what else is happening at the firm. Jim shares advice for accounting firms and discusses his love for golf, school mascots, and introvert/extrovert personalities Shoutouts: Hiline, Peter Wen, Spencer Christeck, Salesforce, PandaDoc, Karbon, Dialpad --- Send in a voice message: https://podcasters.spotify.com/pod/show/accountinghigh/message
Scott Wapner and the Investment Committee discuss what a debt limit deal could mean for stocks, as some suggest an agreement might not be that far away. Discretionary stocks rising, Stephanie Link calls in with her reaction to Target and TJX earnings results. The Calls of the Day are two bullish notes on Salesforce and CrowdStrike. Plus, the setup on Cisco Systems ahead of earnings after the bell.Investment Committee Disclosures
Now that you have a good idea of what a Salesforce Administrator is (if you don't, check out our last episode), it's time to move on to our next role! In this episode, we're joined by Pei Mun Lim to give you a peek into the life of a Salesforce Business Analyst. We also discuss the specific skills and traits that make up an exceptional BA. Keep listening to learn why vacation planning and PB&J sandwiches can help you flourish in this role. Be sure to check out Pei's book Salesforce Discovery 101 here in the Links and Resources below! Handy Timestamps: 2:50: If you don't already know who Pei is, here's a little bit about her and the experience she has as a Salesforce professional. 5:00: Pei and Brad explain what people do in Discovery and why the work BAs do is so important. 12:15: How do Business Analysts fit into the network of other Salesforce roles within a project team? 15:10: This is why focusing on your skills before relying on tools is essential to doing your job well. 22:50: Pei gives some tips to those looking to become a Business Analyst. 29:50: How can entry-level individuals stand out in the BA role, and what are the core skills they should practice? 37:05: As with any situation involving teamwork and communication, making assumptions is the kryptonite to well-run projects. 39:50: Pei discusses her favorite part of being a BA. 42:00: Here's one piece of advice for anyone who wants to become a Salesforce Business Analyst. Links and Resources: TalentStacker.com/voicemail TalentStacker.com/start TalentStacker LinkedIn Page Salesforce For Everyone Facebook Group Salesforce Discovery 101
Episode OverviewAre you struggling to find high-quality leads for your SaaS platform? If so, you won't want to miss this episode! Our guest, Patrick, saw a gap in the Salesforce ecosystem where end clients found it difficult to match the 5,000 Independent Software Vendors (ISV) and 2,300 Consulting Service Partners to their problems needing solving. He created InVisory to fix it.In this episode, Patrick will share his insights on:How to generate qualified leads through a marketplace. Why you should be on the marketplace as a consulting partner, how to be selected by the algorithm.How to upsell existing apps to solve clients' challenges.About Patrick CronanPatrick started his career at Thomson Reuters, working in various consulting & sales roles during his 8.5 years at the firm. From Thomson, Patrick joined an early-stage venture-backed company, FiscalNote, as their first Director of Business Development. Patrick still credits this experience as one of the most beneficial for his career, as it was his first experience working at a startup that didn't have a lot of resources- from this experience, he wanted to start his own company one day. From FiscalNote, Patrick joined Gartner, where he led one of their Financial Services Practices for 4 years. Before founding InVisory, Patrick was a Director of Strategic Banking Accounts at Salesforce. During this experience, Patrick came up with the idea for InVisory and launched the business after two years at Salesforce in Jan 2022.Resources and Links469 - Show NotesInVisoryPatrick's LinkedInPaulhigginsmentoring.comScaling BlueprintThe Workflow AcademyCloud Consultants CollectiveThe Cloud Consultants ShowSendSparkJoin our newsletterConnect With PaulOn LinkedInOn FacebookOn Twitter: @PaulHiggins555On Instagram: @paulhigginsmentoringEmail:
Welcome to episode #879 of Six Pixels of Separation - The ThinkersOne Podcast. Here it is: Six Pixels of Separation - The ThinkersOne Podcast - Episode #879. Meet Natalie Nixon, also knowns as the "creativity whisperer for the C-Suite." Natalie advises leaders on how to achieve transformative business outcomes by embracing both wonder and rigor. Her area of focus is on creativity, the future of work, and innovation. Recognized as one of Real Leaders' "Top 50 Keynote Speakers in the World for 2022," Natalie's influence extends far and wide. She has graced the pages of Fast Company, and, more recently, published a new book, The Creativity Leap. As the founder of Figure 8 Thinking, Natalie leads a firm that has earned its place among the top 20 women-led innovation firms by Core 77. Her impressive roster of clients includes industry giants like Microsoft, Salesforce, Comcast, and Citrix, among others. With each engagement, Natalie seamlessly combines her background in cultural anthropology, fashion, design thinking, and dance, infusing her work with a unique hybrid perspective. Natalie also serves as a trustee of the esteemed Smithsonian's Cooper Hewitt Design Museum, Vassar College, and Leadership+Design. Her international experiences living in Germany, Brazil, Portugal, Israel, and Sri Lanka have endowed her with a global perspective, complemented by her proficiency in Portuguese and Spanish. When she's not enlightening minds or shaping the future of creativity, Natalie finds joy in dance. From hip-hop to salsa, foxtrot to tango, she is a force on the ballroom floor. Enjoy the conversation... Running time: 55:56. Hello from beautiful Montreal. Subscribe over at Apple Podcasts. Please visit and leave comments on the blog - Six Pixels of Separation. Feel free to connect to me directly on Facebook here: Mitch Joel on Facebook. Check out ThinkersOne. or you can connect on LinkedIn. ...or on Twitter. Here is my conversation with Natalie Nixon. The Creativity Leap. Figure 8 Thinking. Follow Natalie on Instagram. Follow Natalie on LinkedIn. Follow Natalie on Twitter. This week's music: David Usher 'St. Lawrence River'.
PNR: This Old Marketing | Content Marketing with Joe Pulizzi and Robert Rose
The next great online battle is that over trust. We are seeing this play out in front of us, first with the news of Tucker Carlson moving from Fox to Twitter, then Elon's "trust nothing" decree, and then as millions flood to follow MrBeast. Google and Microsoft go to battle over AI advertising products that aren't ready for market yet. Rants and raves include Berkshire Hathaway's annual letter and Salesforce's pivot to AI. This week's sponsor is Streamyard. StreamYard is the easiest way to create content right in your browser. You can multistream to your social media platforms, host a weekly show with special guests, create webinars, record podcasts with local recordings, create videos and more. And they make it easy to brand and customize your videos inside the studio before you even go live. Get Streamyard today! This week's links: Tucker Carlson to Twitter Elon Musk and Trust Nothing MrBeast Increases Followers by 20 Million in a Day MSFT to Monetize Chat and AI Google's Generative AI Search Ads Berkshire's Annual Letter to Investors Salesforce Pivots to AI ----- Liked this show? SUBSCRIBE to this podcast on Spotify, Apple, Google and more. Catch past episodes and show notes at ThisOldMarketing.site. Subscribe at TheTilt.com and get Joe Pulizzi's content creator newsletter 2x per week. Subscribe to Robert Rose's newsletter at Experience Advisors.
This episode of The B2B Content Show features Vasudha Badri-Paul, Vice President of B2B Marketing and Developer Ecosystem at Digital API Craft. Jeremy Sheer speaks with Vasudha about why B2B marketing is seen as less creative and fun than B2C marketing. Vasudha explains that the language of business is usually much more serious than the language to consumers, and that there is a need for a judicious mix of seriousness and fun in B2B content marketing. They also discuss how some companies have found the sweet spot between seriousness and wit, and how storytelling in B2B content marketing requires a realness and imagination.Highlights:• B2B marketing is seen as less creative and fun than B2C marketing• There is a need for a judicious mix of seriousness and fun in B2B content marketing• Companies like Salesforce and Gong have found the sweet spot between seriousness and wit• Storytelling in B2B content marketing requires a realness and imaginationLearn more about DigitalAPICraft Connect with Vasudha on LinkedInThe B2B Content Show is produced by Connversa, a podcast production agency helping B2B brands connecting with prospects, grow brand awareness, and create better content. Learn more at connversa.com.
This episode is sponsored by my friends at Keela, a comprehensive fundraising and donor management software that will help you expand your reach, increase fundraising revenue, and foster a dedicated community of supporters.Several of my clients are currently using Keela and have continued to be impressed with how easy it is to use, how affordable it is and most importantly, the results that they see and the impact they are able to create.Keela is hosting a webinar, led by me, on June 6 - How to Drive Donations and Get Engagement Using Social Media. It's totally free, and you can get all the details and sign up by clicking here.Becoming data literate and even data-driven isn't impossible for small nonprofits. In this episode, I sit down with Sarah Epting to talk all things data. Specifically:What is data literacy and why is it especially important for nonprofits?How can small shops start on their data literacy journey? What do nonprofits often get wrong when collecting data? What data should we collect? And how do we use this data effectively so it doesn't just sit in a spreadsheet? With 10 years of nonprofit management and 5 years of specialized Salesforce Administrator experience, Sarah leverages unprecedented knowledge of the hurdles nonprofits often face. She founded Technopath to address the gaps in the industry, leveraging her Salesforce expertise to help nonprofits further their mission.Learn more about TechnopathWeb: technopath.io OR technopath.podia.comLinkedIn: https://www.linkedin.com/company/technopathsf/Pro-bono Project Offerings: https://technopath.ac-page.com/nonprofit-probono-salesforce-project-offeringsAbout Julia Campbell, the host of the Nonprofit Nation podcast:Named as a top thought leader by Forbes and BizTech Magazine, Julia Campbell (she/hers) is an author, coach, and speaker on a mission to make the digital world a better place.She wrote her book, Storytelling in the Digital Age: A Guide for Nonprofits, as a roadmap for social change agents who want to build movements using engaging digital storytelling techniques. Her second book, How to Build and Mobilize a Social Media Community for Your Nonprofit, was published in 2020 as a call-to-arms for mission-driven organizations to use the power of social media to build movements. Connect with me on LinkedIn: https://www.linkedin.com/in/juliacampbell/
Salesforce VP of Competitive Intelligence Dan Hamilton joins host Adam McQueen in sunny Scottsdale to talk about how the competitive intelligence team at Salesforce gets their hands dirty in deal support and impacts change across the entire organization. Dan and Adam dive into taking action on messy CRM data, how Salesforce CI keeps focus and makes the biggest impact and the importance of providing deal support as a compete function. Timestamps:(00:02) Intro with Ben and Adam(02:18) Meet Dan Hamilton(03:14) How to keep focused and make an impact(06:33) Dan's first win story in compete(08:38) The five-year strategy versus winning deals today(13:53) Showing leadership just how bad a situation is(16:44) The biggest mistake Dan's made in his career(19:52) Why hands-on deal support is essential for compete teams(24:49) How Dan's compete team impacts customer retentionTeam:Host: Adam McQueenProducer: Ben RonaldPost Production: Grayson OttenbreitAudio Editor: Michael PanesMusic CreditsIntro Music: The Podcast Intro by Music UnlimtedRapid-Fire Music: Los Angeles by MuzaproductionAbout Klue:Klue provides a lens into your competitor's world, continuously updating and connecting dots to help you win more business. It's a new way to capture, manage, and communicate market insights from the web and across the company, in platforms your team already uses.
How2Exit: Mergers and Acquisitions of Small to Middle Market Businesses
Matt Saur is co-founder and partner of Woolery & Co., a strategic legal advisory boutique based in New York City that focuses on serving as a partner to its clients as they navigate complex and critical business, governance and strategic decisions. Mr. Saur began his career at Cravath, Swaine and Moore and was most recently the chief lieutenant in the M&A, Shareholder Activism and Corporate Governance group at King & Spalding, where he co-led the family office initiative at the firm.Ronald Skelton and Mathew Saur discussed the different roles that can exist in the world of business consulting. They discussed how they each got into the field and their respective career paths. Saur began his career in a large firm doing litigation but decided it was not for him. He started his own firm and focuses on the 'premium piece' of consulting- where there is a personal connection and understanding of the business.Watch it on Youtube: https://youtu.be/XbnDVlUrySI--------------------------------------------------Contact Mathew onLinkedin: https://www.linkedin.com/in/mathew-saur-01303919b/Website: http://wooleryco.com/Twitter: https://twitter.com/MDS111990-------------------------------------------------How2Exit Joins ITX's Channel Partner Network!-Why ITX? Since 1998, ITX has created $5 billion in value by selling more than 225 IT businesses in 20 countries. ITX works exclusively with IT-enabled businesses generating between $5M and $30M who are ready to be sold, and M&A decision-makers who are ready to buy. For over 25 years ITX has developed industry knowledge that helps them determine whether a seller is a good fit for their buyers before making a match."Out of all of the brokers I've met, this team has the most experience and I believe the best ability to get IT service businesses sold at the best price" - Ron SkeltonThe ITX M&A Marketplace we partnered with has a proprietary database of 50,000+ global buyers seeking IT Services firms, MSPs, MSSPs, Software-as-a-Service platforms, and channel partners in the Microsoft, Oracle, ServiceNow, and Salesforce space.If you are interested in learning more about the process and current market valuations, complete the contact form and we'll respond within one business day. Everything is kept confidential.Are you interested in what your business may be worth? Unlock the value of your IT Services firm, visit https://www.itexchangenet.com/marketplace-how2exit and complete the contact form.Our partnership with ITX focuses on deals above $5M in value. If you are looking to buy or sell a tech business below the $5M mark, we recommend Flippa.Flippa - Real Buyers, Real Sellers - Where the Real Deals Are MadeVisit Flippa - https://www.dpbolvw.net/click-100721038-15233003 -------------------------------------------------
Brandon Metcalf is the Founder and CEO of Place Technology, a Salesforce-powered software that streamlines managing customer subscriptions, billing, financial data, and business analytics for B2B SaaS companies. With a deep understanding of the Salesforce ecosystem, Brandon has developed innovative products that solve critical business challenges for SaaS companies. In addition to Place Technology, Brandon is the CEO and Co-founder of Asymbl, a staffing and recruiting solution that helps companies optimize their recruitment process using Salesforce. He's also the CEO and Co-founder of Blueprint Advisory, a software consulting firm that assists other businesses in building, implementing, and customizing Salesforce-based software. As the Cash & Burn weekly podcast host, Brandon talks with SaaS leaders about the challenges of creating and scaling their companies. In this episode… Delving into the world of SaaS innovation can be an intimidating experience, but for those who can navigate its complexities, the rewards are boundless. Take a deep dive with Brandon Metcalf, an experienced entrepreneur and expert in the SaaS industry who built successful businesses by developing customer-centric products and making smart strategic decisions. So, what can you do when you face the challenges of creating and scaling a SaaS business in a rapidly changing market? According to Brandon, the key lies in understanding the “build versus buy” decision and ensuring that your team is composed of diverse backgrounds and skill sets. This approach not only fosters creativity but also helps your company stay agile and responsive to market demands. Listen to this episode of the Inspired Insider Podcast with Dr. Jeremy Weisz as he welcomes Brandon Metcalf, the Founder and CEO of Place Technology, the CEO and Co-founder of Asymbl, and the CEO and Co-founder of Blueprint Advisory. Brandon shares his insights into the world of SaaS innovation, discussing the importance of customer engagement, the value of forging strong business partnerships, and the role that company culture plays in achieving success.
Jennifer Allen is formerly Chief Evangelist of Challenger and now Head of Community Growth at Lavender. She's joining me today, along with my occasional co-host, Howard Brown, founder and CEO of Revenue.io. Jennifer discusses the psychology of no-decision and why buyers who choose the status quo are actually making a decision, just not the one you want. She also gives an introduction to the Challenger Sale and the 5 sales mindsets they discovered, as well as gives tips on what sellers can do to ensure a buyer actually makes a buying decision. Jennifer also talks about The Challenger Loop to get quick feedback from the customer about what went right and wrong in the deal. HIGHLIGHT QUOTES A better product does NOT convince a buyer to make a decision- Jennifer: "[Better] is my least favorite word in sales now because I think it's the number one word that led to a lot of my status quo, no decision deals because what I failed to realize is people don't always want better. Like, good, in most cases, especially in markets like this, is damn good enough." Show the buyer the cost of action - Jennifer: "One of the most eye-opening experiences is my job as a seller is not to show why it's better. My job is to show the cost of an action. What is the cost of the status quo before I ever start going off about what I have to offer and what that looks like." ROI is not compelling enough to move away from the status quo - Jennifer: "I would talk about here's the ROI of changing; it's 15 times ROI. Guess who else is saying that? Every other vendor competing for that dollar. It means almost nothing. And I'm not saying there's not a time and place for ROI, but compelling a business to exit the status quo is incredibly difficult. And just like the doctor's example, they need to feel that the risk of staying the same is actually far greater than the risk of change." Find out more about Jennifer in the link(s) below: LinkedIn: https://www.linkedin.com/in/jenniferallen1121/ More on Andy: Connect on LinkedIn Get Andy's new book "Sell Without Selling Out" on Amazon Learn more at AndyPaul.com Sponsored by: Revenue.io | Unlock exponential growth with an AI-powered RevOps platform | Revenue.io Scratchpad | The fastest way to update Salesforce, take sales notes, and stay on top of to-dos | Scratchpad.com Blueboard | World's leading experiential rewards & recognition platform | Blueboard.com Explore the Revenue.io Podcast Universe: Sales Enablement Podcast Selling with Purpose Podcast RevOps Podcast
Hey CX Nation,In this week's episode of The CXChronicles Podcast we celebrate our #200 episode by welcoming Tom Shoemaker, VP of Product Marketing at Propel based in Santa Clara, CA. Propel helps product companies grow revenue and increase business value. Their product value management platform connects commercial and product teams to optimize decision making, drive process efficiencies, and engage customers with compelling products and experiences. Recognized as a Deloitte Technology Fast 500 winner, Propel is built on Salesforce and drives product success for hyper growth startups, corporate pioneers, and Fortune 500 leaders in the high tech, med-tech and consumer goods industries.In this episode, Tom and Adrian chat through how the team at Propel has tackled The Four CX Pillars: Team, Tools, Process & Feedback and shares tips & best practices that have worked across his own customer focused business leader journey.**Episode #200 Highlight Reel:**1. How early roles in engineering & marketing led to path in product marketing leadership 2. Product marketing in a nutshell; G2M, product launch, pricing, content & sales enablement 3. How hunters can teach farmers and farmers can teach hunters by sharing knowledge & best practices regularly 4. How do you ensure that your KPIs/performance metrics align to your company's OKRs & mission?5. Always remember that your customers pay the bills & dictate future product & service needs Huge thanks to Tom for coming on The CXChronicles Podcast and featuring his work and efforts in pushing the customer experience & customer success space into the future.Click here to learn more about Tom ShoemakerClick here to learn more about PropelIf you enjoy The CXChronicles Podcast, stop by your favorite podcast player and leave us a review today.You know what would be even better?Go tell one of your friends or teammates about CXC's content, CX/CS/RevOps services, our customer & employee focused community & invite them to join the CX Nation!Are you looking to learn more about the world of Customer Experience, Customer Success & Revenue Operations?Click here to grab a copy of my book "The Four CX Pillars To Grow Your Business Now" available on Amazon or the CXC website.For you non-readers, go check out the CXChronicles Youtube channel to see our customer & employee focused video content & short-reel CTAs to improve your CX/CS/RevOps performance today (politely go smash that subscribe button). Contact us anytime to learn more about CXC at INFO@cxchronicles.com and ask us about how we can help your business & team make customer happiness a habit now!Support the show
Business partners System Scale, Mike Sale, and Growth Heroes, Jim Bartek, sit down with Inside Indiana Business's Gerry Dick to discuss winning the Digital Transformation Award together.Technology is everywhere these days. It plays an oversized role in organizational success whether it's in the life sciences, advanced manufacturing and logistics, energy or agbiosciences sectors, in academia, the nonprofit world, retail or food service organizations. But it wasn't always that way, and more than a few companies have stumbled by either not adopting tech as it evolved or by not adopting the right tech fast enough. In a crowded field, System Scale, a major player in the weights and measures industry and its Salesforce consultant, Growth Heroes, Growth Heroes stood out for a soup-to-nuts transformation and the effect on System Scale's employee-owners.
Chris Federspiel, the Founder and CEO of blackthorn.io, has grown his company from a small team of developers to 105 employees and millions in monthly revenue.The Blackthorn Engagement Suite features Salesforce-native applications for events, payments, compliance, messaging, and more. The success of blackthorn.io continues to grow, but like many founders, Chris' journey hasn't always been an easy one. Join Chris and Jim as they discuss the founding and growth of blackthorn.io, supporting employees and keeping them happy (with a 4-day work week!), overcoming struggles with funding and a “near-death experience” for the business, and the mental battles along the founder journey and the weight of building a company. 3 Key TakeawaysThe Brilliance to Kill: As Jim puts it, “The brilliance to kill often outweighs the brilliance to create.” Don't be afraid to stop something that you know isn't working, no matter how much time you've already put into it. Know when to cut your losses and move on to the next big thing for your business. Work Where Your Patience Is: We tend to perform best with tasks we have the most patience for. Make sure you're bringing on people who have patience where you don't so you can focus on what you're best at as a CEO. Tinker until the Price is Right: Chris received some counterintuitive (but valuable) advice on pricing that many business owners miss: “Double your price until people say you're crazy, then double it again.” ResourcesChris' LinkedInblackthorn.io WebsiteAbout Blackthorn.io makes Salesforce apps for higher education and nonprofits for event management, and home services for mobile payments. If you love what you are getting out of our show please SUBSCRIBE.For more information on how we dig into the dirt check out our other episodes here: https://www.orchid.black/podcastAll contents of this show are rights of Orchid Black©️ and are not to be used unless authorized by written consent.
Katrin was a co-founder of Datorama in 2012 and the platform was acquired by Salesforce in 2018 for a reported $800 million. She is now CEO of Ask-Y and an angel investor.More
What is up PartnerUp!Conner Jeffers, CEO of Aptitude 8 and hapily, joins the show to share his expertise on the Hubspot ecosystem. He explains why Aptitude 8 is NOT an agency, Hubspot's evolution into being an increasingly robust solution, and how he manages the challenges of running software-based (hapily) and services-based (Aptitude 8) business at the same time.Never miss an episode of the world's number 1 podcast on partnerships by subscribing to PartnerUp on Apple Podcasts, Spotify, or wherever you get your podcasts. If you're a visual person, sub to our YouTube, and see the full recording of us learning out loud.Share the episode with your commentary on LinkedIn or Twitter and we'll highlight your commentary. We love to hear your thoughts on each episode, and always comment back or respond to emails/dms. Hey! We're real people. You can check out all past and future PartnerUp episodes and subscribe to the world's number 1 partnerships newsletter, PartnerHacker Daily (PhD) at https://partnerhacker.com/.
If you're still trying to build pipeline by loading up your “spam cannon,” you're living in the past. In today's episode, your host Donald Kelly opens up a conversation with Drew Sechrist, the CEO and co-founder of Connect the Dots (a FREE program that helps you leverage your connections – see the Resources below for a tip to skip the waiting list). Sechrist shares the history of how he got his start as a seller at Salesforce, becoming a top seller, and learning the skills that helped him revolutionize his strategy. How Relationships Helped a Young Rep Become the Top Seller When Sechrist first started selling, he didn't have a network to tap into. As he started selling to bigger more complex companies, having connections helped him get his foot in the door. The amount of people selling creates a lot of noise in the market, leaving buyers unsure of who to trust. Personal relationships built Salesforce from the beginning. At the time, there was no way to see how to leverage relationships with the click of a button, but now there are options like Connect the Dots, which shows reps who the buyers are and how to connect with them through the network they have. Taking Sales Beyond LinkedIn 50-90% of your LinkedIn contacts are people you may not know well, so even if you want to make connections this way, you're going to face the same lack of trust you're trying to avoid. CTD offers assistance in tracking relationship strength: whether you have a weak, familiar, or strong relationship with your contact. CTD also shows you a consolidated record of each of your contacts so you can evaluate them at a glance. The Problem With Cold E-mails Cold e-mailing is out for 2023 – it could even hurt your brand. Buyers are inundated with cold e-mails that target and pitch but don't offer value. Your open rate might be high, but your response rate might not! “Just think about it: somebody comes up to you on the street that you don't know and they're proposing something to you, it's like ‘Whoa, whoa, I don't know you. I've got places to go.' But if your friend comes up to you on the street and says, ‘Hey Donald, I think I've got something for you,' you're going to give that person a minute to hear them out… Your brand suffers a little bit if you make a request of somebody's time and it's not considered to be valuable.” – Drew Sechrist Resources E-mail drew@ctd.ai and let him know you heard about CTD on The Sales Evangelist Podcast, and you will be bumped to the top of the waiting list for FREE access to this program! Connect the Dots Sponsorship Offers This episode is brought to you in part by TSE Sales Foundation. I think we can all agree that sales should be fun. However, many times, we find ourselves in a quagmire where we're not progressing and deals are not going the way that they should. This is why we created TSE Sales Foundation. It's a program designed to help sales professionals just like you master the fundamentals of sales so they can radically improve their sales pipeline and close more deals. To find out more about TSE Sales Foundation and our next start date, simply go to thesalesevangelist.com/foundation. Credits As one of our podcast listeners, we value your opinion and always want to improve the quality of our show. Complete our two-minute survey here: thesalesevangelist.com/survey. We'd love for you to join us for our next episodes by tuning in on Apple Podcast, Google Podcast, Stitcher, or Spotify. Audio provided by Free SFX, Soundstripe, and Bensound. Other songs used in the episodes are as follows: The Organ Grinder written by Bradley Jay Hill, performed by Bright Seed, and Produced by Brightseed and Hill.
So, you want to become a Salesforce Administrator. But…what do Admins do, exactly? Before you commit to any given role, it's a good idea to do some extra research on what you're getting yourself into. This week, returning guest Dennison Adad is back to star in our first Day in the Life episode. Stick around to hear about his past experiences as a Salesforce Admin, including the lessons he learned, the highs and lows (though they're mostly highs), and of course, money. Handy Timestamps: 4:20: How Dennison got into the Salesforce Administrator role. 8:20: What does an Admin even do at their company? 10:10: Dennison and Brad discuss what starting at their first jobs was like. 14:40: Here are some of the things you can do when feeling overwhelmed in Salesforce. 16:30: Dennison shares what he enjoyed most as an Admin. 18:10: The group lists off some rookie mistakes they've made in the past. 24:20: We talk about more of the highlights of being a Salesforce professional. 35:30: How have Dennison's goals changed over his career, and what are his plans now? 40:50: For those going down the Admin path, these words of advice can help you make the most of your experiences. Links and Resources: TalentStacker.com/voicemail TalentStacker.com/start TalentStacker LinkedIn Page Salesforce For Everyone Facebook Group
Andrea Guzman is a Product Manager for External Services here at Salesforce. In this episode, we get an overview of the current state of External Services, which allows you to easily wrap API calls for both Flow and Apex. We learn how Andrea became involved with Salesforce and product management, the advantages of Flow versus Apex and vice versa, internal use cases, and more. We hope you enjoy this conversation! Show Highlights: What the day-to-day looks like as a Product Manager at Salesforce The elevator pitch for External Services What is the Open API spec and how it plays into External Services The structure for a developer and an admin to register these services How Named Credentials work What happens to your code if Twilio changes their API Links: Andrea on Twitter Linkedin Account Salesforce Help Documentation External Services Group: Trailblazer Community TDX23 Session: Simplify API Integration with External Services Apex Developer Guide UnofficialSF Website Salesforce Architects Blog: Data Integration Guide
Karishma Lalwani, Senior Director of Product Management, Platform Scalability Apps is a technology leader, keynote speaker, early startup investor and a mentor at Salesforce, a top cloud CRM software company. She has over 18 years of international work experience working in India, UK and US (where she currently resides) helping enterprises design and build software applications to digitise their business. She is a mother of two young kids, a 5 year old boy and a newborn girl. She believes in servant leadership philosophy built on the belief that the most effective leaders strive to serve others, rather than accrue power or take control.
Stephen Goldberg is the Co-founder and CEO of Harper DB, a fast distributed database platform for developers looking to quickly build apps and save companies millions. They have 27000+ users and have raised $7.2M. Founded in 2017, they've also been able to scale rapidly with a small team of fewer than 20 people and are currently doing $6M+ in sales. The platform reduces the complexity and cost of database management while saving developers time with app development, data stores, ETL processes, and IoT projects. Before HarperDB, Stephen worked as a CTO and CEO of several other startups, held roles at larger organizations like IBM subsidiary software company Red Hat, and led digital transformation projects at several Fortune 500 companies across many verticals. He has been published on sites such as Tech Target and quoted in many articles and publications, including Forbes and ZDNet. Stephen has also been a speaker at IoT World, SAP's Sapphire, and Salesforce.com's Dreamforce. More Info: Harper DBSponsors: Master Your Podcast Course: MasterYourSwagFree Coaching Session: Masterleadership.orgSupport Our Show: Click HereLily's Story: My Trust ManifestoSupport this show http://supporter.acast.com/masterleadership. Hosted on Acast. See acast.com/privacy for more information.
The Intuitive Customer - Improve Your Customer Experience To Gain Growth
Vijay, one of our listeners, drew my attention to a deficit in my content regarding customer strategy. He asked if we had anything on customer engagement. After a search of both my hard drives (computer and memory), I realized that I didn't. To remedy this giant hole in our content, we recorded this podcast. Now, part of not having any content on the subject means I didn't have a definition ready for the term. However, like anyone would these days, I fixed that with an internet search. I found an excellent one at HubSpot, another great one at Salesforce, and third at Qualtrics. Each of these definitions was unique and oddly familiar. However, together they do a great job of defining the general outline of the concept. To summarize them, let's say that customer engagement is about interacting with customers in a connected way through a variety of channels to build an emotional connection with them. In a recent podcast with Customer Experience pioneer Joe Pine, we explored the idea of time well spent. One addition I might make to the combination definition from my previous three sources is to deliver an experience that a customer thinks of as “time well-spent.” Often when customers feel this way about your product, service, or experience, they will recommend it to their friends and family—which is an excellent indication of engagement. In this episode, we explore the concept of customer engagement and how you can craft a winning strategy for it in your experiences. Plus, we fill a hole in our content to satisfy Vijay's request and feel better about the job we are doing engaging you with our content. Here are some other key moments in the discussion: 03:53 We share definitions regarding Customer Engagement and how we agree and disagree with part of them. 10:44 We discuss how finding a new idea in marketing is essential, so, reengaging old concepts under a new name is fine if it means solid strategy comes back into fashion. 17:02 We revisit the idea first shared by Pine on an earlier podcast about how engagement is also about time, from giving it to you to thinking of what was spent with you as a good investment. 20:52 Ryan offers his critique about the concept of customer engagement and a common mistake many organizations make when trying to improve it. 22:43 Colin share his key takeaways about the concept and how you can apply a practical strategy for engagement moving forward. _________________________________________________________________ Did you know we have a YouTube Channel too? Check it out here. Connect with Colin on LinkedIn HERE. Follow Colin on Twitter HERE. Click HERE to learn more about Professor Ryan Hamilton of Emory University. To learn more about Beyond Philosophy's Suite of Services Click here.
Howie Liu is the co-founder and CEO of tech decacorn Airtable, a connected apps platform that lets users build and customize apps using shared data. As a no code platform, Airtable has iterated and innovated their product by combining the features of a relational database by using an interface that looks like a spreadsheet. Since it's founding in 2012, the company has raised nearly $1.4B in funding and is currently valued at $11B. In this episode, Howie talks about starting his first company, taking part in the Y Combinator accelerator, and how selling his company Etacts to Salesforce led him to innovating and creating products with enterprise clients in mind. Liu is a graduate of Duke University.
How2Exit: Mergers and Acquisitions of Small to Middle Market Businesses
Eric Gall is the registered broker and founder of Edison Business Advisors. Over the past 25 years, he has participated in many forms of business transactions including full and partial recapitalizations, joint ventures, spinouts, and roll-ups. Eric has consistently produced results and has the credentials and experience to either sell your business or assist you in buying a business.He helps people buy and sell businesses in the lower middle market, ranging from $1 million to $25 million in enterprise value. Eric is discussing his work with dental service organizations and medical service organizations who are rolling up practices. He notes that there has been a shift in the attitude of recent graduates when it comes to entrepreneurship, with many opting to work for someone else rather than start their own practices.Watch it on Youtube: https://youtu.be/w2mZTCiaAjk--------------------------------------------------Contact Eric onLinkedin: https://www.linkedin.com/in/ericjgall/Website: edisonba.com--------------------------------------------------How2Exit Joins ITX's Channel Partner Network!-Why ITX?Since 1998, ITX has created $5 billion in value by selling more than 225 IT businesses in 20 countries. ITX works exclusively with IT-enabled businesses generating between $5M and $30M who are ready to be sold, and M&A decision-makers who are ready to buy. For over 25 years ITX has developed industry knowledge that helps them determine whether a seller is a good fit for their buyers before making a match."Out of all of the brokers I've met, this team has the most experience and I believe the best ability to get IT service businesses sold at the best price" - Ron SkeltonThe ITX M&A Marketplace we partnered with has a proprietary database of 50,000+ global buyers seeking IT Services firms, MSPs, MSSPs, Software-as-a-Service platforms, and channel partners in the Microsoft, Oracle, ServiceNow, and Salesforce space.If you are interested in learning more about the process and current market valuations, complete the contact form and we'll respond within one business day. Everything is kept confidential.Are you interested in what your business may be worth? Unlock the value of your IT Services firm, visit https://www.itexchangenet.com/marketplace-how2exit and complete the contact form.Our partnership with ITX focuses on deals above $5M in value. If you are looking to buy or sell a tech business below the $5M mark, we recommend Flippa.Flippa - Real Buyers, Real Sellers - Where the Real Deals Are MadeVisit Flippa - https://www.dpbolvw.net/click-100721038-15233003--------------------------------------------------
Anirudh Singla is the Founder and CEO of Pepper Content, an AI-powered content marketing platform. He shares the history of the company, which dates back to his college days, and his plans to scale Pepper to be the “Salesforce for Content Marketing.” He explains the role of content in growing businesses and the revolution of CMPs (content marketing platforms).1:39 Conversation with Anirudh Singla3:20 Elevate5:35 CMP (Content Marketing Platforms)7:55 History of Pepper Content11:45 Growing brand15:20 ROI20:10 Scaling Pepper22:16 CEO vision statement25:44 OutroRegister for Content Distribution LiveSign up for Modern Day Marketer (the newsletter)Follow Anirudh: LinkedIn | Twitter | Pepper Content Follow The Juice:| Website | Blog | Twitter | LinkedInFollow Brett:| Twitter | LinkedIn
Connect with Naeem: https://naeemmahmood.com/ Tap my link to get a FREE one-year supply of vitamin D drops + five travel packs with your first purchase of AG1! https://athleticgreens.com/naeem One of my favorite parts my morning routine is drinking AG1. It provides my body with all of the nutrition it needs and supports my immunity. It's made up of 75 high-quality, whole food-sourced ingredients, pre- and probiotics, and empowers the gut for whole-body health. I would really appreciate it if you left a short review on Apple Podcasts/iTunes! It takes only a minute and I love reading the reviews! Interested in sponsoring the podcast? Email n@naeemmahmood.com If you'd like to join a community of heart-centered, growth-oriented innovators who are committed to performing at their highest level click the link down below to join Peak Network! We do this through coaching, thoughtful discussions, and powerful connections. You'll also receive exclusive insights, tools, and strategies on the psychology of peak performance and high performance habits every week! Join Peak Network! Click here Naeem Mahmood is the founder of Peak Network - we are on a mission to unleash human performance! We do this through coaching, thoughtful discussions, and powerful connections! Naeem is a world-renowned peak performance strategist in the areas of leadership, organizational behavior, psychology of achievement, and sales mastery, where he has advised some of the world's top organizations including The US Army, Salesforce, Equinox, and JP Morgan. Naeem was one of Tony Robbins' top national speakers where he delivered 2,000+ talks to over 100,000 people on the psychology of peak performance. Connect with Naeem: https://naeemmahmood.com/
Robin Daniels is an experienced executive with a proven track record in growth, marketing, GTM, and leadership development. He has spent over 20 years in the US and UK, holding executive leadership roles in high-growth companies of all sizes, including Matterport, WeWork, Salesforce, LinkedIn, Box, Veritas, and Vera.As a fractional and consultative Growth, Marketing, and Leadership Advisor, Robin helps businesses deliver epic results through innovative, fun, and highly differentiated activities while empowering people and teams to do the best work of their lives. He provides advisory services such as narrative development, go-to-market strategy, public speaking, leadership development, organizational development, executive and leadership hiring, product marketing, sales enablement, and competitive programs.Robin has advised companies such as Uizard, Labster, Radious, and Rhombus Systems on their growth and GTM strategy. His areas of expertise include growth strategy, product marketing, communications and media, go-to-market strategies, org design, leadership development, innovation management, mergers & acquisitions, leadership, category creation, brand building, public speaking, and sales transformation.Support the showFollow me on Facebook ⬇️https://www.facebook.com/manuj.aggarwal❤️ ID - Manuj Aggarwal■ LinkedIn: https://www.linkedin.com/in/manujaggarwal/ ■ Facebook: https://www.facebook.com/realmanuj■ Instagram: ...
Episode OverviewI speak to about 5 cloud consultants daily from across the globe, typically from Salesforce, HubSpot, and Zoho (but not limited to them), and ask them what is working and not working in their quest to scale. And the common theme I get is YOUTUBE.So in this solo episode, I talk about how you can use Youtube to grow your Cloud Consulting Business. If you struggle to get consistent inbound leads, you should listen to this episode and start your Youtube journey.Here are some great YouTubers in the Cloud Consulting industry (who are past guests, too!) and their episodes:Gareth Pronovost of Gap consulting - 422 – Building A Million-dollar No-code Consultancy with YoutubePaul Minors - 381 – Get 30 Leads A Month To Your Cloud Consulting Business Leveraging YoutubeLayla Pomper of ProcessDriven - 317 – Putting Fun Back Into ProcessGray MacKenzie of ZenPilot - 297 – Do More With Project ManagementScott Friesen of Simpletivity -220 – Simpletivity: Killing Busyness, Becoming More ProductiveBrett Martin - Zenatta Consulting & The CRM Zen Show Zoho (look out for his interview - Episode 486) 334 – 7 Ways To Get More Sales With Youtube (solo episode)Key actions from todayStart research today Send me what you liked make the launch public Links467 - Show NotesPaulhigginsmentoring.comScaling BlueprintCloud Consultants CollectiveThe Cloud Consultants ShowSendSparkJoin our...
Mitsubishi UFJ Financial Group has listed a San Francisco office tower once valued at $300 million, but now expected to generate offers at about 80 percent less.The U.S. unit of the Tokyo-based bank has put its 22-story glass-and-stone tower at 350 California Street in the Financial District up for sale, the Wall Street Journal reported. The building was valued at $300 million in 2019. Bids are expected to come in from $60 million, commercial real-estate brokers say. Before the pandemic, California Street was home to some of the world's most valuable commercial real estate. Now, in the era of remote work, the city's office vacancy has jumped to a record 32.7 percent, more than seven times the rate before the pandemic.Some of the city's most noted corporate tenants, from Salesforce to Meta Platforms, have sublet offices, flooding the market with square footage. Support the showSign Up For Exclusive Episodes At: https://reasonabletv.com/LIKE & SUBSCRIBE for new videos every day. https://www.youtube.com/c/NewsForReasonablePeople
Welcome to the What's Next! Podcast with Tiffani Bova. This week I'm thrilled to share a LinkedIn Live chat with a guest whose book has changed the way we look at business growth. Renée Mauborgne is the co-author of Blue Ocean Strategy, which has sold more than 4 million copies. She is also a fellow and a professor of strategy at INSEAD. She is also the co-director of the INSEAD Blue Ocean Strategy Institute. I'm really excited about Renée's new book Beyond Disruption, written with her co-author, Chan Kim. I got an early copy of it, and it's fantastic! THIS EPISODE IS PERFECT FOR… anybody who is thinking about how to stand out from their competition as well as anybody who has adopted the Blue Ocean Strategy and is eager to take it a step further. TODAY'S MAIN MESSAGE… market disruption is the go-to strategy for business growth, but it can be reckless and destructive for others in the path. Renée presents a different strategy that she calls nondisruptive creation, or entering new markets without any displacement at all. WHAT I LOVE MOST… leaders pursuing nondisruptive creation will not only set their business up for success but will inherently create social good through this thoughtful approach. Running Time: 31:53 Subscribe on iTunes Find Tiffani on Social: Facebook Twitter LinkedIn Renée's Book: Beyond Disruption
How2Exit: Mergers and Acquisitions of Small to Middle Market Businesses
Carlos is an entrepreneur from Argentina, down there he started a farming and exporting business (chia seeds, beans, citrus, etc). He came to the US in 2015 for his MBA where he learned about Search Funds. He took an alternative path for Entrepreneurship through acquisition, partnered with the owners a Boston-based business to grow and sell it, and recently completed the exit of this business.Carlos talks about his experience with starting an organic farming business in 2009, followed by his journey to the US for his MBA. In 2020 he received a LinkedIn message offering him the role of CEO and General Manager of Boston Tree Preservation, a company founded in 1977 by an arborist. The company's goal is to help these older trees live longer and healthier lives, up to 80 or 90 years. Watch it on Youtube: https://youtu.be/EASjKguyiJM--------------------------------------------------Contact Carlos onLinkedin: https://www.linkedin.com/in/carlos-rodriguez-laconi-80b2173b/Website: https://www.bostontreepreservation.com/--------------------------------------------------How2Exit Joins ITX's Channel Partner Network!-Why ITX?Since 1998, ITX has created $5 billion in value by selling more than 225 IT businesses in 20 countries. ITX works exclusively with IT-enabled businesses generating between $5M and $30M who are ready to be sold, and M&A decision-makers who are ready to buy. For over 25 years ITX has developed industry knowledge that helps them determine whether a seller is a good fit for their buyers before making a match."Out of all of the brokers I've met, this team has the most experience and I believe the best ability to get IT service businesses sold at the best price" - Ron SkeltonThe ITX M&A Marketplace we partnered with has a proprietary database of 50,000+ global buyers seeking IT Services firms, MSPs, MSSPs, Software-as-a-Service platforms, and channel partners in the Microsoft, Oracle, ServiceNow, and Salesforce space.If you are interested in learning more about the process and current market valuations, complete the contact form and we'll respond within one business day. Everything is kept confidential.Are you interested in what your business may be worth? Unlock the value of your IT Services firm, visit https://www.itexchangenet.com/marketplace-how2exit and complete the contact form.Our partnership with ITX focuses on deals above $5M in value. If you are looking to buy or sell a tech business below the $5M mark, we recommend Flippa.Flippa - Real Buyers, Real Sellers - Where the Real Deals Are MadeVisit Flippa - https://www.dpbolvw.net/click-100721038-15233003--------------------------------------------------
John DeShazer is the President of LogicSpree, where he works to make Salesforce simple for small and mid-market organizations. As his business and fully remote 11-person team grow, John focuses on alignment. By standardizing work hours, the LogicSpree team achieves two goals: collaborate in real-time and set clear work-life boundaries. This structure also aligns with John's primary goals: to be stable, happy, have enough, and reduce stress.
Romaine Piper is the Founder and CEO of Call Center Escape - an “Upwork” built for BPO companies. Known for his cross-dimensional approach to company growth, he has helped some of the fastest growing start-ups across Silicon Valley, the U.K, and Europe to identify and hone their top growth levers - adding millions to their bottom line. No one would've guessed his 6-year remote work journey in customer success, sales and growth hacking started in the Jamaican BPO industry as a customer support agent for Microsoft - which is why he's back to his roots to make BPO companies that are scaling remotely 1.5 to two times more profitable with an industry-first solution. Questions • So, we always like to ask our guests in their own words, if you could share a little bit about your journey, how it is that you ended up on this path? • So, the BPO industry, it's a very evolving industry, an industry with a high level of attrition. What has been your experience as an owner in this industry for attracting the right talent, and actually keeping the right talent? • Could you share with our listeners, seeing that you're helping the BPO to strategically position themselves as a value center versus a call center, what are two or three things that you do to help them get to that point? • What are your views on Artificial Intelligence (AI) replacing human capital? • Could you share with us what's the one online resource, tool, website or app that you absolutely can't live without in your business? • Could you also share with our listeners maybe one or two books that you've read that have had a great impact on you, it could be a book that you read a very long time ago, or even one that you've read recently, that has definitely left a strong mark on you. • Could you share with our audience what's the one thing that's going on in your life right now that you're really excited about? Either something you're working on to develop yourself or your people. • Can you tell our listeners where they can find you online? • Now, before we wrap our episodes up, we always like to ask our guests do you have a quote or a saying that during times of adversity or challenge, you'll tend to revert to this quote, it kind of helps to get you back on track if for any reason you got derailed. Highlights Romaine's Journey Romaine stated that as Yanique mentioned a lot about his background, and the whole tech industry and everything. But here's the plot twist, he actually started off pursuing his career in medicine. And he had really high grades, he got a scholarship from St. John's University in New York. But the thing is, even though they're willing to pay half tuition, he still couldn't afford the other half, so anybody out there that's listening, it's not easy to give it up a scholarship that you've worked really hard for, it's very emotional, he experienced like weeks of crying. And so, the BPO industry was to him a quote, unquote, fall back period, if that makes sense, where, he just wanted to like dust himself off, put some experience on his resume, and just try to figure out, “Okay, what's next?” Then he realize this is actually a blessing in disguise, because he worked for Sutherland Global Services, and they placed him on a Microsoft account. Being on the Microsoft account, like fresh out of high school, it's a whole tonne of learning for him. And just to give you like the idea of what it's like, at the time, across all of their customer support teams, they had over 500,000 articles, which is the most he's ever seen in a knowledge base, ever. And so, this was what pushed him from liking the tech industry to literally loving the tech industry to craving, to for having that passion, and also into what allowed him to work with start-ups around the world. Within those four years, customer success, sales, growth, hacking, etc, and to be advising start-ups. He remembered to that his mom, he thinks around 3 or 4 years ago say, “Hey, now that you can actually afford to pay the tuition for medicine, like do you ever consider going back?” And he said, “Hey, I'm pretty good at what I already do. I love it.” And like that ship was long sale. So, anybody else out there with the BPO industry being your fall back period, literally, you just take it serious, do really well, and you'll figure it out. In the BPO Industry – Attracting and Keeping the Right Talent Me: The BPO industry, it's a very evolving industry, an industry with a high level of attrition. What has been your experience as an owner in this industry for attracting the right talent, and actually keeping the right talent? Romaine shared that Call Center Escape is radically different because they are a call center, they aren't a BPO. What they instead do is they help contact centers to evolve. In other words, to increase their profit per hour per employee, by 150% to 200% by focusing or helping them to strategically focus on two core things, which is their payback period for every new hire. In other words, how quickly can they break even in all the things that they used to invest in that new hire, as well as the employee lifetime value. In other words, how much is their ROI for each employee over the duration of their tenure at the company. And so, this is what allows them to help to take contact centers to break away from this traditional cost center model, it just no longer works in this post COVID and post ChatGPT environment anymore, this is a new era. So, they help them to shift away from that, and to shift into the new era of what he calls earning more with less. So, that's also why they call themselves quote, unquote, Upwork for BPOs in terms of like to describe what they do, because everybody's familiar with Upwork, even if they're not, they're familiar with their virtual assistants. So, they certainly know the autonomy, they know the approach that they will take now to having a person on their staff, etc, it's the same exact process when a contact center partners with them is just that the reason why they added built for BPO part to it, it's because they optimized for those two core things that makes them more profitable. Helping BPOs Strategically Position Themselves as a Value Center versus a Call Center Me: Could you share with our listeners, seeing that you're helping the BPO to strategically position themselves as a value center versus a call center, what are two or three things that you do to help them get to that point? Romaine stated that to understand that, they first have to mention, what are the core money sucking areas that contact centers usually have to struggle with. So, it's usually three areas, its operations, or what he calls like focusing on pleasing the client, whether it's customer experience, solutions, or investing more in coaching, etc. And then you have retention is the second one, which is the largest one. In other words, employee replacement costs. And then also hiring, and training, which is also a huge part of the pie. The thing is, the contact center industry hasn't really been innovative at all since the foundation in most of the areas, it's only been innovative in one area, which is operations. Polishing how they deliver that CX experience, but not really focusing on hiring and training, not really focusing much on retention. In other words, if every single Contact Center Executive wants to wake up tomorrow, and see a 10% yearly annual attrition rate, or $100 new employee costs, the industry wouldn't be in the mess that it's in today. So, those are the things that they focus on, the two core things that especially when you're scaling remotely, it's just harder to solve. So, he'll give you an example of how they do it more strategically. So, let's take hiring. When you add up internal recruiting costs, external recruiting cost, the fact that around 30% of new hires don't make it to production, he even remembers seeing some numbers of around 50% of new hires leaving within 30 days. He thinks it's best or in other words, he and his team have decided that the best way to really approach hiring would be from like, how you would see like a grocery shop grow. A grocery shop, for example, which is a really good analogy they tend to use would have a variety of different customer segments, whether it's from like low value to high value customers. So, some customers would spend $100 for the month, some would spend $600 for the month etc. What if you market to only one spending $600 per month. In other words, the high value wants. That same principle can be applied to HR, that same principle can be applied to talent acquisition, where the high valued ones, at least based on their guidelines are the ones over three years of experience and have already been working with like previous Fortune 500 clients. So, when you market to them, it requires you understanding their motivations and not trying to go after the motivations of everybody across the board. You cannot fight Goliath using the resources that you don't have, in other words, the ones that are at the top, they have all the resources that they need to build these gyms or health centers or anything that you normally see, like the huge corporate BPOs using to attract a lot of people. But if you do the same thing, you're going to crash and burn as a smaller company. And so, what they're saying is don't try to mimic them, try to out compete them, by competing differently instead of similarly. So, that's one of the ways. Artificial Intelligence (AI) Replacing Human Capital Me: So, you mentioned at the beginning of our conversation about artificial intelligence and ChatGPT, that's a big thing now since November of last year, what are your views on AI replacing human capital? I do recall us having a previous email conversation where you mentioned that they're building computers with human brain cells. Romaine stated that he doesn't know why he always love talking about this topic. But growth hackers, we tend to see these things like very regularly, whether it's Google Glasses, or even with Crypto, we tend to see these new things and the hype built around them, he thinks ChatGPT is the same thing. It's a good product, but they have even better marketing. Because they use the fear of people possibly losing their jobs, to drive the exposure to your product. But growth hackers they always try to realign back to reality. In other words, they ask themselves two things, does it move the needle for our business? And another thing that they ask is this something that can be easily adopted amongst the masses? They knew that cryptocurrency wouldn't grow radically as other people would put it, because it has a lot of friction just to be a part of it, it's the same thing with ChatGPT, it doesn't really move the needle when it comes to customer service, because customer service, more has to deal with customer relationships. These are things that businesses rely on to get more revenue, to get higher customer loyalty, and all of these other things. When you put something that is at the ceiling or near to the ceiling of what it can do in terms of mimicking humans, in control of your customer relationships, it's not going to end well. And a team of researchers from Johns Hopkins University mentioned this, they didn't call ChatGPT, but they said AI is nearing its ceiling. And it takes he believes the research said like over a million times more energy just for it to perform exactly like the human brain for 40 minutes, which isn't sustainable at all. So, the only way that they can really get to that next level of AI is to merge human brain cells with artificial intelligence, in other words, they call it organoid intelligence, where they use themselves to mimic brain cells or tissue that can operate like the human brain cells, and then to try to configure that or merge that with AI to enhance automation abilities. So, unless that is done, which is around decades from now, or if not a few years, ChatGPT and any other AI tool that's going to be created will just be good at automating processes, and not so good at automating relationships or being creative as human beings because it just doesn't have that ability, it's more of a process based thing and less of a, “Hey, I know exactly what I'm doing” type of thing, because it's only mimicking, that's all it's doing. App, Website or Tool that Romaine Absolutely Can't Live Without in His Business When asked about an online resource that he cannot live without in his business, Romaine stated that definitely Webflow for sure, it's better than WordPress, in his opinion. WordPress has a few kinks when it comes to like plugins and SEO, especially with technical SEO, etc. but Webflow is more, you're like, hey, just handle design and we take care of all of that, all of that backend stuff. So, definitely the Webflow. Books that Have Had the Biggest Impact on Romaine When asked about books that have had a great impact, Romaine shared that the one that he always resorts to is Hacking Growth: How Today's Fastest-Growing Companies Drive Breakout Success by Sean Ellis. So, Sean Ellis is literally the person from Silicon Valley that coined the term growth hacking. This book will allow people just to understand the realities of growth hackers, and why is it that we tend to always aim to look beyond the surface of things. Why is it that we tend to always focus back on the question, does it drive the needle? And also, why is it that allows us to be change agents within organizations like with Volkswagen hiring growth hackers to lead their innovation team so that they can take on either Musk and Tesla. So, this book can literally help you to just have a greater appreciation for the work of growth hackers across the world. What Romaine is Really Excited About Now! When asked about something that he's really excited about, Romaine shared that he knows this is going to sound a bit cliche, but definitely Call Center Escape and it's a good reason why, not just because they're helping contact centers to do what was once impossible such as influencing external retention factors or just finding more innovative ways to increase profitability. But also, because one of the solutions, or upcoming things on their immediate roadmap, at least within this year, is it solves a problem that contact centers usually face that would allow or would push clients to cancelling their contracts. What they're doing is they're turning this thing, because he can't really reveal too much right now. This solution they're pushing, they're enabling for this problem that's been there for decades to no longer have an impact on any contact center that partners with them to scale remotely, which is a huge deal, because that means that they can go into their sales meetings and say, “Hey, we've partnered with Call Center Escape, we have this guarantee. And just like our other clients that are benefiting from it, you're going to benefit from it as well.” That's going to lead to them literally closing more deals, and even capturing some of the clients that's been just shopping around for just more providers, so better providers, which has been a lot according to Everest Group's Research. And then the last one is, he would say, one of their big hairy, audacious goal. And that is to follow up on research that was released recently, which stated that when you increase employee engagement significantly, you can boost revenue by 50%, and profit by 45%. This is a very notable piece of research, because the Head of Global Growth for Salesforce was one of the persons on a team of researchers, which is a huge deal. And so, what they want to do is to partner with researchers of their own to do a follow up on that report with the help of the contact centers that they've partnered with to scale and to present this research to her, as well as to Salesforce, so they can get their endorsement to get Salesforce endorsement. In other words, to get the leader of the customer experience space endorsement, this would mean that they're no longer just putting contact centers at the front runner of the contact center of evolution, but it would also mean that they're changing the way in which they assume instinctively work, which is a pretty big deal. And he thinks with a prestigious universities such as the University of the West Indies that's in the top 1.5% globally, by their side to help with that research, he thinks this quote, unquote, dream will be much easier to achieve. So, to answer the question, he's very much excited about it. Where Can We Find Romaine Online Website – www.callcenterescape.com LinkedIn – Romaine Piper Quote or Saying that During Times of Adversity Romaine Uses When asked about a quote or saying that he tends to revert to, Romaine stated that definitely. He's not sure how many of the listeners know Charlie Munger, he is Warren Buffett's best friend, they're both billionaires. He has a quote that goes, “Spend each day becoming wiser than you were when you just woke up.” This is powerful. And Romaine tends to literally live by this quote. It's also why he was able to break into the growth hacking industry. It's an industry where there are lots of people in their 40s and 30s, he hasn't yet hit his 30s and yet still have gotten in only because he spends each day just becoming wiser and wiser at what he does. So, it works. Please connect with us on Twitter @navigatingcx and also join our Private Facebook Community – Navigating the Customer Experience and listen to our FB Lives weekly with a new guest Links Hacking Growth: How Today's Fastest-Growing Companies Drive Breakout Success by Sean Ellis The ABC's of a Fantastic Customer Experience Grab the Freebie on Our Website – TOP 10 Online Business Resources for Small Business Owners Do you want to pivot your online customer experience and build loyalty - get a copy of “The ABC's of a Fantastic Customer Experience.” The ABC's of a Fantastic Customer Experience provides 26 easy to follow steps and techniques that helps your business to achieve success and build brand loyalty. This Guide to Limitless, Happy and Loyal Customers will help you to strengthen your service delivery, enhance your knowledge and appreciation of the customer experience and provide tips and practical strategies that you can start implementing immediately! 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This episode of F1 Beyond The Grid is presented by Salesforce, a global partner of Formula 1. To learn more about how F1 wows fans and grows its fanbase with Salesforce, visit Salesforce.com/F1 Cooler, calmer and now rocking a new hairstyle, Valtteri Bottas seems a completely different man to the one that left Mercedes at the end of 2021. The 10-time Grand Prix winner still has a burning desire to reach the top step of the podium again, but his approach to Formula 1 has changed a lot since joining Alfa Romeo. He's less sensitive to criticism, he doesn't care what others think of him and he's enjoying everything that makes him happy outside of the sport. Valtteri tells Tom Clarkson the inspiration behind his mullet, how he's adapted to a team not fighting at the front and why he's got no plans to leave F1 anytime soon. Plus, the Finn explains why he thinks Lewis Hamilton is still the fastest driver on the grid. Follow, rate and review F1 Beyond The Grid and share this episode using #F1BeyondTheGrid. Related episodes: Valtteri Bottas' first Beyond The Grid interview Zhou Guanyu, Valtteri's Alfa Romeo teammate
With Oscar Trimboli, an author, host of the Apple award-winning podcast Deep Listening and a sought-after keynote speaker. Along with the Deep Listening Ambassador Community, he is on a quest to create 100 million deep listeners in the workplace. Through his work with chairs, boards of directors, and executive teams, Oscar has experienced first-hand the transformational impact leaders can have when they listen beyond words. He believes that when leadership teams focus their attention and listening, they will build organizations that create powerful legacies for the people they serve – today and more importantly, for future generations. Oscar is a marketing and technology industry veteran working for Microsoft, PeopleSoft, Polycom, and Vodafone. He consults with organizations including American Express, AstraZeneca, Cisco, Google, HSBC, IAG, Montblanc, PwC, Salesforce, Sanofi, SAP, and Siemens. He is the author of how to listen - discover the hidden key to better communication - the most comprehensive book about listening in the workplace, Deep Listening - Impact beyond words and Breakthroughs: How to Confront Assumptions Oscar loves his afternoon walks with his wife, Jennie, and their dog Kilimanjaro. On the weekends, you will find him playing Lego with one or all his four grandchildren. Join us for this conversation where you will learn about the different qualities of listening, simple steps for doing better, key phrases you can use to demonstrate true listening, and what most people don't do when it comes to listening. To listen to our podcast and access the show notes, visit us at www.legalwebsitewarrior.com/podcast