Podcasts about workato

Siroui Mushegian, CIO at Barracuda, shares how she's building a smart, secure foundation for AI—-from setting up an AI council, to governing agents, and creating employee guidelines that protect innovation. She also shares how AI is transforming IT operations and unlocking new levels of productivity across the enterprise.About the Guest: Siroui Mushegian is the Chief Information Officer (CIO) at Barracuda. Siroui joined Barracuda most recently from BlackLine, where she was responsible for all aspects of BlackLine's internal corporate IT. Before BlackLine, she held executive IT leadership roles at PBS's WNET New York Public Media, the NBA, Ralph Lauren, and Time, Inc. Bringing more than 20 years of executive and IT leadership experience, Siroui has successfully built strong operational environments that eliminate technology silos, elevated the maturity and impact of technology within her enterprises and delivered measurable and scalable business outcomes. Siroui holds a Master of Business Administration in Management and Strategy from Fordham University's Gabelli School of Business and a bachelor's in mathematics and finance from University of Connecticut.Timestamps:*(04:10) -  Skills for Future CIOs*(07:00) -  Barracuda's AI and Automation Projects*(08:50) -  Tips for AI Security *(33:25) -   The Importance of Community and CollaborationGuest Highlights:“ A lot of people are worried they are going to work themselves right out of a job. It remains very important for us to keep our position as thought leaders to hold that mantle high.”“ Your partnerships with your colleagues and leaders across the enterprise will help you get more done than any AI agent will.”“ I love the concept of the education we're getting ready to roll out  in a curated way to people who are going to take these tools and come up with solutions that I could never in my life think of because I don't sit in their shoes every day.”Get Connected:Siroui Mushegian on LinkedInIan Faison on LinkedInResources:Learn more about Barracuda: barracuda.comHungry for more tech talk? Check out these past episodes:Ep 58 - AI-Driven Workplace TransformationEp 57 - The CIO Roadmap to Executive LeadershipEp 56 - Best Proactive Cybersecurity Strategies for CIOsLearn more about Caspian Studios: caspianstudios.comCan't get enough AI? Check out The New Automation Mindset Podcast for more in-depth conversations about strategies leadership in AI, automation, and orchestration. Brought to you by the automation experts at Workato. Start Listening: www.workato.com/podcast

Saket Srivastava is the Chief Information Officer at work management platform Asana. Saket oversees Asana's IT organization, including optimizing technology systems and processes, connecting technology strategy to overarching business strategy, and ensuring that technology infrastructure supports organizational goals. Previously, Saket held executive positions at Square, Guidewire Software, and other leading technology companies. Saket holds a Master of Computer Applications (MCA) from the Institute of Management Technology, Ghaziabad, and an MBA from UC Berkeley's Haas School of Business.Timestamps:*(01:30) -  Asana's Impact and Internal Operation*(08:15) -  AI and Employee Experience*(13:25) -  Collaboration and Cross-Departmental Partnership*(19:05) -  Future Trends and SkillsGuest Highlights:“When you add business understanding with technology understanding, that makes a deadly combination where you can serve and help move the needle for your business.”“The reality is we get sold all the time, every day. When you show up as a practitioner, as a peer, and you're ready to talk about the good, the bad, the ugly, there's a lot of power.”“ Good news is bad news being delivered early. It's so important to be able to create a healthy environment where you can talk about those risks.”Get Connected:Saket Srivastava on LinkedInIan Faison on LinkedInResources:Learn more about Asana: http://asana.com/Hungry for more tech talk? Check out these past episodes:Ep 57 - The CIO Roadmap to Executive LeadershipEp 56 - Best Proactive Cybersecurity Strategies for CIOsEp 55 - Engineering Leadership for Scale, Agility, and MomentumLearn more about Caspian Studios: caspianstudios.comCan't get enough AI? Check out The New Automation Mindset Podcast for more in-depth conversations about strategies leadership in AI, automation, and orchestration. Brought to you by the automation experts at Workato. Start Listening: www.workato.com/podcast

Explore the fascinating world of workflow and automation with Cole, a power platform developer, and Kelsey, a graphic designer and brand strategist. Discover what excites them about creating workflows and automations and how these tools can reduce frustration and burnout in the workplace. Through engaging examples and insights, learn how to streamline marketing processes, manage data effectively, and implement user-friendly automation tools. Whether you're new to automation or looking to enhance your current systems, this conversation provides valuable tips and future trends in the field. Join us for an inspiring talk about making technology work for you!Resources: Tools: Zapier, Power Automate, Pipefy, Unito, Workato, Custom GPTs Within your existing tech stack: Outlook, Project Management tools like Asana or Monday.com 00:00 Introduction to the Podcast and Guests00:28 The Excitement of Workflows and Automations00:50 Cole's Perspective on Automations02:46 Kelsey's Insights on Marketing Processes04:31 Frameworks and Tools for Automation12:04 Real-World Automation Examples22:27 Challenges in Implementing Automations26:51 Human Interaction in Automation27:44 User Friction and Adoption29:11 Getting Started with Power Automate31:42 Practical Automation Examples36:31 Future Trends in Automation37:52 Documenting Processes for Automation38:43 Employee Engagement and Automation40:18 Marketing and Hyper-Personalization43:16 Concluding Thoughts on Automation

Rich Horwath, CEO of Strategic Thinking Institute and best-selling author, shares strategies that help CIOs to elevate their strategic thinking—providing a roadmap for transitioning from technical leaders to visionary business executives. Drawing from his advisory work with top-tier technology leaders, Horwoth breaks down the critical skills needed to move beyond operational management and position themselves as strong CEO candidates.About the Guest: Rich Horwath is the founder and CEO of the Strategic Thinking Institute where he facilitates strategy workshops to help executive leadership teams think, plan, and act strategically to set direction, create advantage, and maximize their leadership performance. He is a New York Times and Wall Street Journal bestselling author of eight books on strategic thinking, including his new book: STRATEGIC: The Skill to Set Direction, Create Advantage, and Achieve Executive Excellence. He's published two articles in the Harvard Business Review this past year and has helped more than one million leaders develop their strategic thinking and planning skills over the past two decades in pursuit of his vision to teach the world to be strategic.Timestamps:*(01:35) - The CIO to CEO Journey*(07:25) - Innovation and Competitive Strategy*(28:45) - Future State Thinking for CIOs*(44:05) - Transitioning from CIO to CEOGuest Highlights:“The great CIOs understand that it's not about copying. It's about creating and innovating by understanding the competition.”"If you're really being strategic, you're going to tick a lot of people off internally and externally."“What are we trying to achieve? And how are we going to do it? So planning can be too complex sometimes, but it boils down to those two questions.”Get Connected:Rich Horwath on LinkedIn: www.linkedin.com/in/richhorwathIan Faison on LinkedIn: www.linkedin.com/in/ianfaisonResources:Learn more about the Strategic Thinking Institute: www.strategyskills.comHungry for more tech talk? Check out these past episodes:Ep 56 - Best Proactive Cybersecurity Strategies for CIOsEp 55 - Engineering Leadership for Scale, Agility, and MomentumEp 54 - AI Business Strategy for CIOsLearn more about Caspian Studios: www.caspianstudios.comCan't get enough AI? Check out The New Automation Mindset Podcast for more in-depth conversations about strategies leadership in AI, automation, and orchestration. Brought to you by the automation experts at Workato. Start Listening: www.workato.com/podcast

Today is a special day—we're celebrating our 100th episode! For this milestone episode, we're diving into a theme at the heart of enablement: making the impossible, possible. In today's business landscape, only 28% of sellers expect to hit their quota. So how can you enable your teams to overcome the challenges of the current market to achieve consistent go-to-market success? Shawnna Sumaoang: Hi and welcome to the Win Win Podcast. I'm your host, Shawnna Sumaoang. Join us as we dive into changing trends in the workplace and how to navigate them successfully. In this episode, we'll hear from nine leaders who transformed challenges into business outcomes, delivering impact against their go-to-market initiatives through enablement. From earning leadership buy-in to aligning go-to-market teams and boosting productivity, these leaders enable the impossible for their businesses. We hope their stories will inspire you to push boundaries and redefine what's possible in your organization. Driving consistent revenue growth can feel impossible when silos divide sales, marketing, enablement, and revenue operations. A unified enablement approach can break down these barriers and drive measurable impact. But how do you demonstrate the value of enablement to stakeholders and secure their long-term support? In this part, we'll hear Pam Dake, senior director of GTM enablement at Menlo Security, share her success story for gaining leadership buy-in. Pam Dake: My name is Pam Dake and I work for Menlo Security, a cybersecurity company that actually has just surpassed a hundred million ARR. One of the bigger challenges that I’ve had recently has been in aligning the executive teams in order to really, truly understand how to be impactful, leveraging the go to market motion in a way that not only lands the big deal, but also allows us to have a very productive and valuable customer relationship long term. And so for me, it’s been gaining the opportunity to have that meeting with all of these critical stakeholders, have them see value. Each and every time that you meet with them, so that they feel like they’re getting something out of that meeting where it’s actually really driving the business forward in ways that they may not have seen initially. And so for me, it’s been setting up a recurring meeting with those folks who are the most senior and executive in the company to be able to drive forward what sales needs, which actually is driven primarily from what sales needs. Really, our customers are looking for from us as a company. Be tenacious about how you’re able to make a difference with aligning their internal stakeholders and really driving forward the programs that will make a difference, not only in the short term and the long term. So as you consider the strategy that you’re building. Ensure that you have your other internal stakeholders aligned and do that in ways that create value for them so that they can see the impact. One of the things that we talked about earlier was data. Leverage the data that you have on hand. Leverage tools that provide you with that really impactful data that provide you with insight into the leading indicators that will actually drive the business longer term with the lagging ones. So the bottom line is really taking an outside in approach with what you’re doing from an enablement lens. How does this impact my customers? Therefore, how am I able to build the best programs that I can that will enable My internal stakeholders, my internal teams, in order to be successful and provide value to our customers, not only in the short term with what wins they’re able to achieve, but how they’re able to grow and develop the relationships over time. SS: You need stakeholder buy-in to break down silos and align your go-to-market teams – but why is that alignment so critical? Without it, you can't coordinate, plan, and execute the initiatives needed to drive the business outcomes that matter most. And when 90% of organizations fail to execute their strategies successfully, it clearly takes more than guesswork to achieve those outcomes. So how can you define, execute, and optimize your go-to-market initiatives to deliver unprecedented impact? In this part, we'll hear stories from enablement leaders who brought key go-to-market initiatives to life through enablement. First, let's start with a common initiative that impacts teams across the go-to-market organization: product launch. Effectively bringing a new product to market can make or break your revenue targets. We'll hear from Chris Wronski, senior program manager at Keysight, on how he helped deliver a product launch that contributed to the first revenue growth in seven years despite a tough market. Chris Wronski: My name is Chris Wronski. I’m a Senior Program Manager at Keysight Technologies, and I am the architect behind our Highspot implementation. The last couple years have been very difficult in the, across the entire industry, right? Every, many companies are talking about it, us included. If you go pull our quarterly info, you can see the last seven quarters have been very difficult for us. So what I talked about earlier, the focus on new product introductions. That’s an opportunity for us to make some hay. That’s an opportunity for a, we’ve got a brand new product, we’ve got a brand new reason to go talk to customers. Even if they have no opportunities, at least go explain to them what we’ve got, right? There might be something in there. We’ve done a lot of work around building sales plays in a way that the seller can consume it and trying to crush it down. Really, um, aggressive simplicity is what I would call it. But by building that in and giving them just a little bit of info to start the discussion in a way that we knew you could start that discussion with nearly any customer, that’s enough to get the ball rolling and let them go do their sales job. We’ve done a ton of pushing training to them. I can see that in the numbers. I can see when we do our training. I can see the following week there’s a huge spike in people going to those sales plays and looking at them and using them. And so, Last quarter we, we turned the curve, right? Turned the knee of the curve and brought back at least a little bit of growth. We were positive for the first time in seven quarters. SS: Next, let's dig into an initiative that is likely on the minds of many GTM leaders with the new year around the corner: sales kickoffs and events. Starting off a year on the right foot can provide a business with momentum that carries through the rest of the year. Brooke Cole, manager of global field readiness at Workato, shares with us how her team drove an impressive boost in NPS with their first in-person SKO events. Brooke Cole: My name is Brooke Cole, and I’ve been at Workato for almost three years. A business challenge that myself and my team have overcome that we’re really proud of is probably our first in-person SKO events that we executed earlier this year. Because of COVID and just the nature of the world, we had been unable to get together in person as a collective regional team. Really, ever. We hadn’t. We had one scheduled, and then we had to cancel it, of course. Uh, so, earlier this year, our team, we ended up doing it regionally. So, in North America, in APJ, and in EMEA, our team was tasked with putting on three different SKO events within three to four weeks. And we traveled to each one of them. And the way that we overcame that really was just a sense of teamwork and camaraderie. We built trust with one another. We had really open dialogue and communication. And we really used our skill sets and our collaboration. To put on an event that got an NPS score of 85 globally. We heard the phrase, this is the best SKO we’ve ever had. And truly, to be fair, it’s the only one we’ve ever had in person. But people left jazzed, and they left inspired, and we leveraged Highspot as a part of that. Going into this next year, this is the second year where Highspot will be our landing page for our global event that we’re having, and so it’s going to be the Know Before You Go, and we did that as a trial period last year, and it worked out really well. The traffic was great when people had questions, we were able to direct them to Highspot for that, and I think we were proud overall of just the vision that we put together. And how we executed the tools and the apps that we already had at hand in order to bring everybody together in a centralized place to give them the awareness and create excitement around the events. SS: Now, we're diving into an initiative that can have a profound impact on productivity: the sales process. Research shows that just 28% of a rep's time goes to selling, and an optimized sales process can help you streamline workflows and save time. Let's hear from Jay Livingston, head of enablement at Corporate Visions, on how his team is improving the sales process and delivering time savings as a result. Jay Livingston: I’m Jay Livingston. I lead Global Sales Enablement at Corporate Visions. I remember when I got involved in enablement, one of the things that I learned is that sellers spend an inordinate amount of time each month preparing their own content. They have a lot of goals. so we in a headquarters environment have time to sit around and think about how to improve some of these processes. Salespeople don’t, right? They’re running from call to call, always trying to be ready to meet that moment. And so one of the, one of the main challenges I’ve been focused on quite honestly for more than just the last couple of years at CVI is how do we make. Content and resources and tools and assets more purpose driven more readily available, more easily findable, and then more from a usability perspective, make it easier for, again, for those sales folks to be able to execute in those moments. And so I remember when we first rolled out Highspot here back a few months ago one of the things that, that a member of my team Eric is a VP on our team, would say, man, he’s I just, I don’t have time to do all the things that I need to do because I’m constantly getting emails or messages or slacks about, hey, where’s this and where’s this and where’s this, Highspot literally I no longer have to field any of those calls. As a matter of fact, when we were here in August, I had a chance, we were sitting around the table to share a story that just in the month, I think we had been maybe a month in at that point the amount of time that Eric has been able to get back in his day. To not have to field those annoying, it can be very annoying requests, right? Because how many times do we tell our sellers where things are, how to use them, right? And you almost wonder sometimes, are they listening, right? Are we not communicating it effectively? All of a sudden now we’re seeing literally no request for where is this? How do I use it, right? And so again, what I would say is it’s not bulletproof, right? There’s always going to be opportunities to improve. But one of the hallmarks of the way that I’ve tried to lead enablement organizations is to really have it boil down to two things. One, what is the seller’s, or what is your colleague’s ability to be able to execute in this moment? We can lean into the ability to help them get better. And two, what is their willingness? And willingness, oftentimes, is influenced by how easy something is to execute. And so if we can remove the willingness component, then we can just focus squarely on the ability. And so as we continue to move forward those are really the two things that, that we continue to evaluate ourselves by. Are we making it simple? And how are we helping folks coach or how are we coaching folks to get better and to be more effective and to utilize these amazing tools and opportunities that we all have SS: And now, let's talk about an initiative at the heart of enablement: training. When done right, sales training can drive the behavior change reps need to consistently hit their targets–but often, that can be easier said than done. Let's hear Anthony Doyle, director of sales enablement at Turnitin, explain how he revitalized training and ultimately improved seller engagement. Anthony Doyle: My name is Anthony Doyle, and I'm the director of sales and development at Turnitin. In terms of overcoming really difficult problems, the biggest problem is engagement—engagement from the sales teams, leaning into the enablement programs, spending time, and investing their time in their own development. I think that's what we've seen a real uptick on and success on in the past, maybe six to twelve months. We've seen a change in attitude. We're getting success now when launching new training programs. People are leaning into them, they're completing them, and they're giving us good feedback too, which is something that I probably never thought I would have said twelve months ago because we started investing a lot of time and building a lot of training, but then that wasn't really getting consumed. It was very difficult to get managers to even back us up and roll it out with our teams. Whereas now, when I've just presented to the go-to-market team on a go-to-market all-hands, strategy for the sales academy, there was just a lot of love in the room. A lot of people saying, ‘This is fantastic. We can't wait to see it in action and get our hands on it.’ So we had a lot of good feedback from that session. And that's really pleasing for me because it means that the strategy was the right strategy. I think the message for teams and enablement teams out there, if you are getting those challenges with engagement, is to keep at it, show value, and really drive those proof points. Get those wins regionally with teams who will engage, then present it in a very easy-to-consume way, and in a way that the teams can feel confident about engaging with. You will see the results, and the tide will turn. So that's something I'm proud of. SS: Next, let's explore an initiative that drives long-term impact—coaching. Effective coaching helps sellers apply newly acquired knowledge to maximize their performance. Let's hear from Andrea Holzwarth, VP of Sales Enablement and Customer Operations at Project Lead The Way, on how she supports ongoing coaching to help reps sharpen their skills. Andrea Holzwarth: We see a lot of value in coaching and training. We have our senior directors, our sales managers, really providing that one-to-one support for our reps out in the field. And we want them to be able to have those coaching conversations and the meeting intelligence helps with that. So we can see the calls. What is that? What’s going well? Maybe what are they struggling with? But I think a lot of times. I say this, that it’s easier to edit than it is to get started, and so having that AI feedback automatically in there it’s helpful, that’s a starting point. And then our senior directors, our sales managers can go in, provide more of that personalized coaching that they may see, but it gives them a starting point. One of the other benefits that I see with Meeting Intelligence is I just think about as a sales rep being in the field especially virtually now that we’re, all we do is meet virtually. It feels like we’re in the, we actually go to schools and districts too, but I would have loved it when I was a sales rep to just see, I think I know how I show up on camera or how I’m speaking to a customer, but, It is so helpful to go back and record and just see man, I said “um” a lot. So it helps with some of that coaching too. SS: And to close out, we asked our guests for advice on how they enable the impossible in their organizations. Here are a few tips from Suzanne Heller of Flight Centre Travel Group, Jennifer Shelley of QuidelOrtho Corporation, and Susan Kinser of Net Health Systems to help you take your enablement efforts to the next level. Suzanne Heller: Just go for it. Because we have the tools that make us successful. We have the tools to be able to measure what we’re trying to achieve. And it is okay at the end of the day to go back to the drawing board if it doesn’t work. But we won’t know that if we don’t try. And if we look at enablement 5, 10, 15 years ago, it wasn’t like what it is today. But because of the trial and errors that have, come up. Advice to anyone that is in an enablement role is just to go with your gut and deliver. And it is okay to go back and look at the data and pivot and optimize. You won’t know what’s successful unless you try it. I think my second piece of advice is buy-in. To your business, your brand, you tell a story, you bring immense value, and it’s really critical to create that brand awareness for yourself and for your team, to be able to let them know the purpose, and the deliverables, and the ROI that you bring to the business. So this would be my two. Jennifer Shelley: Not to get discouraged. Sometimes, we initially we will bring to the table things that sound outside of the box and Highspot tends to be on the cutting edge of technology. But technology can be frightening, and I think that you can get discouraged when people are, not as excited as you are about what you’re trying to accomplish with the technology that you have.  And just take your time, stay focused stay, consistent with your message and understand that it takes time for people to really understand the vision that you might have if they haven’t been exposed to all the great the great information that Highspot is providing them in terms of that cutting edge capabilities in the platform. Susan Kinser: Whether you have a seat at a table or not is to, try to get your voice heard so that you start having those conversations to understand the business outcomes that your team is looking to change, right? I think that the moment you’re able to ensure that you’re aligning any of your programs or any of your initiatives to those specific strategic initiatives that your company in a larger way is looking to achieve when you get that kind of information and you’re getting that feedback and you’re having more, and then they have that insight into the change that you’re making it just makes you more of that strategic partner and it gives you that space to continue to make that kind of success progress and success, I would say get a unified platform. Use Highspot and use the resources. And so I think what’s fun is in this ever growing enablement space, having your voice being heard only. makes the impossible more possible, right? As we start bringing things together and we start, having different ideas or having different needs, and we’re able to do things in these different ways, I would say my advice is to get connected to those business strategies, those business insights, and then get that unified platform and keep scaling. SS: As you heard from the enablement leaders we featured in this episode, nothing is impossible with the right team, tools, and processes in place. In looking to the year ahead, take stock of the challenges on the horizon and rather than looking at them as obstacles, channel them into opportunities to push the boundaries of what you once thought was impossible. Thank you for joining us for this special 100th episode of the Win Win Podcast. We'd love to hear how you are enabling the impossible—be sure to connect with us in the Highspot Spark Community to share your advice, and tune in next time for more insights on how you can maximize enablement success with Highspot.

Carl Froggett, CIO at Deep Instinct, breaks down the AI-driven disruptions reshaping the cybersecurity landscape. From navigating complex security architectures to busting big data myths, Carl offers strategic advice for CIOs and CISOs on staying one step ahead in a rapidly evolving tech world.About the Guest: Carl Froggett, CIO of Deep Instinct, brings nearly 30 years of experience to the role. Previously, as Head of Global Infrastructure Defense and CISO Cybersecurity Services at Citi, he led risk reduction efforts across devices and networks in 100+ countries. Now, he oversees Deep Instinct's infrastructure growth, internal systems, security, and processes to support global expansion and strategic partnerships.Timestamps:*(08:10) - The Impact of AI on Cybersecurity*(25:45) - Rising IT Spending and Persistent Breaches*(28:00) - Challenges and Strategies for Modern CIOs and CISOs*(32:10) - The Future of Cybersecurity and Deep LearningGuest Highlights:“It takes a level of leadership to say, ‘Hey, our investment over here has been great for the last 5, 6, 7, or 10 years, but that is no longer good enough. We need to replace, we need to reinvest, and we need to retrain.'”“We need to be more aggressive on the front-foot as the defenders. Just protecting your endpoint is not enough—your endpoint's the last resort. If your endpoint fails, game over.”“When opportunity knocks, you say, ‘Come on in.' It doesn't matter if it's a role that you were hired to do and it's outside of that role, say yes and get involved. More experience leads to you knowing more people.”Get Connected:Carl Froggett on LinkedIn: www.linkedin.com/in/carlfroggettIan Faison on LinkedIn: www.linkedin.com/in/ianfaisonResources:Learn more about Deep Instinct: www.deepinstinct.comHungry for more tech talk? Check out these past episodes:Ep 55 - Engineering Leadership for Scale, Agility, and MomentumEp 54 - AI Business Strategy for CIOsEp 53 - Business-First IT in the AI EraLearn more about Caspian Studios: www.caspianstudios.comCan't get enough AI? Check out The New Automation Mindset Podcast for more in-depth conversations about strategies leadership in AI, automation, and orchestration. Brought to you by the automation experts at Workato. Start Listening: www.workato.com/podcast

Jason LaFollette, CTO at Yext, shares his product-driven approach to leading agile teams, maintaining tech debt, and using a “top-down, bottom-up” style to keep productivity and momentum high.About the Guest: Jason LaFollette is Yext's Chief of Technology. Jason joined the company in 2014 and built out the enterprise consulting side of the business before moving over to product engineering and technology. Prior to joining Yext, Jason was CEO and co-founder of Citrrus, a professional services company specializing in mobile app development and wearable devices, which Yext acquired as the company's first acquisition. Timestamps:*(02:30) - Understanding Yext's Business Model*(04:55) - Leadership and Team Management Strategies*(14:20) - Scaling and Technical Debt Management*(24:00) - Adopting New Technologies and AIGuest Highlights:“What I'm looking for is momentum with the teams, momentum with the people, momentum with the systems. If you get fixated on the tactical parts... It's a false sense that you're doing something great, but you'll hit a ceiling quickly in terms of productivity.”“We only want process when it accelerates us… Once we've proven that we know how to do it manually by keeping smart and talented people in the loop and making good situational decisions is our secret sauce to scale with a lot less pain.”“If something is important to us, the company, or the management team and we aren't measuring and watching it, other people aren't going to value it either. I've come to adopt a mix of top-down and bottom-up leadership where we can't have all-of-one or all-of-the-other, or everything falls apart.”Get Connected:Jason LaFollette on LinkedIn: www.linkedin.com/in/jasonlafolletteIan Faison on LinkedIn: www.linkedin.com/in/ianfaisonResources:Learn more about Yext: www.yext.comHungry for more tech talk? Check out these past episodes:Ep 54 - AI Business Strategy for CIOsEp 53 - Business-First IT in the AI EraEp 52 - Empowering Citizen Developers and Reshaping Business with AILearn more about Caspian Studios: www.caspianstudios.comCan't get enough AI? Check out The New Automation Mindset Podcast for more in-depth conversations about strategies leadership in AI, automation, and orchestration. Brought to you by the automation experts at Workato. Start Listening: www.workato.com/podcast

Naveen Zutshi, CIO at Databricks, shares his strategies for successful AI implementation. This must-listen episode is perfect for tech leaders wanting to learn how to craft an effective AI strategy, bridge gaps in tech teams, and drive innovation in your organization.About the Guest: Naveen Zutshi is the CIO at Databricks, previously CIO at Palo Alto Networks where he managed analytics, applications, and infrastructure. Before that, he was SVP of Infrastructures & Ops at Gap and held roles at a SaaS startup and Cisco.Timestamps:*(04:40) - Cybersecurity and Data Privacy*(20:00) - Ensuring Data Quality and AI Strategy*(28:45) - Future Trends and Innovations in Tech*(31:35) - Advice for CIOs Guest Highlights:“There's a significant amount of pull from CEOs on the CIO to define the AI strategy for their company. As technology leaders… We have an opportunity to actually provide data and AI strategy, and then help influence that strategy towards ultimate business goals.”“Often, we want to move quickly into the AI world but then realize our data set is in bad shape… First and foremost, you need a clear data strategy and you need to execute on the strategy.”“Having business and users buy-in is key — making sure that you are solving for the right problem rather than looking for a problem because you now have a solution.”Get Connected:Naveen Zutshi on LinkedIn: www.linkedin.com/in/nzutshiIan Faison on LinkedIn: www.linkedin.com/in/ianfaisonResources:Learn more about Databricks: www.databricks.comRead Naveen's AI insights and more on Forbes: https://bit.ly/4frJ93tLearn more about Caspian Studios: www.caspianstudios.comCan't get enough AI? Check out The New Automation Mindset Podcast for more in-depth conversations about strategies leadership in AI, automation, and orchestration. Brought to you by the automation experts at Workato. Start Listening: www.workato.com/podcast

Shreesha Ramdas, a successful serial entrepreneur and angel investor, shares his investment approach, which focuses on the individual stories of entrepreneurs rather than just their business ideas. He discusses the changing face of entrepreneurship in India and highlights the significance of community for founders through the story of how Funda, a thriving community of founders, investors, and operators, came to life.In this episode, you'll learn:[2:17] “Silicon Valley—what I call Disneyland for tech—completely transformed my mindset.” - Shreesha Ramdas [5:36] New challenges for Indian entrepreneurs building global solutions[13:36] Founder stories matter[19:30] Funda: Building a strong community where founders can learn from each otherThe nonprofit organization Rajan is passionate about: FundaAbout Shreesha RamdasShreesha Ramdas is a seasoned entrepreneur with a proven track record of launching and scaling products in highly competitive markets. He is the CEO and Founder of Lumber, a workforce management platform tailored for the construction industry. Previously, Shreesha was the CEO and Co-Founder of Strikedeck, a customer success automation company that was acquired by Medallia. Before Strikedeck, he served as GM of the Marketing Cloud at CallidusCloud and Co-Founder of LeadFormix, which was acquired by CallidusCloud. Shreesha also held leadership roles at Yodlee, OuterJoin, Catalytic Software, MW2 Consulting, and Tata. In addition to his entrepreneurial ventures, he actively invests in and advises several growth companies, including Workato, Enact, RevvSales, and others.Subscribe to our podcast and stay tuned for our next episode.

For Singaporeans who grew up in this country, we pretty much know the ‘formula' to succeeding in life: acing the system through good grades and then finding a decent job. This is, however, not how life has been for Workato's CEO, Vijay Tella.  The realities of growing up in India during the 50s and 60s shaped his nuanced outlook on how societal factors need to work hand-in-hand with a certain degree of luck for one to have a ‘decent' life.  Vijay has led a few start-ups to success, and he prides this streak of excellence to the workplace culture that he brings to these companies. On R.I.C.H, Hongbin Jeong and Roshan Gidwani speaks with Vijay Tella, CEO, Workato to find out more about his perspective towards life, from the boy who grew up in hardship in India and to the CEO now running a business.See omnystudio.com/listener for privacy information.

Trine Rilorin is an Integration Developer working from Redpill Linpro's office in Copenhagen, primarily with MuleSoft. She is now working with Workato, one of Redpill Linpro's partnership companies. Workato is an integration and automation platform for workflows. Since its founding in 2013, it has grown significantly, becoming a major platform globally. Workato connects applications and systems, making it easier to automate business processes across departments. In this episode of IT Talks, you'll get an in-depth explanation of the platform, its capabilities, and its target users. Make sure to tune in! For more information about Workato, feel free to reach out to Redpill Linpro or contact Trine directly.

How can a thought leadership program help launch an award-winning book and podcast, help define brand positioning and influence revenue? In this episode of the Brand Intelligence Podcast, William Tyree, CMO of IntelligenceBank, sits down with Alex Lamascus, Director of Thought Leadership at Workato to talk about their recent brand campaign that won them a IntelligenceBank 2024 Brandie Award. Alex dives deep into “The New Automation Mindset” and talks about how impactful the program has been.  The integrated launch campaign, which included social media, PR, sales enablement, webinars, bespoke events, and even a podcast, played a crucial role in propelling the book to bestseller status on USA Today, The Wall Street Journal, and Publisher's Weekly. With coverage from top-tier media outlets like Fast Company, Nasdaq, Ad Age, and ABC News, the "Automation Mindset" program has not only garnered significant attention but also made a substantial impact on Workato's business, influencing the sales pipeline, improving win rates, and accelerating deal closures. Join us as we explore the strategies behind this award-winning campaign and how it has set a new standard in brand leadership and market influence. If you're a marketing or brand leader looking to improve campaign production, approvals, digital assets and brand governance, visit us at http://www.IntelligenceBank.com Learn more about Workato at https://www.workato.com/

This episode features Cisco Sanchez, SVP and CIO at Qualcomm, who shares his business-first philosophy to technology cultivated over 25 years of IT experience. Sanchez emphasizes the importance of IT professionals loving both technology and the business, creating roadmaps that align with business goals, and utilizing frameworks like Charlie Feld's approach. About Cisco:Cisco Sanchez is Senior Vice President and Chief Information Officer for Qualcomm Incorporated. As the leader of Qualcomm's global IT organization, Cisco is responsible for leading the strategic direction for IT infrastructure, Information Security & Risk Management, Cyber Resiliency, Enterprise Applications, and End User Productivity solutions. Cisco is also responsible for driving large scale Pre-Silicon, Post Silicon and Enterprise-wide digital transformation initiatives improving Qualcomm's agility, leverage, efficiency and security. He collaborates with the executive and business unit leadership and focuses on enabling forward-looking innovative technology solutions to achieve Qualcomm's vision and deliver strategic value.Sanchez has more than 24 years of engineering and IT experience. Prior to Qualcomm, Sanchez spent over 15 years at FedEx Ground company. At FedEx Ground, Sanchez served as the SVP & CIO after having worked his way up the ranks, gaining expertise in architecture design, acquisition integration and enterprise IT systems. Throughout his career, Cisco has led many initiatives to ready FedEx for the next generation of business needs, processes, and data resources, including system upgrades, data center migrations, cyber security management and data analytics ecosystem development, to name a few. Cisco holds a bachelor's degree in computer science from Colorado State University and a master's degree in management information systems from Colorado Technical University.Guest Quote:"We love technology. I love technology. I'm a developer, but we should also love the business and understand it thoroughly. So when I first came in, my goal was to not make drastic changes, but understand the business to the best ability possible. I use a framework that looks at the models and try to understand, here's what the business does, here's how it does it, the technology underneath, here's how the enablement activity works. And I think by doing that, it gives you a different, deeper perspective of how the business is interacting and what they do.”Timestamps:*(03:30) - The Role of AI in Modern IT*(09:10) - Frameworks for Business-First IT*(17:50) - Selling the Vision*(18:50) - AI Innovations at Qualcomm*(23:30) - The Convergence of IoT and AILinks:Connect with Ian Faison and Cisco Sanchez on LinkedInLearn more about QualcommReady for more conversations about strategic leadership in AI, automation, and orchestration? Check out The New Automation Mindset Podcast by Workato.

In this episode, we speak with Vijay Tella, the Co-founder and CEO of Workato, a platform for intelligent integration and workflow automation. In 2013, Workato was founded by Vijay Tella, Gautham Viswanathan, and Harish Shetty. Their intention was automating workflows through a no-code platform. Prior to Workato, Vijay was CEO of Qik, a consumer video communications company acquired by Skype. Workato has raised over $400 million and is backed by Battery Ventures, Altimeter, Insight Partners, Norwest, and other notable investors. I am your host RJ Lumba.  We hope you enjoy the show.  If you like the episode click to follow.

Carter Busse, CIO at Workato, explores how AI is reshaping business decisions and empowering citizen developers. With over 20 years of IT leadership experience, Carter shares real-world automation examples and advice on navigating point solution vendors. He also discusses orchestrating data across systems, democratizing automation, and future trends that will revolutionize the industry. About Carter:Carter Busse, CIO at Workato, is one of the leading innovators in IT/Business partnerships in automation. An accomplished IT executive, Carter brings a rich history in technology, including leading IT during three IPOs—Excite@Home, Salesforce.com, and MobileIron. Carter was hired by Marc Benioff personally as employee #70 at Salesforce. Over the years, he has developed a specialty in constructing highly effective, collaborative teams (90+), executing business strategies, and driving revenue growth while reducing operating costs. Carter is a sought-after advisor of IT leaders around the country, a Bay Area Orbie CIO Award winner, and listed on the Forbes CIO Next list of the top 50 CIOs in the United States.Guest Quote:“Architecture is key. Very key. So, you set up the right infrastructure in a secure place to let people iterate in a safe place—that takes a lot of architecture. You don't want stuff being put into production that these guys built and break. Who gets the first call? It's IT.  So, I really feel like our role is changing from doing more building and more enabling and more architecture.”Timestamps:*(00:00) - Impact of AI on business decisions*(04:15) - Empowering citizen developers*(07:20) - Real-world automation examples*(20:05) - Navigating point solution vendors*(23:35) - Democratizing automation with training and metrics*(31:15) - Future trends and CIO secretsLinks:Connect with Ian Faison and Carter Busse on LinkedInLearn more about Workato Catch up on past episodes featuring conversations between leading CIOs

In this episode, Sheila Anderson, CIO at Aflac, discusses how the company is using AI to modernize while handling legacy systems. Sheila highlights key initiatives such as digital claims processing, establishing an AI center of excellence, and transforming internal operations. She also emphasizes the importance of aligning business goals, maintaining ethical AI practices, and developing the workforce as Aflac integrates new technologies.About Shelia:Shelia Anderson is an information technology executive with extensive Fortune 100 CIO, services, and consulting experience, particularly in Financial Services and Insurance. Partnering with C-level stakeholders, she drives business change and digitally enables organizations through multi-million dollar technology strategies, agile development, and support initiatives for applications and infrastructure. She is well-versed in a range of technologies, from legacy systems to cloud, AI, and LLMs, focusing on maturing organizations through cloud migration, agile transformation, and digital enablement. With a significant passion and proven results in mentoring and developing talent in STEM, supporting women in technology, and building exceptional teams, Shelia has demonstrated organizational leadership over 2000+ employees across multiple global locations and managed budgets exceeding $600 million.Shelia has received multiple honors and recognitions for her leadership and contributions to the IT field, including the 2023 and 2024 Top 100 Women in FinTech, the 2021 Boston CIO of the Year SuperGlobal Orbie Award, the 2018 Elite Women in Insurance recognition, and the Distinguished Engineering Alumni Award.Guest Quote:“[When it comes to AI] start with your business. Simple, really. Understand your business, your business challenges, and your business opportunities. Always start with ‘why' and anything that you deliver from there, the closer you can tie the work that you're doing to the business value, the more successful both you and your company will be at the end of the day.”Timestamps:*(01:40) - Aflac's AI Journey*(03:55) - AI at Scale: Transforming Aflac*(09:00) - Building Automation and Innovation into Culture *(26:15) - Leadership Insights and Advice*(31:15) - Future Trends and StrategiesLinks:Connect with Ian Faison and Shelia Anderson on LinkedInLearn more about Aflac's servicesCheck out the My Special Aflac Duck® mentioned in this episodeCatch up on past episodes featuring conversations between leading CIOsCan't get enough AI and automation content? Listen to The New Automation Mindset podcast presented by Workato.Our Sponsor:Workato® makes the creation and implementation of automations 10X faster than traditional platforms. As the leader in AI-powered enterprise automation, Workato enables enterprises to automate their business processes across the organization by integrating their applications, data, and experiences. Designed with best-in-class security and governance, scalability, performance, and availability, our low-code, no-code platform makes it easy for IT and business teams to integrate their applications and automate their processes, drawing from thousands of automation “recipes” built by the Workato community.With Workato's democratized approach to automation and integration, business technologists are empowered to fuel their organization's digital transformation. Workato® is trusted by over 17,000 of the world's top brands, including Broadcom, Intuit, and Box.

Jonathan is the Managing Director at Collins SBA. He and Andrew talk about the importance of personal growth, tailored solutions, and prioritising clients' needs, the challenges of integrating financial planning and accounting, and the future of advice in Australia. Jonathan Elliot LinkedIn: https://www.linkedin.com/in/jonathanelliotcfp/ Collins SBA Website: https://www.collinssba.com.au/ PRISM: https://public.prismbrainmapping.com/ Peloton Partners: https://www.pelotonpartners.com.au/ Workato: https://www.workato.com/ Visit The Adviser Portal and partner with Zurich and OnePath today: https://ensombl.com/go/20240702 Join the Ensombl platform: App Store: http://www.ensombl.com/apple Google Play: http://www.ensombl.com/google Desktop: https://www.ensombl.com/ General Disclaimer – https://www.ensombl.com/disclaimer/

In this episode of How to Grow Using AI, ML, and Intelligent Automation, host Nicholas Cole is joined by Josh Lucas, Head of GTM Automation Solutions at Workato, to explore how AI and machine learning can benefit businesses by automating the marketing processes and integrating systems, making work more efficient.

Today CJ is joined by Thomas Ream, the CFO of Workato, an intelligent automation platform that is heavily involved in AI. Thomas opens up about what it was like working in AI in the early days of the 90s. They discuss AI as a component of workflow and what it means to train AI models. He talks about the differences between working in hardware and software, the growing trend of hardware and software combinations, and the vast potential of quantum computing. Having worked for a social network prior to the existence of Facebook and other tech companies doing interesting things too soon, Thomas explains the importance of timing in tech and challenges the assumption that there is a first mover's advantage in this field. He shares wisdom from his experience as a CFO, what makes a great one, why he doesn't necessarily hire based on experience, and the importance of quick decision-making as well as his “lead, follow, or get out of the way” framework. If you're looking for an ERP head to NetSuite: https://netsuite.com/metrics and get a customized KPI checklist.—SPONSORS:Leapfin is accounting automation software that automatically prepares and posts reliable journal entries. High-growth businesses like Reddit, Canva, and Seat Geek choose Leapfin to eliminate manual tasks, accelerate month-end close, and enable accounting leaders to provide faster insights to help their companies grow. To automatically standardize your revenue data with measurable business impact, check out leapfin.com today. Mercury is the fintech ambitious companies use for banking and all their financial workflows. With a powerful bank account at the center of their operations, companies can make better financial decisions and ensure that every dollar spent aligns with company priorities. That's why over 100K startups choose Mercury to confidently run all their financial operations with the precision, control, and focus they need to operate at their best. Learn more at mercury.com.Mercury is a financial technology company, not a bank. Banking services provided by Choice Financial Group and Evolve Bank & Trust®; Members FDIC.NetSuite provides financial software for all your business needs. More than 37,000 thousand companies have already upgraded to NetSuite, gaining visibility and control over their financials, inventory, HR, eCommerce, and more. If you're looking for an ERP platform ✅ NetSuite: https://netsuite.com/metrics and get a customized KPI checklist. Maxio is the only billing and financial operations platform that was purpose built for B2B SaaS. They're helping SaaS finance teams automate billing and revenue recognition, manage collections and payments, and put together investor grade reporting packages.

What does it take to scale a company from $100M to over $1B in ARR? Cody Guymon has taken a journey that most revenue operators could only dream of—helping Qualtrics scale to an $8B acquisition and then a $27B IPO. Now he's back at an earlier stage company, hoping to repeat the trip all over again. We chat through his lessons learned, his forecasting methodology, and how he architected a unified RevOps function with the CEO before joining Workato.Thanks to Our SponsorMany thanks to the sponsor of this episode - Knak. If you don't know them (you should), Knak is an amazing email and landing page builder that integrates directly with your marketing automation platform. You set the brand guidelines and then give your users a building experience that's slick, modern and beautiful. When they're done, everything goes to your MAP at the push of a button. What's more, it supports global teams, approval workflows, and it's got your integrations. Click the link below to get a special offer just for my listeners. Try Knak About Today's Guest Cody Guymon is a strategic sales and operations leader, leading teams at Vivint, Qualtrics, and now Workato. He helped scale Qualtrics from a $1B unicorn to an $8B SAP acquisition and then through an IPO at a $20B+ valuation. Today he serves as the COO of GTM Operations at Workato. https://www.linkedin.com/in/codyguymon/Key Topics[00:00] - Introduction[01:07] - What is GTM operations?[03:50] - Working 1-1 with reps in the field[04:46] - Creating a truly unified GTM ops function[16:56] - Go-to-market analytics[19:16] - Pros and cons of unification [23:29] - Project planning and prioritization[30:17] - Forecasting and thinking long-term[39:24] - Experience at Qualtrics and SAP[47:03] - Cody's daily routinesThanks to Our SponsorBig thanks goes out UserGems for sponsoring today's episode. We all know that outbound is really tough. Now imagine a world where you're reaching people who know your product, love your product, and are actually happy to hear from you. UserGems makes that a reality. They identify your customers and champions who change jobs and automatically push new contacts to your CRM so your team can follow up. If you're not reaching out to customer job changers, you're missing opportunities. Click the link below for a special offer just for my listeners. Try UserGems Learn MoreVisit the RevOps FM Substack for our weekly newsletter: Newsletter

Vijay TellaChief Executive Officer & Co-FounderVijay is the CEO and co-founder of the Enterprise Automation platform, Workato. He has led the creation of market-leading integration technologies for over 25 years. Prior to Workato, he was the CEO of Qik, a consumer video communications company that was acquired by Skype. Before Qik, he helped create two multi-billion dollar integration products. He was part of the team that created the world's first middleware platform, TIB (The Information Bus) at Teknekron Software Systems, which was acquired by Reuters Plc, in 1994. He was also on the founding team and SVP, Engineering of TIBCO through its IPO. As Chief Strategy Officer, he then helped launch Oracle's Fusion Middleware platform in 2005. Hosted on Acast. See acast.com/privacy for more information.

Running business systems at enterprise scale has some unique challenges—especially when that enterprise is Hubspot. Today we're fortunate to chat with Rich Archbold, whose team supports all GTM systems and automation at Hubspot, including Hubspot's own Hubspot implementation. This is a truly fascinating peek behind the scenes at one of the most iconic tech companies. Rich also shares generously from his deep experience, providing insights into how to foster a culture of agility, customer-centricity, and impact within a business systems team. Thanks to Our SponsorMany thanks to the sponsor of this episode - Knak. If you don't know them (you should), Knak is an amazing email and landing page builder that integrates directly with your marketing automation platform. You set the brand guidelines and then give your users a building experience that's slick, modern and beautiful. When they're done, everything goes to your MAP at the push of a button. What's more, it supports global teams, approval workflows, and it's got your integrations. Click the link below to get a special offer just for my listeners. Try Knak About Today's Guest Rich Archbold is VP of Engineering for GTM Systems at Hubspot. He is passionate about building and scaling high-performing, highly engaged teams that build and operate world-class, mission-critical technology products and services. Prior to Hubspot, he held business systems and engineering leadership roles at Intercom, Facebook, and Amazon. https://www.linkedin.com/in/richardarchbold/Key Topics[00:00] - Introduction[01:06] - Transitioning from engineering to business systems[10:42] - GTM systems team structure at Hubspot[15:17] - Centralized vs. decentralized systems ownership[20:51] - Hubspot's tech stack[23:02] - Can Hubspot work at enterprise scale?[25:11] - Hubspot Prospecting Workspace[31:16] - Use of Workato[33:24] - Lead processing systems[36:23] - Data quality[46:22] - PrioritizationThanks to Our SponsorThis November, MOps-Apalooza is back in sunny, Anaheim, California, and it's going to be the marketing ops event of the year, packed with hands-on learning from real practitioners. This is the only truly community-led tech-agnostic MOPS conference out there. It's got the best speakers, the best networking, the best social events, and maybe even a trip to Disneyland. This isn't your 50,000 person tech company conference. It's an intimate gathering of folks who are in the trenches every day. Registration is capped at 700 attendees, and tickets are going fast. MOps-Apalooza 2024 Resource Links6 things I learned the hard way leading business systems Learn MoreVisit the RevOps FM Substack for our weekly newsletter: Newsletter

Join our host, Deepak Sharma, in an illuminating conversation with Markus Zirn, Chief Strategy Officer at Workato, as they discuss the democratization of AI and its pivotal role in driving enterprise success. Markus highlights the three key patterns fueling AI integration and the core tenets essential for AI-driven transformations. Tune in for actionable insights into GenAI's transformative power to reshape your business processes — a must-listen for digital leaders.

In today's fast-paced business world, effective customer relationship management (CRM) is crucial for companies to thrive. However, integrating CRM systems with databases and other enterprise systems has always been a complex and time-consuming process. Engineers and CRM consultants often have to rely on APIs and various tools, which not only cost a significant amount of money but also take months to integrate. This is where Stacksync comes in, offering a solution that simplifies and accelerates the CRM integration process.Real-time CRM integration made easyStacksync, founded by Ruben Burdin, provides real-time and two-way sync between enterprise systems and databases, specifically CRMs and databases. The main goal is to connect CRMs like Salesforce or HubSpot to databases, enabling engineers to manipulate and update data within the CRM without the need for API calls. This approach makes the integration process 90% faster and significantly more efficient.One of the most interesting use cases for Stacksync is data activation. Many companies have valuable customer insights and data stored in their databases or data warehouses like Snowflake or BigQuery. However, this data is often inaccessible to the business teams working on the CRM. Stacksync solves this challenge by enabling simple SQL queries to compute metrics with custom business logic and ship them back to the CRM without the need for API calls. This means that users can manipulate a table within their data warehouse, and it will directly impact the CRM. This seamless integration allows for the activation of data and ensures that the CRM is always up to date with the latest customer insights.Data synchronization with integrityWhat sets Stacksync apart is its ability to integrate CRM and databases without disrupting the work of sales and support teams. Changes made in the database will be reflected in the CRM, and vice versa, without causing any conflicts or errors. This means that engineers can use the data in their own systems, combining it with usage information from applications or hardware, without interfering with the work of sales and support teams. The integration brings all systems together, allowing for a comprehensive view of customer data and ensuring that sales and support teams have access to all relevant information.One of the key features that makes this possible is its ability to protect the CRM from potential data loss or corruption. With a full suite of tools, Stacksync enables users to disable certain operations, such as deleting records, to prevent accidental data loss. This means that even if someone were to mistakenly delete all the records in the database, it would not impact the CRM. Additionally, Stacksync alerts users if there are any issues or modifications that could potentially affect data integrity, allowing them to quickly resolve these issues with just a click.Furthermore, Stacksync provides comprehensive monitoring and logging capabilities. Users can access sync logs and error logs, providing a complete overview of the integration process. This level of monitoring ensures that any issues or errors can be quickly identified and addressed, minimizing the risk of data loss or corruption.Who is Stacksync designed for?The target customers for Stacksync are enterprises that require CRM integration, and the end-users are engineers and CRM consultants responsible for the integration. Traditionally, these professionals have had to navigate complex workflows, utilizing APIs and tools like MuleSoft or Workato. However, Stacksync eliminates the need for such tools and processes, simplifying the integration into a two-click process with no code required. The user-friendly interface allows for the synchronization of CRM data with the database, including custom fields and objects, providing flexibility and ease of use.The implementation of Stacksync has already garnered attention and positive feedback. Customers who initially planned a six-month budget for CRM integration were amazed when Stacksync delivered results within six weeks and had them in production within ten days. This rapid turnaround time showcases the effectiveness and efficiency of Stacksync's approach.Conclusion: Stacksync simplifies data integrationIn terms of cost, Stacksync operates on a pay-as-you-go model, where users only pay for the monthly active rows they consume. This flexible pricing structure is based on the number of records updated in the CRM, rather than the total number of records in the database. This reduces costs significantly, especially for companies with large amounts of data. Compared to consulting alternatives or other integration tools, Stacksync offers a cost-effective solution, with savings of up to 90%.In conclusion, Stacksync's real-time CRM integration solution revolutionizes the way companies connect their CRMs with databases. By simplifying the integration process and eliminating the need for complex tools and API calls, Stacksync enables engineers and CRM consultants to save time, money, and effort. The ability to activate data and seamlessly synchronize it between CRM and databases empowers businesses to make informed decisions and provide better customer experiences. With Stacksync, real-time CRM integration is made easy, making it a valuable tool for any enterprise looking to optimize their CRM workflows.Interview by Scott Ertz of F5 Live: Refreshing Technology.Sponsored by: Get $5 to protect your credit card information online with Privacy. Amazon Prime gives you more than just free shipping. Get free music, TV shows, movies, videogames and more. The most flexible tools for podcasting. Get a 30 day free trial of storage and statistics.

In today's fast-paced business world, effective customer relationship management (CRM) is crucial for companies to thrive. However, integrating CRM systems with databases and other enterprise systems has always been a complex and time-consuming process. Engineers and CRM consultants often have to rely on APIs and various tools, which not only cost a significant amount of money but also take months to integrate. This is where Stacksync comes in, offering a solution that simplifies and accelerates the CRM integration process.Real-time CRM integration made easyStacksync, founded by Ruben Burdin, provides real-time and two-way sync between enterprise systems and databases, specifically CRMs and databases. The main goal is to connect CRMs like Salesforce or HubSpot to databases, enabling engineers to manipulate and update data within the CRM without the need for API calls. This approach makes the integration process 90% faster and significantly more efficient.One of the most interesting use cases for Stacksync is data activation. Many companies have valuable customer insights and data stored in their databases or data warehouses like Snowflake or BigQuery. However, this data is often inaccessible to the business teams working on the CRM. Stacksync solves this challenge by enabling simple SQL queries to compute metrics with custom business logic and ship them back to the CRM without the need for API calls. This means that users can manipulate a table within their data warehouse, and it will directly impact the CRM. This seamless integration allows for the activation of data and ensures that the CRM is always up to date with the latest customer insights.Data synchronization with integrityWhat sets Stacksync apart is its ability to integrate CRM and databases without disrupting the work of sales and support teams. Changes made in the database will be reflected in the CRM, and vice versa, without causing any conflicts or errors. This means that engineers can use the data in their own systems, combining it with usage information from applications or hardware, without interfering with the work of sales and support teams. The integration brings all systems together, allowing for a comprehensive view of customer data and ensuring that sales and support teams have access to all relevant information.One of the key features that makes this possible is its ability to protect the CRM from potential data loss or corruption. With a full suite of tools, Stacksync enables users to disable certain operations, such as deleting records, to prevent accidental data loss. This means that even if someone were to mistakenly delete all the records in the database, it would not impact the CRM. Additionally, Stacksync alerts users if there are any issues or modifications that could potentially affect data integrity, allowing them to quickly resolve these issues with just a click.Furthermore, Stacksync provides comprehensive monitoring and logging capabilities. Users can access sync logs and error logs, providing a complete overview of the integration process. This level of monitoring ensures that any issues or errors can be quickly identified and addressed, minimizing the risk of data loss or corruption.Who is Stacksync designed for?The target customers for Stacksync are enterprises that require CRM integration, and the end-users are engineers and CRM consultants responsible for the integration. Traditionally, these professionals have had to navigate complex workflows, utilizing APIs and tools like MuleSoft or Workato. However, Stacksync eliminates the need for such tools and processes, simplifying the integration into a two-click process with no code required. The user-friendly interface allows for the synchronization of CRM data with the database, including custom fields and objects, providing flexibility and ease of use.The implementation of Stacksync has already garnered attention and positive feedback. Customers who initially planned a six-month budget for CRM integration were amazed when Stacksync delivered results within six weeks and had them in production within ten days. This rapid turnaround time showcases the effectiveness and efficiency of Stacksync's approach.Conclusion: Stacksync simplifies data integrationIn terms of cost, Stacksync operates on a pay-as-you-go model, where users only pay for the monthly active rows they consume. This flexible pricing structure is based on the number of records updated in the CRM, rather than the total number of records in the database. This reduces costs significantly, especially for companies with large amounts of data. Compared to consulting alternatives or other integration tools, Stacksync offers a cost-effective solution, with savings of up to 90%.In conclusion, Stacksync's real-time CRM integration solution revolutionizes the way companies connect their CRMs with databases. By simplifying the integration process and eliminating the need for complex tools and API calls, Stacksync enables engineers and CRM consultants to save time, money, and effort. The ability to activate data and seamlessly synchronize it between CRM and databases empowers businesses to make informed decisions and provide better customer experiences. With Stacksync, real-time CRM integration is made easy, making it a valuable tool for any enterprise looking to optimize their CRM workflows.Interview by Scott Ertz of F5 Live: Refreshing Technology.Sponsored by: Get $5 to protect your credit card information online with Privacy. Amazon Prime gives you more than just free shipping. Get free music, TV shows, movies, videogames and more. The most flexible tools for podcasting. Get a 30 day free trial of storage and statistics.

The world is a collection of not-yet-interconnected endpoints. Today, we're going to talk to Shyam Bhojwani, Director, Business Technology & Cybersecurity on one of the ways to connect those endpoints! Hosts: Charles Edge - @cedge318 Marcus Ransom - @marcusransom Guests: Shyam Bhojwani - LinkedIn Links: Workato Systematic Community - Workato Sponsors: Kandji Kolide Siit Nudge Security Watchman Monitoring If you're interested in sponsoring the Mac Admins Podcast, please email podcast@macadmins.org for more information. Get the latest about the Mac Admins Podcast, follow us on Twitter! We're @MacAdmPodcast! The Mac Admins Podcast has launched a Patreon Campaign! Our named patrons this month include Weldon Dodd, Damien Barrett, Justin Holt, Chad Swarthout, William Smith, Stephen Weinstein, Seb Nash, Dan McLaughlin, Joe Sfarra, Nate Cinal, Jon Brown, Dan Barker, Tim Perfitt, Ashley MacKinlay, Tobias Linder Philippe Daoust, AJ Potrebka, Adam Burg, & Hamlin Krewson  

Meet Cody, a seasoned sales and operations leader with a decade of success, notably contributing to Qualtrics' growth from a $1B unicorn to an $8B SAP acquisition and leading it through a $20B+ IPO. Currently serving as the Chief Operating Officer of GTM Operations at Workato, Cody focuses on empowering sales and GTM professionals to exceed targets daily. His expertise spans high-growth Go-to-Market (GTM) strategies, navigating public environments, fostering strategic partnerships with executives, and driving operational efficiency. Cody's proven track record includes orchestrating impactful worldwide and regional sales competitions while maintaining high sales engagement. Check out our channel for more podcast episodes! Don't forget to follow us on our socials too to learn more tips to START, GROW and SCALE your business.https://blueskybizconsulting.com/  https://www.facebook.com/blueskybizconsulting  https://www.instagram.com/blueskybizconsulting/Don't forget to learn more about Cody and his work at: www.workato.comFollow him at: LinkedIn: https://www.linkedin.com/in/codyguymon/ Company: https://www.linkedin.com/company/workato/ 

Learn about the process behind how a hyperscaled enterprise software company approaches Growth with Rishi Mallik, SVP of growth and marketing at Workato, as he shares his tech odyssey from pioneering at Quik to driving mobile video at Skype. This episode peels back the layers of enterprise automation and how Rishi's knack for distilling complex tech has supercharged Workato's growth. As our host, Rajiv Parikh explores Rishi's journey and producer Sandeep  Parikh sprinkles in layman's terms, we get a glimpse of Rishi's Stanford Bhangra days, a testament to the vibrant personality behind the professional.Our chat with Rishi takes a deep dive into the pivotal role growth marketing plays in the success of a business. We unpack the wealth of experiences that led him from venture capitalism to the thrills of entrepreneurship, reuniting with old colleagues, and how they're shaping Workato's future. Get an insider look at the marketing and revenue application jungle, why core tools are vital for cohesive strategies, and how automation is the linchpin for transforming dormant data into dynamic action.As we round off our conversation, the synergy between Bhaskar and Rishi comes into full focus. We unravel the essence of trust, the division of tasks in teamwork, and how different approaches foster a robust project execution. The episode wraps up with a tease of what lies ahead, pondering how a growth mindset could revolutionize traditional industries and hinting at Rishi's creative ventures in the pipeline. Tune in for this rich exchange of wisdom, laughter, and those sparks that light the way to innovation.

Jamin Ball is a Partner @ Altimeter Capital where he sits on the board of Airbyte, Clickhouse, dbt Labs, Prisma, Tabular. Jamin has also led investments in Deel, MotherDuck, Personio and Starburst. Prior to Altimeter, Jamin spent 5 years at Redpoint where he led investments in Workato, Monte Carlo, Cityblock Health, Root Insurance. Ed Sim is one of the best seed round investors in venture as the Founder and Managing Partner @ Boldstart, Ed focuses specifically on developer, infra and SaaS at pre-seed and seed round. Over the last decade, Ed has backed some of the best including Snyk, BigID, Kustomer, Front and Superhuman. In Today's Episode We Discuss: 1. How to Invest Successfully in 2024: What are the three biggest mistakes growth investors can make in 2024? Why should founders not start a platform company? What were Jamin and Ed's biggest mistakes from the ZIRP era? How does Jamin justify paying an $8BN price for Hopin? What were his lessons? 2. The M&A Markets in 2024: Did Figma kill the M&A markets for 2024? What should we expect in M&A? Why will private companies buying private companies be a massive segment in 2024? What are Ed and Jamin's biggest tips to founders considering selling their company in 2024? 3. When Will IPOs Come Back: What will be the catalyst to the opening of the IPO markets? Will Stripe and Databricks go public in 2024? What others should we expect? What are the three requirements for a company to go public in 2024? 4. Firesales: Investors Need Cashback: Why does Ed believe now is the time in the cycle where late-stage investors want cash back to distribute back to their LPs or to recycle? What should we expect to see in terms of acqui-hires and firesales? What are the different incentives when comparing founders vs early stage VCs vs late stage VCs when it comes to acquisitions?

Alex Birkett is a co-founder of Omniscient Digital, an organic growth agency that builds content & SEO programs for ambitious B2B brands. Previously, he worked on growth and experimentation at Workato, HubSpot, and CXL.  --- We Talk About: Figuring out the right opportunity areas for content marketing  Effectively using Generative AI to develop a unique POV  Applying the barbell strategy to make bets on approaches  Finding the next horizons of growth for content  --- We cover:  https://beomniscient.com/blog/barbell-content-strategy/ https://beomniscient.com/blog/first-steps-to-incorporate-ai-into-content-marketing/ --- Where to Find Alex Birkett:  Linkedin: https://www.linkedin.com/in/iamalexbirkett/ Personal Site: https://www.alexbirkett.com/ Website: https://beomniscient.com/ The Long Game podcast: https://beomniscient.com/podcast/ --- Where to Find Patrick Moran: LinkedIn: https://www.linkedin.com/in/pcmoran/  --- (02:14) Key drivers the definitions of organic growth  (04:04) Figuring out opportunity areas and goal definitions (06:30) Common mistakes companies mistake when figuring out their content strategy (11:16)  Finding channel-product fit and leaning in on strengths  (14:15) Generate AI in content and the current use cases  (16:28) Tactical usage of Generative AI and when to use it for competitive advantages    (18:21)  Maintaining authority and a unique POV with content  (19:38) Creatively molding concepts and developing foundational use cases   (20:31) How to think about measurement and effectiveness for content marketing  (22:13) Applying attribution based methods to the growth model  (26:24) Using a barbell strategy to developing a portfolio of content bets  (30:47) Evolving the portfolio over time  (34:27) Finding the next horizons of growth through the barbell strategy  (37:42) Affiliates and partnerships within the content strategy  (40:20) The differences between B2B and B2C and borrowing models from both  (42:06) Where to find Alex Birkett!

In the world of Customer Success Management, delivering impactful Enterprise Business Review (EBR) presentations is often a time-consuming and labour-intensive task. But what if we told you that it's possible to revolutionize this process by completely automating the creation of the decks? In this episode, we dive deep into the realm of EBR automation with not one but two seasoned experts who have transformed the game for Customer Success Managers (CSMs). Our first guest is none other than Nikola Mijic. He is the CEO of Matik, a groundbreaking tool that has redefined the way CS assets are crafted. In our conversation, we dive deep into how they are simplifying this time-consuming process into a one-click wonder, saving CSMs valuable time and resources. And that's not all! Our second guest is Brian Savage. He is a Senior Automation Analyst with a knack for building bespoke solutions. He shares how his team is harnessing Workato, an Integration Platform as a Service (iPaaS), to create tailor-made EBR automation solutions from the ground up. You'll learn about the strategic approach, technical know-how, and the endless possibilities for customizing your EBR process. Whether you're a CS Leader looking to streamline your EBR workflow or a tech enthusiast eager to understand the automation magic, this episode promises valuable insights and inspiration. Don't miss out on discovering the future of EBR presentations – it's all just a click away!

As uncomfortable as failure is, it is essential for success. Failure holds lessons for refinement and growth, but without careful examination of what exactly failed, your potential to refine your strategy is lost.  Cody Guymon, COO at Workato, joins the Run Revenue Show to share why paying attention to successes AND failures fuels revenue growth. He digs into how you can do it, providing a playbook for optimizing failure for your company's benefit. In this episode, you'll learn:  Observe successful companies. Cody mentions from observing other companies' strategies and approaches, you can gain valuable insights to apply to your operations and drive revenue growth. Learn from other companies and take bits and pieces from their strategies to apply to your own. Become proactive. Thinking ahead is critical for revenue success. You can do this by taking a step back, analyzing market trends, and considering new revenue models to incentivize the right behaviors. Cody suggests thinking ahead by one to two quarters for focused decision-making and better positioning. Understand the rules to close the revenue goal. Data analysis plays a vital role in revenue growth. Understanding how to use the data is a whole different ball game. Cody talks about the rule of 40, the rule of 50, the rule of 60, and the free cash flow margin. Learn these to help optimize revenue generation and determine the most cost-effective channels to close the gap.   Grab this week's Checklist    Check out RunRevenue.Pro for tips, playbooks, and advice for stopping revenue leaks and achieving revenue precision.    See how Clari's Revenue Platform can help you win more deals, protect your customer base, and achieve revenue precision—even in a downturn.  → Clari.com  

Vijay Tella is an enterprise software legend having founded unicorn and Cloud100 company Workato nearly a decade ago after an amazing run as the founding SVP of Engineering at TIBCO and CEO of Qik which was acquired by Skype.Vijay is a visionary leader who has raised more than $400M and built a team of nearly 1,000 employees. Workato is a leader in the fast-growing enterprise automation space and the company's customer list reads like the Wall Street Journal including organizations like Adobe, Atlassian, Coca-Cola, and Walmart to name a few.Vijay's latest achievement is his book The New Automation Mindset - launching today on this podcast - in which he and his co-authors put the current generative AI euphoria into historical context and provide timely insights and case studies. Thanks to great former guest Carter Busse, Workato CIO, for the intro to Vijay.Listen and learn...How Vijay got his start as a "digital plumber" at TIBCO and OracleWhat Vijay learned about enterprise software delivering a consumer app at QikHow modern tools democratize access to automating workVijay's advice to leaders about what to automate firstWhy "replacing people with AI is the wrong approach"How Workato is incorporating generative AI into its productHow AI is required to get the full benefit of automationWhat jobs will replace those eliminated by automationReferences in this episode...The New Automation Mindset by Vijay TellaCarter Busse on AI and the Future of WorkGuru Banavar from Viome on AI and the Future of WorkThe Khanmigo AI tutor

Join Nate Matherson as he sits down with Alex Birkett for the eleventh episode of the Optimize podcast. Alex Birkett is a co-founder of Omniscient, an organic growth agency that builds content & SEO programs for ambitious B2B brands. Previously, he worked on growth and experimentation at Workato, HubSpot, and CXL. Our episode is a masterclass on conversion rate optimization, including best practices and tactical advice you can implement on your own. Throughout the conversation, Alex and Nate discuss creating high-performance CTAs, the testing process, and pre-qualifying your form fills so your pipeline remains your target audience. Rounding out the episode is our popular lightning round of questions! For more information please visit www.positional.com, or email us at podcast@positional.com.Resources:Join Positional's Private Beta Here: www.positional.comCheck in with Nate on LinkedIn & TwitterCheck in with Alex on LinkedIn & TwitterWhat to Listen For:02:37 Alex's Background 05:19 What is Conversion Rate Optimization (CRO)?07:26 CRO: Goal setting and KPIs10:43 Creating high-performing call-to-actions (CTAs)16:43 Tactical Example: 60 days to improve CRO24:07 How to: Identifying high-intent keywords33:56 When to prioritize CRO36:35 Does AdWords impact keyword rankings?38:59 From traffic to prospect: how to pre-qualify your pipeline40:54 Lightning Question Round

We've had interesting recent discussions about AI and the law with great guests like Robert Plotkin. And we've had many interesting conversations about AI with CIO legends like Mark Settle from Okta and Carter Busse from Workato to name a few. In over 200 episodes we haven't yet discussed how to deliver IT service to the legal industry.Jim McKenna has been delivering technology to attorneys and coaching others who do the same for more than two decades. In his current role at perennial Silicon Valley top law firm Fenwick & West, Jim supports an organization of more than 1,000 employees as CIO. He oversees teams that manage IT and security and is first and foremost a thought leader for the business. Prior to Fenwick, Jim held similar roles at Morrison and Forester. He is also a member of the Board of Directors of the International Legal Technology Association.Thanks to Xavier, unsung hero and Fenwick IT specialist, for helping with A/V issues.Listen and learn...What's unique about delivering IT and security service to lawyersHow the legal industry shifted to work from home during the pandemicWhat's ahead for LegalTechWhere there are opportunities for AI to predict future employee needsHow Jim keeps up with security and compliance requirements... while innovatingJim's leadership advice: "Prepare in advance so when the tough occurs you're not afraid!"References in this episode...Robert Plotkin on AI and the Future of WorkMark Settle on AI and the Future of WorkCarter Busse on AI and the Future of WorkHow generative AI is being used to analyze patterns in DNA sequences

We've interviewed some legendary CIOs including Mark Settle from Okta (a repeat guest), Reza Nazeman from SAP Concur, and, more recently, Carter Busse from Workato.We're joined by another unicorn CIO today, Karl Mosgofian. Karl has helped grow Gainsight to more than $200M ARR and 1,200 employees. He has been leading the IT organization for nearly six years after having spent time at Harmonic, Apple, and Cadence Design.Thanks to friend of the podcast Carter Busse for the intro to Karl.Listen and learn...How Karl's role has changed since he joined Gainsight as a startup six years agoWhy it's hard for CIOs to "just keep the lights on"How Karl navigates the duel role of enabling the business to innovate with technology while making sure teams stay focused on solving business problemsHow Karl formulated the Gainsight employee ChatGPT policyWhy ChatGPT won't replace the help deskKarl's advice to vendors embedding AI in their productsHow Karl partners with his CISO and legal team to establish policies for LLM usageHow Gainsight is using AI internally to improve productivityAll about the quirky culture at GainsightReferences in this episode...Mark Settle on AI and the Future of WorkCarter Busse on AI and the Future of WorkReza Nazeman on AI and the Future of WorkLegendary Gainsight videos on YouTube

Comeet, a global leader in collaborative recruitment software, and Spark Hire, a top-rated video interview platform, have announced plans to merge. The combined company will offer the most comprehensive suite of talent acquisition products on the market, including applicant tracking, candidate management, and video interviewing. https://hrtechfeed.com/hr-tech-merger-comeet-and-spark-hire/ NEW YORK — Pollen, a membership powering freelance careers, has raised $4M in funding from ANIMO VC, Founder Collective, XYZ Venture Capital, Precursor Ventures, and an esteemed group of angels. https://hrtechfeed.com/freelance-membership-platform-raises-4-million/  Workato, the Enterprise Automation platform, announced AI@Work which includes significant product updates that enable enterprises to adopt AI for automations to drive business efficiency. The new capabilities are seamlessly integrated into the Workato platform and leverage OpenAI technologies. https://hrtechfeed.com/workato-introducing-workato-copilot-generative-ai-functionality/ Seattle startup Humanly which helps companies automate their recruiting functions, raised $12 million to help fuel growth of its AI-powered software, Geekwire is reporting. https://hrtechfeed.com/ai-recruiting-chatbot-humanly-raises-12-million/ AMS the RPO provider announced the launch of AMS One, its proprietary RPO Operating system. https://hrtechfeed.com/ams-launches-ams-one-the-rpo-operating-system/  

Looking back on 2021 and early 2022, it was heaven for many marketers. Big budgets, sky-high valuations, and VC dollars are pouring in. Today? “Do more with less” has become the most-hated phrase among SaaS marketers. Bhaskar Roy, Head of Marketing at Workato, urges marketers to get back to the basics to climb out of the abyss. From obsessing again over org-wide customer success efforts to creating “frame breaking” content that goes against the grain, Bhaskar shares what he believes can have a max impact for marketers in today's challenging economy. Connect with Guest: https://www.linkedin.com/in/bhaskarroy/ Connect with Lindsey: https://www.linkedin.com/in/lindseygroepper/ Learn more about BLASTmedia: https://www.blastmedia.com/

Xoxoday partners with Workato to create hyper-personalized rewards and recognition programs, and more.

Pablo Gonzalez is a Salesforce Architect at Salto, a small Israel-based start-up that does DevOps for business applications like NetSuite, Zendesk, JIRA, Workato, and of course, Salesforce. Pablo is involved in all discussions of decision-making at Salto regarding Salesforce. Whether marketing, blog posts, product features, engineering, how we solve certain problems, the API, or anything that has to do with Salesforce, he has a say in it. In this episode, we talk with Pablo about his project, happysoup.io, and another of his projects, Not Another CI (NACI), and other topics for continuous delivery and integration. Show Highlights: How Pablo became self-trained in engineering. What is happysoup.io, and where the idea came from. What deployment boundaries are and how happysoup.io works with them. What the deployment options Pablo's other project, Not Another CI (NACI) Things to think about before building out pipelines when designing for CI Links: Twitter account LinkedIn account GitHub account HappySoup.io NaCI Blog on CI Blog on CI/CD checklist  

On the 21st episode of Enterprise Software Innovators, hosts Evan Reiser (Abnormal Security) and Saam Motamedi (Greylock Partners) talk with Carter Busse, CIO of Workato. Workato is an enterprise automation tool allowing businesses to integrate their apps and automate workflows without compromising security. Today, he shares how the company is harnessing its technology for various internal business functions, his perspective on the possibilities of AI, and the ideal role for IT within enterprise organizations.Quick hits from Carter:On the state of digital transformation today: "We're in a second wave of digital transformation. We did the [first stage of] digital transformation before COVID. We had COVID. Now we're on this hyped-up AI, automation, Web 3.0; so it's like a second wave… We're all in this big race to figure out this second wave of digital transformation."On Workato deploying their tools internally: "We're doing a lot of fun things here using AI with work. If you're an employee, you want an app, you just tell our chatbot, and we take the automation from there and then we automate the approval with your manager through Slack, and then we provision the application."On the state of IT within enterprise organizations: "I've learned that especially nowadays with the young generation coming out of school, they want to own the technology, they want to be involved, they want to help IT. It's really up to the IT leaders to give them the architecture, guard rails and governance so they can innovate and we can put it into production as well."Recent Book Recommendation: Building a StoryBrand by Donald Miller --Like what you hear? Leave us a review and subscribe to the show on Apple, Google, Spotify, Stitcher, or wherever you listen to podcasts.Enterprise Software Innovators is a show where top tech executives share how they innovate at scale. Each episode covers unique insights and stories that will help you succeed as a technology leader. Find more great lessons from tech leaders and enterprise software experts at https://www.enterprisesoftware.blog/ Enterprise Software Innovators is produced by Luke Reiser and Josh Meer

Hey BWB Fans, In this episode we dive into low code/no code tools like ChatGPT, Workato, and other tools making their way into the construction industry. Tech companies have broken down silos only to have created bigger silos with each CDE. While most integrations aren't ready to go out of the box, we are finding companies and platforms that help us "bridge the gap".... So tune in as we dive into tangents and rabbit holes that not even we expected. --- Support this podcast: https://anchor.fm/brewingwithbim/support

Workato's Matt Coblentz is the star of episode two of our Compete Week Replay. In this session, Matt takes us through three automation hacks he's developed to help him scale manual tasks — and make his life a whole lot easier. Watch the full presentation on YouTube.Listener Survey: https://forms.gle/zJPZ8dsc6uVAPt4p7Check out more great compete content like this on the Compete Network.And don't forget to sign up for our weekly Coffee & Compete Newsletter for your weekly dose of the best competitive content in the business.To subscribe, visit https://klue.com/newsletterTimestamps:(00:08) Intro with Adam and Ben(02:26) Cutting down on ad hoc requests from sales(07:04) Automated closed deal follow-up(09:52) Building a culture of compete with a pilot group(12:30) Bonus tip!Host: Adam McQueenProducer/Audio Editing: Ben RonaldAbout 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 you already use. 

Carter Busse has been leading IT organizations for more than two decades. He has been an IT leader at successful, high-growth organizations ranging from Salesforce to MobileIron to 8x8 to Cohesity Among his many accolades, he was recently named a 2022 ORBIE Bay Area CIO of the year and was also the first IT leader hired at Salesforce back in 2000. Carter understands the challenges of managing tech infrastructure for high-growth tech companies where there's zero margin for error because everyone thinks they know tech better than you. CIOs are like plumbing: nobody appreciates them when everything's working but they're the first to get blamed when there's a blockage.He's now the CIO of rising star Workato, the integration automation platform that has raised more than $400M, was most recently valued at nearly $6B, and has about 1,000 employees in 13 offices around the world. Listen and learn...What a CIO does.Why CIOs have the shortest tenure in the C-suite.The role of AI to improve employee experiences.How to recreate the Apple Genius Bar at work... for at-home employees.How generative AI will be used in the enterprise.Key questions to ask when evaluating new uses of AI.How CIOs deliver strategic value and avoid being "technology traffic cops".References in this episode:What happens when ChatGPT is wrong?Mark Settle, seven-time CIO, on AI and the Future of WorkWorkato

When a CMO says, “We've been winning business lately because of our culture…” That's a mic drop moment. Tune in to this episode of Renegade Marketers Unite to hear from 3 CMOs who know the true value of great employee cultures, from companies with remarkable growth and some impressive stats, like a 94% retention rate for one and 96% C-Sat for another. Learn how to codify brand values, bring them to life across the organization, and more from the super stars of this show: CMOs Mandy Dhaliwal of Nutanix, Bhaskar Roy of Workato, and Julie Kaplan of CareMetx.  For full show notes and transcripts, visit https://renegade.com/podcasts/ To learn more about CMO Huddles, visit https://cmohuddles.com/

Alex Birkett is a co-founder at Omniscient Digital, a content marketing and SEO agency focused on growing B2B SaaS companies. Previously, he worked on growth and experimentation at HubSpot, Workato, and CXL. Today we'll get into how Alex was able to grow a 7-figure agency while working full time.

This is a Tuesday Tips episode where you will hear host Drew Neisser, CMOs, and other B2B experts share their hard-earned wisdom and fresh marketing insights in a bitesize format. Featuring: Armen Najarian of Outseer, Heidi Bullock of Tealium, Caroline Tien-Spalding of Aptology, Rashmi Vittal of Productiv, Jakki Geiger of Pyramid Analytics, Kishore Kothandaraman of Goldcast, Bhaskar Roy of Workato, and Ajay Khanna of Explorium To see the video versions, follow Drew Neisser on LinkedIn or visit our YouTube channel—The Renegade Marketing Hub! And if you're a B2B CMO, check out our thriving community: https://cmohuddles.com/​​

In this episode Benji talks to Bhaskar Roy, Head of marketing at Workato.  Discussed in this episode:  Transitioning from traditional marketing team structure to pods and plays  How to experiment in new, potential segments The importance of truly understanding those you serve

In this episode of Enterprise Sales Development podcast, we speak with Jessica Rasheed, Global Outbound Sales Leader at Preply. Jessica shares some of the lessons she's learned through her experience in the SDR world and her time as a sales development team lead at Workato. She talks about Workato's move into B2B and how they're dissecting their personas. Listen for her tactical strategies to handle rejection as well as gain confidence for cold calls. WHAT YOU'LL LEARN Her start in the sales development space and the source for her passion Tips to handle rejection and gain the confidence for sales call Why persona and ideal customer profile (ICP) are two important pieces of the sales puzzle What motivated her to learn marketo What she learned about prospecting from selling to HR departments Preplay's journey of growing a team of four to a team of 30+ QUOTES “We took a step back as a team and started to try and understand our persona. What is their day to day? Like what are the challenges amongst the tools that they are interacting with on a day to day basis?” -Jessica Rasheed [13:02] “Ultimately whatever you're presenting to them or whatever you're talking to them about has to be in some way tied back to those metrics. What is the desired impact? Or what is the impact you are hypothesizing that this solution or solving this problem is going to create.” -Jessica Rasheed [19:09] “I'd say typically when you do a preliminary conversation with an SDR candidate, you can almost very quickly tell just their level of curiosity or just their level of being comfortable with being uncomfortable in like the first 60 seconds.” -Jessica Rasheed [36:56] “I don't think you need to know the product inside out. You don't need to be the smartest person in the room by any means. But you definitely should be confident in what you have to offer and confident in the fact that maybe you'll pick it up and maybe, you know you'll definitely make some mistakes along the way in the beginning, but you're willing to learn from that and execute from there.” -Jessica Rasheed [40:02] “It's not just about the demo. It's really kind of understanding the mission and the values behind the company and what they're ultimately solving for by being so well integrated with marketing and product that it feels like this really cohesive mission and drive.” -Jessica Rasheed [51:52] TIMESTAMPS [00:01] Intro [00:25] This week's guest: Jessica Rasheed [01:42] The source for her passion in sales development [03:19] Transitioning from a finance role into an SDR role [04:44] Dealing with rejection [10:25] Lessons learned at Workato [14:22] Learning marketo [17:34] What is the desired impact? [20:00] Her persona today [24:59] The conversations she has with her team [29:21] Mastering the SDR/AE relationship [33:37] The journey with Preply [36:18] Screening for those skills [43:47] Triggering the help instinct [53:07] How to contact Jessica RESOURCES Workato Merkato CONNECT Jessica Rasheed on LinkedIn Preply website CIENCE website CIENCE on LinkedIn CIENCE on Facebook CIENCE on Twitter CIENCE on Instagram

Jon Gitlin, Senior Content Marketing Manager at Workato, talks with Jeremy about creating content about a subject you don't have a strong background in.Highlights:Tips for finding the right people to educate you on pretty much any topic you need to learn aboutHow to talk to subject matter experts and get them to tell you what you need to knowWhy having an appetite for learning is valuable for content marketersLearn more about WorkatoConnect with Jon on LinkedInMemorable Quotes:"Ultimately, I think this is like a competitive differentiator for me in terms of like the content I'm able to produce. Without these folks, I'm basically forced to read existing articles from our competitors and basically regurgitate what's already out there. So this is really my ability to create something that's differentiated and way more valuable.""This individual is also very patient. Like I don't have an anxiety around asking him like, quote unquote, stupid questions. I know that he'll kind of be empathetic to my situation and that also helps a lot in terms of like my confidence to be able to ask questions.""I think part of being a good content marketer is having an appetite for learning."The B2B Content Show is produced by Connversa, a podcast production agency helping B2B brands connect through conversation. Learn more at connversa.com