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Market Research, Financial Services, Technology and SaaS Sales Leader to Build Client Sales Teams for Chief Outsiders

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Experienced sales executive to help CEOs at technology, SaaS, and financial services companies build sales teams who consistently exceed sales targets for complex data solutions

Aaron Gutowski, a senior sales management leader will now apply his extensive market research, financial services, technology, and SaaS industry experience to build client sales teams as a Fractional CSO for Chief Outsiders. Recently, Gutowski joined Chief Outsiders’ team of more than 125 Fractional Chief Sales Officers (CSOs) and Fractional Chief Marketing Officers (CMOs).

“Aaron brings expertise valuable to clients in multiple vertical markets, including consumer, energy, financial, legal, medical devices, pharma, and technology,” said John Blessing, CSO Program Director, Chief Outsiders.

A senior executive with expertise in direct sales, marketing, and operations, Gutowski recruits and retains top sales professionals, changes sales culture, and achieves operational excellence via process-driven approaches. Focused on training top-performing teams, Gutowski employs activity-based measurement to boost pipeline productivity. A strategic planning veteran, he also excels at account management, campaign management, and marketing strategy.

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Financial Services, SaaS, and Technology Sales Leadership

At Chief Outsiders, Gutowski works with the CEOs of early-stage, mid-market, and enterprise market research, financial services, SaaS, and technology companies to accelerate sales growth. For example, prior to joining Chief Outsiders, as Senior Vice President of Sales at GlobalData PLC, he successfully launched a new ESG risk product offering to bulge bracket banks, including BlackRock. As Regional Managing Director, Americas Sales at Wealth-X, he beat first-year targets and grew second-year new business sales by 42%.

Gutowski’s executive sales experience includes three years as Vice President of Sales at Leopard Solutions. While there, he nearly doubled team sales in two years by implementing sales KPIs and scenario-based sales training while securing new partnerships with Bloomberg, LexisNexis, and Wolters Kluwer.

Gutowski also served for three years as Senior Vice President of Professional Services Sales for GlobalData Financial Services, two years as Global Head of Sales at CompliNet, and six years as President of North American Sales for DataMonitor. Prior to his successful sales leadership career, Gutowski earned a Bachelor’s in Business Administration Management from Wayne State University, a public research university in Detroit, Michigan.

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Creatio Partners with CRMprofs to Further Drive the No-code Adoption Across Europe

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The new partnership will empower more organizations to embrace efficient and lean development by empowering non-technical professionals to deploy business apps

Creatio, a global vendor of one platform to automate workflows and CRM with no-code and a maximum degree of freedom, announced its partnership with CRMprofs. Based in the center of the Netherlands, CRMprofs has 15 years of experience in CRM implementations in various markets. The new partnership will combine Creatio’s cutting-edge platform with CRMprofs’ expertise and allow more global organizations to experience the power of no-code.

“With this platform, the information needs of the business can be met and adapted in a quick and easy way. Thanks to the no-code capabilities, waiting and depending on the IT department is a thing of the past when it comes to automating workflows and CRM,” said Marco Moen, General Manager at CRMprofs.

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Creatio offerings include a no-code platform (Studio Creatio), CRM applications (marketing, sales and service), industry workflows for 20 verticals and marketplace add-ons. Creatio is recognized as a Leader and Strong Performer in multiple Gartner and Forrester reports. Creatio products receive raving end-user reviews on peer-to-peer portals.

“It’s a pleasure to welcome CRMprofs into our partner community. Together we can help more organizations in the region boost operational efficiency and increase their bottom line — all through empowering knowledge workers with one platform to automate workflows and CRM with no-code a maximum degree of freedom,” said Alex Donchuk, Senior Vice President, Global Channels at Creatio.

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Quorum Announces Enhancements to its Online Service Scheduling Product

New robust design delivers an improved online service experience for customers

Quorum Information Technologies Inc., a North American SaaS Software and Services company providing essential enterprise solutions that automotive dealerships and Original Equipment Manufacturers (“OEMs”) rely on for their operations, is pleased to announce that its DealerMine branded Online Service Scheduling (“OSS”) now has a new User Interface (“UI”) and an improved User Experience (“UX”) design. Additionally, DealerMine’s OSS was enhanced to allow for direct integration with select OEM maintenance menus and vehicle recall information.

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“DealerMine’s robust Online Service Scheduling platform has a sleek, modern and streamlined look that makes it simple for customers to book their service appointments at their leisure,” stated Hope Gabric, BDC Service Manager for Darlings Auto Group. “With its intricate interfacing abilities to handle any dealer’s concierge of services while also educating the customer on their vehicle’s mileage-based services, DealerMine’s Online Service Scheduling tool is a must have for your dealership’s online service presence.”

“The enhancements to our OSS solution deliver an improved dealership and customer experience,” stated Maury Marks, President and CEO of Quorum. “The enhanced OSS product is part of Quorum’s complete product suite offering which includes online digital retailing solutions for dealership sales and service departments. These digital solutions include OSS, PowerLane, a mobile service lane solution that provides customers with a touchless, transparent service experience, and MyDeal, a digital retailing solution that provides an online vehicle purchasing experience.”

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Virtual Front Desk Solution Provider WelcomeWare Announces Major Software Update To Platform

Virtual front desk solution provider WelcomeWare is pleased to announce a major software update to its platform for health care practices, designed to enhance the visitor experience and improve efficiency for receptionists. The update includes several new features that focus on kiosk customizability, such as displaying the name of the receptionist on the kiosk screen, a dynamic waiting room that provides information while visitors are being connected to a receptionist, and a mute button to ensure that private information is not inadvertently shared by the receptionist through the platform.

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The update also includes several improvements to the user interface for a more secure and intuitive visitor experience. These include a more efficient login process for receptionists and access to intake documents and forms outside of live call sessions.

WelcomeWare is gradually rolling out the software update to all its clients, who will receive an email with information about the update and plans for training. “We are excited to release these new features and improvements, which are based directly on our customers’ feedback,” said Jeremy Hurewitz, President of WelcomeWare. “We are committed to continually innovating the front desk and providing the best virtual front desk experience possible.”

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PartsTrader and Infomedia Announce Partnership Streamlining Quoting & Ordering for Toyota and Lexus

This new integration allows dealerships to respond to opportunities from the PartsTrader marketplace directly within Infomedia’s dealership platform Microcat Partsbridge (MPB) and launches the new Auto-Quoting functionality.

PartsTrader announced a partnership and integration with Infomedia that streamlines the quoting and ordering process for Toyota and Lexus dealers by providing dealers with the benefits of Microcat Partsbridge, including:

  • Direct access to price matching programs, for fast, competitive quoting.
  • New Auto-Quoting functionality based on the profiles configured by the dealer, with price matching automatically applied.
  • The ability to review and edit auto-quotes.
  • VIN-precise part scrubbing that improves order accuracy and reduces return rates.

The implementation of the new Auto-Quoting functionality will result in significant time savings for dealerships, ensuring no quoting opportunities are missed.

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“We’re delighted to partner with PartsTrader. Infomedia is committed to providing digital solutions for every stage of the customer lifecycle, and this partnership is an expansion of our data-driven ecosystem approach to building exceptional connected car and driver experiences,” said Jens Monsees, Infomedia Chief Executive Officer.

“We are excited to partner with Infomedia and enable dealers to seamlessly receive PartsTrader quotes and orders within Microcat Partsbridge. This integration provides significant value to dealers by creating automated quotes with price matching automatically applied, as well as the existing benefits of using the Microcat Partsbridge platform. This is part of PartsTrader’s commitment to open integrations that benefit our users,” says Greg Horn, Chief Innovation Officer from PartsTrader.

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The integration provides PartsTrader’s marketplace with a fully capable factory parts catalogue. Microcat Partsbridge automatically validates the part list against the factory parts data for accurate quotes, fast orders and minimal parts returns. With access to price matching programs, dealers can provide competitive quotes the first time, every time. The seamless DMS integration also provides fast and accurate invoicing.

The integration is immediately available for Toyota and Lexus dealers.

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Stampli Launches Corporate Card Solution to Simplify Spend Management

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Stampli Expenses brings together effortless card creation with seamless expense management, approvals, reconciliation, and reporting.

Stampli, the leading provider of Accounts Payable (AP) Automation solutions, announced the release of Stampli Expenses, a new offering part of Stampli Card that provides businesses with end-to-end management over employee expenses in addition to controlling corporate card spend, invoice processing, and payments within a single platform.

Stampli Expenses streamlines expense management for businesses by eliminating the need for tedious and manual tasks such as using spreadsheets, managing receipts, and gathering information.

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Both virtual and physical Stampli Expense cards include:

  • End-to-end management of all employee expenses from card creation to usage, processing, approvals, and automated sync back to your ERP.
  • Gain complete control over employee spend by configuring expense policies & workflows to unique business needs such as card requestors, required expense information, expense approvers, and more.
  • Eliminate time-consuming, manual tasks such as obtaining receipts, purchase details, chasing down expense approvers, and completing spreadsheets.
  • Give employees time back to focus on tasks that add more value by approving single or multiple purchases at a time.
  • Process expenses instantly with visibility to purchases in near real-time rather than waiting until month-end or when employees submit spreadsheets.

“We are excited to unveil Stampli Expenses, the next-gen enhancement to our Stampli Card offering,” said Eyal Feldman, CEO and Co-founder at Stampli. “Businesses of all sizes have employee expenses, and AP teams today need the ability to manage all of those expenses effortlessly. This new solution provides businesses with a seamless, integrated solution for managing all employee expenses from start to finish.”

The new Stampli Expenses offering is fully-integrated with Stampli’s existing AP Automation platform and Stampli Card, providing businesses with built-in expense policies and approval workflows ensures AP has full control over spending. Employees can be assigned a Stampli Card for one-time use, multi-use, or cyclical expenses.

“With Stampli Expenses, customers can easily collect, approve, and process expenses, all while gaining complete control over employee spend through customizable expense policies,” said Eyal. “We are proud to offer this powerful, end-to-end expense management solution that eliminates manual tasks and streamlines the entire process, saving businesses valuable time and resources. Stampli Expenses is a true game changer for expense management, and we can’t wait for our customers to experience its benefits.”

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Passport Announces Industry Veteran Brad Noble, Former VP of International Sales at DHL ECommerce, as Head of Business Development

Former DHL eCommerce Executive Brings Nearly Three Decades of International eCommerce Shipping Experience to Passport

Passport, the modern international shipping carrier for eCommerce, announced Brad Noble as the company’s Head of Business Development.

Prior to joining Passport, Noble served in a variety of roles at USPS and DHL eCommerce Americas, most recently as Vice President of International Sales, where he built out a team of international sales managers. Prior to DHL eCommerce Americas, Noble spent over a decade at USPS managing postal operations, delivery, and sales.

During his tenure at DHL eCommerce Americas, Noble partnered with brands to solve their international shipping challenges and worked with marketplaces and other key partners. This work was instrumental in helping transform DHL eCommerce from an international mail carrier into an international parcel carrier.

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“Noble will lead Passport’s efforts in developing strategic and mutually beneficial relationships with enterprise brands, marketplaces, 3PLs, and other eCommerce partners.”

“Having someone with three decades of international shipping experience join Passport is incredibly validating for us and what we’ve been able to accomplish in the market,” said Passport Co-Founder and CEO Alex Yancher. “His deep understanding of the international eCommerce shipping space and experience building strong relationships in the industry will be transformative for Passport and our growth.”

As Head of Business Development at Passport, Noble will lead Passport’s efforts in developing strategic and mutually beneficial relationships with enterprise brands, marketplaces, 3PLs, and other eCommerce partners.

“Passport is approaching the international eCommerce shipping industry in a way no other company is,” said Brad Noble. “I’m excited to show brands how using Passport’s industry-leading technology and services can demystify the international shipping process so they can reach their full international potential.”

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Compass UOL: Retailers Look to Data to Dunk Inventory and Lift Profits

A play to engineer years of customer data into quick decisions

Retail executives are willing to change years of industry practice to adapt to emerging digital ways, and that is why they are listening to Brooklyn Nets player development coach and NBA champion Tiago Splitter talk about using data for faster decisions.

Customer behavior is harder to predict than in the past, so the retail industry is looking into using all the data in their systems to give them flexibility of a pro basketball player to quickly change their client services, store lineup, online offers, and payment methods to keep fickle buyers engaged without resorting to discounts that will eat into their profits.

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Data is abundant but engineering is hard. “Together with the inspiration for a new strategic vision for their business, people need an MVP or minimum viable product to get that tangible outcome that will start the change in pace,” said Compass UOL’s CEO Alexis Rockenbach, who is hosting Splitter’s conversation with retailers.

Rockenbach makes a point of using the opportunity to give his clients the confidence to pick their way among hundreds of technologies available to the task, including ecommerce, data analysis, “big data,” artificial intelligence, CX or customer experience, DeFi or decentralized finance, instant payments, and many more.

As he surveys his audience from his 6′ 11″, Splitter agrees. “Players take their time to try new things in the court and data can give them the boost they need to take the first step. The experience applies to basketball, to retail, and to life,” he says.

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VAI Announces New Brand Vision for 2023 Focusing on Cloud-based ERP for Enterprise Success

The ERP leader looks to expand on innovative capabilities and customer success in the new year

VAI, a leading ERP software developer, announced a new brand vision for 2023, helping enterprises across the hardgoods, food, and pharmaceutical markets expand their business with its flagship ERP solution, S2K Enterprise, and cloud subsidiary, VAI Cloud. For the past two years, VAI achieved significant year-over-year growth in its customer base, with revenue of approximately 50 million USD and a significant number of new customers selecting S2K Enterprise to run in VAI Cloud to gain security and scalability for their ERP needs.

VAI’s new vision for 2023 will focus on expanding sales and marketing capabilities to target enterprise-level distributors who want to scale operations with ERP technology and automate S2K applications in a secure, cloud-based environment. Some of these enterprise-level distributors include Vets Purchasing, G.W. Berkenheimer, and Drogueria Betances, who implemented S2K Enterprise in 2022. To support organizations of this size, VAI plans to roll out version 6.3 of S2K Enterprise for its hardgoods solution in 2023, with applications such as mobile order entry, analytics with business intelligence, supply and demand planning, WMS, and Smart Center with seamless integration from one pane of glass.

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VAI is also deploying IBM Power10, expanding on VAI’s commitment to utilize the latest and most secure technology on behalf of organizations hosting their workloads in VAI Cloud. Since its inception in 2009, VAI Cloud has maintained 100% uptime, ensuring that all customer data is protected in the event of an outage or catastrophic event through High Availability (HA) and Disaster Recovery (DR).

“Businesses are continuing to rapidly digitize to handle increased demand and new business challenges, and VAI is there to fulfill their ERP and IT needs and be a trusted and reliable partner,” said Bob Vormittag, CEO and President of VAI. “Internally we’ve focused on growing our talent, expertise, and product capabilities including advancements in security, cloud, and mobile applications as part of our S2K Enterprise suite. We’re excited to announce this new vision for 2023 and explore new opportunities to support current and future customers and partners.”

Reflecting on 2022, VAI achieved a number of highlights, including being awarded the 2022 Stratus Award for Cloud Computing as the top Platform as a Service (PaaS) solution and being shortlisted for the 2022-2023 Cloud Awards. VAI also advanced dozens of employees to higher positions such as project manager and director across VAI Portal, Data Center, Cognos-Analytics, and Food ERP software departments. This year, VAI will continue to make internal support for employees a top priority as they focus on offering the highest level of personalization and support to its customers.

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VAI experienced record attendance for 2022’s virtual customer conference, VAI Connect 2022. A notable highlight included a general session moderated by Tripp Crosby, where the VAI team discussed key industry topics, like security, cloud computing, mobile apps, training, application integration, CRM, and the future of VAI technology. This year, VAI will return to its in-person conference format from September 21-22, 2023, which will take place at the Walt Disney World Swan Resort. The company will announce key product advancements and initiatives during the live event.

VAI will also continue to add additional integrations with third-party partners this year following the introduction of significant new partnerships in 2022, including offering automated e-commerce functions through Amazon Seller Central, voice-enabled workflow solutions through Mountain Leverage, and flexible payment processing with Freedom Pay. VAI is committed to expanding its technology partners to ensure customers have access to the best solutions in the market.

VAI will continue to be a steadfast partner in 2023 for customers who want to invest in their business with S2K Enterprise. VAI’s new vision ensures the company is ready to not only meet the software needs of enterprise leaders but help them achieve new technology goals next year and beyond.

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Forrester: The Best Defense For Business Leaders During The 2023 Economic Downturn Is A Proactive Offense

To navigate this downturn, CEOs will need to simultaneously reduce spending while continuing to invest in their organizations’ long-term strategy

According to Forrester’s  “Navigating The 2023 Downturn” research, the current global downturn will unfold in ways unlike any economic decline previously experienced. While prior recessions have followed a boom-bust cycle, the 2023 downturn immediately follows a pandemic that has already disrupted business models and forced organizations to pivot their business strategy. Additionally, multiple factors contribute to the complexity of this downturn, including inflation, energy costs, supply chain challenges, regional conflicts, and changing worker demographics. These factors will uniquely combine across regions and industries, ensuring that each country will experience it differently.

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New research from Forrester offers proactive measures to help business leaders across technology, marketing, sales, customer experience, digital, and security and risk effectively manage this downturn. Specific guidance for CEOs includes:

  • Stay focused on long-term strategy by making smart cuts and smart investments. When facing prior recessions, many leaders imposed cuts across the board. This brute-force approach is likely to hurt more than help, however. Many leaders also assume that, as they make cuts, they can’t pursue new investments, but in reality, this moment is ripe for CEOs to do exactly that. In addition to establishing a customer-obsessed objective and then making smart cuts with that objective in mind, leaders should move forward by investing in technologies that can improve customer experience, employee experience, and productivity, even as others choose to stand still.
  • Put talent at the center of the long-term strategy. Currently, 54% of US workers and 43% of both UK and French workers believe that their organization will make personnel decisions in a careful and human-centric way. When considering cuts, CEOs should identify the individual contributions and skills that will take their company into the future and invest in a talent intelligence program that thoroughly tracks worker skills and performance capacities.
  • Choose the right customers to obsess over. During this downturn, CEOs must realize that it’s equally important to decide which customers not to serve as it is who to serve now and in the future. Ultimately, underperforming markets lead to underutilized operations, neglected technical debt, and the waste of valuable resources that can be aligned to better opportunities.

“This economic downturn is unlike any other recession businesses have experienced so far,” said Sharyn Leaver, chief research officer at Forrester. “As a result, business leaders can’t rely on what has worked previously. They will need to think differently and adjust their products, processes, and customer experiences. This research has been designed to help business leaders make smart, growth-minded choices that support their organizations’ long-term strategy.”

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