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Upstream Works Receives 2018 Contact Center Technology Award from CUSTOMER Magazine

Upstream Works for Finesse honored for improving customer service technology and enhancing the customer experience

Upstream Works announced today that TMC, a global, integrated media company, has named Upstream Works for Finesse as a 2018 Contact Center Technology Award winner, presented by CUSTOMER magazine.

“We’re very pleased that Upstream Works has been recognized for our solution innovation and for our impact on the customer experience,” said Rob McDougall, President and CEO of Upstream Works. “Our focus is enabling organizations to deliver customer experiences that result in greater loyalty and increased customer lifetime value.  Upstream Works for Finesse is dynamic, intuitive, and flexible, meeting demand in the industry for solutions that provide measurable business results.”

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Upstream Works continues to expand its customer experience solutions to give clients a competitive edge, while providing flexibility for growth and emerging technologies. With one agent workspace connecting all channels, customer interactions, and business systems, organizations can measurably improve performance across the enterprise.

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Congratulations to Upstream Works for being awarded a 2018 CUSTOMER Magazine Contact Center Technology Award. Upstream Works for Finesse has been selected for demonstrating innovation, quality and unique features which have had a positive impact on the customer experience,” said Rich Tehrani, CEO, TMC. “We’re pleased to recognize their achievement.”

This 13th-annual Contact Center Technology Award, presented by CUSTOMER Magazine, honors vendors and technologies that have embraced technology as a key tool for customer service excellence. This award distinguishes their success as innovators, thought leaders, and market movers in the contact center and customer care industries.

LoyaltyExpress Unveils LendingConnect – A World-Class Point-of-Sale Solution that Simplifies the Lending Process

LoyaltyExpress, a leading provider of cloud-based marketing automation and CRM solutions for banks and mortgage companies, today announced its revolutionary new point-of-sale solution – LendingConnect – an interview-style 1003 application manager with intuitive, automated elements that simplify the way borrowers apply for a loan and how bankers streamline processes.  The substantial efficiencies gained through LendingConnect dramatically reduce overall application and funding timelines, resulting in higher customer satisfaction and lower origination expenses.

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“Ever-intensifying requirements and costs to approve and fund a mortgage are weighing heavily on lenders and their mortgage customers,” said Wayne Steagall, President of LendingManager.  “The industry is starving for an automated environment to pull in credit scores, underwriting, and approval-letter delivery.  Now it is here, complete with dynamic and flexible workflows that keep borrowers engaged and delighted.  This equation is of tremendous value to loan officers.”

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With nearly 10,000 licensed users, Fannie Mae rapidly approved LendingConnect for its Desktop Underwriter platform based on the consumer-friendly, efficient online format.  It also integrates with several Fannie Mae Day One Certainty providers.  The technology behind this point-of-sale solution includes LOS, pricing engine, and CRM/LMS integrations.  These integrations (along with two-way notifications between loan officers and borrowers) lower origination costs and increase customer satisfaction.  A mobile app option is also available to borrowers as well as a centralized document portal.

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Mavenlink Continues Award Winning Streak With Four Honors Based on Customer Reviews

Mavenlink Named a Leader on Two G2 Crowd Grids, a FrontRunner for Project Management by Gartner’s Software Advice, and a Customer Experience Award Winner by Software Reviews

Mavenlink, the leading provider of cloud-based software for the modern services organization, today announced that it has been recognized with four different customer-influenced awards, including recognition as a Leader in G2 Crowd’s Best Project Management Software grid, as well as its Best Professional Services Automation Software (PSA) grid for Fall 2018. Mavenlink was also named a FrontRunner for Project Management software by Software Advice for September 2018 and named a 2018 Customer Experience award winnerby Software Reviews.

“Being recognized with these awards is a true honor because they reflect the actual experience and sentiment of our customers,” said Ray Grainger, Chief Executive Officer and co-founder of Mavenlink. “Their feedback is critical to us in order to continue to improve and deliver the best user experience possible as we strive to help services organizations bring their teams together, improve planning and delivery execution, and elevate their financial performance. We are proud that our customers are getting great value from Mavenlink and continue to give our platform top marks in these vital areas.”

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Customer Reviews Position Mavenlink as a Leader in Project Management Software and PSA

G2 Crowd, the world’s leading business software and services review platform determines the leaders of their Best PSA Software grid and Best Project Management Software grid in part through customer satisfaction ratings, company scale, and market share. Mavenlink has appeared on both grids for three consecutive quarters, the only company with that distinction.

“Mavenlink has been identified as a Leader in our Fall 2018 Grid Reports for Project Management and Professional Services Automation based on large market presence and users’ high levels of customer satisfaction with the product,” said Michael Fauscette, Chief Research Officer, G2 Crowd. “Mavenlink’s satisfaction ratings were highlighted by Ease of Use, Quality of Support, and Ease of Admin each scoring higher than the category average. Additionally, 95 percent of reviewers rated the product four out of five stars or better in the Project Management and PSA categories.”

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Another review-based honor, Mavenlink has been named a FrontRunner for Project Management software by Gartner-owned Software Advice, September 2018. To create its report, Software Advice evaluated more than 280 Project Management products, and those with the top scores for Usability and User Recommendation were included as FrontRunners.

Mavenlink Also Honored for Top Customer Experience

Additionally, Mavenlink has been named a Customer Experience award winner by Software Reviews in its Project Portfolio Management category. The company was one of only three in the category recognized for Customer Experience, and was also named a leader in Analytics and Reporting, Lifecycle Management, Project Management, Risk Analysis and Timesheet Management.

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Mi9 Retail Announces Intent to Acquire MyWebGrocer

Combination to Enhance Mi9 Retail Product Offering and Expand to Grocery Vertical

Mi9 Retail, a leading provider of end-to-end software solutions for retailers, wholesalers, and brands, announced today that it has signed a contract to acquire MyWebGrocer (MWG), a leading software and digital media company to the grocery and Consumer Packaged Goods (CPG) industries.

The addition of MWG enhances the Mi9 Retail suite, giving the company an entrée into the grocery vertical and positioning Mi9 even more aggressively within fast moving consumer goods (FMCG).  The MWG solution bolsters the existing Mi9 offering with new e-commerce, order management (OMS), and click-and-collect functionality. Additionally, MWG customers will benefit from the broader Mi9 suite of demand management, price and promotions management, and retail analytics solutions.

“Combining MWG with Mi9 will increase our ability to serve our customers with innovative technology, professional services, and industry expertise,” said Barry Clogan, President of Retail Solutions at MWG. “Our technology and media businesses complement the Mi9 platform and will operate more efficiently with the scale and business process expertise that Mi9 has put in place.  This is a real win-win for our customers and employees.”

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“With its recent acquisitions, Mi9 Retail has grown a very impressive portfolio of applications that scale effectively in several retail verticals,” said Paula Rosenblum, co-founder and Managing Partner at RSR Research. “It’s definitely a tech company to watch, and I look forward to seeing what they do with their suite of solutions in the coming year.”

MWG’s existing sponsor, HGGC, will join Mi9 investors General Atlantic and Respida as investors in Mi9.

“Mi9 has a proven track record of successfully integrating best-of-breed retail technology companies, so adding MWG is a natural step for the company,” said Rich Lawson, HGGC CEO and Co-Founder. “We look forward to partnering with the Mi9 Retail management team to help execute their vision for continuing to revolutionize the retail industry through the application of innovative technology.”

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“Consumers expect all retailers to offer a unified experience across their online and in-store channels, and retailers need to invest in omni-channel technology to keep up,” said Neil Moses, CEO of Mi9 Retail. “This investment from HGGC and the combination with MWG enables Mi9 to accelerate deployment of our technology to new markets in retail.”

Earlier this year, Mi9 announced the acquisition of JustEnough, a leader in demand management solutions for retail, wholesale and direct-to-consumer businesses worldwide. The acquisition of JustEnough added best-of-breed planning, allocations, and replenishment solutions to the Mi9 Retail platform of integrated, analytics-driven merchandising, store, and digital commerce solutions.

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Aerospace Pioneer Beau Jarvis Joins Phase Four as Chief Revenue Officer

What’s the ROI in Space? If anyone knows, it’s Beau Jarvis, who joins Phase Four after building up critical early revenue streams for NewSpace notables Planet and HawkEye360

Phase Four, a best in class provider of electric radio frequency (RF) thrusters for in-space propulsion for micro and small satellites, named Beau Jarvis as its chief revenue officer. Jarvis, an early veteran of the NewSpace era, brings more than 20 years of geospatial air and space experience to Phase Four. His focus will be to execute the company’s go-to-market strategy and drive customer value and revenue growth.

Jarvis’ career trajectory over the past 20 years has spanned across almost every major phase of the private aerospace industry’s recent transformation. From the sector’s early progress in producing more frequent, higher-quality earth imagery data from space, to the diversification of the cost and size of satellites, to catalyzing advances in how to provide these new fleets of mega-constellations with new levels of control and maneuverability, Jarvis has anticipated and led efforts at some of the industry’s most influential companies.

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After his first job with LiDAR and digital mapping service provider, Terrapoint, and his subsequent role at Trimble Navigation, where he led the Americas Geospatial Division sales region, Jarvis was recruited by earth-imaging company Planet Labs to be its first sales executive. During his time at Planet, Jarvis was tasked with refining  product features, business plan, and revenue generation for the raw earth imaging data collected by Planet’s initial microsatellite constellation. After three plus years at Planet, Jarvis joined HawkEye360, a cutting-edge developer of small satellite technology, as its chief revenue officer, leading early sales and marketing efforts. He will now lead sales and new business development activities as he and Phase Four address the unmet industry need for an affordable small satellite propulsion system that can be manufactured at scale.

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“Looking back over the last two decades, I’ve been lucky enough to ride the crest of some of the most exciting and promising technology innovation waves within the space industry. We’re now at a point at which the market has matured enough to give way to this next growth phase, where technologies like Phase Four’s reduce balance of system costs and enable mass production and deployment of low earth orbit (LEO) satellite constellations,” said Jarvis. “One of the things that sets Phase Four apart is its focus on building the right product for the commercial side of the business, and I look forward to helping the company generate significant revenue as it enters its next phase of growth.”

“Beau is a crucial addition to Phase Four’s executive team as we focus on bringing our mass-produceable technology to market,” said Simon Halpern, founder and CEO of Phase Four. “His incredible track record of helping to grow some of the most successful companies in the sector will be invaluable as we address the next big need for LEO constellations — namely, a cost-efficient propulsion system that can be mass-produced at scale.”

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Salsify Announces International Expansion Following Significant Financial Growth and Industry Recognition in 2018

Company opens office in Lisbon after doubling revenue, growing customer base by 60 percent

Salsify, the world’s leading product experience management (PXM) platform, today announced it has achieved substantial growth in 2018 across revenue, customer base, staff and strategic industry partnerships. In addition, to meet the needs of the growing list of global brands which use its platform, Salsify has opened its first international office in Lisbon, Portugal.

Trusted by leading brands Coca-Cola, Fruit of the Loom, and Bosch to deliver the superior product experiences consumers demand, Salsify has grown its customer base 60 percent in 2018 and increased revenue by more than 100 percent year-over-year. With internationally-based brands such as Mars, SC Johnson, L’Oréal Group, and Reckitt Benckiser now relying on its platform, the company established a European presence to ensure customer success and technical development needs could be met more locally.

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“Support of our brand manufacturer customers worldwide with top-level engineering and customer success teams was the driving force behind our expansion. We chose Lisbon as our first European office because of the entrepreneurial spirit and advanced skillset of every person we talked to,” said Jeremy Redburn, Co-Founder and Executive Vice President of Product at Salsify. “As head of the Lisbon office, I am hyper-focused on recruiting a team that mirrors the talented, friendly culture we have grown in Boston. We are looking for creative professionals that never want to stop learning and are excited to gain a deep understanding of the Salsify platform, our customers’ specific needs, and how the future of commerce can drive their growth.”

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In addition to establishing its European presence, the company used its recent sales growth to fuel research and development (R&D), with over 40 percent of its revenue being re-invested in R&D in 2018. In March, the company delivered the first Product Experience Management (PXM) platform which included closed-loop analytics to help brands continuously optimize product merchandising on the digital shelf to drive sales. Other key corporate milestones from the past year include:

  • Salsify launched the Command Center for Amazon which provides brands the specific analytics and functionality they need to optimize product content and drive sales on Amazon
  • Walmart selected Salsify PXM as a content syndication partner for its new Connected Content Partner Program to streamline the delivery of suppliers’ product content to Walmart and other retailers
  • Forrester Consulting evaluated Salsify PXM and determined a composite organization experienced $6 million in economic benefits and a return on investment (ROI) of 339 percent over three years, with payback on its platform occurring in just seven months
  • Amazon selected Salsify to join its Marketplace Developer Council and share insights and feedback regarding tools and programs for Marketplace Web Service APIs
  • The company celebrated its 8 best workplace award wins and grew its staff 43 percent to more than 200 team members. A notable recent addition to the executive team is Vice President of Strategy and Innovation, Molly Schonthal. Molly comes to Salsify having helped drive digital growth and transformation at Mars, including the implementation of Salsify across Mars globally. In her new role, she will be focused on helping Salsify imagine what solutions will help manufacturers continue to drive growth in a constantly changing retail landscape.
  • Salsify more than doubled the square footage of its headquarters by moving to a 3-floor, 55,000 square foot office at 101 Federal Street in Boston

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Salsify PXM makes brands more competitive in digital commerce. The platform provides them with deep retail insights and real-time analytics based on more than 35 million online product listings to help them optimize product pages, improve discoverability and earn market share. It can suggest the type of images, text and keywords needed to best rank in a given product search and streamlines product content delivery with syndication capabilities. By combining a product information management (PIM) solution, deep analytics capabilities and a robust syndication engine, Salsify empowers brands to deliver compelling shopping experiences for consumers across every digital touchpoint.

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Global Data Services Joins Oracle NetSuite Alliance Partner Program

Partner Specializing in Point-of-Sale, Field Service, & Logistics Delivers NetSuite Cloud ERP to Expanding Customer Base

Global Data Services, a technology consulting firm based in the Saint Louismetropolitan area specializing in NetSuite enterprise resource planning (ERP) implementations, has joined the Oracle NetSuite Alliance Partner Program. This collaboration allows Global Data Services to reach more NetSuite clients in North America.

Global Data Services focuses on financials, supply chain management, field service, call center capabilities, and customer insight & analytics.  Global Data Services concentrates in business advisory and application development complimentary to the NetSuite cloud ERP solutions which include real-time field service tracking, order delivery via graphical mapping software and dashboards.

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“With more than three decades of consulting experience in the retail and restaurant industries, we are well positioned to assist organizations with moving from outdated business systems to modern cloud end-to-end systems like Oracle NetSuite,” said Matthew Maddox, President of Global Data Services.

“Global Data Services brings unique business advisory experience by virtue of its specialized NetSuite based field service capabilities in the retail and restaurant industries. We welcome the Global Data Services team as an alliance partner and are excited about the unique offerings Global Data Services brings to our customers,” said Craig West, Vice President of Channel Sales for Oracle NetSuite Global Business Unit.

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Savoy Expands Sales Executive Leadership Team

Savoy, a leading benefits consulting firm and general agency, announces appointments within its sales executive leadership team.

President and CEO Donald Savoy said, “We are positioning our organization for the future. Savoy’s vision is to continue to grow, diversify and maintain a sustainable competitive advantage.”

To support strategic growth initiatives, John A. Selby has been appointed Executive Vice President. Selby will be responsible for all products, services and capabilities Savoy provides to brokers and their clients.

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“Savoy will be implementing strategies focused on adding services that will continue to empower and support our broker partners. We believe this is critically important at a time when disruption in our business is inevitable,” said Selby.

With 30 years’ experience in the health insurance industry in various leadership roles, Selby brings vast knowledge in product development, sales, marketing, long-term planning and revenue growth.

James J. Lardiere, Senior Vice President, will continue to manage and develop carrier partnerships and explore new opportunities and relationships to drive business growth. For more than 25 years in leadership at Savoy, Lardiere has played an integral role in developing and implementing vital broker resources and programs to improve the value and depth of market-leading products, employer and consumer services.

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Jerry Gallo has been appointed Senior Vice President, Business Development. Gallo will continue to manage Savoy’s New York operations and will also oversee business development in its New JerseyPennsylvania and Delaware markets. Gallo has more than 20 years’ experience in the health insurance industry and brings leadership experience in business development, sales and account management.

“Our sales executive leadership team will collaborate on sales strategies, share best practices and elevate our broker partners through our consultative approach to business, which has been at the heart of our success for more than 30 years,” said Savoy.

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Oracle Recognized as a Leader in the 2018 Magic Quadrant for Supply Chain Planning System of Record

Oracle included in Leaders quadrant of the 2018 Gartner Magic Quadrant for Supply Chain Planning System of Record

Oracle announced today that Oracle Supply Chain Planning (SCP) Cloud has been positioned as a Leader in the 2018 Gartner Magic Quadrant for Supply Chain Planning System of Record.

Oracle has traditionally had strong offerings in on-premises SCP applications, and the company believes the Magic Quadrant placement validates Oracle’s success in yet again creating best-of-breed business applications, this time, natively, on the cloud.

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Over the last 20 years, Supply Chain Planning has matured from a niche process for early adopters to an integral and indispensable strategic tool for competing in the global marketplace. Supply Chain Planning practices are now critical for ensuring high customer service levels at the lowest possible cost, in a business climate characterized by increased demand volatility and supply chain complexity. According to the Gartner Magic Quadrant, SCP SOR has seven key functional areas which are Stage 3 sales and operations planning (S&OP), demand planning including collaborative demand planning, inventory planning including collaborative inventory planning, replenishment planning including collaborative replenishment planning, order planning/promising, production planning, and manufacturing scheduling.

According to Gartner, choosing a SCP SOR is a key decision. “Not only must it provide planning integration and visibility across a supply chain, it also must provide a critical steppingstone in an SCP technology roadmap that will help enable the business’s future SCP aspirations. To be fully effective, an SCP SOR is deployed, at a minimum, at the supply chain planning organizational level, as opposed to SCP key functional capability or geographically.”

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Oracle is committed to investing in an integrated supply chain planning service that works seamlessly with innovative new technology such as artificial intelligence, the Internet of Things (IoT), and blockchain. Oracle SCP Cloud is integrated with the broader Oracle Supply Chain Management Cloud including capabilities that contain product innovation, strategic material sourcing, outsourced manufacturing, integrated logistics, omni-channel fulfillment, and integrated demand.

“We believe that our recognition as a supply chain planning leader comes from listening to our customers,” said Vikash Goyal, Vice President of Product Strategy at Oracle. “Supply Chain Planning Cloud uses Oracle’s modern, autonomous technologies to significantly improve both the speed and the quality of decision making for our customers. Equipped with best practice processes, guided user experience and intelligent recommendations, supply chain planning cloud is easy to implement and simple to use. We will continue to invest and innovate in this area and help our customers become leaders in their industries.”

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Shane Gibson’s Sales Academy Launches the Enterprise Sales Professional (ESP) Program Accredited by the Canadian Professional Sales Association

Sales training built for B2B and enterprise sales organizations prepares sales professionals to earn their Certified Sales Professional (CSP) designation

Today Shane Gibson of the Professional Sales Academy (SalesAcademy.ca) launches The ESP Program. The ESP Program is a mastery level sales training program designed specifically for B2B and enterprise sales situations including solution and large-scale selling. ESP offers advanced sales skills assessment, applied learning exercises, and proven methodologies for transformation of selling practices in a digital world. The program covers all the pre-requisite education requirements for the Certified Sales Professional (CSP) designation based on national standards set by the Canadian Professional Sales Association and is the first Vancouver-based educator to be recognized by the CPSA.

The Enterprise Sales Professional Program prepares tomorrow’s corporate sales leaders to think strategically, navigate the complex landscape of major corporations, manage complex selling situations, master negotiations, generate smarter leads, leverage the latest business intelligence tools, and adapt social selling practices to the most complex environments. The program is aligned with CPSA’s competency framework, developed with industry to articulate the skills required to succeed in sales. ESP is available as an online interactive program that includes self-directed and team learning and can also be offered as an in-person custom program tailored to an organization’s sales culture.

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Shane Gibson has implemented this training with a wide range of clients including the Ford Motor Company, CMHC, BMO Financial, Corning, HUB International, The Greater Vancouver Board of Trade, ACL, Reliance Industries (India), CPA BC and dozens of other sales organizations on 5 continents.

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“The CPSA is delighted to recognize the Enterprise Sales Professional Program as one of Canada’s top-quality sales training and development programs; preparing mastery-level sales professionals to earn Certified Sales Professional designation. Shane’s thought leadership in sales is well established within the community, and he’s been a regular contributor to CPSA’s Learning Hub on topics such as AI and social selling. We’re delighted that the Professional Sales Academy has joined our efforts to develop more sales professionals in Canada will the skill sets that employers demand”. – Richard Louttet, Vice-President, Education & Certification at CPSA.

“Today’s sales professional doesn’t just want to sit through a sales course, they want real world immersion and practical action steps. I designed this program with sales performers in mind, we run focused sessions teaching best practices and combine that with peer-coaching and collaboration with hands on personal engagement by the trainer and coach. It’s about making them better now –it’s about sales growth activation.” – Shane Gibson, author, sales leader and founder of The Professional Sales Academy.

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