Bobblehead Podcast

Bobblehead Podcast

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Bobblehead Podcast episodes

  • Behind the Scene of Great Customer Experience: Sales and Operations with Rob True

    Contemplating the question “How do they do that?”, is the core purpose of most businesses to create and deliver value to their customers while optimizing their frontstage/backstage processes as well.

     

    In today’s episode of the Access Points Podcast, our host Mike Kelly will share an insightful conversation with today’s guest, Rob True. They will focus on the front stage and back stage operations and the context of how that relationship works between sales and operations. They will also talk about how bridging the gap between these stages helps members of the organization find significance in their efforts and contributions. Most importantly, how Access E-Forms refined and focused on these relationships in delivering value to their clients.

     

    Rob True is the Director of Strategic Alliances at Access E-Forms. With 20+ years in business development under his belt, Rob has established numerous relationships in the healthcare world. Through his vast exposure to a great number of technologies, he has an unrivaled understanding of customer challenges and the ecosystem of companies that can collaborate to meet those challenges.

     

    Access E-Forms is the world’s leading electronic forms management, automation, and workflow provider. Their solutions transform any paper-intensive forms process into a paperless, collaborative one. They are committed to enabling change through innovative technology – creating paperless and paper-light processes with green technology, improving work environments by making people’s jobs easier, and allowing organizations to communicate more effectively.

     

    Enjoy!

     

    Favorite Quote

     

    “From a customer service point of view, you're not just competing against in our area, other healthcare IT support organizations. You're competing against every support organization because of customer service, people get in all walks of life every day. And the people that succeed in doing that, they set a certain bar. That's the bar we have to meet the number one.”

                                          -Rob True

     

    In this Episode

     

    2:15 - What front stage and back stage look like for operations

     

    5:30 - His perspective of success in relation to the operations side

     

    9:21 - The rationale of why his team continuously enhance their operational skills

     

    13:12 -  The benefits of having the best practice and proven processes in business

     

    15:43 - How they manage the challenges of providing support to the different needs of customers

     

    20:08 - The key to how Access E-Forms became on top of the game among competitors

     

    23:11 - How Access E-Forms as an organization bridge the gap between members of the front stage and the backstage as well as their significance with one another

     

     

    Visit Access E-Forms:

    Website

    Facebook

    LinkedIn

    Twitter

     

     

    Click here to listen with Access Points Podcast

     

     

     

     

     

     

    28 min
  • Breaking the Barrier Between Sales and Marketing with Cody Strate and Mike Kelley

    When revenue and customer experience is on the line, the sales and the marketing departments play a vital role in making their purpose possible. While both offices are playing in the same game, bridging the gap between potential customers is synchronous as long as their relationships are seamless and no barriers amongst them.

     

    In today’s episode of the ACCESS POINTS PODCAST, Cody and Mike engage in a conversation in the distinct roles of the sales and the marketing personnel in a company. They will also address the impact of having an absolute and aligned message in connecting to customers and how their team at at Access EForms has broken the barrier and the friction between sales and marketing that significantly provided revenue and better customer experience to top it all.

     

    Cody Strate is the VP of Marketing at Access EForms. He has lead many innovation efforts, formed and solidified key partnerships, and grown Access to an international company. Cody understands people at a deep level and he incorporates that understanding into the Marketing and Sales strategies that place the customer and their problems first.

    Mike Kelley is the VP of Sales at Access EForms. Mike is a master at communication, understanding people's problems, and aligning customers with the proper solutions. Most importantly, he has established a reputation of integrity and showing up for his customers.

     

    Enjoy!

     

    Favorite Quote

     

    “So if you're experiencing this all too common divide in friction between sales and marketing, know that number one, it doesn't have to be that way. Number two, you can take certain actions to get those two departments on the same page.”

     

                                                                            -Cody Strate

     

     

    In this Episode

     

    4:08 - An insight into the role of a salesperson in the past

     

    6:23 - Identifying the function of sales and marketing in terms of lead generation

     

    10:23 - Understanding the concept of sales and marketing in an effective and straightforward analogy

     

    13:51 - How the sales team and the marketing team of ACCESS play the game of generating leads and revenue

     

    24:14 - The impact of having an absolute and aligned message in connecting to customers

     

    27:26 - How ACCESS broke the barrier between the sales and the marketing departments

     

    36:25 - The actions taken by Cody and Mike that has provided greater revenue, reduce friction between their respective departments, and better customer experience

     

     

    Get connected with:

     

    Cody Strate

    Mike Kelley

     

    Visit ACCESS EFM:

    Website

    Facebook

    LinkedIn

    Twitter

     

    Click here to listen with Access Points Podcast

    43 min
  • Connection between Physical Health and Business Performance

    Physical Health and Business Performance with Tim Elliott

     

    Adapting to the paradigm shift created by COVID 19, people find a unique and renewed approach to physical fitness. In the business world, studies show that a huge percentage of people perceive that a leader who is physically fit has a higher level of confidence versus a leader who isn’t.

     

    Today’s topic of the ACCESS Points Podcast is the correlation between physical health and business performance, how Tim recognizes physical competitiveness as a factor in achieving your leadership potential, and the importance of creating a pattern of physical exercise to help your mental as well as professional growth.

     

    Tim Elliott is the CEO and Owner of ACCESS. He started Access in 1999 with an eye towards helping businesses create more efficient forms processes. Through Tim's leadership, the company has evolved into a global leader in healthcare electronic forms technologies. Tim's passion is developing leaders with a mindset first approach, and encourages people to "think about their thinking".

     

     

    Enjoy!

     

    Favorite Quote

     

     “If you can overcome physical, then the mental part will be there. The overcoming physical is a mental exercise. That mental exercise is what makes us better leaders, better people.”

                                                                                                  -Tim Elliott

     

     

    In this Episode

     

    5:13 - Tim's transition process of preparing himself mentally and physically during the pandemic

     

    8:18 - His mindset to why statistics shows that physically fit people are better leaders

     

    12:39 - The correlation between physical competitiveness and successful business performance

     

    16:58 - The wisdom behind the physical exercise is a  mental workout

     

    21:19 - How Tim reflects on the correlation between physical health and business performance

     

    24:40 - Tim's motivation for people who want to get started on their wellness journey

     

    29:16 - How creating a pattern of mental exercise supports your professional development

     

    Get Connected with Tim Elliot

     

    LinkedIn

    Instagram

     

     

    Visit ACCESS EFM:

    Website

    Facebook

    LinkedIn

    Twitter

    Click here to listen with Access Points Podcast

    27 min
  • Investing in Two Eras with Access CEO Tim Elliott

    Being in the business for over a couple of eras,  Tim has learned so much about the importance of investing in leadership and developing leaders to be where they perform the best.

     

    Today’s episode of the ACCESS POINTS PODCAST is a great conversation with the CEO and guest, Tim Elliott.  He will share his story of how he started Access E-Forms, his leadership style, and how he finally realized the significance of getting people in the right leadership roles.

     

    Tim Elliot is the CEO and Owner of Access E-Forms. He started Access in 1999 with an eye towards helping businesses create more efficient forms processes. Through Tim's leadership, the company has evolved into a global leader in healthcare electronic forms technologies. Tim's passion is developing leaders with a mindset first approach, and encourages people to "think about their thinking".

     

    Enjoy!

     

    Favorite Quote

     

    “To see people in leadership roles be able to thrive, back in the day, it scared me. And now you talk about the era of then and now, now it excites me. And now it's seeing people and getting people in those right leadership roles, allow me to focus on those things that I do best.”  -Tim Elliott

     

     

    In this Episode

     

    1:27 - Tim's approach to leadership back in the days he’s starting his business

     

    4:47 - How Tim operated during the start-up days of Access

     

    9:46 - His sentiments to being a small business owner and how he has successfully outgrown the challenges

     

    16:27 - What was the turning point to finally understand the importance of investing in leadership at Access

     

    22:21 - His thought process of putting the right leader in the right position

     

    25:37 - The impact of moving into the leadership role at the right time

     

     

    Get Connected with Tim Elliott

     

    LinkedIn

    Instagram

     

     

    Visit Access E-Forms:

    Website

    Facebook

    LinkedIn

    Tweeter

     

     

    Click here to listen with Access Points Podcast

    31 min
  • Creating a Strategic Plan with Scott Fuller

    Ep 30 - Creating a Strategic Plan with Scott Fuller

    When a cataclysmic event happens, give your customers an offering that allows them to facilitate, to drive towards some level of success within their organization, and something they can cling on. It doesn’t need to be perfect, just refine your offer once it gets to your market.

    In today’s episode of the Access Points Podcast, Davin and Scott talk about the development and implementation of a strategic plan, especially giving the current operating environment post-COVID 19, the dark shadow of too much planning, and the biggest takeaway from going through perfectionism.

    Scott Fuller is the Chief Information Officer of Access. He helped thousands of organizations understand, confront, and overcome significant security challenges.

    Davin Marceau is the Chief Operations Officer at Access Enterprise Forms Management. His comprehensive background in leadership, strategic planning, risk management, and business development made him a great asset in the business world.

    Enjoy!

    Favorite Quote

    “We let great be the enemy of good. We had something that we could throw out to our customers and be able to implement it rather quickly. But instead of doing that, we tried to polish it. We tried to turn that lifeboat into a bit of a yacht. And then when we finally got it ready to go to the market, we were two or three weeks too late.” - Davin Marceau

    In This Episode:

    2:53 - The two big revenue generators for hospitals

    5:18 - How to pivot strategically to meet the demands of the healthcare facility post-COVID 19

    9:21 - How vendors alter their strategic plan to offer to be able to still get in, offer value, and make a sale

    12:42 - One of the lessons Access learned during the pandemic that resonates to other industries as well

    15:51 - The positive side of failure

    17:02 - Scott's biggest takeaway from letting good be the enemy of the great in their organization

    26:44- What most people fall short in terms of strategic planning

    29:07- Refining the steps of generating a viable product

    How to get connected:

    Scott Fuller

    Davin Marceau

    Visit Access EFM:

    Website

    Facebook

    LinkedIn

    Twitter

    Click here to listen with Access Points Podcast

    32 min
  • What impact does the pandemic have on emerging technology and the role on Health Tech?

    Ep 29 - Role of Pandemic to Emerging Tech

    The cataclysmic events created by the COVID 19 pandemic caused a massive paradigm shift that redefined the problem of the market, changed the economy, and reinvent the way people do business.

    Today’s episode of the Access Points Podcast shares an interesting conversation with Davin Marceau and Mike Kelley. They will talk about the impact of the global pandemic on emerging technologies and its role in healthcare.

    Davin Marceau is the Chief Operations Officer at Access Enterprise Forms Management. His comprehensive background in leadership, strategic planning, risk management, and business development made him a great asset in the business world.

    With his 20+ years of healthcare technology experience, Mike Kelley has obtained a vast amount of experience and wisdom. He develops and implements a vision of achieving truly memorable solutions for hospitals.

    Enjoy!

    Favorite Quote

    “We move past this, into our new normal, and potentially into this headlong second wave of COVID-19 that's awaiting us in September. I don't care how valuable we see onsite visits. They may never be coming back.” - David Marceau

    In This Episode:

    1:27 - Airport scenario at the present time

    5:35 - The challenge of establishing a connection among client and sales representatives

    8:19 - The importance of having a belief system through a financial crisis and tough times

    11:13 - The value of getting an onsite visit in client acquisition

    15:16 - How market offerings evolve and emerge an entirely new technology on the heels of pandemic

    18:23 - Telehealth as a virtual way to grow opportunities in healthcare

    22:32 - Instances where business model changed in order to adapt to market demands

    27:54 - The BIGGEST concern in operating a business

    29:32 - Final thoughts in coping with the effects of COVID 19 pandemic

    How to get connected:

    Davin Marceau

    Mike Kelley

    Visit Access:

    Website

    Facebook

    LinkedIn

    Twitter

    Click here to listen with Access Points Podcast

    32 min
  • Part 2 - Cyber Security and Building the Trust of Prospects

    Ep 28 - Cyber Security and Building the Trust of Prospects, Part 2

    Due to a wide range of using data capture devices, the amount of areas exposed to attacks increased exponentially leaving you vulnerable to massive well-orchestrated takedowns of the internet.

    It is incumbent for service providers not just to solve business problems but also to take into account security in developing their products and services.

    Today’s episode of Access Points Podcast focuses on the role of cybersecurity in the sales and marketing process, how acquiring a security CERTIFICATION  and FINAL REPORT from third-party audit firms acts as an extraordinarily powerful tool that excludes any sort of competition and helps in building trust to prospects.

    Access Points Podcast talks about the principles around helping hospitals achieve success. They discuss the leadership mindset along with what has worked, what has not worked, and the lessons we've learned through the experience.

    Enjoy!

    Favorite Quote:

    “To what we're all trying to do here depends on one thing, add value before you try to extract value from this relationship.”

                       - Mike Kelley

    In Today’s Episode:

    1:32 - The role of cybersecurity to the sales process

    4:55 - Types of certifications should a healthcare software vendor acquire

    8:04 - The significance of the FINAL REPORT in parallel to earned CERTIFICATION

    9:59 - What value can Certifications offer in the sales process

    14:53 - How mutual recognition of the role of security inside the organization is perceived.

    17:13 - Advantage of having a security Certificate in gaining the trust of prospects

    How to get connected:

    Cody Strate

    Mike Kelley

    Scott Fuller

    Visit Access:

    Website

    Facebook

    LinkedIn

    Tweeter

    Click here to listen with Access Points Podcast

    24 min
  • Cyber Security and Building the Trust of Prospects, Part 2

    Ep 28 - Cyber Security and Building the Trust of Prospects, Part 2

    Due to a wide range of using data capture devices, the amount of areas exposed to attacks increased exponentially leaving you vulnerable to massive well-orchestrated takedowns of the internet.

    It is incumbent for service providers not just to solve business problems but also to take into account security in developing their products and services.

    Today’s episode of Access Points Podcast focuses on the role of cybersecurity in the sales and marketing process, how acquiring a security CERTIFICATION  and FINAL REPORT from third-party audit firms acts as an extraordinarily powerful tool that excludes any sort of competition and helps in building trust to prospects.

    Access Points Podcast talks about the principles around helping hospitals achieve success. They discuss the leadership mindset along with what has worked, what has not worked, and the lessons we've learned through the experience.

    Enjoy!

    Favorite Quote:

    “To what we're all trying to do here depends on one thing, add value before you try to extract value from this relationship.”

                       - Mike Kelley

    In Today’s Episode:

    1:32 - The role of cybersecurity to the sales process

    4:55 - Types of certifications should a healthcare software vendor acquire

    8:04 - The significance of the FINAL REPORT in parallel to earned CERTIFICATION

    9:59 - What value can Certifications offer in the sales process

    14:53 - How mutual recognition of the role of security inside the organization is perceived.

    17:13 - Advantage of having a security Certificate in gaining the trust of prospects

    How to get connected:

    Cody Strate

    Mike Kelley

    Scott Fuller

    Visit Access:

    Website

    Facebook

    LinkedIn

    Tweeter

    Click here to listen with Access Points Podcast

    24 min
  • Part 1 - Cyber Security Threats and Dealing with Work From Home

    Ep 27- Cyber Security as a Critical Business Function, Part 1

    In parallel to a whole lot of possibilities brought by computer-based technology, cyber attacks and threats are prevalent. Preying to the weakness and vulnerability of most industries, hackers put coordinated efforts to achieve their nefarious plan.

    In today’s episode of Access Points Podcast, Cody Strate shares a conversation with the guys from the leadership team of Access, Mike and Scott, about the different attacks that occur under the safeguard of cybersecurity, how infiltrators work to paralyze your operation, and what businesses can do to prevent the risks.

    Scott Fuller is the Chief Information Officer of Access. He helped thousands of organizations understand, confront, and overcome significant security challenges. Through his leadership,  the company is well-positioned to develop secure high-quality technology solutions to meet the evolving needs of healthcare.

    As the Vice President of Sales, Mike Kelley understands people’s problems and align customers with the proper solutions. Skilled in Healthcare Sales, he develops and implements a vision of achieving truly memorable solutions for hospitals.

    Favorite Quote:

    “I think incorporating cybersecurity into what it is that you're doing and making sure that that's part of the fiber of your offerings is just being a good partner.” -Mike Kelley

    In today’s Episode:

    2:56 - Different types of attacks that occur under the umbrella of cybersecurity

    5:20 - What cyber attack most businesses suffer during the COVID 19 pandemic

    8:03 - How perpetrator demands to restore your data

    11:21 - Why hospitals  frequently fall victim to cyber attacks

    14:58 - Practical approach in assessing risk for business owners

    17:32 - Best method to protect your industry from cybersecurity  threats

    20:18 - Computer vulnerability from working at home due to the pandemic

    23:06 - The importance of every employee's involvement in the security chain

    26:11 - How incorporating a security strategy to products and services be perceived

    How to get connected:

    Cody Strate

    Mike Kelley

    Scott Fuller

    Visit Access:

    Website

    Facebook

    LinkedIn

    Tweeter

    Click here to listen with Access Points Podcast

    31 min
  • Business Beyond COVID-19 Pandemic

    As the COVID-19 crisis persists, the situation shows that it has forced the entire world to change its way of life.  From how children receiving their education from Zoom conference calls, to healthcare businesses suddenly having an explosion in demand, the world is having to learn how to adapt to utilizing technology as an alternative while many states and counties continue to be on quarantine for the remainder of time.

    Subscribe and Follow to Maintain the “Leadership Mindset”

    Facebook - https://www.facebook.com/AccessEFM/

    Twitter - https://twitter.com/Access_eforms?s=20

    Linkedin - https://www.linkedin.com/company/accessefm/

    On today's Episode:

    Davin Marceau, COO, Access EForms - https://www.linkedin.com/in/davinmarceau/

    Cody Strate, VP of Strategic Initiatives - https://www.linkedin.com/in/cody-strate-26543412

    59 min

About Bobblehead Podcast

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Welcome to The Bobblehead Podcast where we look at business from a fun yet practical place and focus in on mindsets that enable your business success.