OC Talk Radio

Lisiten to Alex Terry, CEO of Conversica as he joins us to talk about the findings of the highly regarded 4 P's Report.   

For the third year in a row, Conversica commissioned an in-depth study tracking lead follow-up efforts of B2B and B2C companies across a number of different industries. In 2017, they found that a staggering 77% of companies under-touched their leads.

ABOUT OUR GUEST:  

Terry is an accomplished and award winning Internet business veteran with strong track record of driving results and growth. He founded or co-founded three companies and one division within Fortune 100 corporation. From idea to revenue generation, to profitability to exit... he is able to manage all aspects of consumer or enterprise service or product business. Focus has been on SaaS, operationally complex services which required disruptive new technology development.  He holds multiple patents for Internet services.  Alex received his MBA at Harvard Business School and his BA at Dartmouth College.

About Conversica

Conversica is the leader in conversational AI for business and the only provider of AI-driven lead engagement software for marketing and sales organizations.

The flagship Conversica® AI Sales Assistant helps companies find and secure customers more quickly and efficiently by automatically contacting, engaging, qualifying and following up with leads via natural, multi-channel, two-way conversations.

Used by more than 1,200 companies worldwide, Conversica’s sales assistants are built on a proven AI platform integrating natural language processing (NLP), natural language generation (NLG), and machine learning (ML) capabilities.

Recognized by Gartner as a Cool Vendor, Conversica is a portfolio company of Providence Strategic Growth, Kennet Partners and Toba Capital and is headquartered in Foster City, Calif.

Mr. Joseph J. Flynn, also known as Joe, is the President and CEO of Vereco Inc. a Southern California based Healthcare IT Services Company.  He has served in that position since November 1, 2017. Previously he served as Co-Founder and President and Chief Executive Officer of Auxilio, Inc. and Chief Executive Officer of  CynergisTek, Inc. from April of 2004 until October 2, 2017.  Auxilio and CynergisTek merged in September of 2017 and the Auxilio brand was retired and Mr. Flynn voluntarily resigned his Executive and Board positions from CynergisTek in October of 2017.  Mr. Flynn has over two decades of experience in driving growth and excellence in healthcare IT services.  Under Mr. Flynn’s leadership Auxilio now CynergisTek grew from no revenues to over $70 million, culminating in its merger with CynergisTek, the leading provider of Healthcare Cyber Security Services and up listed to the New York Stock Exchange, in March of 2017 under the symbol CTEK.  Prior to founding Auxilio, Mr. Flynn worked Advanstar Communications from 1998 to 2004 as Vice President of the Communications/IT Group where he managed a portfolio of communications and IT related business to business trade shows, conferences and magazines in the United States and Brazil.  From 1993 to 1998, Mr. Flynn served as VP for Latin America for EJ Krause and Associates, a Washington DC based technology trade show company.  In that position he lived, worked and traveled extensively in Mexico, Brazil, Argentina and Colombia.  He is a1987 graduate of the Catholic University of America in Washington, DC where he holds a BA in International Relations.  Mr. Flynn is fluent in Spanish and has strong working knowledge of Portuguese and French.  Mr. Flynn celebrated his 25th anniversary this year with his wife Valerie and has two young adult.  Joe and his wife live in San Clemente.

Host, Laura Patterson interviews Marc Hafner, CEO/Chairman, Revionics for her monthly program: Ready, Set, Grow! Thursday, 9/20, 10:30am Pacific. 

Ready, Set, Grow! is to provide a venue for CXOs to share their insights on what it takes to successfully achieve organic growth, lessons learned, the role they believe Marketing needs to play in growth and how they measure Marketing’s contribution beyond this “quarters” revenue. 

About our guest, Marc Hafner, CEO/Chairman, Revionics

Marc Hafner is an award-winning CEO with more than 25 years’ experience successfully driving leading growth in organizations ranging from startups to large Fortune 500 divisions. Marc has a strong track record of building growth and value for stakeholders including investors, employees and customers. Marc has developed strategies and led organizations to compete effectively and win globally against the best such as Oracle, IBM, SAP, SAS, HP, Dell, EMC, Alcatel, Cisco and Microsoft in segments including SaaS, analytics and machine learning, enterprise software and other innovative industries globally. Marc’s other passion is rock and roll guitar, and with his band Lost in Austin he rocks it at events such as NRF’s Rock and Roll Retail and Revionics Insight.

New business is the lifeblood of any company-- but how can you attract new business to your company and improve your business development process? In this episode of Business Growth Cafe, Jack Kelly, President and Founder of Corlea Group, Inc., joins us to answer this question and much more!

Host Matthew Cummings speaks with award-winning designer and creative director Nathan Pieratt about the three ways data impacts the creative process: it informs, it adds complexity and it uncovers insights. Pieratt shares stories from his more than 15 years of industry experience to illustrate how data helps determine the right channels, audience segments and messaging. While adding complexity and time to the creative process, data can uncover behaviors that lead to more insights…making the extra time and effort well worth it.

About our guest:

Nathan Pieratt is an award-winning designer and creative director. He has over 15 years of industry experience developing creative strategy for Fortune 500 brands, such as Frito-Lays, Walmart, and AT&T.

Currently, Pieratt is a group creative director at Epsilon, an all-encompassing global marketing agency. Epsilon provides unrivaled data intelligence and customer insights; world-class technology including loyalty, email and CRM platforms; and data-driven creative, activation and execution. As GCD, Pieratt and his team are responsible for the development and execution of data-driven creative strategy for AT&T Business, with a focus on email, direct mail and display.

Pieratt also actively consults on creative execution and big ideas for brands like Arby’s, Snickers, Mountain Dew, Doritos and State Farm. He has been an adjunct instructor for the Art Institute of Pittsburg for the past 12 years, teaching both design and art director courses.

Pieratt is a 2013 graduate of the IMC program and holds an MFA from Savannah College of Art and Design. He lives in Rockwall, Texas with his wife and four daughters. He enjoys a good book, cooking and is a huge Nebraska Cornhuskers fan (with the Mountaineers in close second, of course).

Meet Alex Smith of Smith Properties - Recogized as the#1 Individual Agent for Keller Williams in the LA Coastal Region.

Alex grew up in South Redondo Beach. His family has been practicing Real Estate sales and management of residential, commercial and income property since 1977. Currently Alex & his family business, Smith Properties, manage 120+ rental units in the South Bay. After graduating from Redondo Union High School, Alex earned a BA in Sociology at University of California at Berkeley. Alex returned to the South Bay to develop a career in long-term Real Estate sales and investment. Alex has worked with Smith Properties since 2009 and Keller Williams Beach Cities since 2013 where he continues to be a top producing agent. Alex listens carefully to his clients' needs, circumstances and objectives in order to best serve his clients' interests in a competitive market. Alex specializes in Property Management and Sales, Investment Property, Trust Sales and holds a Senior Real Estate Specialist designation.

Learn more: www.southbaysmithrealty.com

The Zandbergen Report, where wealth strategies and investment wisdom collide, is led by host Bart Zandbergen, and is LIVE every Tuesday at 2pm on OC Talk Radio. The show is also available on iTunes, iHeartRadio, Spotify and Stitcher.

Interested in being a guest on The Zandbergen Report? Email [email protected].

Learn more about Bart by visiting www.BartZandbergen.com

In this episode, find out why Melissa Madian calls herself the Chief Fabulous Officer at TMM Enablement Services.

And.... of course we talk about sales enablement... and how that morphed into customer service enablement because as she says "...essentially, there's this disconnect between sales and customer success and customer experience in that there's this function that's so hell bent on acquiring new customers, and then there's sort of this handoff between that function and the function that's designed to keep those customers and grow those customers."  Read the full trancription on the Heinz Marketing blog starting Mon. 9/17/18 6am PST.  Also check out her blog post, "Sales Enablement: Is it Sales or Marketing?".

It’s one thing to talk about AI and machine learning and try to filter out the nonsense claims of a hundred companies that say they can deliver information about customers, buyers, competitors and your mom and dad; it’s another thing to find someone that has a platform that makes sense of the flood of gobbledygook flowing into your company. In this interview with Katie Bullard, Chief Growth Officer atDiscoverOrg we discuss what a marketing intelligence platform is and isn’t and why to compete going forward you have to make some decisions on employing an intelligence platform. The host is Jim Obermayer.

Katie Bullard, Chief Growth Officer, Chief Growth Officer at DiscoverORG

Katie is responsible for leading the global marketing, product management, and partnership functions at DiscoverOrg. She brings 15 years of marketing, product, and strategy experience in global, high-growth technology businesses to her role at DiscoverOrg. Prior to joining DiscoverOrg, Katie served in executive leadership roles at Mitratech, Accruent, and Hoover’s. She has a bachelor’s and masters degree from the University of Virginia.

DiscoverOrg’s

DiscoverOrg is the leading global sales and marketing intelligence tool used by 4,000 of the world’s fastest growing companies to accelerate growth. The company itself has been named an Inc. 5000 fastest-growing company seven times. DiscoverOrg’s award-winning solutions provide a stream of accurate and actionable company, contact, and buying intelligence that can be used to find, connect with, and sell to target buyers more effectively – all integrated into the leading CRM, SDR, and Marketing Automation Tools in the market. DiscoverOrg’s team of over 250 researchers refreshes every data point at minimum every 60 days – ensuring customers reach the right buyers with the right message at the right time.

SLMA Radio Sponsorship

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Our guest this week is Dan Frohnen, Vice President of Marketing at Skedulo.  

Sales/Sales Development/Marketing: The Trifecta for Successful Pipeline Development

Trifecta: any achievement involving three successful outcomes

Pipeline development is not a one department job. In order to succeed in this day in age, modern marketers need to take a seat at the revenue table and own the revenue number along with their Sales peers. That means driving pipeline, owning successes and misses, and continuing to up the game to beat competitors in this noisy world we now operate in. What’s better than one team winning … three! Join Matt and Dan as they discuss steps you can take to up your pipeline game and build the ultimate trifecta.

About the Guest Dan Frohnen

Data-driven Marketing Executive. Focused Team-Leader skilled in consistently delivering innovation, visibility, and sales for on- and off-line marketing and demand programs. Expert in building strong organizations with a 360-marketing mix / demand generation programs including market research, social media, trade shows & events, digital, direct marketing, public relations, advertising, e-mail, analysis, CRM, marketing automation, SEO / PPC, creative brainstorming, sales / market development strategy and partnerships.

Passion for conceptualizing and implementing marketing strategy, exceeding targeted projections, and leading teams for both B2B & B2C programs. Strengthens organization with out-of-the-box thinking and an entrepreneurial spirit.

Specialties: Large Team Leadership, Lead / Demand Generation, Problem-Solving & Optimizing, Account Based Marketing (ABM), Business / Sales Development, Strategy & Analysis, Go-To-Market Strategy, International Marketing, Tactical Execution, Marketing Mix Integration, Start-Up organization, Growth, Turn-arounds, and Operations.

Show Notes  My special guest today is becoming a regular on the show, perhaps because he is my personal life coach. I have to admit that I have learned as much from Dena as I have from any friend, coach or therapist. She truly is full of genius. As you may or may not know I recently returned from one-month Uganda meeting with government officials and creating a Sanitation and Hygiene program for people in rural villages. (You can find out all about this on podcast #81 on Poverty.) Today I want to talk to Dena about Archetypes and the unconscious and how that combination impacts every single thing we do.   You can reach Dena at www.denacrowder.com   For more with Charlie Hedges please visit www.thenextchapter.life