In this engaging discussion, Adam Saad, Founder and CTO at Tech Stack Advising, and Alex Levin, CEO and Co-founder at Regal.io, delve into the evolving landscape of outbound dialing and AI in contact centers. They explore how traditional outbound methods are becoming obsolete and how personalized, data-driven approaches are crucial for success. Saad emphasizes the importance of integrating data effectively with contact center technology to optimize performance, while Levin highlights the role of contact center expertise in managing AI agents. They discuss the need for continuous testing and adaptation, stressing that AI agents require ongoing training and refinement, similar to human agents.

Main Topics Covered

1. The decline of traditional outbound dialing methods and the rise of personalized, data-driven approaches.
2. The integration of data with contact center technology for improved outbound dialing.
3. The challenges and opportunities in managing AI agents versus human agents.
4. The importance of continuous testing and refinement in AI agent performance.
5. The role of contact center expertise in the effective use of AI agents.

To learn more about everything Outbound Contact Center, read more posts at regal.io/blog or email us at [email protected].

In this episode, Alex Levin interviews James Hummer, VP of Sales at Ethos, discussing the evolution of contact centers and the integration of AI. They explore the balance between digital convenience and personalized customer interactions in the life insurance industry, highlighting the role of AI in enhancing customer experience while maintaining human touchpoints.

To learn more about everything Outbound Contact Center, read more posts at regal.io/blog or email us at [email protected].

In this podcast episode, Alex Levin, co-founder and CEO of Regal.io, interviews Satya Patel, co-founder of Homebrew, discussing their investment philosophy, the evolution of AI in business, and the future of venture capital. They explore the significance of AI as an enabling technology, the potential of virtual agents in contact centers, and the importance of patience and self-advocacy in one's career journey. The conversation delves into the changing landscape of venture capital, emphasizing the need for focus and expertise in a rapidly evolving market.

Main Topics Covered:

1. Investment philosophy of Homebrew
2. Evolution and impact of AI in business
3. Significance of virtual agents in contact centers
4. Personal and career insights, including the importance of patience and self-advocacy
5. Future trends and challenges in venture capital

To learn more about everything Outbound Contact Center, read more posts at regal.io/blog or email us at [email protected].

In this episode of the Outbound Contact Center Podcast, we dive into the dynamic journey of Robby Romance, Director of Strategic Partnerships at HealthBird, as he shares his remarkable transition from a career in photography to the world of health insurance. Joined by Alex Levin, Co-founder and CEO of Regal, Robby reflects on his diverse professional path and offers valuable insights for entrepreneurs navigating the complexities of startup growth and industry regulation.

Main Topics Covered:

1. Introduction to HealthBird: Robby Romance provides an overview of HealthBird, a health insurance solution focused on self-enrollment and AI-guided selection tools.
2. Career Evolution: From photography to biotech startups, Robby discusses his journey through various roles and industries, highlighting the pivotal moments that shaped his trajectory.
3. Lessons Learned: Robby reflects on the importance of resilience, continuous learning, and mindfulness in navigating career transitions and overcoming challenges.
4. Challenges and Opportunities in Health Insurance: Alex and Robby explore the impact of regulatory changes and political dynamics on the health insurance industry, emphasizing the need for adaptability and strategic foresight.
5. Scaling a Startup: Robby shares insights into HealthBird's growth strategy, including the transition from B2C to B2B and the significance of building a cohesive team and prioritizing resource allocation.
6. Leveraging Technology: The conversation delves into the role of technology, data personalization, and customer-centric approaches in driving sales effectiveness and fostering long-term customer relationships.
7. Looking Ahead: Robby discusses the future outlook for HealthBird amid evolving market trends and regulatory landscapes, highlighting the importance of agility and innovation in staying ahead of the curve.

To learn more about everything Outbound Contact Center, read more posts at regal.io/blog or email us at [email protected].

In this episode, join us for a captivating conversation with Eric Hauser, the Chief Technology Officer of Cadence, as we delve into the revolutionary intersections of technology and healthcare. From Eric's experiences in the tech industry to the founding story of Cadence, this episode explores the transformative impact of open-source infrastructure and the changing landscape of patient care.

Key Takeaways:

• Tech-Driven Healthcare Revolution: Eric Hauser's tech journey, coupled with Cadence's founding story, showcases the profound impact of open-source infrastructure on healthcare, illustrating how technology can revolutionize patient care, especially for those with chronic diseases.

• Challenges in Patient Care: The episode addresses challenges in the healthcare industry, emphasizing the role of Regal in overcoming issues related to patient outreach, engagement, and the increasing demand for on-demand healthcare services.

• AI's Deflationary Force: Envisioning AI as a deflationary force, Eric anticipates a future where generative AI reduces the cost of non-medical aspects in patient journeys, sparking a transformative shift in the accessibility and efficiency of healthcare services.

• Future of AI in Healthcare: The discussion explores the future of AI in healthcare, with a focus on ethical considerations and public trust. Eric highlights the potential for AI to enhance existing employee efficiency while providing a glimpse into the evolving landscape of patient interactions.

• Innovation at the Consumer Layer: Alex Levin underscores the significance of innovation at the consumer company layer, emphasizing that the real differentiator lies not just in the technology itself but in how businesses leverage AI to craft personalized, impactful customer experiences in healthcare.

To learn more about everything Outbound Contact Center, read more posts at regal.io/blog or email us at [email protected].

In this insightful episode, Alex Levin, CEO and Co-Founder of Regal.io, engages in a thought-provoking conversation with Marc Bernstein, CEO of Balto. They dive deep into the world of speech analytics and the transformative impact of real-time guidance in customer interactions. From decoding the nuances of speech patterns to predicting the imminent arrival of Artificial General Intelligence (AGI), this episode offers a comprehensive exploration of the evolving landscape of AI and its implications for businesses.

Key Takeaways:

• Speech Analytics' Transformative Power: Explore how Balto's speech analytics decipher intricate speech patterns, revealing behavioral insights in real-time, providing a game-changing tool for businesses aiming to decode customer interactions effectively.

• Real-Time Guidance Amplifies Insights: Balto's unique approach seamlessly connects insights gained from speech analytics to real-time guidance, empowering organizations to apply learned tactics instantly, scaling them across sales and customer service conversations with a simple push of a button.

• Evolution of AI in Sales and Customer Service: Witness the dynamic shift from sales-centric AI applications to an increased focus on enhancing customer service efficiency, where real-time technology proves invaluable in meeting customer expectations promptly.

• AGI's Imminent Arrival: Brace for the bold prediction as Marc Bernstein anticipates the arrival of Artificial General Intelligence (AGI) within three years, highlighting the potential disruption and the need for individuals to keep pace with rapidly advancing technology.

• Preparing for the Future: With AGI on the horizon, the conversation delves into the significance of staying technologically updated while emphasizing the enduring value of human qualities such as creativity, art, and emotional understanding in the face of AI-driven changes.

To learn more about everything Outbound Contact Center, read more posts at regal.io/blog or email us at [email protected].

Join us in this episode as Alex Levin, Co-Founder and CEO of Regal.io, and Gregg Johnson, the CEO of Invoca, discuss the dynamic intersection of digital marketing and human interaction in modern revenue operations. Gain valuable insights into how brands are navigating the challenges and opportunities posed by the evolving landscape of customer engagement.

Main Topics Covered:

• The Evolving Landscape of Customer Engagement:
  • Explore the changing dynamics of customer interaction in the digital age.
  • Understand the challenges and opportunities faced by brands in driving revenue through various channels.
• Connecting Digital Marketing and Human Interaction:
  • Uncover the importance of bridging the gap between digital marketing teams and human interaction teams.
  • Examine how a cohesive approach can enhance customer acquisition and drive revenue.
• Data-Driven Insights in Customer Engagement:
  • Delve into the role of data in understanding customer behavior and preferences.
  • Learn how leveraging data can create a seamless and personalized customer experience.
• Transforming Contact Center Operations:
  • Discuss the impact of contact center teams on revenue generation.
  • Explore strategies for making contact center operations as trackable and measurable as e-commerce transactions.
• Challenges in Customer Care vs. Revenue Generation:
  • Contrast the maturity levels and orientations of customer care teams and revenue-generating teams.
  • Highlight the need for different metrics, processes, and technologies in revenue-focused contact center operations.
• The Future of Human Conversation in Revenue Operations:
  • Speculate on the future trends and changes in the industry over the next 5 to 10 years.
  • Discuss the potential integration and collaboration between digital and human interaction teams for more consumer-driven experiences.
• The Cost Perception of Human Interaction:
  • Challenge the misconception that human interaction is inherently expensive.
  • Illustrate how humans can be strategically and cost-effectively deployed in revenue operations.
• Organizational Adaptations for Tech-Driven Interactions:
  • Examine the need for organizational restructuring to align with technological advancements.
  • Discuss the potential collaboration between Chief Revenue Officers (CROs) and Chief Marketing Officers (CMOs) for effective tech-driven outcomes.
• Gregg Johnson's Three Passions:
  • Gain insights into Gregg Johnson's personal interests—Invoca, college football, and barbecue.
  • Learn where to connect with Gregg on social media platforms like LinkedIn and Twitter.
• Closing Thoughts:
  • Reflect on the importance of understanding the unique combination of digital and human interaction in today's business landscape.
  • Appreciate the impact of technology in creating more nuanced, personalized, and effective customer experiences.

To learn more about everything Outbound Contact Center, read more posts at regal.io/blog or email us at [email protected].

As Generative AI capabilities continue to improve, there are fundamental questions as to the role of AI in sales.  How should sales teams leverage AI? Can AI ever be indistinguishable from human sales agents? Or will humans fundamentally always still be involved in interfacing with customers? 

In this episode, Zack Kass, Former Head of GTM at OpenAI and Jake Saper, General Partner at Emergence Capital join Regal CEO, Alex Levin to discuss the ways in which AI will impact the role of sales reps. 

Here are the key takeaways from our conversation: 

1. AI is progressing much faster than most people realize. But regulation will likely slow down the development and adoption of AI, in much the way driverless cars have been rolled out slowly to prevent business goals from resulting in negative outcomes.
2. In the short to medium term, AI will be used as a means to augment existing sales professionals’ capabilities rather than to completely displace them. 
3. AI is a technology that will lift all boats. From the lowest performing sales reps to the rockstars, AI will be able to provide valuable coaching opportunities and unique sets due to the plethora of data it sits on top of. 

AI is a massive technology trend that has the potential to fundamentally change all knowledge-based industries. However, the way it makes its impact will largely vary depending on industry, use case, and the role that humans have in the work. 

In this episode you will learn: 

• How quickly will AI be able to do the selling instead of a human?
• What are the limiting factors to AI being adopted across the industry? 
• Is the proliferation of AI ultimately going to be good for customers?

To learn more about everything Outbound Contact Center, read more posts at regal.io/blog or email us at [email protected].

As more healthcare companies move online, there will be fundamental changes in how they think about engaging with their customers and the role that software plays in this digital transformation. 

In this episode, Regal.io’s CEO Alex Levin interviewed Jeffrey Nadel, CEO of Assure Health. Assure Health’s mission is to empower patients and providers with people-focused, technology-enabled chronic disease management. They close the gap between doctor’s office visits by combining real, dedicated, and accessible care providers with easy-to-use technology. 

Here are the key takeaways from our conversation: 

1. Healthcare is moving online to telehealth, which will create distance between patients and the relationship they have with their providers. What used to be regular hour-long sessions with a doctor is being trimmed down to 4 minutes a year. 
2. With the proliferation of consumer wearables and ongoing testing, healthcare companies have more data about the customer than ever. 

These two major trends pose a challenge for the traditional healthcare model. This, however, is exactly where software shines – by helping medical professionals to reach out to patients with timely and personalized messages. 

‍Here are some other interesting points made in the discussion: 

• The traditional data models that existed in retail are not suitable for high consideration brands. As more high consideration brands move online, this will present a major challenge to automating their sales and marketing efforts. Simply having email addresses is not enough for these complex sales motions. 
• Human beings should be kept in the loop. The doctor who is uniquely qualified to have that conversation with a patient should not be automated away. The role of technology should be to provide them with superpowers instead of replacing them. 

‍

In this episode you will learn: 

• How do high consideration brands think about their sales and marketing motions?
• How can a customer data model help you effectively market to your customers?
• What is the role of technology and automation in healthcare?

To learn more about everything Outbound Contact Center, read more posts at regal.io/blog or email us at [email protected].

In this episode, we had the pleasure of discussing these topics with the founders of Braze and Care/Of. Braze (NASDAQ: BRZE) is a customer engagement platform built for marketers that delivers cross-channel experiences at scale. Care/of is a personal health and wellness brand that creates a help plan with personalized vitamins and supplements that help you feel your best.

Here are the key takeaways from our conversation: 

1. Growth at all costs has been thrown out the window. Marketers now must focus on organic acquisition and customer retention, not just paid acquisition.
2. Relentlessly focus on the point of conversion. This requires orchestrating messages across multiple channels with event-based capabilities. 
3. It’s very expensive to build your marketing infrastructure yourself. You will likely need to find a best-in-class vendor as you scale.

In this episode you will learn: 

How do you identify the right marketing channels for your business?

How do you best engage with your audience at various points in the conversion cycle?

How do you build the appropriate marketing stack and team to drives customer growth and customer retention?

To learn more about everything Outbound Contact Center, read more posts at regal.io/blog or email us at [email protected].