Track 5: Beyond CRM
Napa
All leads are not created equal. Learn how to automate lead qualification and lead nurturing with SugarCRM and Pardot. This session will cover strategies on how to shorten the sales cycle with automated lead qualification processes; reduce marketing spend with lead nurturing; identify and prioritize qualified leads and align sales and marketing goals across the entire customer buying process.
Derek Grant, Vice President of Sales, Pardot
Derek Grant is responsible for sales, business development, and partnerships at Pardot, the lead management automation vendor ranked number 1 in total cost of ownership by Forrester Research. Prior to his three-year tenure at Pardot, Derek spent seven years representing B2B technology and healthcare solutions, most recently as a Business Development executive at a Central Florida hospital. Prior to that, Derek served as a Regional Sales Representative at Datamaxx, where he sold enterprise software solutions to law enforcement and state criminal justice agencies. As the head of Pardot sales, Derek has played a major role in building Pardot's customer targeting and acquisition processes, propelling the brand to a leadership position in the marketing automation space. Derek holds a bachelor's degree from Florida State University and is a native of Tallahassee, Florida.
Napa
As cloud computing continues to evolve, enterprise content management (ECM) is already reaping the benefits of a true cloud architecture. In this session, John Powell, CEO of Alfresco Software, will outline the keys to successful ECM cloud deployments with examples of real-world, enterprise-level implementations highlighting the advantages of moving content to the cloud as well as the hybrid architectures that many enterprises require.
John Powell, CEO, Alfresco
John Powell is President and CEO of Alfresco and has 25 years of enterprise software sales and operations experience. Prior to Alfresco, John was responsible for running worldwide operations at Business Objects®. During his tenure, Business Objects grew at 50% per annum to $415m and a market capitalization in excess of $6B. Business Objects was subsequently acquired by SAP for $6.8B. Powell founded Business Objects UK in 1991, and built the UK organization and then the global organization into the most successful Business Intelligence player worldwide. Prior to joining Business Objects, Powell worked in sales management positions at Oracle® and Comshare®. He has a BS First Class from Birmingham University.
Napa
Contivio.com’s Contact Center in the Cloud has revolutionized the market…if you have access to a browser and a headset, you can be up and running with an enterprise level contact center within minutes…including integration to any version of SugarCRM, whether vanilla or customized, hosted or on-premise! Delivered as a toolbar inside your browser or driven via any VoIP phone, Contivio.com provides inbound and outbound multi-channel (voice, email, fax, SMS and voice mail) capability with the advanced contact center functionality of million dollar systems yet is incredibly easy to maintain and support. Our patent protected “Angels” middleware is an intelligent suite of “robots” that learn how humans use software, providing unparalleled integration, IVR workflow and automation to any version of SugarCRM.
Simon Butler, Chairman & CEO, Contivio
Simon has a strong history of growing and managing companies for value in the United States and Asia Pacific having held various "C" level positions within the corporate sector and partner positions in investment banking and private equity where he specialized in mergers, acquisitions and private equity placement. Over the past decade he has been operationally focused growing a number of technology firms to multi-million dollar EBIT lines and completing various trade sales. Simon is the Executive Chairman and CEO of Contivio.com, Chairman of eOne Solutions (the largest global Microsoft Dynamics ISV with over 14,000 companies using its products) and is also a director of a number of other successful organizations. Simon holds bachelor degrees in Law and Commerce.
Napa
The ubiquity of the web and now mobile applications notwithstanding, 80 percent of customer-to-business contacts still take place over the phone. When people need help, they pick up their phone. But when they do, they encounter at the other end of the call an Interactive Voice Response (IVR) system that embodies the opposite of customer care: they encounter customer abuse. The caller suffers through long prompts, is given menu options they don't care about, are made to wait, and then are often routed to the wrong agent. In this talk, Ahmed Bouzid will discuss how Angel.com's integration with SugarCRM has helped Angel.com implement Caller First™ applications – highly usable applications that put the needs of the caller as the highest consideration during the application’s design. The session will show examples of how call personalization shortens calls and increase first-call resolution when automating tasks that can be easily accomplished over the phone. It will also show how Angel.com’s integration with SugarCRM enables agents to efficiently handle callers by leveraging information during the routing process and by presenting agents with information retrieved from SugarCRM prior to routing the call. Finally, the session will explore how Angel.com’s newly launched reporting can help detect call pattern usage and how such information can inform the Voice User Interface designer make continual, incremental improvements to the application to optimize the application's usability.
Ahmed Bouzid, Dir. Product Management, Angel.com
Dr. Ahmed Bouzid heads the Product group at Angel.com. He is tasked with the mission of providing Angel.com with the ability to deliver rich on-demand and fully hosted solutions that are highly usable. Dr. Bouzid has over 10 years of experience in the fields of Speech and Natural Language Processing industry and has written extensively on Voice User Interface design and Natural Language Processing. He is the author of "The Elements of VUI Style: A Practical Guide to Voice User Interface Design," slated for publication in April 2010.
Napa
Formulating a Customer Relationship Management (CRM) strategy is a lot like dating. It can be fun but it can also be a lot of work to find the right match. What types of people are right for you? What types are clearly not worth your energy? Successful companies need to figure out whom to target and what attracts customers to you have. This session will examine how to build successful CRM relationships where both partners work toward the best possible understanding of the other and themselves. It will show how properly formulated CRM initiatives reap understanding not only of your customers, but also of your business. And how advancing both of these goals will lead to the most productive, satisfying and enduring customer relationships.
Greg Nelson, Director of Customer Engagement, agencyQ
Greg Nelson is head of the customer engagement and loyalty practice at agencyQ, a full-service digital marketing agency based in Washington, DC. Greg offers his vast experience in conceptualizing and implementing ROI driven integrated marketing programs for Q’s clients. He has helped companies such as Nextel, US Airways, Carlson Hospitality Worldwide, MCI, Delta, Fedex Kinko’s and Revolution Health develop CRM initiatives that build customer relationships, drive market share and increase brand loyalty. He is a graduate the Cornell School of Hotel Administration.
Napa
CPX Interactive has customized and extended SugarCRM from its core Customer Relationship Management features to include Supplier Relationship Management, Proprietary Transactional Workflows, Internal Controls, Integration with Financial Systems (Epicor), Business Intelligence Systems (Pentaho) and Proprietary Systems (CPX adROIt ad server). These enhancements have made Sugar the primary operational system for all CPX employees worldwide. The session will review the CPX system and will focus on how and why CPX chose to enhance SugarCRM as opposed to implementing or building an alternative solution. The session will also include several guidelines for other companies to utilize in implementing SugarCRM as a Transactional Platform.
Sid Fein, Executive Vice President, Technology, CPX Interactive
Sid has over twenty years of experience in implementing technical solutions at organizations including Siemens Corporation, Itochu International, Town Sports International/New York Sports Clubs and Columbia House. He has led multi-national development teams in building massive web-based applications. At CPX Interactive, Sid has led a multi-year development of an ad serve which can serve more than 100,000 targeted ads per second. Sid holds a Bachelor of Science in Technology and Marketing from NYU and an Executive MBA from Hofstra University.
Napa
Data as a Service (DaaS) is quickly transforming the data industry just as SaaS transformed the software industry—and Jigsaw CEO Jim Fowler is at the forefront of this data revolution. Join him as he explains the DaaS movement and how continuously updated business intelligence will become your company’s key competitive advantage. Saving you time, money and sweetening your sales!
Jim Fowler, CEO, Jigsaw
As Chief Executive Officer, Jim Fowler provides direction and leadership toward the achievement of goals and objectives at Jigsaw. A veteran sales executive, Jim has more than 12 years selling software for marketing and collaboration applications. Before starting Jigsaw, Jim served as VP of Sales at Digital Impact (DIGI), Paramark and TightLink. In these roles, he built sales departments from the ground up focusing on sales strategies and processes. He was able to leverage his experience as an outstanding sales manager at Personify and NetGravity. Prior to his career in software sales, Jim owned and operated Lookout Pass, a ski resort in Idaho. He also served in the US Navy as a Diving and Salvage Officer. Jim graduated from the University of Colorado.
Napa
Do you work in a “data-hungry” organization? Are your SugarCRM users constantly requesting new ad-hoc reports, dashboards and analyses? If you answered “yes” to either question, you need an introduction to BIRT, the fastest growing open source data visualization technology. This session will provide an overview of BIRT (Business Intelligence and Reporting Tools) technology and show how you can extend SugarCRM’s reporting capabilities by leveraging BIRT’s flexible data access, rich visualization formats, and end-user interactivity. We’ll walk through how you can use BIRT to get an integrated view of SugarCRM data across multiple types of records and enable end users to create ad-hoc reports in a self-service manner.
Vijay Ramakrishnan, Sr. Director of Marketing, Open Source Strategy Group, Actuate
As Senior Director of Marketing at Actuate, Vijay Ramakrishnan brings more than 15 years of experience in high technology and enterprise software. Ramakrishnan is responsible for marketing and building community around Actuate's BIRT product line, which is based on technology from the Eclipse Business Intelligence and Reporting Tools (BIRT) project. Prior to joining Actuate, he held various roles of increasing responsibilities within sales and product marketing departments for companies such as Oracle and Yahoo! Ramakrishnan holds a B.S. in Computer Science from Stanford and an MBA from the University of California Berkeley.
Napa
Smartphones, 4G and the mobile cloud are rapidly changing the way people work. Wouldn't it be great to access rich SugarCRM data on a wide range of mobile devices? But it is still a nightmare to build native apps for all of the mobile platforms. Funambol's new open source mobile web 2.0 framework enables developers to build SugarCRM apps for scores of mobile devices, much more easily and quickly. They can use familiar web 2.0 technology such as Javascript and AJAX, instead of mastering the intricacies of multiple mobile platforms, as well as Objective C, C++, Java ME and other low-level dev tools. Combined with an open source community approach, such as Phil Shotton's connector project for mobilizing SugarCRM with Funambol, you have the best open source approach for mobilizing SugarCRM.
Fabrizio Capobianco, CEO, Funambol
Fabrizio Capobianco is CEO of Funambol, Inc., the leading provider of open source mobile cloud sync and push email solutions for billions of phones. Fabrizio has extensive expertise in the mobile industry, with work experience that includes Reuters and Tibco. He is a successful entrepreneur, having founded the first Italian Web company in 1994 as well as a developer of an information portal with customers that included Kraft, Novartis, Italian Broadcasting Television and the Italian Stock Exchange. Fabrizio has taught university courses on mobile and holds a Ph.D. in computer science from the University of Pavia, Italy, with a focus on usability. He has been recognized as a top '40 under 40' high tech leader and a mobile visionary. He writes a blog that was voted among the best in the industry by FierceWireless. He is also a renowned industry speaker who has spoken at numerous mobile conferences around the world, including GSMA Mobile World Congress and CTIA.
Napa
Do you have a heavily customized SugarCRM system? When a customization requires code-level changes, do you find yourself editing live code? Have you ever upgraded your SugarCRM instance, only to wish that you could revert back to a previous version? For nearly three years, Milsoft Utility Solutions has leveraged SugarCRM to streamline our businesses processes. Thanks to SugarCRM's Open Source architecture, we've heavily customized our system to fit our employees' needs. In this presentation, I'll cover everything you need to know about maintaining a heavily customized SugarCRM system in a multi-developer environment using free tools and resources to give you the confidence you need to provide your SugarCRM users the best experience possible.
Chad Hutchins, Business Development Web Specialist, Milsoft
Chad Hutchins is a self-taught web developer who works as a Business Development Web Specialist at Milsoft, focusing on maintaining and improving the company’s internal systems. An entrepreneur at heart, Chad has a passion for developing useful web application, many of which can be found at www.bigtechonions.com. Chad was raised in East Texas and graduated with a degree in Computer Science from Abilene Christian University.
Napa
2010 is the year of the API. The reason for this is the need to go beyond the browser and address customers where they already spend their time - in social and mobile channels - beyond the scope of your ability to segment, market, campaign, and manage them. The way to do this is via APIs that enable easy integration with your brand and product or service experience for the current generation of web and mobile developers. Developers are the new route to market, but how do you find them, enable them, and track the impact to your business? Come to this session to learn how to apply lessons from leading retail, telecommunications, and media companies to your business. Sam Ramji, VP Strategy for Sonoa , will share what the API leaders at Sears, Alcatel-Lucent, MTV Networks, and others have done to take advantage of the new indirect channel - APIs.
Sam Ramji, VP Strategy, Sonoa
Sam brings over 15 years of industry experience in enterprise software, product development, and open source strategy. Prior to Sonoa, Ramji led open source strategy across Microsoft. He was a founding member of the AquaLogic product team and has built large-scale enterprise and Web-scale applications, leading the Ofoto engineering team through its acquisition by Kodak. Other experience includes hands-on development of client, client-server and distributed applications on Unix, Windows and Macintosh at companies ranging from Broderbund to Fair Isaac. Sam holds a Bachelor of Science degree in Cognitive Science from the University of California at San Diego, and is a member of the Institute for Generative Leadership.
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