Fight Churn and Enhance Visibility with a Single Source of Truth

Virtual Roundtable: Fight Churn and Enhance Visibility

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Most service cloud solutions aren’t hosted in the same platform as your organization’s sales cloud, resulting in separate databases, obstructed views of the customer, and limiting your ability to fight the customer churn plaguing the market.

Watch an engaging webinar on all things customer service. Hear from various speakers, including guest customer speaker J.D. Mulliken, CIO of Paytime Payroll. You’ll walk away with a more thorough understanding of:

The value of a 360-degree view that a business can only achieve with their customer service and sales force automation in the same platform.
What makes Sugar Serve different from other solutions, like its customization flexibility and no-code configuration capabilities that help you make it your own.
The Sugar Serve product roadmap, the product’s future direction, and where it could take you.
How a fellow customer is leveraging the Sugar platform to manage the end-to-end customer lifecycle.
How you can set your business up to address your business challenges and maintain customers for life.

Speaker Details

Eric Okimoto

Senior Director of Product Management at SugarCRM

Eric Okimoto is a distinguished professional with a career spanning 25 years, currently serving as the Senior Director of Product Management at SugarCRM for the customer service product Sugar Serve. With a robust background in business leadership, Eric ensures the product organization shares a unified product vision, strategy, and objectives for Sugar Serve. He is deeply committed to elevating product excellence and enhancing customer satisfaction by consistently delivering valuable and impactful capabilities.

Jonathas Meller

Senior Product Marketing Manager at SugarCRM

Jonathas Meller, Senior Product Marketing Manager at SugarCRM, is a seasoned marketing executive with 15+ years’ experience across notable companies like Endurance International Group, Locaweb, Tupperware, and Whirlpool. With dynamic leadership, he drives new product development, portfolio management, and strategic planning, while excelling in communication strategies and KPI-driven marketing execution.

J.D. Mulliken

Chief Information Officer for Paytime Payroll

J.D. Mulliken is the Chief Information Officer for Paytime Payroll, a recognized expert in information systems security with over 18 years of industry experience. He has led transformative technology initiatives, focusing on data governance and auditing capability for actionable business intelligence solutions. His expertise led to his selection of Treasurer and board member at Independent Payroll Providers Association (IPPA).

Chris Raffle

Co-Founder for Upsert

Chris Raffle, Co-Founder of Upsert, brings over 15 years of professional expertise to his role. Chris’s fervor for designing and delivering best-in-class solutions began with roles in customer service before leading him to embark on an entrepreneurial journey to establish Upsert. With a strong emphasis on fostering dynamic connections between companies and their clientele, Chris harnesses his extensive CRM knowledge and business leadership background to help companies succeed with their technology implementations.

Christian Wettre

SVP and GM, Sugar Platform for SugarCRM

With extensive experience leading diverse teams in marketing, sales, development, and service, Christian is a customer-focused leader who thrives on understanding client objectives, overcoming challenges, and leveraging technology to achieve success. Previously, he served as the President of W-Systems for 24 years. For the past three years, he has been instrumental in ensuring SugarCRM’s alignment with customer needs and delivering exceptional product experiences.

Brian Wise

Vice President Account Management, SugarCRM, AMERS

Brian Wise is a client-focused sales leader with a strong background in marketing and customer experience. Skilled in negotiation, sales strategies, and software solutions, he holds a Bachelors of Arts in Psychology from the University of New Hampshire. Currently the VP of AMERS Account Management at SugarCRM, Brian drives innovation in customer relationship management.