Ahead of the Curve

Gerent

Whether it's CRM and ERP integration, smart factories, digital underwriting, or how small travel companies can rebound from the pandemic, Ahead of the Curve dives into the substance and surfaces with thorough discussions on how technology is shaping the Manufacturing, Insurance, Travel & Hospitality, Education, Healthcare, and Quality Management Industries.

  1. 02/04/2022

    AOTC EP 43 - Secrets to a Successful Salesforce Implementation

    Businesses in virtually every industry are finding tremendous value in deploying Salesforce within their organization. But with any new platform, software, or toolset, comes one major question for managers and team leaders: “How do I get my team to actually USE it?” An effective implementation can be the difference between a widely adopted solution and one that goes largely unused and eventually gets quietly shuffled off. In this episode of Ahead of the Curve, we take a deep dive into Salesforce implementation, from planning to training to deployment, and look at how managers and directors can ensure a successful digital transformation from the ground up. Key Ideas 01:56 - What should team leaders have ready on “Day Zero” of a Salesforce implementation 05:08 - How the digital transformation process is different for experienced businesses vs. those adopting a digital solution for the first time 11:13 - How managers can ensure a successful deployment with real, meaningful adoption 14:47 - The value in approaching implementation in “bite-size chunks” 17:35 - Managing the learning curve of a new solution while balancing a team’s day-to-day responsibilities 24:08 - Potential stumbling blocks during an implementation and how to avoid them Guest Bio Ravi Muntha Gerent’s Senior Vice President of Delivery Ravi brings over 25 years of towering experience in cloud-enabled enterprise transformations to his current role at Gerent, including 16 years at IBM, and over 8 years at Oracle consulting. He specializes in orchestrating highly productive and cost-effective delivery models by combining organizational design, financial transformation, and process improvement with leading-edge technology, both in the CRM and ERP space.

    AOTC EP 43 - Secrets to a Successful Salesforce Implementation
  2. 01/19/2022

    AOTC EP 42 - Top-Down Transformation - How Team Leaders Can Operationalize Big Change

    In theory, embracing digital transformation is one of the biggest steps a business can take to differentiate itself and adapt to a rapidly changing world. But in practice, digital transformation can often be a daunting proposition; one that requires leaders to rework processes, get team members in alignment, and bring in new technologies that, without careful management, might not be adequately adopted long-term. That’s where effective team leadership comes in. On this episode of Ahead of the Curve, we take a look at how managers and directors can lead the charge, align their teams on goals, processes, and the benefits of digitalization, and drive real, boots-on-the-ground change. Key Ideas 01:57: The starting point for teams looking to kickstart the digital transformation process 04:57: Key areas managers should focus on while guiding teams through digital transformation 08:26: When does technology enter the digital transformation equation? 10:49: Important criteria for teams to keep in mind as they get ready to adopt a new technology 12:44: The question of scale – how SMBs and enterprises approach transformation differently 16:09: How to identify a project champion, and how to bring them onboard to a project 20:47: Common stumbling blocks in digital transformation and how leaders can overcome them 25:19: Closing thoughts for managers considering digital transformation Guest Bio Anandhi Narayanan Gerent’s Senior Vice President of Strategy and Business Transformation in Manufacturing Anandhi brings over 17 years of experience in manufacturing, not just with technology, but with the people and processes that can lead to meaningful change. During her tenure in IT, she led digital transformations across finance, supply chain, operations and sales operations. For the past 4 years as a consultant, she has been leading cross cloud implementations, driving strategy and thought leadership for supply chain organizations in the Salesforce ecosystem.

    AOTC EP 42 - Top-Down Transformation - How Team Leaders Can Operationalize Big Change
  3. 12/01/2021

    AOTC EP 40 - Gerent Digital – A Full-Service Digital Customer Experience Agency

    It’s surprising to find a digital agency these days that was founded before the word ‘digital’ was in anyone’s vocabulary. Gerent Experience (formerly Gerent Digital) is just such an agency. The principals – Mike Simon and Gordon Forsyth – began their agency work 20 years ago. Not surprisingly, their company has evolved as technology has evolved to the point where, today, Mike and Gordon along with their 50 employees can offer Gerent customers a full-service agency built around customer DX. Gerent Experience is literally an all-inclusive digital agency with a single focus: provide blue-chip customer DX strategies, solutions, and products. In this episode, an interview with Mike Simon and Gordon Forsyth on the genesis of their agency and how it has evolved over the last two decades to maximize technology and push the boundaries of agency work. Key Ideas: 04:07 – Mike Simon on what digital agency work was like 20 years ago… 05:56 – …and what Gerent Experience does today with Salesforce products at the core 08:28 – Gordon Forsyth discusses how customer data now drives everything they do 12:25 – Gerent Experience’s unique selling proposition 16:53 – 3 case studies that illustrate Gerent Experience’s work for clients Episode Guests: ‍ Mike Simon Partner and Principal Consultant, Gerent Experience & DefinedLogic Mike Simon is a business and IT practice leader with over 35 years of experience in business and IT transformation, process excellence, managed business, and IT services. He previously served as the CIO of a global logistics firm and as the Global Solution Executive for IBM IT Outsourcing. In his current role as a partner and principal consultant, he strives to help clients realize the value of their digital investments through brand development, creative design, customer experience design, engineering, and analytics. Gordon Forsyth Senior Practice Lead, Gerent Experience With two and a half decades of experience in the digital marketing sector, Gordon is a seasoned marketing leader and strategist. In his current role as Senior Practice Lead, Gordon brings expertise in digital business strategy, product management, digital marketing, content management and analytics, with implementation experience across the Salesforce platform.

    AOTC EP 40 - Gerent Digital – A Full-Service Digital Customer Experience Agency
  4. 11/05/2021

    AOTC EP 39 - CPQ: Streamline the Process of Configuring, Pricing and Quoting

    Sales teams have been churning out customer quotes for as long as there have been salespeople in the field. Before the advent of quoting software, prices and quotes were generated manually on spreadsheets. As virtually all companies across all industries have come to realize, spreadsheets are slow, cumbersome, and prone to human error. In fact, the more complex the quote, the more the odds rise of errors creeping in to disrupt the selling process. And if a customer wants a quote immediately, well, forget it, it’ll take a few days. In this episode of Ahead of the Curve, we’ll hear from Gerent solution architect Lisa French on why Salesforce CPQ has been an absolute game-changer for sales teams around the world, allowing instant, accurate, and even complex quotes in the field while the sales rep is across from the customer. Guest Bio Lisa French openly admits to being a geek. She “speaks” a number of different computer languages, programs with them fluently and is one of Gerent’s top solution architects. Lisa specializes in Pardot and CPQ and is Salesforce-certified on both. She has nearly 20 years’ experience with Salesforce technology and programming, all of which she brings to Gerent every day. Key Ideas 01:57 – Why CPQ is a game changer for sales teams 04:08 – How CPQ allows sales teams to create complex quotes and pricing engines 06:28 – What happens when you can integrate CPQ with an ERP 10:43 – CPQ comes in two versions: Industries CPQ and Salesforce CPQ 13:11 – Is CPQ a user-friendly solution? 14:54 – Two case studies that prove CPQ’s worth

    AOTC EP 39 - CPQ: Streamline the Process of Configuring, Pricing and Quoting
  5. 10/19/2021

    AOTC EP 38 - Pardot: How It Generates Quality Leads For Marketing And Sales Teams

    There is plenty of technology available for marketing teams that can help generate leads. But when you begin to examine which technology generates quality leads, scored on their likely convertibility, and powered by AI, the choices narrow down dramatically. Pardot is one such technology that is a standout, head and shoulders above the others. Pardot is no Marketing Cloud, which is the pinnacle in marketing technology for tracking the customer journey but it’s not trying to be. Pardot makes it easy for marketing teams to provide strong, convertible leads to sales teams. And by “easy”, we mean easy to use, easy to implement and easy to determine quality leads. In this episode of Ahead of the Curve, we dig into Pardot with Gerent’s top Pardot implementation specialist, Lisa French, and discover why Pardot makes so much sense from a cost, UX, and results basis. Guest Bio Lisa French openly admits to being a geek. She “speaks” a number of different computer languages, programs with them fluently and is one of Gerent’s top solution architects. Lisa specializes in Pardot and CPQ and is Salesforce-certified on both. She has nearly 20 years’ experience with Salesforce technology and programing, all of which she brings to Gerent every day. Key Ideas 00:19 – What it is that makes Pardot such a productive tool 04:45 – Pardot is of benefit for both B2B and B2C marketers 05:58 – This is how Pardot separates itself from Marketing Cloud 09:50 – Pardot with Einstein AI tracks behavior scoring, lead scoring and generates campaign insights 15:16 – Case studies that prove Pardot’s worth

    AOTC EP 38 - Pardot: How It Generates Quality Leads For Marketing And Sales Teams
  6. 10/13/2021

    AOTC EP 37 - Marketing Cloud: Powerful But Complex. How Gerent’s Implementation Approach Works Best

    There is likely no more all-encompassing and muscular marketing tool available to marketers than Marketing Cloud from Salesforce. More than a dozen fully integrated applications reside under the Marketing Cloud umbrella. Taken together, the combination can deliver expansive yet precise marketing campaigns, driven by AI and automation. But it takes a substantial learning curve in order to fully grasp its capabilities. That’s why Gerent takes a unique approach to designing implementations. In this episode, you’ll hear Gerent’s solution architect and Marketing Cloud specialist, Ryan Clayton explain Gerent’s approach and why it works so well for clients. Guest Bio Ryan Clayton has been with Gerent for several years. He currently focuses on Marketing Cloud but his implementations, too numerous to count, have seen him working as a cloud architect, technical architect, and a senior developer success agent at Salesforce specializing in Marketing Cloud. He brings all that experience to bear for Gerent’s clients on a daily basis. Key Ideas 02:03 – What separates Marketing Cloud from Salesforce CRM? 03:46 – How Ryan helps clients tackle the complexities of Marketing Cloud 4:56 – The starting point: the four key components that work for most clients 12:02 – Why the Gerent approach of “crawl, walk, run” makes so much sense with Marketing Cloud 12:59 – The proof that Gerent’s approach works: three case studies

    AOTC EP 37 - Marketing Cloud: Powerful But Complex. How Gerent’s Implementation Approach Works Best
  7. 09/24/2021

    AOTC EP 36 - Salesforce Commerce Cloud: One-Stop Shopping For Both B2B and B2C Companies

    In 2020, consumers spent 375 billion dollars in the U.S. shopping online – give or take a few million. Much of that was driven by the pandemic and major online companies like Amazon and one or two others absolutely killed it. Because of the pandemic, more and more brick and mortar retailers were forced to the online marketplace – with great results. Today, ecommerce is so routine that the vast majority of consumers use it every day. There is now a shift into the business realm as companies are beginning to see how they can benefit from an online marketplace for their customers: distributors, wholesalers, and suppliers and how companies can find new outlets for their products or services in untapped markets around the world. In this episode, we’re going to look at Salesforce Commerce Cloud, a powerful product that has been designed to allow B2B as well as B2C commerce on the same platform and what’s involved in implementing it. Guest Bio Liam Huston wears two hats – as Gerent’s Practice Lead for Commerce Cloud and as a Solution Architect. Liam’s experience with online commerce stretches back more than 20 years. He has been a CTO, CEO, and company founder in the ecommerce field. He was a Demandware developer for Guthy-Renker, the global direct marketing giant and has also created the means for ecommerce platforms to integrate with beacons to create an enriched proximity-based consumer experience – what we now refer to as geo-fencing. Key Ideas 01:39 – Reasons why B2B companies benefit enormously from an online commerce presence 04:10 – What do businesses need to consider if they want to move to a B2B platform of operation? 06:43 – Why Salesforce Commerce Cloud eliminates the need for two different platforms: one for B2B and one for B2C 09:19 – The strengths that Salesforce Commerce Cloud brings to the table to drive revenues higher 17:35 – How an experienced implementation partner like Gerent can help guide and shape the client’s solution for optimal results

    AOTC EP 36 - Salesforce Commerce Cloud: One-Stop Shopping For Both B2B and B2C Companies

Ratings & Reviews

5
out of 5
7 Ratings

About

Whether it's CRM and ERP integration, smart factories, digital underwriting, or how small travel companies can rebound from the pandemic, Ahead of the Curve dives into the substance and surfaces with thorough discussions on how technology is shaping the Manufacturing, Insurance, Travel & Hospitality, Education, Healthcare, and Quality Management Industries.