Shows
Search PartyUpgrading the Finance Function: Critical for Lower-Middle-Market SuccessProfessionalizing the finance function of a lower-middle-market business is one of the most impactful forms of value-creation a new CEO can pursue, according to a panel of Entrepreneurship-Through-Acquisition (ETA) market experts.
To learn the importance of the finance function in ETA investments, Search Party convened a conversation between Anthony Walker, Managing Partner at Next Coast Legacy, Sam Swan, CEO of TaskRay, Eric Lougher, CFO/COO of TaskRay, Emily Young, Transaction Advisory Manager at Boulay and Jake Bitz, Consulting Controller at Boulay. TaskRay is an ETA-backed SaaS company that saw its operations transformed when it brought on board...2025-05-1223 min
My Biggest LessonBlakely Graham: Prioritizing People for Sustainable GrowthThis week Adam speaks with Blakely Graham, the co-founder and former CEO of TaskRay, the leading software product for managing the post-sale customer experience. Under Blakely’s leadership, TaskRay grew from a bootstrapped startup in her basement to a mission-critical enterprise application with marquee customers including Salesforce, Domino’s, and GE Healthcare. Salesforce recognized her contributions to their ecosystem by awarding her the MVP Hall of Fame designation. On this episode Blakely talks about her early experiences with dot com startups and Starbucks, her perspective on the magic of the Colorado ecosystem, and a powerful lesson on the impact of crea...2023-09-2824 min
How We Got ThereHow We Got There: Andrew Walker, Founder of Sanitas AccountingIn today’s episode of How We Got There, I talk with Andrew Walker, who is the Founder at Sanitas Accounting. I consider Andrew a friend after our time together at TaskRay where he was our full-time CFO after starting as a fractional CFO. His business is now focused on helping smaller software companies with accounting and finance so they can focus on running their business.
We reminisce about our learnings alongside each other at TaskRay (where I headed up sales along with other revenue activities) from when he joined the business, including what he...2023-09-0621 min
CXO ConversationsSeason 5 of CXO Conversations starts next week!Upcoming interviews include Eric Lougher, of Taskray who discusses the role of today’s CFO and Board relations, CEO Raphael Crawford Marks on the transition from Founder to CEO, and Chris Younger, successful executive and CEO of Class VI Partners on advice to CEOs. Other guests include Jay McMullen, a Chief revenue Officer who decided to accelerate his career by switching from industrial materials to start ups and , Carla Fowler, an MD who pivoted to C suite Executive coaching who about getting outside of your comfort zone and be willing to try new things. I’m truly...2023-03-1601 minCXO ConversationsSeason 5 of CXO Conversations starts next week!Upcoming interviews include Eric Lougher, of Taskray who discusses the role of today’s CFO and Board relations, CEO Raphael Crawford Marks on the transition from Founder to CEO, and Chris Younger, successful executive and CEO of Class VI Partners on advice to CEOs. Other guests include Jay McMullen, a Chief revenue Officer who decided to accelerate his career by switching from industrial materials to start ups and , Carla Fowler, an MD who pivoted to C suite Executive coaching who about getting outside of your comfort zone and be willing to try new things. I’m truly...2023-03-1601 min
Salesforce Developer PodcastJavaScript and Careers with Lisa WhiteLisa White is a Software Engineer over at TaskRay. Over the years, Lisa has tried out a variety of careers and had to make many career decisions. Throughout her experiences, she learned JavaScript and eventually found her way to TaskRay. In this episode, I sit down with Lisa to talk about her journey. She tells us the story of how she got into software engineering, learned JavaScript, and developed her career from there. She also gives some great advice for those who are junior developers looking to get into this field. Show Highlights: How...2022-12-2638 minHow We Got ThereHow We Got There: Jon Schultz, Director of ISV Sales at SalesforceIn today’s episode of How We Got There (which was recorded earlier this year), I talk with Jon Schultz, who is a Director of ISV Sales at Salesforce. Jon has spent his career in partnerships, including the last 6 years at Salesforce. He got a PAM role at Salesforce after moving with his now wife across the country without a job! His team works with horizontal ISV partners who are high growth partners and/or partners who have been in the ecosystem for a long time. His team serves native, high growth, and enterprise partners in the ecosystem.
...2022-08-1133 min
Anablock PodcastInterview with Mike Davis, founder of GTM GuidesThe newest guest on our podcast is Mike Davis, founder of GTM Guides. If you’re wondering what GTM means, it’s short for Go-To-Market. Their job is to help ISVs successfully navigate the Salesforce ecosystem.
Mike has worked within this ecosystem for over a decade and gained impeccable knowledge of how it functions.
As a natural leader, he strives for excellence, doing his best and achieving results. That’s why he has spent most of his career as a sales and alliances leader.
Join our podcast to get inspired and learn more about...2022-08-0445 min
Le Podcast de la Vente B2B35. Bien paramétrer les outils | Antoine Leprince, Revenue Operations @ EasyMovie (Les Sales Ops #5)Antoine Leprince, Revenue Operations chez EasyMovieAujourd'hui on se retrouve pour un nouvel épisode des Sales Ops.L’émission où j’interviewe des Sales Ops pour te faire découvrir ces nouveaux métiers.Les outils qu'Antoine et son équipe utilisent :- CRM : Salesforce- Plateforme de Sales Engagement : Salesloft- TaskRay : gestion de projet des CSMInscris-toi à la newsletter gratuite :Tu veux plus de contenu sur la vente comme celui-ci ? Rejoins 786 autres commerciaux aujourd’hui :https://thesalesgame.substack.com/welcomeTu recevras du contenu sur l...2021-06-1041 minHow We Got ThereEric Wu, Co-Founder of TaskRayEric Wu shares TaskRay's journey in the Salesforce ecosystem over the last 10 years and touches on what he has learned about himself along the way.
I hope you enjoy and if you want to hear more from Eric from TaskRay, check out his podcast called Feeling Felt.
This episode is brought to you by Codescience. CodeScience is a founding member of the Salesforce Product Development Outsourcer program. The only Master PDO, CodeScience helps businesses thrive on the AppExchange by guiding them through the full solution lifecycle, from building to commercialization and deployment. CodeScience has helped...2020-12-0842 min
Uncharted Podcast#38 Mike Davis, The Leading KPIs To Best Measure Channel Partner EngagementThis week’s episode features Mike Davis.
Mike has been navigating the Salesforce ecosystem for over a decade and has developed a deep knowledge of what works within it. His experience includes time at Xactly, Conga, and TaskRay. While the majority of his career has focused on the revenue side of the house—specifically in sales and alliances leadership—he has experienced every functional aspect of the Salesforce ecosystem. When Mike isn’t talking to customers and coaching the team, you can find him skiing, cycling, mountain biking, camping (in his VW van), playing soccer, scuba diving or cheer...2020-09-1237 min
The Customer Onboarding PodcastThe Neuroscience of Customer Onboarding with Donna Weber (Founder, Springboard Solutions)In this episode, Jamie Cole (Chief of Staff, TaskRay) sits down with Donna Weber (Founder, Springboard Solutions) to discuss the neuroscience behind customer onboarding, how to approach customer issues psychologically and more.2020-06-2246 min
The Customer Onboarding PodcastOnboarding as a Value Accelerant with Shannah Van Winkle (Principal, Van Winkle Consulting)In this episode, Jamie Cole (Chief of Staff, TaskRay) sits down with Shannah Van Winkle (Principal, Van Winkle Consulting) to discuss why onboarding can be an accelerant to achieving value realization, whether to hire technical vs relationship-based CSMs and more.2020-06-1542 min
The Customer Onboarding PodcastUnderstanding the Time to Value Equation with John Drinane (Sales Enablement Manager, Revenue River)In this episode, Jamie Cole (Chief of Staff, TaskRay) sits down with John Drinane (Sales Enablement Manager, Revenue River) to discuss the Time-to-Value equation, how to effectively communicate with customers and more.2020-06-0841 min
The Matt Sodnicar PodcastEric Wu: Co-Founder of Bracket LabsEric and I talk about his journey as co-founder of BracketLabs / TaskRay and the courage needed to be an entrepreneur. We cover the difficult process of layoffs, being a good project manager, and health issues in 2016 that ultimately led him to step away. We then go deep into inherited trauma, specifically the U curve of happiness, the work of Peter Levine, author of "The Body Knows the Score", somatic therapy, MDMA.
★ Support this podcast on Patreon ★
2020-06-061h 21
The Customer Onboarding PodcastRevolutionizing your Company Through Customer Obsession with Eric BerridgeIn this episode, Jamie Cole (Chief of Staff, TaskRay) sits down with Eric Berridge (Former Chief Customer Officer, Bluewolf - an IBM Company) to discuss how to transform any company with customer obsession, what to do when business needs and customer needs are misaligned, and more
Learn how to onboard customers faster, better, and with higher success. Leading customer support and customer experience leaders share their hard-won onboarding strategies that have enabled them to retain customers and increase their customer's life-time value. On each episode, your host Jamie Cole (Chief of Staff, TaskRay) uncovers how leading companies in SaaS, telecommunications...2020-06-0153 min
The Customer Onboarding PodcastWhy You Should Hire Both Technically-focused and Relationship-focused Customer Success Managers with Shannah Van WinkleIn this episode, Jamie Cole (Chief of Staff, TaskRay) sits down with Shannah Van Winkle (Principle, Van Winkle Consulting) to discuss why companies should hire a specific mix of technical and relationship-centered customer success managers, how to ensure onboarding is prioritized by your post-sales executives, and more.
Learn how to onboard customers faster, better, and with higher success. Leading customer support and customer experience leaders share their hard-won onboarding strategies that have enabled them to retain customers and increase their customer's life-time value. On each episode, your host Jamie Cole (Chief of Staff, TaskRay) uncovers how leading companies in SaaS...2020-05-2542 min
The Customer Onboarding PodcastHow to Establish Value Through Onboarding Success with Bernie Kassar (Chief Customer Officer, Xactly)In this episode, Jamie Cole (Chief of Staff, TaskRay) sits down with Bernie Kassar (Chief Customer Officer, Xactly) to discuss why companies should prioritize onboarding within their customer success strategy, what the future of customer onboarding can look like, and more.
Learn how to onboard customers faster, better, and with higher success. Leading customer support and customer experience leaders share their hard-won onboarding strategies that have enabled them to retain customers and increase their customer's life-time value. On each episode, your host Jamie Cole (Chief of Staff, TaskRay) uncovers how leading companies in SaaS, telecommunications, finance, and beyond ensure the...2020-05-1132 min
The Customer Onboarding PodcastDesigning a human-centric onboarding process with Stephen Poppe (Sr. Manager of CS, LabelInsight)In this episode, Jamie Cole (Chief of Staff, TaskRay) sits down with Stephen Poppe (Sr. Manager of Customer Success, LabelInsight) to discuss how to design human-centric onboarding practices, fostering creativity from your onboarding team, and more.
Learn how to onboard customers faster, better, and with higher success. Leading customer support and customer experience leaders share their hard-won onboarding strategies that have enabled them to retain customers and increase their customer's life-time value. On each episode, your host Jamie Cole (Chief of Staff, TaskRay) uncovers how leading companies in SaaS, telecommunications, finance, and beyond ensure the success of new customers. Jamie...2020-05-0440 min
The Customer Onboarding PodcastWhy Product and Onboarding Teams Should Collaborate with Ashvin Vaidyanathan (CCO, Gainsight)In this episode, Jamie Cole (Chief of Staff, TaskRay) sits down with Ashvin Vaidyanathan (CCO, Gainsight) to discuss why product and onboarding teams should collaborate, how to hire for onboarding leaders, and more.
Learn how to onboard customers faster, better, and with higher success. Leading customer support and customer experience leaders share their hard-won onboarding strategies that have enabled them to retain customers and increase their customer's life-time value. Your host Jamie Cole (Chief of Staff, TaskRay) uncovers how leading companies in SaaS, telecommunications, finance, and beyond ensure the success of new customers. Jamie and guests discuss onboarding best practices...2020-04-2042 min
The Customer Onboarding PodcastWhy 70% of Churn Occurs Because of the Customer's First 90 Days with Dan Steinman (Chief Evangelist, Gainsight)In this episode, Jamie Cole (Chief of Staff, TaskRay) sits down with Dan Steinman (Chief Evangelist, Gainsight) to discuss why 70% of churn happens because of the customer's experience in the first 90 days, how to build a successful hand-off process, and more.
Learn how to onboard customers faster, better, and with higher success. Leading customer support and customer experience leaders share their hard-won onboarding strategies that have enabled them to retain customers and increase their customer's life-time value. Your host Jamie Cole (Chief of Staff, TaskRay) uncovers how leading companies in SaaS, telecommunications, finance, and beyond ensure the success of new...2020-04-1354 min
The Customer Onboarding PodcastThe State of Customer Onboarding with Blakely Graham (CEO, TaskRay)In this episode, Jamie Cole (Chief of Staff, TaskRay) sits down with Blakely Graham (CEO, TaskRay) to discuss the current state of customer onboarding, how to measure onboarding performance, and more.
Learn how to onboard customers faster, better, and with higher success. Leading customer support and customer experience leaders share their hard-won onboarding strategies that have enabled them to retain customers and increase their customer's life-time value. Your host Jamie Cole (Chief of Staff, TaskRay) uncovers how leading companies in SaaS, telecommunications, finance, and beyond ensure the success of new customers. Jamie and guests discuss onboarding best practices, innovative strategies...2020-03-3032 min
The Customer Onboarding PodcastComing Soon - The Customer Onboarding Podcast with Jamie Cole (Chief of Staff, TaskRay)The Customer Onboarding Podcast is coming soon to Apple Podcasts, Stitcher, Spotify, and wherever you listen.
Join our host Jamie Cole, Chief of Staff at TaskRay, as she uncovers the hard-won lessons in customer onboarding from leaders of innovative brands in SaaS, telecommunications, franchise development, healthcare and beyond.
In each episode, Jamie and guest will equip you with a playbook to optimize your current customer onboarding program including strategic initiatives to implement cross-functionally, tactical tips to help your team become more effective, and collaborative initiatives to ensure cohesion between departments.
Subscribe today to catch the first episode and stay-up-to-date with...2020-03-0200 min