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Proactive adoption guides serve as an essential resource for transitioning toward a hybrid CS/Sales motion.How to think about guiding adoption? Use data and customer insights to identify trends, then start with a roadmap to track and measure critical adoption pathways.As frameworks for testing and guiding product adoption are not well defined, an iterative process is needed to develop a "command center", assess directional patterns, then test different "plays".Determining how end users adopt, and which documentation is relevant, can be difficult. There are hundreds of data points, and dozens of criteria, that lead to a plethora of adoption path permutations. CS solutions such as Catalyst, Planhat, SmartKarrot, Vitally with customer API's and can be customized to segment, score, and engage with new trial users during product adoption phase to increase retention. A robust adoption roadmap allows you to first define data sources (and destinations) adoption milestones, assess roadblocks, improve funnel metrics, and collaborate with end users to listen and understand before conversion to paid accounts. This is akin to a product guide dashboard that is also a precursor to a PQL.P-L Adoption is an opportunity engage engage end users with robust adoption pathways. Curious about how roadmap tools can help to track and measure adoption pathways? Let's exchange ideas.
Stages Northwest
View- Website:
- stagesnorthwest.com
- Employees:
- 10
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Client Services ManagerStages Northwest Feb 2024 - PresentPortland, Oregon Metropolitan AreaI work with event planners and producers to provide the best possible event staging equipment, pricing, and experience for single and multi-day events in the Pacific Northwest. -
Product Adoption GuideProactive Adoption Labs Dec 2021 - Apr 2022Portland, Oregon Metropolitan AreaHow to start guiding product adoption? Guiding starts first with understanding user pathways, milestones, and metrics and then aligning product analytics and customer insights with product adoption roadmaps.Modern CS+Data command centers allow your human product guides to engage with end users who are trialing your product, either short term or month-to-month, before committing to a long term contract. Some things to consider before building an adoption pathwaysData sources and destinations, dynamic segmentation, life cycle email automation, surveys, scoring, and user feedback. Adoption roadmaps allow you to design, build and rapidly test adoption pathways, evaluate adoption criteria, and then score adoption pathways based on your standards and criteria. Get started with an adoption roadmap to map events to metrics, and then start to facilitate customer feedback, and analyze content consumption to consolidate findings and then define critical adoption pathways.
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Middle Sales Funnel ConsultantOutbound Edge Dec 2018 - Dec 2021Portland, OregonDesigning and developing customized Account Alignment Plans to increase stakeholder engagement using lightweight SaaS opportunity managment tools that integrate seamlessly with your CRM. -
Founder And PrincipalOutbound Edge Jan 2017 - Nov 2021Portland, Oregon AreaTired of running into deal breakers? Start aligning sale process with your Internal Champions.I provide Account Alignment Plans in Kiite, Guru, and Airtable to increase stakeholder engagement. Each account plan is designed to help resolve complex problems, facilitate decision making, then focus on mitigating risk for transitional deals that are not Enterprise, but not transactional either.Account Alignment Plans are real-time interactive decision making tools customized to meet the needs of intermediate complex deals to define, align, and then collaborate with internal champions. -
Sales Process ConsultantOutbound Edge Jan 2017 - Dec 2018Portland, Oregon AreaPriority Prospecting Systems for Account Based Sales and Sales Development. -
Community ManagerSalesstack May 2015 - Dec 2021Portland, Oregon AreaAre you curious about testing account based lead flows that blend account level research, intent data, and social engagement to separate yourself from the pack of volume velocity sellers? We feature marketing and sales leaders that are blending data without breaking the bank on expensive tooling.As we unpack the complex ABM plays that Enterpries companies deploy, we're discovering new ways to blend data, and new plays that use that data. We're a smaller forum for emerging leaders to find your voice. -
Sales Enablement ManagerCience Apr 2017 - Jul 2017Portland, Oregon AreaDesigned and implemented a sales knowledge base using Guru to optimize access to sales assets and standard process. Knowledge base resulted in a more effective onboarding and ramp for new hires, and continuous improvement for individual contributors and managers. Sales content and process grouped by dept and employee role using categories and tags. -
Sales Enablement ManagerDiscoverorg Apr 2016 - Jan 2017Vancouver, WaIncreased capacity for DiscoverOrg customers to execute on their sales development process. Designed, created, and delivered a series of 10 sales development training courses to Enterprise SaaS Sales Development teams including Mesosphere, Turbonomics, and Bitium. Produced all content for second iteration of the TiLT Sales Development Training program. -
Conversation Analytics Account ExecutiveExecvision Oct 2015 - Apr 2016Portland, Oregon AreaIdentified systematic weaknesses across a broad spectrum of companies related to the standard discovery, demo, propose and close sales process. Increased awareness, shared insights, and consistently set meetings for executives to demonstrate the ability of the Execvision call recording platform to enable meaningful sales conversations using a systematic approach to call coaching. -
Account ExecutiveCreative Safety Supply Jul 2013 - Jun 2014Beaverton, OregonExceeded individual targets for B2B sales providing cost-effective solutions to manage risk, increase productivity, lower expense. 110% quota flipping national brands through competitive pricing. -
Account ManagerReply.Com Aug 2012 - Mar 2013Portland, Oregon AreaB2B client retention and revenue generator selling lead gen and digital marketing tools to SMBβs. Proved the value of integrating demand generation, marketing automation, and sales enablement tools. -
Project AccountantVignette Brand Communications Aug 2011 - May 2012Portand OregonIncreased operational efficiency, profit and client retention through collaborating on project bid sheets, progress reports, and financial project reports. Developed process for creative project development and management, including principles of internal branding across departments. -
Project AccountantPortland Energy Conservation Inc. Feb 2010 - Jan 2011Project accounting and revenue management for large energy efficiency projects. Project analysis including managing monthly receivables, analyzing cash flows for project portfolio, coordinating with project teams to improve revenue cycle for consulting projects, with a focus on large commercial refrigeration projects for grocery retailers. -
Project AccountantEnergy Conservation Training Company May 2009 - Feb 2010Portland, Oregon AreaAccounting and project management for energy efficiency training company. Provided careful preparation of monthly financials, cash flow analysis, and coordination with CPA for taxes and aquistion. Assisted in research and marketing efforts to close new contracts in West Coast.
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Consulting / TrainingAvanti Accounting Jun 2001 - May 2009Portland, Oregon AreaAccounting and financial statement analysis with a focus on project management and project accounting to increase operating margins, reduce overhead, and increase efficiency. Worked closely with general and specialty contractors to develop project bid sheets, overhaul project management and accounting, and collaborate with CPA's to file quarterly and annual tax returns.
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Customer Success ManagerCentury Link Apr 1998 - Apr 2001Portland, Oregon AreaHigh volume sales and service for a nine state service area. Collaborated with tech support and install teams to increase market share for DSL, wireless, and telephone communication services. Increased territory retention through education and training efforts.
Chris Ortolano π« Skills
Chris Ortolano π« Education Details
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Accounting
Frequently Asked Questions about Chris Ortolano π«
What company does Chris Ortolano π« work for?
Chris Ortolano π« works for Stages Northwest
What is Chris Ortolano π«'s role at the current company?
Chris Ortolano π«'s current role is Delivering Encore Experiences at Stages Norhtwest.
What is Chris Ortolano π«'s email address?
Chris Ortolano π«'s email address is ch****@****ack.net
What is Chris Ortolano π«'s direct phone number?
Chris Ortolano π«'s direct phone number is +150335*****
What schools did Chris Ortolano π« attend?
Chris Ortolano π« attended Portland State University.
What skills is Chris Ortolano π« known for?
Chris Ortolano π« has skills like Business Development, Account Management, Management, Project Management, Salesforce.com, Start Ups, Leadership, Strategy, Sales Motivation, Sales, Marketing, Community Development.
Who are Chris Ortolano π«'s colleagues?
Chris Ortolano π«'s colleagues are Dennis Russell, Adam Barry, Alex Depiero, Alex Depiero, Crystal Clark, Kris Snider, Anthony O'donovan-Zavada.
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Chris Ortolano
United States1verizon.net -
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Chris Ortolano
--Customer Management Professional. Possesses Strong Leadership, Interpersonal And Project Management Skills.Carbondale, Il -
Chris Ortolano
United States
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