Templates for SCs

I create and sell templates for SCs.  Save hours of effort formatting docs, and jump straight into the fun work of creating.  I have templates and examples for SCs and leaders:
1.  Demos 
2. Discovery
3. Working with your AE
4. Interview processes and feedback forms 
5. Team skills 
6. Assessments - score sheets
7. More to come

Founder

PreSales Collective

Advocate for PreSales Collective, create content, and build community.

PreSales Collective Ambassador

Eightfold

Director Solutions Consulting, West and Central 

Mission: the right career for everyone in the world. Eightfold.ai is the industry's first Talent Intelligence Platform that transforms how you hire, retain, and grow a diverse workforce.  Talent Management, Talent Acquisition, and Talent Intelligence.

Director Solutions Consulting, Install Base & RFP

#GirlsClub

#GirlsClub is committed to changing the face of sales by empowering more women to earn roles in leadership. We are a community of support and encouragement that will shine a light into corners where scarcity may still exist. We value inclusion, education, hard work, and spirit. We believe in the power of role models and integrity as passionately as we do authenticity and imperfection. Ask me about #GirlsClub today!

Mentor - sales leadership

Clari

Sr Manager Sales Engineer, Customer Growth

Manager, Sales Engineering for Customer Growth

We’re on a mission to help companies realize their fullest potential by transforming their revenue operations to be connected, efficient and predictable.

Manager, Sales Engineering for Global Enterprise & Strategic

Clari’s Revenue Operations Platform improves efficiency, predictability, and growth across the entire revenue process. Clari gives revenue teams total visibility into their business, to drive process rigor, spot risk and opportunity in the pipeline, increase forecast accuracy, and drive overall efficiency. Thousands of sales, marketing, and customer success teams at leading companies, including Okta, Adobe, Workday, Zoom, and Finastra, use Clari’s execution insights to make their revenue process more connected, efficient, and predictable. Visit us at clari.com and follow us @clari on LinkedIn.

Lead Sales Engineer - Enterprise and Strategic Accounts

The most successful sales teams run on Clari, from opportunity to close. With Clari’s artificial intelligence-enabled platform, sales reps know where to focus, managers can immediately spot risk in pipeline, and execs forecast with confidence. Industry-leading companies like Box, Juniper Networks, Symantec, Okta, Palo Alto Networks, and Hewlett Packard Enterprise use Clari to make better decisions based on actual sales rep and prospect behavior and to close more deals predictably. 

Our mission is to set our customers up for tremendous success by transforming the way they sell, make decisions, and grow.

My mission is to make it easy for you to see your path to Rockstar status.

Sales Engineer

Protege

Apttus

Don't be the same. Be better.

West Commercial and MidMarket - Feb 2016 - present
MidMarket US - Jan 2015 - Feb 2016

Manage 8 Sales Engineers to close 61 new deals in 2015
Won 7 new deals in Q4 of 2015
Interview new Sales Engineers, growing the team from 7 to 100+ in three years
Train Sale Engineers and other teams about Apttus products and how to demo them
Lead the daily demo webinar program to qualify leads 
Apply data collection and reporting standards

Manager, Sales Engineering

My day to day consists of:
Support the sales team by providing standard demos
Lead discovery calls
Engineer and present custom demonstrations
Solution standard demonstrations for SE team use
Train new sales hires
Develop the infrastructure for the SE  teams

Intacct Corporation

Our sole focus is on building amazing professional-strength financial management and accounting applications that fit into your existing business infrastructure and integrate well with the key applications you use to run your business—giving you the freedom to choose and deploy the best applications for each of your departments.

My responsibilities include:
Administered 8 cloud apps including Salesforce.com (SFDC)
Developed custom applications in SFDC to solve challenges across departments like
tracking education registration and certification for partners
Implemented new app exchange apps
Optimized and delivered training program for new hires and long term employees
Advised on best practices for Direct and Channel Sales, Support, Marketing,
Engineering and the Education team 
Enforced data quality controls reporting standards
Responsible for complex customer and partner portals

Business Systems Manager

Clearwell Systems (acquired by Symantec)

Clearwell delivers the industry's leading enterprise-class e-discovery management solution that enables corporations and law firms to manage all of their legal, regulatory, and investigative matters with a single, easy-to-use application. With Clearwell, attorneys, litigation support professionals, and forensics teams accelerating early case assessments, culling-down data by up to 90%, increasing review throughput, reducing movement of data across multiple tools, and improving the defensibility of their electronic discovery process.

My responsibilities include:
- Manage the business systems (like SFDC, Jive, Marketo, SharePoint and NetSuite) so that Clearwell can continue to expand and scale
- Collaborate with executives and mangers to solve complex challenges
- Identify business processes for improvement or automation
- Project manage 15 + optimizations across systems and business teams including installing Appexchange apps and building custom solutions
- Deliver reliable reports and dashboards for Marketing, Sales, Support, and Finance
- Create training program to provide best practice guidance to users
- Track and ensured optimal usage of the systems

Kapow Technologies

Kapow provides industry-leading technology for accessing, enriching, and serving real-time, noise-free web data — no coding required.

My responsibilities include:
- Sales and Marketing Operations
- Purchasing and Administering software across departments
- Salesforce.com Administrator
- Marketo.com Administrator
- Database Marketing
- Tradeshows
- Webinars
- Email Marketing
- Lead Nurturing
- Event Planning
- Developing and Executing Lead Gen Campaigns
- Purchasing and Managing Online Media Assets
- Planning the Yearly Company Kickoff

Marketing Manager

Kapow provides industry-leading technology for accessing, enriching, and serving real-time, noise-free web data — no coding required.

My responsibilities include:
- Calling and qualifying marketing leads
- Sales Operations
- Purchasing and Administering Tools across departments
- Salesforce.com Administrator
- Marketo.com Administrator
- Database Marketing
- Tradeshows
- Webinars
- Email Marketing
- Lead Nurturing
- Event Planning
- Executing Campaigns
- Hiring Assistance
Planning the Yearly Company Kickoff

Marketing Specialist

PreSales Pioneer

A proven Presale leader with the heart of a teacher and the mind of a student.  I build templates for SC's and SC leaders in my spare time.  Templates help you stay consistent and organized.  This is how I share my lessons learned from over a decade in the Saas industry.

As a SC Director, I take a people first approach to leadership.   I help my team win more deals faster by  establishing processes for easier and repeatable wins.   

When I'm not in the office I'm snowboarding in Tahoe or spending time with my young family and dog.

Experienced in: Sales Engineering, Solutions Consulting, SE, SC, Presales,AI, Templates, Startups, B2B, Saas, Sales, Operations Public Speaking, Eightfold, HR software, Hiring, Install based selling, Clari, Forecasting, Revenue Operations,  Salesforce.com, Quote to Cash automation, Marketing automation, enterprise software sales, lead management, email marketing, identifying new opportunities, event planning, customer success, webinar management, training, business systems, process development and more.

Taplio

Diana Cappello's Linkedin Analytics

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Taplio

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Diana Cappello's Linkedin Analytics