Adding features to existing software often requires a great deal of hard work, but simplification can be an even more difficult process. Clate Mask is the CEO and Co-Founder of Keap, a CRM and sales and marketing automation platform focused on small business needs. On this episode, Clate speaks candidly about the company’s early days, which boasted a powerful but complex automation tool, and the challenges he and his team overcame in order to make the platform more accessible.
Tune in to learn:
- What Keap provides its customers (1:50)
- How Keap simplified its platform for small businesses (12:00)
- About “when/then automation” (23:55)
- Clate’s advice for aspiring entrepreneurs (25:40)
To view the episode transcript, please click here: Episode Transcript
About the Guest:
BIO: “I love building small businesses. I went to law school and business school, but I couldn’t get excited about going to work for a big consulting or law firm. Small business growth is what I love. I get to do that every day at Infusionsoft… helping OUR business grow by helping tens of thousands of entrepreneurs grow their businesses using our marketing and sales software.”
IT Visionaries is powered by Salesforce Platform and Dreamforce. Did you know all the very best Dreamforce sessions are available free on salesforce.com/plus? We recommend watching the Platform and MuleSoft keynote to get the down-low on doing more with less and increasing efficiencies with automation.
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