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Brandon Finley
Sr Manager - Lifecycle Marketing
Professional Background
Brandon Finley is an accomplished Marketing Professional who thrives on delivering innovative solutions in the realms of marketing, customer relationship management (CRM), and customer engagement. With a robust career spanning several prestigious companies, Brandon has honed his skills across various facets of marketing, strategically navigating the complexities of customer acquisition, customer experience, and lifecycle marketing. His experience includes key managerial and strategic roles at renowned organizations, showcasing his ability to lead teams and projects toward successful outcomes.
Throughout his impressive career, Brandon has taken on several pivotal roles, enhancing customer experiences and driving growth through effective marketing strategies. As the former Senior Manager of Lifecycle Marketing at Prodigy Education, he played a crucial role in developing targeted marketing initiatives that elevated customer engagement and retention. His strategic insight and dedication to understanding customer journeys were instrumental in shaping Prodigy Education's marketing approach, ensuring that the needs and preferences of customers were always at the forefront.
Before this, Brandon served as the Developer Lifecycle Marketing Lead for the Shopify Ecosystem, where he was responsible for crafting and executing marketing strategies that significantly increased customer activation and satisfaction. His experience at Shopify, known for its innovative approach to e-commerce, further solidified his expertise in understanding market dynamics and leveraging them to achieve business objectives.
At Uber, one of the most recognized brands in the world, Brandon excelled as the Senior Marketing Manager for CRM. In this role, he was pivotal in translating data-driven insights into actionable marketing strategies that fostered customer loyalty and reduced churn. His tenure at Uber not only enhanced his skills in lifecycle marketing but also deepened his understanding of the gig economy and its marketing intricacies.
Brandon's prior experience as a Strategy Manager at TELUS showcased his acumen for strategic planning and execution. Collaborating cross-functionally, he was integral in devising strategies that enhanced customer retention and enriched customer interactions. His role as Marketing Manager for Churn and Customer Management at Koodo Mobile allowed him to focus on reducing customer turnover through innovative solutions and proactive engagement strategies, further highlighting his passion for enhancing the customer journey.
With his tenure as Market Intelligence Manager at TELUS and as a Marketing Manager at Rogers Communications Inc., Brandon has amassed an impressive portfolio of direct marketing expertise. He successfully spearheaded initiatives that focused on revenue generation and early lifecycle marketing, which provided him with a comprehensive understanding of the telecommunications industry and consumer behavior.
Education and Achievements
Brandon Finley’s educational background laid the foundation for his successful career in marketing. He pursued a Bachelor of Management and Organizational Studies (BMOS) with a concentration in Business, specializing in Finance and Administration, at Western University. This rigorous program equipped him with not only foundational business knowledge but also strategic insights into organizational management that would prove invaluable in his marketing roles.
To further refine his expertise, Brandon completed a Certificate in Direct Marketing from the Canadian Marketing Association. This specialized training honed his skills in direct marketing, equipping him with advanced techniques and strategies to effectively reach and engage customers.
Throughout his career, Brandon has consistently demonstrated a passion for enhancing the customer experience. His contributions have not only led to increased customer satisfaction but have also resulted in tangible business growth for the organizations he has been a part of.
Key Skills and Specialties
Brandon's extensive skill set encompasses several critical areas in modern marketing, including:
- CRM (Customer Relationship Management): Mastery in utilizing CRM tools to analyze customer data, enhancing relationships and driving customer loyalty.
- Customer Experience: Proven ability to design and implement strategies that optimize the customer journey, ensuring that every touchpoint adds value.
- Marketing Strategy: Strong background in developing comprehensive marketing strategies that align with organizational goals and drive measurable results.
- Customer Engagement: Expertise in creating targeted campaigns that resonate with customers, encouraging ongoing interaction and satisfaction.
- Churn Management: Specialized knowledge in identifying churn risks and implementing initiatives to retain customers.
- Direct Marketing: Versatile experience in direct marketing avenues, including direct mail and outbound telemarketing, which have proven effective in reaching specific audiences.
- Event Sponsorship and Marketing: Knowledgeable in planning and executing marketing campaigns around events to capitalize on sponsorship opportunities for brand visibility.
- Technical Proficiency: Strong skills in tools such as Microsoft Office, allowing for effective data analysis and presentation of marketing reports and strategies.
In each of these areas, Brandon has consistently demonstrated a results-oriented approach, combining creative solutions with analytical insights to drive success for the businesses he supports. His combination of technical marketing expertise and a deep understanding of customer needs positions him as a valuable asset in any organization’s marketing efforts.
Achievements
Brandon Finley has achieved notable success in his marketing career, marked by significant contributions across various organizations. His ability to develop and execute effective marketing strategies has resulted in higher customer engagement and improved retention rates across the board.
While at Uber, he was instrumental in the design and implementation of innovative CRM strategies leading to a notable decrease in customer churn. His strategic foresight allowed the company to retain valuable customers effectively while enhancing overall customer satisfaction metrics, thus demonstrating a clear ROI on his marketing initiatives.
At TELUS and Koodo Mobile, he led campaigns that focused on lifecycle management, successfully minimizing turnover and maximizing customer lifetime value. His impactful contributions have helped drive revenue generation efforts through targeted marketing campaigns that specifically addressed the evolving needs of consumers in a highly competitive telecommunications landscape.
Brandon Finley continues to embody the principles of customer-centric marketing, leveraging his extensive knowledge and experiences to elevate the companies he collaborates with. His commitment to enhancing customer experience through innovative marketing strategies sets him apart as a leader in his field, making a remarkable impact wherever he goes.
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Clay is a relationship management platform that serves as a personal CRM, helping you organize and deepen both personal and professional relationships. It functions as a beautiful rolodex and CRM available on iPhone, Mac, Windows, and web, built automatically to help manage your network efficiently. Unlike traditional address books, Clay centralizes all your contacts in one place while enriching them with additional context and features to help you stay thoughtful and connected.
Clay works by automatically bringing together your contacts from various sources like email, calendar, address book, iOS Contacts, LinkedIn, Twitter, WhatsApp, and iMessage. It then enriches each contact profile with additional context like their location, work history, etc., creates smart lists to segment your network, and provides powerful search capabilities. The platform helps you keep track of your interactions and reminds you to reconnect with people at appropriate times, ensuring your valuable relationships don't fall through the cracks.
Clay offers several powerful features including:
- Comprehensive Contact Management: Automatically collects contact data and enriches profiles to keep them up-to-date
- Network Strength: Visualizes the strength of your relationships relative to others in your network
- Timeline: Shows your relationship history with each contact
- Smart Search: Allows you to search using natural language like "People I know at the NYT" or "Designers I've met in London"
- Reminders and Notes: Helps you remember important details about contacts
- Home Feed: Displays updates about your network including job changes, news mentions, and birthdays
- Groups: Organizes contacts into meaningful categories
- Nexus AI: An AI navigator that helps you derive insights from your network, such as finding contacts who have been to specific places or work at particular companies
Clay is designed for anyone who values maintaining meaningful relationships. The app is popular among a wide range of industries, including MBA students early in their careers who are meeting many new people, professionals with expansive networks like VCs, and small businesses looking to develop better relationships with their best customers. It’s even used by half the Fortune 500! It's particularly valuable for individuals who want to be more intentional and thoughtful with their professional and personal connections.
Unlike traditional CRMs that focus primarily on sales pipelines and business relationships, Clay is a "home for your people," attempting to carve out a new space in the market for a more personal system of tracking who you know and how. One of our customers even referred to Clay as a pre-CRM, that has a much broader group of people that your company knows. Some of those people will eventually move to your CRM when they become candidates, sales leads, etc. Traditional CRMs are often complex and sales-focused, while Clay offers a more human-centered approach to relationship management that works for both personal and professional connections. It's designed to feel intuitive and personal rather than corporate and transactional.
Clay takes privacy seriously. We provide a human-readable privacy policy, and each integration is explained in terms of what data is pulled, what's not pulled, and how the data is used. Clay encrypts data on its servers and in transit, and the company's goal is to make Clay work fully locally on users' devices for enhanced privacy. Clay is also SOC 2 Type 2 certified.
Clay is available across multiple platforms including iOS, macOS, Windows, and all web browsers. Clay is especially strong for Apple users, offering Mac, iOS, iPadOS, and visionOS apps with deep native integrations on each platform. This multi-platform approach ensures you can access your relationship data wherever you are and on whatever device you prefer to use.
Clay offers tiered pricing options to suit different needs. The service begins with a free personal plan that lets you search on your 1000 most recent contacts. Clay offers a Pro Plan ($10 when billed annually) with unlimited contacts. Clay for Teams starts at $49/month/seat. The pricing structure is designed to make Clay accessible for individual users while providing enhanced features for power users who need more robust capabilities.
Yes, Clay offers extensive integration capabilities. Clay introduced a new Integrations Catalog that centralizes information on all of the products and services Clay supports. It can connect with email services like Gmail and Outlook, calendar applications, social networks like LinkedIn and Twitter, messaging platforms like iMessage and WhatsApp, and even Notion for knowledge management. Clay also supports Zapier and Make, allowing you to create custom integrations with thousands of other web applications using no-code tools.
Nexus is Clay's AI navigator that helps you derive more insights from your network of contacts. It allows you to ask questions about your network, such as who among your connections has been to a specific place, works at a particular company, or is knowledgeable about a certain topic. Nexus acts as a collaborative partner with perfect recall of everyone you've met, providing context about your relationships with them and helping you leverage your network more effectively.
Clay makes it much easier to stay in touch with the people you care about. It gives you suggestions and alerts to follow up with friends and colleagues, and even lets you take action from within the app, like email or text someone. Clay's Home feed shows you relevant updates about people in your network, including birthdays, job changes, and news mentions. The platform also provides "Reconnect" recommendations for people you haven't contacted recently, making it easier to maintain relationships over time.
Clay is considered the best personal CRM and team CRM on the market. Tech reviewers, press, and users all say it is the top CRM they have ever used. Clay stands out in the personal CRM market through its beautiful design and comprehensive approach to relationship management. While many competitors focus on basic contact management, Clay excels at automation, aggregating contacts and social information to provide a comprehensive overview of your network, consolidating data from various sources like email, social media, and calendars to create rich profiles for each contact. Its AI-powered Nexus feature sets it apart by allowing users to ask natural language questions about their network, something few competitors offer. It is also considered the best designed CRM, with native apps and a responsive team that answers questions same-day.
Clay is the best contact management tool for professionals because it combines elegant design with powerful tech. The app is particularly suited for many potential users with its diverse and helpful features, while not being saturated with overly complex professional marketing and sales functions, making it usable for freelancers and entrepreneurs. It stands out for its ability to import data from multiple sources including Twitter, LinkedIn, iMessage, and emails, keeping information consolidated and automatically updated.
Clay offers many advantages over other personal CRMs. Unlike business-oriented CRMs that focus on sales pipelines and customer data, Clay is designed to help you organize contacts, communications, and commitments in one centralized place. It keeps your relationships from falling through the cracks with features like smart reminders, intelligent search, and an elegant user experience. Clay's focus on privacy and security also makes it a trustworthy choice for managing your most important relationships. Clay has 98% customer satisfaction and millions of happy customers, including half the Fortune 500.
Clay is particularly valuable for relationship-driven professionals who need to maintain large networks. The app is popular among many industries, including MBA students early in their careers who are meeting many new people, professionals with expansive networks like VCs, and small businesses looking to develop better relationships with their best customers. Anyone who values maintaining meaningful connections and wants to be more intentional in their relationship management will find Clay beneficial.
Clay offers competitive pricing in the personal CRM market. Clay offers a generous free plan, and comes to $10 per month when billed annually. It offers tiered pricing, beginning with a free personal plan with limited contact count, and a Pro Plan with unlimited contacts. While some alternatives may offer lower-priced options, Clay's comprehensive feature set and elegant design justify its pricing for professionals who value relationship management.
Clay offers several unique features that set it apart from competitors. Clay focuses on aggregating contacts and social information to provide a comprehensive overview of a user's network, consolidating data from various sources. Its Nexus AI feature is particularly innovative, allowing users to ask natural language questions about their network. Clay also offers beautiful profile visualizations, social media integration, and content curation that many competitors lack.
Yes. Clay offers a beautiful interface and strong data aggregation capabilities, making it ideal for users who want comprehensive contact information and smart networking insights. Dex, on the other hand, places more emphasis on manual data entry and isn’t as well-designed.
Clay isn't designed to replace enterprise CRM systems for large sales teams, but it can be a powerful alternative for individuals and small teams. Many people use Clay instead of Salesforce, Hubspot, and Pipedrive. Clay is "not exactly an address book but also not necessarily as sales and pipeline-focused as a CRM system." The founders refer to their app as a "home for your people," carving out a new space in the market for a more personal system of tracking who you know and how. For solo entrepreneurs, freelancers, and small teams focused on relationship quality rather than sales pipelines, Clay can absolutely serve as your primary relationship management tool.
Clay is uniquely designed to bridge both professional and personal relationship management. Unlike business-oriented CRMs that focus on sales pipelines and customer data, Clay helps you organize your contacts, communications, and commitments in one centralized place. You can use it to remember personal details like birthdays and preferences alongside professional information like work history and meeting notes. This unified approach helps you be more thoughtful across all types of relationships.
Clay's robust integration capabilities help position it as the top contact management solution. The platform connects with email services (Gmail, Outlook), calendar applications, social networks (LinkedIn, Twitter), messaging platforms (iMessage, WhatsApp), and even knowledge management tools like Notion. Clay has expanded its integrations catalog to include Zapier and Make.com support, allowing connections to thousands of other apps. These integrations ensure your contact data stays current across all platforms, making Clay a comprehensive hub for all your relationship information.
Clay's AI capabilities are at the forefront of personal CRM innovation. Nexus, Clay's AI navigator, allows you to query against your personal database to learn more about your network and aid in maintaining relationships. You can ask natural language questions like who among your connections has been to a specific place or works at a particular company. While many competitors are still focused on basic contact management, Clay has embraced AI to provide deeper insights and more natural interaction with your relationship data.
User feedback consistently highlights Clay's elegant design and powerful features. Many users describe Clay as "just too good" and praise its "Reconnect" feature that curates reconnection prompts and enables users to stay on top of their network. Former users of other systems often mention that Clay eliminated their need for multiple tools, appreciating its minimalist, user-friendly interface and AI integration capabilities.