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Joaquin Haskell
Customer Success at Cockroach Labs
Professional Background
Joaquin Haskell is a highly skilled professional with over 20 years of experience in enterprise sales, spanning various industries such as Financial Services, Healthcare, Property and Casualty Insurance, and Government organizations. His extensive expertise lies in Business Process Management, Intelligent Document Transformation, Content Analytics, and Enterprise Content Management. Joaquin has built a strong reputation as a leader in technical sales, leveraging innovative strategies and industry thought leadership to drive profitable business operations.
Throughout his career, Joaquin has demonstrated a profound ability to establish, nurture, and revitalize technical sales teams. He possesses a rare talent for collaborating with cross-functional teams, including Sales, Services, Product, and Marketing management, to align sales models and create compelling messaging that effectively communicates product value. This approach has consistently resulted in accelerated growth and customer success.
Joaquin's proficiency in introducing cutting-edge technology solutions—such as Mobile, Analytics, and Cloud technologies—has set him apart in the industry. He excels at developing repeatable methodologies that foster trusted relationships with customers and facilitate comprehensive technology assessments. As a creative strategist and an engaging leader, Joaquin effectively translates technology solutions into tangible business outcomes, making him an invaluable asset in new and complex environments.
His practical experience, combined with an enthusiastic and energetic disposition, has enabled Joaquin to motivate and mobilize teams toward unprecedented success in sales and project management. His strategic planning skills ensure the alignment of teams around common goals, driving initiatives that lead to remarkable revenue growth for the organizations he has worked with.
Education and Achievements
Joaquin's educational background is rooted in the rigorous academic environment of the University of California, Berkeley, where he studied both Molecular and Cellular Biology and Astrophysics. This unique combination of disciplines not only reflects his analytical capabilities but also illustrates his breadth of knowledge—skills that have proven beneficial in his approach to problem-solving and innovation within technical sales.
Joaquin has built a significant portfolio of professional achievements throughout his career. His tenure at various prestigious organizations showcases his adaptability and expertise. Some key positions include:
- Customer Success at Cockroach Labs: Focused on enhancing customer satisfaction and retention through innovative solutions and strategic guidance.
- Key Account Director at Smarsh: Handled strategic accounts, driving product adoption and ensuring successful outcomes.
- Senior Project/Program Manager at Smarsh: Managed critical projects that optimized internal processes and enhanced client delivery.
- Senior Manager at ABBYY: Led the Consulting Engineering team in NLP and Text Analytics, promoting advanced solutions to clients.
- Global Alliances Solutions Architect at SugarCRM: Developed strategic partnerships that expanded market reach and increased sales.
- Senior Director of Sales Engineering at Thismoment: Oversaw the Sales Engineering team, fostering growth and market presence through innovative approaches.
- Director of Sales Engineering at Kofax: Spearheaded technical sales initiatives that aligned with evolving customer needs.
- World Wide Solution Architect for Business Process Management at IBM: Played a pivotal role in the global deployment of business process management solutions. Joaquin's other roles at IBM included leading sales for Business Process Management and managing Sales Engineering teams, demonstrating his versatility and capability within different corporate cultures.
Achievements
In addition to his experience and professional roles, Joaquin has also been actively involved in mentoring and coaching emerging leaders in the industry. His commitment to training and development is evidenced by his work as a Training & Development Specialist, where he has empowered many sales professionals to excel in their careers.
Moreover, he previously served as the President of the Board of Directors at The Crucible, a community arts organization, showcasing his dedication to supporting creativity and educational initiatives beyond his corporate endeavors. His engagement in the arts sector reflects his well-rounded character and commitment to fostering innovation across various fields.
Overall, Joaquin Haskell's diverse background in enterprise sales, his technical expertise, and his strategic mindset position him as a leader in transforming how organizations interact with technology and drive growth. He is not only an accomplished sales professional but also a visionary who actively contributes to shaping the future of business operations and customer success across multiple industries.
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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:
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- Reminders and Notes: Helps you remember important details about contacts
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- 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.
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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.
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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.