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Joni Kahn
Professional Background
Joni Kahn is a seasoned executive with extensive experience in business administration and technology services. Throughout her illustrious career, Joni has demonstrated an exceptional ability to lead organizations to new heights by harnessing operational efficiencies and customer-centric strategies. Currently, she serves as the Chairman of the Board at Bridgeline Digital, Inc., a role that underscores her influential position in the digital solutions industry. Her leadership at Bridgeline exemplifies her commitment to fostering innovative solutions while providing strategic oversight that aligns with company objectives.
Before her appointment at Bridgeline Digital, Joni made significant contributions to several notable companies. She held pivotal roles including Senior Vice President of Global Services at Big Machines, where her leadership contributed to the company's successful acquisition by Oracle Corporation. In this capacity, Joni was instrumental in enhancing the customer experience and driving service excellence across the organization. Her tenure at Big Machines highlights her expertise in managing service delivery in fast-paced, technology-driven environments.
Joni also served as the Senior Vice President of Services and Support at ArcSight, a leading cybersecurity firm, where she capitalized on her skills to ensure robust customer support and service deployment. This role further demonstrated her ability to align technology services with customer expectations, establishing long-lasting relationships built on trust and transparency. Additionally, as Executive Vice President at BearingPoint, a global management consulting firm, Joni played a crucial role in transforming client operations and enhancing service offerings across various sectors.
Another highlight of her career is her impact as Chief Customer Officer at Brience, Inc., where she directed initiatives that directly enhanced customer satisfaction and loyalty. Her adeptness at identifying customer needs and addressing them effectively has been a constant theme throughout her career. Joni's past experiences as Senior Vice President at Business Objects and Board Member at MapInfo showcase her deep understanding of the intersection of business strategy and customer service, proving her capacity to contribute to and thrive in highly competitive markets.
Joni’s expertise extends beyond her leadership roles; she has also served as an Executive Vice President at KPMG, further solidifying her status as an influential figure in business consulting. Her diverse experience across these prominent organizations has equipped her with a comprehensive skill set that includes strategic planning, operational management, and financial acumen.
Education and Achievements
Joni Kahn began her educational journey at Lakeland Union High School, laying the foundation for her pursuit of higher education in business. She went on to earn her Bachelor of Business Administration in Accounting from the University of Wisconsin - Madison, a program known for its rigorous curriculum and emphasis on professional ethics and financial proficiency. This educational background has been instrumental in shaping her analytical and strategic thinking, key attributes that have propelled her career forward.
Joni Kahn's career is marked by numerous achievements in the realms of technology and consulting services. Her leadership roles have not only contributed to the growth of the companies she has worked for but have also impacted the broader community by advocating for customer engagement and operational excellence. Joni's strategic approach has garnered her recognition as a leading figure in her field, solidifying her legacy as a transformative leader. Those who have had the pleasure to work with her often cite her passion for excellence and unwavering commitment to fostering a customer-centric culture as pivotal aspects of her leadership style.
In addition to her corporate endeavors, Joni's involvement with WISC Partners as an LP Committee Member showcases her dedication to supporting innovation and entrepreneurship within the technology sector. Joni's broad perspective obtained through her diverse roles across various industries gives her a unique vantage point that is highly sought after in today’s dynamic business landscape.
Achievements
- Chairman of the Board at Bridgeline Digital, Inc.: Leading the organization towards increased innovation and market responsiveness.
- SVP Global Services at Big Machines: Instrumental in the company's growth leading to its acquisition by Oracle Corporation.
- SVP Services and Support at ArcSight: Elevated customer service and support strategies that contributed to the firm’s reputation as a leader in cybersecurity.
- Executive Vice President at BearingPoint: Influential in the transformation of client operations, enhancing service delivery across various sectors.
- Chief Customer Officer at Brience, Inc.: Enhanced customer satisfaction through targeted initiatives and relationship building.
- Former Board Member at MapInfo: Guided the company in strategic decision-making processes, ensuring alignment with customer and market demands.
- Executive Vice President at KPMG: Played crucial roles in consulting that positively impacted client successes and operational efficiencies.
Joni is a remarkable leader whose dedication to excellence and innovation inspires those around her. With a blend of strategic insight, operational expertise, and a deep commitment to customer satisfaction, Joni Kahn continues to be a force in the business world. Her journey reflects a passion for empowering organizations to adapt, thrive, and excel in an ever-evolving landscape.
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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:
- 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
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- 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.