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Katie Hackman
Principal Solution Engineer at Salesforce
Professional Background
Katie Hackman is a dedicated IT professional known for her unwavering commitment to delivering high-quality technical solutions to both internal and external clients. With a friendly and focused approach, Katie has navigated a successful career in the field of information technology, demonstrating a unique blend of technical acumen and interpersonal skills. Her journey began at the esteemed General Electric, where she participated in the Information Management Leadership Program (IMLP), a comprehensive two-year rotation program consisting of four six-month stints.
Throughout her time in the IMLP, Katie had the opportunity to act as a Project Manager for various initiatives across multiple lines of business within GE's Insurance sector. This hands-on experience facilitated her understanding of project dynamics and the critical role IT solutions play in enhancing operational efficiency. Following her graduation from the IMLP, Katie advanced to the role of Data Management Architect at GE Insurance Solutions. In this role, she managed job scheduling on a global scale using a robust CA tool known as Autosys. Her responsibilities required her to liaise with both functional and IT users, fostering a keen awareness of the positive impact that effective IT strategies can have on a user community.
Furthermore, Katie’s passion for mentorship and professional development led her to take on a recruiting role for the IMLP at Indiana University. This was an inspiring opportunity for her to encourage aspiring IT professionals by presenting the benefits of joining GE to enthusiastic candidates.
Building on the solid foundation established at GE, Katie transitioned to the role of Sales Engineer at Perceptive Software (now part of Lexmark). In this capacity, she actively engaged with external customers, effectively communicating the advantages of their Enterprise Content Management (ECM) solution, ImageNow. This role allowed Katie to merge her technical expertise with her People skills, making her a proficient advocate for clients seeking technological solutions to streamline their processes. The ability to translate complex IT jargon into comprehensible terms for end-users is one of Katie's standout talents. She is equally comfortable presenting ideas to executive leadership teams regarding return on investment (ROI) and strategic initiatives, as well as discussing technical requirements with IT teams. Listening to customer needs and aligning the right solutions with those needs remain integral to her approach.
Education and Achievements
Katie Hackman's educational background includes a commendable tenure at Indiana University's Kelley School of Business, where she honed her analytical skills and business acumen. This strong educational foundation has undoubtedly contributed to her profound understanding of how technology intersects with business strategies and user experiences.
Throughout her career, Katie has made notable contributions across several esteemed organizations:
- Principal Solution Engineer at Salesforce: In this leadership position, Katie played a crucial role in developing strategies to enhance customer engagement through innovative Salesforce solutions.
- Lead Solution Engineer at Salesforce: Building on her previous role, she led solution engineering initiatives, effectively bridging the gap between technology and business needs.
- Senior Sales Engineer at Lexmark Enterprise Software: Here, Katie’s focus was on articulating the value propositions of technology solutions to prospective clients, fortifying her expertise in sales engineering and customer relations.
- Data Management Architect at Swiss Re (formerly GE Insurance Solutions): This position allowed her to leverage her technical knowledge in developing robust data management strategies on a global scale.
- IMLP Associate at GE Insurance Solutions: An excellent starting point in her career that equipped her with the tools and experiences necessary for professional growth.
Achievements
Katie Hackman’s career is marked by significant achievements that reflect her dedication to excellence and her innate ability to understand and fulfill customer needs. Her role as a recruiter at Indiana University highlights her impact on nurturing future generations of IT professionals. By articulating the value of joining GE, she played an instrumental role in shaping the careers of many students.
In her sales engineering roles, Katie has consistently excelled in crafting compelling narratives around technology solutions. Her ability to translate technical specifications into relatable benefits has empowered numerous clients to appreciate and adopt innovative software solutions. This has not only enhanced user experiences but has also led to increased productivity and efficiency within their organizations.
Her journey from being an IMLP Associate to a Principal Solution Engineer at Salesforce exemplifies her growth trajectory and professional excellence. Their experience in various capacities, including project management and data architecture, showcases a well-rounded career marked by continuous learning and adaptation to the evolving IT landscape. Katie’s technical expertise, coupled with her exceptional people skills, makes her a trusted partner for any organization looking to harness the power of technology to drive business success.
In conclusion, Katie Hackman stands out as a consummate IT professional who continually strives to make a positive impact through technology. Her blend of technical know-how, leadership skills, and ability to relate to and understand customers has made her a valuable asset in any organization. With a strong educational background, diverse career experiences, and a commitment to delivering exceptional solutions, Katie is poised for continued success in the IT industry.
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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.