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Reid Graham
Market Sales Leader - Kansas City at BerganKDV
Professional Background
Reid Graham serves as the Sales Leader for the Kansas City metro market at BerganKDV, where he has effectively dedicated his expertise to fostering an extensive network of clients. His commitment to building lasting relationships with potential clients is key to his role, and his approach revolves around understanding their needs and helping solve the unique challenges they face in their business operations. With more than 20 years of rich experience in sales, marketing, and consultative solution sales, Reid's comprehensive knowledge allows him to identify the best strategies and solutions for his clients, driving growth and satisfaction.
Throughout his career, Reid has gained specializations in several critical areas including tax, audit, and accounting services, technology solutions such as NetSuite ERP/CRM, payroll and human capital management, and planning and consulting, as well as wealth management. His diverse skill set makes him a versatile leader in the sales domain, demonstrating prowess in navigating complex client needs and delivering tailored solutions that yield measurable results.
Education and Achievements
Reid boasts a strong educational background, holding a degree in English from the University of Kansas, which has certainly contributed to his exceptional communication skills. He further expanded his academic credentials by earning a degree in business from the University of Missouri-Kansas City. This dual background enhances his capability to articulate concepts clearly and navigate the business landscape effectively. Reid's educational qualifications complement his hands-on experience, making him a well-rounded professional who can relate to clients from various backgrounds.
Reid's professional journey encompasses significant roles at various reputable companies, showcasing his adaptability and ambition. Prior to his current position at BerganKDV, he served as the Business Development Manager at HSMC Orizon Technology, where he honed his skills in driving business growth through innovative strategies. Additionally, he worked as the Channel Development Manager and Sales Executive at NetStandard, Inc., where he laid a strong foundation in technology and client management. In these roles, Reid proved his ability to lead, collaborate, and achieve excellence in sales. His foundational experiences began as a Technical Account Specialist at NetStandard, Inc., proving that his commitment to professional growth started early and has been a continuous pursuit throughout his career.
Reid's early roles include positions as a Senior Account Executive and Account Executive at Universal Money Centers, Inc. and Network Integration Services, further building an impressive portfolio in the sales domain. Each of these experiences has contributed to his rich understanding of client needs, enhancing his ability to provide strategic value and personalized attention.
Community Involvement and Personal Interests
Outside the realm of sales and business development, Reid is dedicated to giving back to the community. He volunteers for organizations like the Adolescent Center for Treatment (ACT) and Welcome House, demonstrating his commitment to improving the lives of others and investing in the future generations of his community. This commitment to service reflects his values and dedication, highlighting his belief that personal success should also contribute to the greater good.
In his personal time, Reid enjoys activities that enrich his life and keep him engaged with the latest trends. Hiking allows him to connect with nature while also providing an outlet for physical fitness. Reading is another passion of his, characteristic of someone who seeks to expand their knowledge and understanding continually. Additionally, Reid has a keen interest in cutting-edge technology, particularly in areas such as the Internet of Things (IoT) and blockchain. This enthusiasm for technology not only keeps him relevant in his field but also alerts him to new opportunities and advancements that can be harnessed for business innovation.
Achievements
Reid's career accomplishments are numerous, reflecting his consistent dedication to excellence in sales and client engagement. Given his focus on consultative solution sales, Reid has successfully contributed to significant business growth for his clients. His ability to identify pain points and create tailored solutions is a testament to his skills as a sales leader. Throughout his various roles, he has been instrumental in developing sales strategies that not only meet but exceed client expectations.
Additionally, Reid's leadership in the Kansas City market showcases his commitment to fostering a strong network and a collaborative environment, ideally positioning him as a leader in the sales community. He continues to seek out innovative approaches to sales and relationship management, marking him as a forward-thinking professional ready to embrace change and challenge himself. Reid blends his extensive experience with a passion for learning and a desire to make a difference, making him a remarkable figure in the Kansas City business 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
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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.
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.