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Robert Roan
B2B Senior Sales Associate at Staples Business Advantage
Professional Background
Robert Roan is a dynamic and accomplished professional with extensive experience in Managed Print Services, Marketing, and both Outside and Inside Sales. His career is characterized by a dedication to achieving high levels of client satisfaction and an unwavering commitment to creating mutually beneficial outcomes in every transaction. Robert's strategic approach to sales is supported by certifications in SPIN and Sandler sales training, equipping him with innovative techniques for understanding client needs and delivering effective solutions.
Throughout his career, Robert has successfully employed an array of sophisticated tools and software, including Salesforce, PrintFleet, Microsoft Office, Print Audit, PaperCut, M-Files, Quark, Uniflow, and Sherpa. His proficiency in these platforms highlights his resourcefulness and adaptability in an ever-evolving industry.
Robert's approach to communication is equally impressive; he believes that concise and timely communication is critical in cultivating successful relationships with clients and stakeholders alike. His ability to forge strong connections, particularly with C-Level clients, has earned him consistently high ratings for client satisfaction. His commitment to delivering client-centric solutions has made him a respected figure in his professional network.
Education and Achievements
Robert's educational background is as diverse as his professional journey. He holds a Master of Arts from Pacifica Graduate Institute and an MBA from the prestigious Harvard Business School. His academic pursuits also include a Doctor of Philosophy in Physics as well as a degree in Creative Writing, both obtained from The Johns Hopkins University. This unique combination of disciplines allows Robert to approach challenges from a multifaceted perspective, integrating analytical thinking with creative problem-solving.
In addition to his academic credentials, Robert has also studied for a Bachelor of Arts in Broadcast Journalism at Louisiana State University, contributing to his outstanding communication skills. He has further expanded his educational qualifications with a Master's in Counseling Psychology from Pacifica Graduate Institute, underscoring his commitment to understanding clients and their needs on a deeper psychological level.
Robert's exceptional alignment of education and real-world experience illustrates a robust understanding of both the technical and emotional aspects of sales and client interactions. His intellect and education complement his natural talent for communication and relationship-building.
Career Highlights
Robert's career path has been marked by significant achievements across various roles in sales and marketing. He began his professional journey as a Broadcast Journalism graduate, which laid the groundwork for his strong communication skills.
One of his notable positions was as the Director of Marketing at Denitech Corporation, where he played a crucial role in enhancing the company's market presence and driving sales initiatives. His tenure at Ricoh USA, Inc., as a Senior Account Manager, enabled him to gain in-depth experience in account management, further solidifying his expertise in meeting client expectations and delivering tailored solutions.
His role as Business to Business Senior Sales Associate at Staples provided him with valuable insights into customer relationship management and the importance of understanding client needs. Robert's expertise was also vital in his stints with several Managed Services firms including Novatech, Inc., where he not only managed print services but also acted as a Managed Services Specialist, showcasing his versatility and in-depth knowledge of the industry.
Robert's diverse experiences are punctuated by his time as Petroleum Landman and Title Researcher at Three Point Land & Title, where his analytical skills and research capabilities were put to the test. This venture into real estate and title acquisition has undoubtedly broadened his understanding of complex transactions and client requirements.
In his later career, Robert continued to excel as an Enterprise Managed Services Specialist at both Datamax of Texas and Imagenet Consulting, LLC, where he delivered top-tier managed services solutions to clients, helping them to maximize their operational efficiency and reduce costs.
Robert Roan's career is both a testament to his dedication as well as a reflection of his vast skill set. With a consistent commitment to personal and professional growth, he stands out as a leader in the Managed Print Services domain. Moreover, his inherent abilities and experiences position him not just as a salesperson but as a trusted advisor and consultant who aims to foster success for all parties involved.
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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.
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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.
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.