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Terry Flanagan
Go To Market Partner Executive at TIBCO, Channel Optimization, Channel GTM, Business Transformation, Digital Transformation
Professional Background
Terry Flanagan is a highly accomplished senior business consultant and executive with a robust 25-year career characterized by a dedication to organizational transformation and a nuanced understanding of industry dynamics. Over the years, Terry has honed his expertise through a unique blend of leadership roles and consulting positions, resulting in a diverse portfolio of experience across various sectors, including SaaS, financial services, health care, and manufacturing & distribution. His leadership and insights are pivotal for organizations navigating the complexities of change in today’s rapidly evolving business landscape.
Terry's passion for guiding organizations through significant transformation events shines through in his work. His primary focus lies in change management and the organizational aspects of transformation, allowing teams to adapt to new technologies and operational models. This dedication to fostering a culture of adaptability and learning is crucial as industries undergo digital transformations, particularly as many companies shift towards cloud solutions and recurring revenue models. Terry is not just an advisor; he is a partner in transformation, advocating for sustainable change that aligns with an organization’s strategic goals.
Education and Achievements
Terry's educational background is equally impressive, having studied at the prestigious Mendoza College of Business at the University of Notre Dame, where he pursued an Executive MBA. This rigorous program equipped him with valuable insights and strategic frameworks that he has implemented throughout his career. Additionally, Terry’s studies at Brown University further underscore his commitment to academic excellence and continuous learning—attributes that greatly enhance his professional endeavors.
Throughout his extensive career, Terry has held influential roles in various organizations that showcase his leadership and industry expertise. His tenure as Go To Market Partner Executive at TIBCO exemplifies his ability to forge strategic partnerships that drive market growth and enhance client relationships. Prior to that, Terry served as VP, Channel Alliances and Partners at Wolters Kluwer Enablon, where he effectively managed channel strategies and built alliances that expanded the company’s influence in the sector.
Terry’s career path also includes significant roles such as Portfolio Leader at Point B and Managing Director, Market Executive at Bridge Partners Consulting. Each position allowed him to deepen his knowledge in project and program management, as well as business process optimization. His previous experience as a Partner and Principal Consultant at Navint Consulting and Tribridge underscores a steadfast commitment to addressing client needs and driving impactful solutions in an increasingly competitive marketplace. Notably, serving as VP Operations at Health IQ Diagnostics has further solidified his background in healthcare, giving him unique insights into the industry's challenges and opportunities.
Key Areas of Expertise
Terry Flanagan brings a wealth of knowledge in various areas crucial to modern business success, such as:
- Change Management: Terry excels in guiding organizations through transitions, ensuring that teams are prepared and equipped to embrace new methods and technologies.
- Channel Management: His experience in managing and optimizing channel partnerships is vital for organizations aiming to expand their market reach and enhance service delivery.
- Project/Program Management: With a keen eye for detail and a strategic mindset, Terry has effectively led numerous project and program initiatives, ensuring they align with broader business objectives.
- Software Implementation: His involvement in software implementation projects showcases his ability to facilitate technological integrations that promote operational efficiency and improve customer experiences.
- M&A Evaluation and Integration: Terry’s skill in mergers and acquisitions ensures smooth transitions and alignment during organizational changes that may arise from buying or merging with other entities.
- Business Process Optimization: His focus on optimizing business processes helps organizations improve productivity and reduce costs while enhancing overall effectiveness.
Achievements
Terry’s career is marked by numerous notable achievements that speak to his capabilities and contributions to the field. He has successfully led multiple transformations that refined operations and fostered sustainable growth in the organizations he has partnered with. His ability to navigate complex business landscapes and provide actionable solutions has made him a sought-after consultant and leader in the industry.
In recent years, Terry has concentrated on guiding companies through digital transformations, laying the groundwork for future-ready organizations. His prowess in managing change and ensuring successful technology adoption has resulted in positive outcomes for his clients, enhancing their competitive edge in an increasingly digital world.
Terry Flanagan's illustrious career and commitment to excellence make him an invaluable asset to any organization seeking to undertake substantial transformations or to optimize their business processes. With a foundation built on experience, education, and a passion for change management, Terry continues to leave a significant mark on the consulting industry, empowering businesses to evolve and succeed in the modern marketplace.
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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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- 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.