Bill Gleason built his career helping companies add new clients and customers to their roster. As an expert in B2B sales, he has worked in a variety of industries including financial services and healthcare solutions, prior to joining the ApostleTech team. Bill has worked as the vice president of Business Development at ApostleTech for nearly five years. During that time the company has solidified its position as a leading solutions provider for CRM implementations and marketing automation.
We recently spoke with Bill about how he draws from his experience in sales to help customers find the best solution for their business. Learn how his approach helps ApostleTech continue to grow.
I’ve worked for companies in a mix of industries, and I’ve always been in sales, which provided me with a strong well-rounded foundation. I’ve also been a CRM user, which gives me a unique perspective to better understand the challenges and struggles many of our clients face. My experience enables me to approach clients with empathy, which allows me to build trust. I’ve stood in their shoes and understand their challenges. It’s prepared me well to work with clients outlining their needs and identifying how we can help.
Our first meeting with a client is typically a discovery meeting where we ask a lot of questions to uncover the core challenges or issues they are experiencing and to find out more of what they need. One of the biggest or most common issues for our customers is they have a CRM platform they previously implemented, and it doesn’t have the capabilities they really need or want and/or it’s difficult to use or not really being used to its full capacity. Our job is to develop and implement a solution that meets their needs and works for their organization. Our team at ApostleTech is uniquely skilled at leading and helping our clients understand the capabilities and meld them with the clients’ needs. I am very fortunate to work with such a remarkable group of client service managers and developers!
It is pretty typical for me to meet with a homebuilder or manufacturing company and learn that they have an old CRM platform that just isn’t working for them. Their current CRM may have limitations, or it may be too complex. Either scenario leaves the company with a system the team isn’t using. As a result, they are left without access to valuable customer data, and they aren’t working efficiently. Most of our clients want easy access to customer information and leads, so they can work smarter and ultimately increase sales.
My advice is to learn as much as you can, and to seek opportunities to learn from others. It’s important to find a mentor or mentors that can offer guidance as you are looking to grow and move up. Finally, it is important to be patient. As I look back on my own career, I can see how knowledge has always led to success. Keep in mind, success doesn’t always come easy, and it takes time. I would also tell them to relish the wins, and reflect on the losses, but don’t let the losses deter you. You can learn as much or more from failures or setbacks – and not all of them are in your control.
Over the course of my career, I’ve come to realize how important it is to have work/life balance. I spend most of my free time with my family and friends enjoying the outdoors. I love skiing, hiking, biking, and boating.
If you are interested in speaking with Bill about business challenges and learning how ApostleTech can help, send him an email. The ApostleTech team has completed hundreds of custom CRM implementations and has the know how to take clients through each stage of the process.