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Entries Tagged as 'sales'

Paul Lanigan - Recover from a Bad Patch and Regain Your Mojo

December 6th, 2016 · Comments

Paul Lanigan


Paul Lanigan is a communication expert. He entertains as he enlightens, combining colourful personal experiences to give you a fresh, unflinching perspective on the sales process. Paul’s unique brand of sales edu-tainment is generously spiced with humorous and relevant stories garnered during an eventful 17-year sales and sales management career.

Here, Paul shares his leadership skills, honed by his experience in both large and small technology organizations and as an entrepreneur. His specialty is showing you how to gain the respect and attention of the most demanding team members to gain a level of buy-in most never believed was possible.

An engineer by background, Paul Lanigan is now the CEO of Sandler Sales Institute; a company that helps executives develop sales strategies and tactics. He holds a Bachelor’s Degree in Information Technology from Staffordshire University and a BA in Management from Irish Management Institute.

Tags: business · sales · accountability

Pilgrim Talks: Dave Kinney and Denise Keller

June 15th, 2011 · Comments

MadisonStreetPartnersDave Kinney
Dave Kinney, Partner, MadisonStreet Partners
Dave Kinney is an Orange County area commercial real estate specialist. He has negotiated on behalf of tenants such as Smith Barney, CitiGroup Smit Kline Beecham, New England Financia, Met-Rx Products, United Auto Credit Corporation and Stratacare. He has helped his clients lease or purchase more than 5 million square feet in his career and has provided service in portfolio strategy and administration, transaction management, site and building selection, corporate facility panning, development/construction pro formas and lease administration.
An accounting graduate of Cal Poly San Luis Obispo, Dave was named Alumnus of the Year in 2004. He serves as an advisory board member for the Orfalea College of Business at Cal Poly, The American Cancer Society of Orange County and St Mary's & All Angel's School where he serves the Board chair. He also is a member of GenNext, an organization of forward thinking business leaders dedicated to making a difference with issues affecting our society and business, both locally, statewide and nationally. He also volunteers his time to mentor Orfalea College of Business students and coaches youth sports.
Madison Street Partners is a local team of seasoned professionals with extensive experience in Orange County commercial real estate. Their experts negotiate with Orange County landlords and developers on a daily basis and have cultivated a personal rapport with owners and their representatives. They have gained a comprehensive knowledge of their buildings, their hidden advantages and liabilities. This unique perspective create leverage for their clients in lease negotiations by presenting them with a variety of creative choies and steering them away from potential pitfalls.

To learn more about MadisonStreet Partners, go to  madisonstreetpartners.net

Benchmark Email

Denise Keller, COO of Benchmark Email

Denise Keller is COO and founding partner of Benchmark Email, one of the world's leading email marketing services for small businesses. Keller served as Vice President of Finance for restaurant chain Seafood Broiler and CEO of Accor's U.S. Ticket Services Division before transferring into the COO position at Benchmark, where she has been instrumental in bringing in numerous small business customers, as well as high-profile clients that include Mercedes Benz, Siemens and Kaiser Permanente.

Benchmark email, one of the world's leading , global email marketing service has an online guide designed to give small businesses the confidence and knowledge to successfully market their company, products or services online. The downloadable guide, titled Introduction to Online Marketing, covers a broad range of topics including free vs. paid advertising, leveraging social networking sites and using search engine optimization techniques for maximum effect.

Benchmark Email is an award-winning, international email marketing service used by thousands of small, medium and large-sized businesses. As one of the fastest-growing, US-based email marketing companies, Benchmark currently offers Web-based service to German, Spanish, Japanese and Chinese-speaking clients. The company also offers a free email marketing plan for small businesses just starting to build email lists.

To learn more about Benchmark Email, go to  benchmarkemail.com

Tags: DefaultTag · business · sales · innovation · marketing · lead generation

Pilgrim Talks: Stu Heinecke and Will Crist (on Customer Service)

May 11th, 2011 · Comments

Stu Heinecke

Cartoon Link

Stu Heinecke, Master Cartooner and CEO of CartoonLink

Are you looking for a magic bullet to make your campaigns, projects, presentations -- even your job searches more effective?

We humbly suggest you considering using cartoons. They're the best-read and remembered part of magazines and newspapers, and we have been using them for the past thirty years to produce stunning, record-breaking campaigns for some of the biggest marketers in the world. You can learn all about how we did that in CartoonLink Founder and President Stu Heinecke's new book, Drawing Attention, which is available on iBooks, Kindle, Nook, Sony Reader, Google Books and in PDF format to read on your PC.

We've set many records for the world's biggest marketers using personalized cartoons as the engine driving response, but that doesn't mean you have to be a big business to afford what we do. Our membership programs are actually geared to individuals and small business owners, while we offer a few special programs for medium and large businesses, too.

Do you want higher response rates to your direct and e-mail marketing campaigns? CartoonLink offers two programs designed to help you put the magic of cartoons to work in your monthly campaigns -- the CartoonLink Postcard Program and the CartoonLink e-Mail Marketer Program.

Are you involved in selling or business development for your company? Our CartoonLink BigBoards™ and BigBoards Enterprise programs can help you or your entire sales staff break through to VIP prospects in -- quite literally -- a very big way. Based on our own campaigns that have put us in touch with Presidents, Prime Ministers, celebrities and CEOs, our BigBoards programs will help you step into the world of contact campaigning, where response rates have already climbed to 100% and ROI figures to 100,000%.

You can use our personalized cartoons in presentations through our Presentations program. And if you're not quite ready to join any of our marketing programs, you can still join our CartoonLink Members program to stay in touch through a monthly newsletter and webinar -- and use our cartoons in one-at-a-time e-mail correspondence, for personal or business use.

If you are a large mailer, we are available for custom assignments. The CartoonLink program is based on nearly 30 years and millions of dollars worth of utterly unduplicated test experience, and a long track record of record-breaking campaigns for the world's biggest direct marketers, including subscriber acquisition, renewals, awareness/trial, drip and nonprofit/donor acquisition campaigns.

So, welcome to CartoonLink. Join us! To learn more about CartoonLink, go to cartoonlink.com

Tags: DefaultTag · sales · marketing · lead generation

Pilgrim Talks: Chuck Bankoff and Mark Friedman

May 4th, 2011 · Comments

Chuck Bankoff WSIeWorks

Chuck Bankoff, Director of WSIeWorks

WSIeWorks has been operating as a website development and Internet marketing team continuously since 1999. During that time they have added to their knowledge and experience base by constantly training and bringing on new members with the right skill sets and training. As a team, their Internet Marketing Consultants have certifications in:

  • Digital Marketing (WSI)
  • eCommerce Business Strategies (USC Marshall School of Business)
  • Advanced SEO (SEMPO Institute)
  • Pay-Per-Click advertising (Google Adwords Professional)
  • Local Search Specialists (ReachLocal)
  • AIM Certified (Advanced Internet Marketing - WSI)

Our Director of Web Services, Chuck Bankoff has certified other Internet Consultants around the world in Internet Business practices, Landing Page design, Managing the Creative Process and Search Engine Marketing. Our team members have been integral in the development of our Social Media Strategy kit, Competitive Analysis procedures and our Research Analysis toolkit.

To learn more about WSIeWorks, go to  wsieworks.com

Velos Logo Mark Friedman

Mark Friedman, President of the Velos Group

Mark Friedman is an experienced, results - oriented executive with over 25 years of proven success in managing Sales, Sales Lead Management, Telemarketing, Marketing and Customer Service. Notably, world-renown consulting giant Accenture and the Distribution Research and Education Foundation have recognized one of his programs as a Wholesale Distribution Industry Sales "Best Practice"; the program overview was published in "Maximum Sales Velocity: How to Build a World-Class Sales Organization" by David P. Woodrow.

Mark possesses the outstanding ability to assess a company's current Sales Chain and make recommendations for dramatically improving sales results and productivity while providing the infrastructure to determine ROI for each Marketing activity. Among his accomplishments was revamping a moribund program generating a mere $175,000 in revenue per year and increasing the "top line" to over $113 Million in 3 years. Additionally, he has increased sales volume by over 50% in call center environments at several companies by integrating Out-Bound Telesales capabilities with the In-Bound Customer Service group. Mark has proven that he is a high-energy achiever and team builder in an often - neglected area.

His articles on Sales Lead Management have appeared in Network World, Sales and Marketing Excellence, Sales and Service Excellence magazines, the PMMI Newsletter and MHEDA Journal.

Mark is a Vistage Expert Speaker and has spoken at national events, such as the PMMI (Packaging Machinery Manufacturer's Institute) Marketrends conference, the 50th annual MHEDA (Material Handling Equipment and Distributor's Association) conference and the CGNA (Controls Group North America) conference about Sales Lead Management.Mark Friedman is an experienced, results - oriented executive with over 25 years of proven success in managing Sales, Sales Lead Management, Telemarketing, Marketing and Customer Service. Notably, world-renown consulting giant Accenture and the Distribution Research and Education Foundation have recognized one of his programs as a Wholesale Distribution Industry Sales "Best Practice"; the program overview was published in "Maximum Sales Velocity: How to Build a World-Class Sales Organization" by David P. Woodrow.

Mark possesses the outstanding ability to assess a company's current Sales Chain and make recommendations for dramatically improving sales results and productivity while providing the infrastructure to determine ROI for each Marketing activity. Among his accomplishments was revamping a moribund program generating a mere $175,000 in revenue per year and increasing the "top line" to over $113 Million in 3 years. Additionally, he has increased sales volume by over 50% in call center environments at several companies by integrating Out-Bound Telesales capabilities with the In-Bound Customer Service group. Mark has proven that he is a high-energy achiever and team builder in an often - neglected area.

His articles on Sales Lead Management have appeared in Network World, Sales and Marketing Excellence, Sales and Service Excellence magazines, the PMMI Newsletter and MHEDA Journal.

Mark is a Vistage Expert Speaker and has spoken at national events, such as the PMMI (Packaging Machinery Manufacturer's Institute) Marketrends conference, the 50th annual MHEDA (Material Handling Equipment and Distributor's Association) conference and the CGNA (Controls Group North America) conference about Sales Lead Management.

To learn more about The Velos Group, go to  velosgroup.com

Tags: DefaultTag · business · sales · marketing · marketing automation

Pilgrim Talks: Fritz Strehlow and Matthew Silk

April 6th, 2011 · Comments

The Mentor Group

Fritz Strehlow, Managing Director of The Mentor Group
Fritz Strehlow is a Managing Director with expertise and experience in business valuations, mergers and acquisitions, raising equity, and business management. His work has involved private and public entities - corporations and partnerships. In addition, he has provided expert testimony in financial valuations.
The Mentor Group, Inc. was started in 1987. The initial and continuing vision was to perform preeminent services based upon employing only senior professionals with superior experience and expertise. That philosophy and culture thrive today, creating an unmatched capability in investment banking valuations and appraisals, and financial consulting.
The Mentor Group is a full service, national investment banking, financial advisory, valuation and appraisal firm. They are preeminent in the due diligence and support provided for selling companies, private placements and value opinions. Their senior professional have valued and sold nearly every type of business and business asset. They are experience, responsive and results driven.

The professionals at The Mentor Group are experienced, responsive and results driven.

To learn more about The Mentor Group, go to  thementorgroup.biz

Waterfall MobileWaterfall Mobile

Matthew Silk, SVP of Waterfall Mobile, Inc.

Waterfall Mobile empowers marketers, media owners and emergency coordinators to create, manage, track and analyze powerful mobile campaigns.

By reducing the inherent complexity of mobile campaign creation and management, Waterfall Mobile continues to set new standards for mobile communications.

As SVP for Waterfall Mobile, Inc., Silk is responsible for corporate development, strategic partnerships, and client services. He leads the marketing and media efforts for the company's West coast operations as general manager of Waterfall's Los Angeles office.

Prior to joining Waterfall Mobile, Silk held a number of senior positions with E*TRADE Financial including Director of Retail Product Management, where he was responsible for all web brokerage and core user experience products. Over his tenure there, he led several site re-designs, launched an in-house charting system, and re-engineered the company's content architecture and aggregation strategies. Silk began his career as a business consultant for the Wharton Small Business Development Center, where he managed a portfolio of clients providing one-on-one management consulting to entrepreneurs in the Philadelphia region. Silk received a B.S. in Economics from the Wharton School at the University of Pennsylvania.

To learn more about Waterfall Mobile, go to  waterfallmobile.com

Tags: DefaultTag · business · management · sales · innovation · marketing

Pilgrim Talks: Carmen Pacella and Josh Seibert

March 30th, 2011 · Comments

carmen pacella

Carmen Pacella, Master Sales Manager

Carmen is an award-winning sales leader with proven success in high pressure, dynamic, and competitive environments. He has consistently exceeded sales quotas while maintaining strong client relationships. His expertise in targeting, closing, and managing key accounts nationally has been combined with repeated successes in new product marketing and rollouts. Carmen has extensive experience in implementing CRM systems to help manage sales teams. He has successfully used CRM systems to monitor behaviors and help his sales people improve their processes.

To contact Carmen, go to his page on LinkedIn: Carmen Pacella

sandler trainingjosh seibert

Josh Seibert, Sandler Trainer

Josh Seibert, founder and President of Sandler Training located in the Piedmont Triad, has been awarded the 2011 David H. Sandler Award by Sandler Training.  The award is the highest in the company and is given out to only one franchise worldwide per year.  Only 12 awards have been given in the history of the company. "

Sandler Training helps companies and individuals increase their sales and leadership effectiveness through training, coaching and consulting.  Seibert, his business partner Abby Donnelly and his associates, Joel Kaczmarek and Steve Rayburn, serve businesses of all sizes with long-term development programs that offer continuous training, coaching, consulting and ongoing support.

"It's really all about sticking with people until they get a return on their investment," said Seibert.  "It is an honor to serve each and every one of our clients, and it is certainly an honor to receive this award."

Seibert brings over three decades of sales, sales management, and sales training experience to the marketplace including his work with Fortune 100 financial services companies.  His career includes numerous accomplishments, from managing sales force development, installing sales processes, and orchestrating marketing campaigns to directing strategic corporate initiatives.

Seibert and Donnelly's training center is located in the center of the Piedmont-Triad at the corner of Highway 68 and Piedmont Parkway.  The company is consistently ranked among the top tier of all 250 Sandler Training offices in the world for revenue and client retention and has helped hundreds of companies and individuals throughout the state grow and become more profitable.

To learn more about Sandler Training, go to sandlertraining.com

Tags: DefaultTag · business · management · sales

Pilgrim Talks: Greg Batten and Jim Caras

March 23rd, 2011 · Comments

Estrada Strategies greg batten

Greg Batten, Coach to CEOs in the Inland Empire

Many of the small businesses owners we speak to express this concern. The Corporate CEO has a board of directors, an executive leadership team, consultants, and managers to help them with strategies and business development. They also have teams and departments to execute key growth initiatives.

The small business owner does not have the time or resources to build a board of directors.

The CEO Club provides the kind of entrepreneurial environment that helps the small business owner to think, plan, and execute like a corporate CEO.

estrada strategies

At Estrada Strategies, we have developed a business model to help every business owner build on the Core Disciplines of Business. These Core Disciplines, when implemented via our coaching, training,and monitoring processes, provide business owners a complete strategy for successful business management. We provide the support and tools you need to implement these strategies in your business.

There is no mystery to what we do. Our methods are simple and efficient and provide the foundation for successful business management, development and growth.

We have used our model of Coach, Train, Monitor successfully with the owners of hundreds of small to medium sized businesses nationwide.

To learn more about Greg Batten, go to estradastrategies.com/ontario

Health Direct

Jim Caras, CEO of Health Direct

Health Direct is a privately held, formulator and provider of premium quality, non-commodity, and innovative anti-aging nutritional supplements. Health Direct's products are distributed at over 4000 locations, including independent health food stores, VitaminShoppe and GNC.

Health Direct focuses on unique, innovative anti-aging nutritional supplements that arecondition-specific. The company also specializes in and is a leader in liquid nutrition.Health Direct's products include: stimulant-free weight loss, energy, joint support andpain-relief, digestive health, and skin repair and care.
The company's well known products are: AminoSculpt (the only patented liquid collagen protein), Sculpt n' Cleanse (weight loss colon cleansing), and Ready Fiber (the world's first liquid fiber). Also the company has just introduced the world's first SodiumBenzoate and Potassium Sorbate FREE (widely used preservatives) liquid multi vitamin,Nature's Optimal Nutrition, which is a major breakthrough in the nutrition industry.
After losing over 25 pounds and dramatically changing his body, Founder Jim Caras was urged by friends and family to make his personal health discoveries, formulas, and programs available to them and the public. In 1997, Jim published his best-selling book,How To Completely Reshape Your Body! and founded Health Direct. Since then, HealthDirect has helped improve the health and lives of over a million consumers.
Started with only a $1,500 loan and originally headquartered in a very modest 575 square foot office in Huntington Harbour, California, the company grew quickly and relocated in January of 2004 to Costa Mesa, and then again last year to Irvine, California. The current international headquarters houses all sales, customer service, administrative, marketing,product development, shipping and distribution operations.

To learn more about Health Direct, go to healthdirectusa.com

Tags: DefaultTag · business · management · sales · accountability · marketing · customer service

Pilgrim Talks: Cary Treff and Jim Obermayer

March 16th, 2011 · Comments

Keystone Pacific

Cary Treff, President

For over 28 years, Keystone Pacific Property Management has been providing professional community association management services you can count on. Our technological resources and customer care programs enhance the quality of service offered to our homeowners, providing an enjoyable planned community living experience for them.

The level of service provided to our valued clients is above industry standards. Our team cares about taking care of your community as if we live there too. Our trained, knowledgeable professionals go the extra mile to assist each of our clients. Why? Because we care about making your homeowners happy and most importantly, we care about improving the planned community living experience for your homeowners so that they can focus on maintaining and enhancing the value of their biggest investment – their homes.

Learn more about Keystone Pacific.


James Obermayer, CEO and Executive Director

The Sales Lead Management AssociationSM has the mission of helping companies become more successful in the critical business process of managing sales leads. Everyone can become a member by registering and gaining access to the content on the site.

We have built an extensive library of articles, reports, and  information about inquiry management, sales leads, lead nurturing, lead qualification, ROI reporting, and lead distribution. Additional subjects include trade show sales lead acquisition, telemarketing, and inquiry and lead generation.

When you join, there will be no meetings or dues, only access to information and apanel of sales lead management experts who can help you solve difficult sales lead management issues you are facing.

Tags: DefaultTag · management · sales · marketing · customer service · lead generations

Pilgrim Talks: Jim Banks and Paul Roberts (2/16/11)

February 16th, 2011 · Comments

Shadetree Technology

Jim Banks, Founder and CEO

Improving Sales Performance with Increased Efficiency and Effectiveness

Our Mission To help our customers achieve their sales objectives.

Our Purpose To make the complex job of qualifying a lead and selling over the phone easier and more productive.

Our Experience Our products are the result of decades of sales experience; groundbreaking research and thousands of consulting hours spent helping customers improve their sales organizations. Please ask us for a customer reference… they are our best salespeople.

Our Market Our offerings are focused on helping sales professionals and sales management.  Our products and services establish successful, repeatable processes that can be measured and reported.  ShadeTree recognized an enormous void in solutions for improving sales conversations.  ShadeTree’s focus is unique and a key reason why you should talk to us.

Our Product Our breakthrough product, Incite2, is the world’s first comprehensive solution for improving telephone conversations and calling productivity for use with Salesforce.com.

See more about Incite2


Paul Roberts, Founder and Producer

The Most Powerful Social Medium Imaginable

OC Talk Radio was created by a group of traditional marketers who realized that marketing is no longer a one way street. You can't just put up a billboard and hope people buy anymore. The Internet has changed all that.  Just as highways long ago bypassed regular streets and opened up new arteries for commerce to flow, so too has the "information super highway" found a way to "cut thru the clutter" of traditional advertising and open up a direct dialog with your community.  Need to find someone who imports Indian beer?  No problem.  Go online and instantly see who sells Golden Eagle lager.

The Internet is all about "target marketing". It's about finding your "niche" and telling people about it. Yet one of the best ways to carry on this conversation with your community of clients, customers, and potential prospects has yet to be fully explored: INTERNET RADIO. For while its adoption by the general public is growing by leas and bounds (SEE DEMOGRAPHICS) few people know how easy it is to actually host your own radio show on this revolutionary new "social medium" or what its benefits can be.

But the Internet doesn't just connect people with information anymore. It can connect people to each other.  That's the promise of Social Media and the whole Web 2.0.  It allows you to carry on a direct conversation with your customers and community.

But what do you say?  How do you create enough interesting content to fill up your Facebook, LinkedIn and Twitter accounts on a weekly basis, to say nothing about your daily blogs and monthly newsletters?  That's where Internet Radio can help as well, for it gives you something new and interesting to say each week to your audience to capture their attention and hold their interest long enough to show them what you're offering and why it's so special.

It also instantly sets you apart from the rest of your competitors, for who else hosts a radio show on your topic? You instantly become "the expert" in your area.  And by capturing each broadcast and recording them as "podcasts" for download later, you add valuable "rich media" to your site that brings traffic and raises you Search Engine rankings at the same time.

It's all in what you make of it. You may find that no one is listening to your shows or your weekly message.  But the crazy thing is that it STILL may be worth your time and investment to keep broadcasting, for in addition to raising your rankings, emphasizng your "expertise" and enticing potential customers to carry on a conversation with you over the Internet, hosting your own Internet Radio show is probably the most powerful networking and prospecting tool you can ever imagine.  Want to meet someone but you can't get past the front door?  Try calling them up and asking them to be a guest on your radio show!  Who could refuse an invitation like that?

Learn more about OCTalkRadio

Tags: DefaultTag · business · sales · innovation · marketing

Pilgrim Talks: Kent Loven and Frank Jaksch

February 2nd, 2011 · Comments


Ken Loven, Regional Sales Manager

AlphaBio, Inc., is a service and engineered product supplier to the biopharm and hygienic process industries. Having serviced this segment from its inception, we have developed a level of product and process expertise that is unmatched in the industry. Whether you are looking for innovative components or state of the art systems, Alpha can provide them. We supply cutting edge, high quality products to customers who appreciate the value of doing something right once and who value the input that an experienced group can bring. We constantly seek new ways to improve our equipment design. Our goal is to provide our customers with quick and accurate service on the often specialized products they require.
Kent Loven is the Regional Sales Manager. He has over 20 years of experience in fluid system sales in California, including involvement with ISA. Kent handles both large and small accounts throughout the state and will be a great addition to our team. You can reach him directly on his cellphone number: 949.795.3900
To learn more about AlphaBio, go to AlphaBio.com


Frank Jaksch, CEO

ChromaDex™ was established in 1999 to become the market leader in the creation and supply of botanical reference standards along with related phytochemical products and services. There is a rapidly growing awareness both at the consumer and government regulatory level of the need for reference standards and other quality assurance methods to identify active substances, drug/compound interactions, and the presence of toxic or adulterating materials.

ChromaDex™ provides the tools necessary to help with the quality and control of the market. ChromaDex's™ main thrust is to create industry accepted information, products, and services to every layer of the functional food, pharmaceutical, personal care, and dietary supplement markets.

In a consolidating industry, the Company has established itself by combining scientific rigor to its products and services along with a strong customer centric business model. ChromaDex™ is a Life Sciences business that is publicly traded. (OTC stock symbol CDXC.OB)

To learn more about Chromadex, go to chromadex.com

Tags: DefaultTag · business · sales · innovation · marketing · customer service · lead generations

Pilgrim Talks: Dan Coffman

January 26th, 2011 · Comments

Dan Coffman, CEO

UPS Protection has been protecting systems in the US against brownouts, blackouts and poor power quality for over 25 years. We provide UPS systems and service for clients from coast to coast and specialize in solving all UPS needs. As a direct reseller of the best brands in the industry, we can solve all of your power protection needs -- whether it be a single pc, mission critical server banks, a call center, or other electronic devices. We offer both reconditioned and new products and will meet any budget.

To learn more about UPS Protection, go to upsprotection.com

Tags: DefaultTag · business · management · sales

Pilgrim Talks: George Haggarty

January 19th, 2011 · Comments


George Haggarty, CEO

Main Graphics is committed to providing innovative communications to ENHANCE your competitive advantage. We utilize the latest technology to create intelligent marketing campaigns and smart inventory management systems.

Our state-of-the-art print facility blends the newest online, digital, offset printing systems, and work-flows to assure an expedited and satisfying experience with your projects.

We’re the experts you can rely on for custom direct mail, brochures, flyers, pocket folders, books, manuals, fine stationery items and all types of collateral print applications.

We are leaders in eco-friendly print.

Our experienced staff will help guide you to best looking, best functioning project, at a competitive price.

As a company, we know that our success is dependent on the strength and growth of our community.

Main Graphics gives back to its community whenever possible. We take great pride in the important work these organizations provide to our Orange County youth, environment and culture.

  • Orange County High School of the Arts
  • Taller San Jose
  • KidWorks
  • Orange County Boy Scouts
  • Orange Catholic Foundation
  • CHOC Hospital
  • St. Josephs Hospital
  • Laguna Beach Annual Beach Clean-Up
  • Boys and Girls Club of Tustin
  • Mozart Classical Orchestra

To learn more about Main Graphics, go to maingraphics.net

Tags: DefaultTag · business · sales · accountability · marketing

Pilgrim Talks: The Pilgrim on the 405 (Will Crist)

January 12th, 2011 · Comments

Pilgrim on the 405Will Crist

Will Crist, Pilgrim on the 405

Will reflects on what he has been learning from CEOs in Southern California and CEOs of lead generation, lead management, and marketing automation companies around the country. Marketing and sales have changed dramatically. Companies that will thrive in this marketplace are taking advantage of the electronic tools available to small and medium sized businesses as well as Fortune 500 companies.

To follow The Pilgrim on the 405, see his blog at pilgrimonthe405.com

Tags: DefaultTag · business · management · sales · accountability · marketing · lead generations · marketing automation

Pilgrim Talks: Peter Hudson and James Baker

December 29th, 2010 · Comments

PH Advisory

Peter Hudson, President of PH Advisory Group Headquartered in Southern California, The PH Advisory Group and its two former entities have been providing comprehensive turnkey sales generation services to more than 450 niche-oriented, business-to-business companies for over 40 years. The vast majority of those companies' sales organizations were successfully reorganized or re-energized resulting in their achieving stronger new sales growth and customer retention. For other companies including start ups, The PH Advisory Group designed and implemented the entire sales and marketing plan, including office acquisitions, personnel recruitment, packaging and more. Our expertise lies in strategically positioning companies for growth in core markets, as well as identifying new markets for future expansion.

Neither an ad agency nor a traditional marketing firm, The PH Advisory Group uniquely functions as a company's "Outsourced Sales Generation and Marketing Division." The PH Advisory Group's approach is unique in that its program addresses all areas that affect a company's long-term sales success and profitability.

To learn more about PH Advisory Group, go to ph-sales.com



jimmy bakerBook

James Baker, Author

James J. Baker is a noted speaker, author, consultant and strategist on the public sector technology marketplace. He has spent the bulk of his career in the Washington, D.C. Metropolitan Area consulting for technology companies that sell to government. Baker has worked with many technology companies, from Fortune 500's to small businesses, such as Western Blue, Adobe, Microsoft, Hewlett Packard, VMware, McAfee, Intel, Verizon, Sybase, AT&T, and BDNA.  A graduate of the University of Maryland, Baker currently resides in Northern California with his wife and two sons.

To learn more about James Baker, go to jamesjbaker.com

Baker The US Federal Government is one of the largest purchasers of information technology in the world. In 2011 the Federal Government is budgets to spend over $78B in the purchase of information technology goods and services. The book, How to Win Business From the Government, will literally teach you a step-by-step approach to research the government, figure out where the funding for IT deals exist, and create an unforgettable presentation about your offering to the federal buyer.

For a special offer of the book for listeners, go to:


Tags: DefaultTag · business · sales · accountability · marketing

Pilgrim Talks: Ed Buckley and Michael Griffin

December 8th, 2010 · Comments

Select Data

Ed Buckley, CEO

Healthcare is rapidly evolving. Process delineation, payment systems, care protocols, clinical and documentation rules, evidence-based planning, and hundreds of other elements are impacting the way you do business. In order to maintain peak operational efficiency and profitability in the midst of these sweeping changes, providers must have access to the most up-to-date tools and processes.

Clinical assessment and documentation does not have to be something you dread. Nor does the need to be compliant be a drain on your agency resources. With SmartScribe EMR, the process of compliant documentation is easy and painless. Combined with YourChoice™ Cinical Data Capture System, improved outcomes are well within reach.

Select Data has developed a new approach to capturing clinical information in the field. Our solution provides agencies choice, while assuring comprehensive and compliant data capture for Home Health patients. Select Data gives power back to the agency by providing a complete EMR and paperless chart on any platform. Caregivers now can choose from a variety of Point-of-Care tools. Whether it's laptops, notebooks, netbooks, iPads, or even SmartPaper, all tools populate the same patient EMR simultaneously, even within the same assessment simultaneously, regardless of the choice of tools used!

To learn more about the Select Data, go to selectdata.com


Michael Griffin, CEO

Organize and share everything you do online.

ClientLook organizes updates, files and emails into online projects. Share these projects with your team and clients for more effective communication. You'll spend more time on business and less time on clutter. Add updates to ClientLook with an Internet browser or through email. It's simple to use, and works for any type of client or property assignment.

Create ClientLook projects to manage and share all your digital business information in one place online. Perfect for team building and client collaboration on any deal. Keep your team and clients in the loop on completed calls, meetings and more in real-time. Log updates online or through your CRM software for more effective communication.

ClientLook makes it easy to share all types of files with everyone involved in an assignment. Reliable online backup ensures your data is available anytime, anywhere in the cloud. Maybe you send email from your computer, your phone and home. It doesn't matter. Attach business email from any source to your ClientLook projects. Find email in seconds.

To learn more about ClientLook, go to clientlook.com

Tags: business · sales · innovation · accountability · marketing · security

Pilgrim Talks: Hank Adamany

October 20th, 2010 · Comments

Cervus Group

Hank Adamany, Partner

The Cervus Group & Fund was created to respond to the many middle-market companies that are unable to unlock their hidden value as a result of being under capitalized and/or lacking diversified executive experience.  Their focus is directed primarily toward companies that have been identified as the growth opportunity industries of the next decade -- technology, software, consumer products, and health and wellness.

The Cervus Group & Fund operates as a business development company specializing in middle-market companies.  In addition to assisting with private equity and venture capital investments, we provide managerial and strategic assistance to companies helping them right-size their cost structures, bolster their management teams, develop their marketing, operational and financial strategies, acquire other companies and provide a host of other services, all focused on maximizing enterprise value within an established timeline for a liquidity event.  They also work directly with private equity groups advising them on their portfolio investments.

Some recent examples of how the Cervus Group & Fund can bring the same success to your situation include:

For a publicly-held company that owns a unique technology and patents in the energy industry:

  • Raised approximately $20 million in a series of private equity transactions
  • Sold the company's largest subsidiary, a cash drain and a bad fit with it long-term strategy
  • Gained sole ownership of the technology

As a result, in nine months the company experienced a stock price increase of 400% and obtained an additional $12 million raised through the exercise of in the money stock warrants and options.

For a well known publicly-held Southern California consumer products company:

  • Refinanced debt at lower interest rate and secured additional facility to fund expansion
  • Changed strategy and marketplace emphasis                                      

The result was a stock price increase of 50% in first six months earning recognition by Business Week as a top-performing, micro cap stock, and had its first profitable year since its IPO.

For a privately-held managed services company in the technology industry

  • Commercialized the technology and
  • Built a customer centric organization that was measured on its ability to meet customer expectations.

The valuation of the company increased 500% in less than nine months as a result of these activities.

To learn more about the Cervus Group & Fund, go to cervusgroup.com

Tags: business · management · sales · innovation · accountability · responsibility

Pilgrim Talks: Stephen Pixley (9/29/10)

September 29th, 2010 · Comments

autocribSteve Pixley

Stephen Pixley, President of AUTOCRIB

In 1994, as President of an industrial distributor, Steve saw a need for manufacturing companies to control their indirect materials. In most cases, they had poor systems to track who was taking what. He also knew that a lot of time was spent looking for items that a worker needed to do his job. Steve set out to find a way to help companies control and deliver the tools and supplies that workers needed, where they were needed. He literally built the first industrial vending machines in his garage.

Since then, AutoCrib, Inc. has provided over 5,000 automated inventory control systems for manufacturing companies worldwide.

AutoCrib's mission is to help companies ensure secure access to the right item, ant the right places, at the right time while driving out waste and excess costs. Plants throughout the world have adopted AutoCrib systems as part of their best practices through "lean" and Six Sigma initiatives because of the significant cost savings and productivity improvements the systems consistently deliver.

The product live has evolved from the basic concept of "tool vending" into a wide variety of systems that assist companies in controlling tooling, gauges, safety & MRO supplies as well as other "indirect materials". Thinking lean has helped AutoCrib be quick to develop the widest breadth of point-of-use dispensing technology designed specifically for industry as well as the finest tool crib & stores inventory management software available.

To learn more about AUTOCRIB, go to www.autocrib.com.

Tags: DefaultTag · business · management · sales · innovation · accountability · marketing

Pilgrim Talks: Gary Kim and Bogdan Mosteanu & Bennie Lagos

September 8th, 2010 · Comments


Gary Kim, CEO of Codra Enterprises

Codra is made up of print experts. While companies are aware of cutting costs by printing overseas, the experience can often be perplexing and time-consuming.

With over 24 years of experience in overseas printing, Codra leverages its long-standing relationships with global manufacturing partners to bring you premium products at competitive prices. They have often helped their clients get the seemingly impossible task accomplished: quicker production times, complex concepts developed into samples, cost savings solutions and so on.

Codra goes to great lengths to provide clients with a positive, hassle-free experience. Their friendly, professional staff takes pride in serving clients attentively and thoroughly. Utilizing the team concept, they pool the strengths of their talented employees and collaborate to ensure that their client's many needs are covered. Their professionals are resourceful, are bilingual (Chinese and Korean), and have extensive technical knowledge of printing and product development.

To learn more about Codra Enterprises, click here: www.codra.com


Bogdan Mosteanu, VP Business Development, Susteen

Bennie Lagos, CSO, Susteen

Founded in 1992 in Southern California, Susteen Inc., is an international design solution provider, specializing in the area of data communications and mobile computing. Susteen strives to enhance data communications through multi-level applications, and to develop products that provide convenience to the client through technological innovations.

Susteen, Inc., is experiencing tremendous growth and expansion in various areas of research, development and engineering. From its birth, Susteen has forged an enviable record of successful product introductions in the fast paced disciplines of telecommunication, system design/integration, firmware, and software development for Windows and Mac operating systems.

Over the years, Susteen has developed various software and hardware products in collaboration with numerous, world-renowned international corporations. Susteen has expanded its scope to the global arena and currently has several projects underway. These projects are either built upon strategic alliances with distinguished corporate partners, or through Susteen's internal product development.

Susteen's core competencies consists in both hardware and software solutions for the wireless communication industry and consumer market, carefully designed, expanded and enhanced to provide excellent mobile experience to the end user.

To learn more about Susteen and DATAPILOT go to: www.susteen.com

Tags: business · management · sales · innovation · accountability · responsibility

Pilgrim Talks: Mike Schmitt and Adam Beamish (9/1/10)

September 1st, 2010 · Comments

Mike Schmitt

Mike is currently working as an interim General Manager at several Southern California companies. We will be discussing what he sees the CEOs he is working with struggling to achieve on a day to day basis. He will talk about how he sees company leaders increasing revenue, reducing costs, retaining current clients, and developing their employees to meet the needs in the new marketplace. You can contact Mike at 714-834-0032.

Mark Beamish

Adam Beamish, CEO of Mark Beamish Waterproofing

Mark Beamish Waterproofing is a certified applicator of many of the systems belonging to the world's leading manufacturers in the trade. They offer competitive pricing and a large menu of services to the western United States, with locations in Anaheim, Honolulu, Los Angeles, Phoenix and San Diego. Mark Beamish Waterproofing has become a leader in the industry by always keeping in mind that their pursuit goes beyond brick and mortar-to people with dreams of spectacular buildings. They have established a stellar reputation since our inception in 1981 by placing particular emphasis on creating truly satisfied customers.

One of their mottoes from John W. Gardner is:  "Excellence is doing ordinary things extraordinarily well."

The values in the company culture are:

Quality: Exceeding customer requirements. Integrity: Keeping our promises. Responsibility: Taking ownership for our decisions and behaviors. Teamwork: Respectfully working together to achieve goals.

To learn more about Mark Beamish Waterproofing, go to markbeamish.com

Tags: business · management · sales · innovation · accountability · responsibility

Pilgrim Talks: Susan Johnson and Kerry Johnson Anthony (8/11/10)

August 11th, 2010 · Comments

Susan's Healthy Gourmet

Susan Johnson, CEO, and Kerry Johnson Anthony, President, of Susan's Healthy Gourmet

A native of Houston, Texas, Susan Johnson moved to California in 1994. With their children grown, she and her husband John decided to start a business and settle here permanently.

A family history of cancer and heart disease had made her very aware of the benefits of a healthy lifestyle. When she discovered that there was no one service offering prepared healthy meals for the home throughout Southern California, she decided to fill the niche by providing an effortless way for others to achieve a healthy diet. After much research she determined that Orange County was the most strategic location to accomplish her dream of serving all of Southern California. She opened her headquarters in Irvine in January of 1996, with proven, tested recipes approved by a dietitian, and custom computer programs that not only analyze the nutritional content of each meal, but also track the needs of her customers.

In January of 1998, Healthy Gourmet expanded to Los Angeles, and in May of 2000, Healthy Gourmet began service to San Diego. Susan's plan for Healthy Gourmet is to expand throughout the state of California, promoting good health to those whose goals include eating nutritious, great-tasting food. In the process, she's offering the convenience of eliminating the need for shopping, cooking, and clean up, thereby filling the need that's fueling today's trend toward home meal replacement.

2007 brought our Susan's Healthy Kids and Family meals leading us to 2008 where we added Senior, Diabetic and Anti-Aging/Purification packages; making Susan's Healthy Gourmet the most versatile of the fresh, home replacement meal services.

Currently Healthy Gourmet employs a full-time kitchen staff of 20+ to produce over 250,000 meals a year, with each order customized for its clients. Future plans include expanding the service through shipping to those areas unable to be serviced locally. Susan's dream to be able to provide meals to everyone who wants to enjoy the benefits provided by eating healthy is moving forward just as planned!

To learn more about Susan's Healthy Gourmet go to www.susanshealthygourmet.com

Tags: business · management · sales · innovation · accountability · responsibility

Pilgrim Talks: James Christiansen and Gary Crisp (8/4/10)

August 4th, 2010 · Comments


James Christiansen, CEO of Evantix

James is a global leader in information security, and has held senior positions for some of the world's largest companies. As the first information security officer at Visa, he created and implemented Visa's worldwide information security program. As the first CISO for General Motors, he was responsible for the worldwide operations of information security for all business units.

Evantix Risk Reports provide companies concerned with protecting their data, customers, and reputation with an easy-to-use tool to quickly assess risk and manage compliance against a wide variety of risk frameworks.

Whether you are interested in assessing compliance to HIPAA, Red Flags, BITS, ISO27001, PCI guidelines or in developing your own customized assessment framework, this on-demand, software-as-a-service solution delivers quick and accurate results.

Evantix Risk Intelligence meets the risk and compliance management requirements of a full range of business services, while drastically reducing costs. Risk exposure is quantified and monitored.

To learn more about Evantix go to www.evantix.com

C2 ReprographicsGary Crisp

Gary Crisp, CEO of C2 Reprographics

Prior to founding C2, Gary has been a top-performing marketing and sales executive with over 19 years with two fortune 100 companies. He is a graduate of California State University Long Beach in Liberal Studies and he earned an MA in Applied Psychology from the University of Santa Monica. Gary is a member of the Legatus board of Catholic CEO's and the USC Athletic Board. He is quite active in Catholic Education in Southern California.

C2 Reprographics is the largest independent reprographics firm in Southern California, serving the architecture, engineering and construction industries, as well as the general business community. Founded in 2002 by owners Gary and Julie Crisp and backed by a strong group of local business executives, the company now has locations in Orange, Los Angeles, and San Diego Counties. Among C2's ongoing charitable beneficiaries are Catholic and public educational institutions, the University of Southern California Athletic Board, Human Options, a battered women's shelter, Camp Pendleton-based members of the United States Marine Corps serving in Iraq and Afghanistan, and the Uganda-based African Child Foundation, an independent non-governmental organization that helps educate disadvantaged and neglected children whose parents have died of HIV/AIDS.

To learn more about C2 Reprographics, go to www.c2repro.com

Tags: business · management · sales · innovation · accountability · responsibility

Pilgrim Talks: Danny Counts and Lance Rubachko (7/28/10)

July 28th, 2010 · Comments


Danny Counts, CEO of U.S. CAD

U.S. CAD is the largest Autodesk Reseller in California and the Western US and currently employs a variety of employees to support their customers in their use of Autodesk technology. U.S. CAD has Technical Specialists plus Autodesk Consultants through their strategic partner K-TEK Solutions (only available to U.S. CAD customers), headquartered in Northern California. With this technical strength, U.S. CAD represents the strongest team in California. Their expertise is sought after by an impressive array of companies because of their unique mix of technology implementation, project assessment, process consulting, knowledge assessment, project mentoring, their flexible training options and expertise, and their technical support services. U.S. CAD has grown in part, due to their commitment to respect the needs of their business partners, their consistent honest communication of how complex technologies are successfully implemented, and because they deliver their solutions with the highest level of integrity. To learn more about U.S. CAD go to www.uscad.com

Tax and Financial Group

Lance Rubachko, Partner at Tax and Financial Group

Tax and Financial Group (TFG) is a leading financial services firm headquartered in Newport Beach, California. Established in 1970, TFG celebrates this year its 40th anniversary! And has expanded from Newport Beach to offices in: Honolulu, Hawaii, Colorado Springs, Colorado and San Antonio, Texas. TFG is comprised of over 120 individuals dedicated to assisting a successful clientele with the creation, management, and preservation of wealth. They bring expertise in: creating exit strategies, designing employee stock ownership plans, business transfers, employee retention programs, executive compensation strategies, strategic estate planning, and employee benefits. To learn more about the Tax and Financial Group, go to www.tfgroup.com

Tags: DefaultTag · business · management · sales · innovation · accountability · responsibility

Pilgrim Talks: Daniel Hebert & Robert Miller (7/21/10)

July 21st, 2010 · Comments


Daniel Hebert, President of US CAD

US CAD maintains a culture based on its vision, mission, and values. Listen to Daniel discuss how US CAD is working to help its customers thrive.

Guiding Principle

Above all, Honesty and Integrity are the most important qualities to U.S. CAD and the practical application of these qualities in every aspect of our business. The management team at U.S. CAD believes that if we can maintain these two qualities, that our organization will achieve great things. It will be an organization that will achieve great success for many years to come.


Our Mission is to help our business partners realize great success with Computer Aided Design technology and services. We understand that by helping our customers with superior value and service, this will allow U.S. CAD to achieve its goals of indefinite growth while maintaining a quality organization.

Commitment to Customers

At U.S. CAD, our commitment is to always invest into knowledgeable personnel that have worked in the same industries as our customers. Our commitment is to invest in people that have the technical expertise that is important to our clients. Our commitment is to find people that put our customers needs, and needs of others first, before their own. We feel that we have an obligation to provide this level of expertise and experience for our customers.

Commitment to Staff

At U.S. CAD, our commitment to our staff is the constant pursuit of recognizing their achievements and ensuring that our ability to meet their needs should be on the same level as our commitment to our customers. U.S. CAD Management has an inherent desire to grow this company in a quality manner. We are extremely motivated and will be aggressive in the pursuit of generating business for this company and providing opportunity and options to our employees


We promote and support a diverse, yet unified, team; we work together to meet our common goals. We enjoy teaming with our clients as well by developing solid relationships so we can do our part to help their team succeed.


We will be creative in delivering value to our customers and our community. We will continue to develop innovative ideas with our bright, energetic staff. We will continue to work extremely hard to understand our customers, understand the technology we represent, and the industries we serve.

To learn more about US CAD go to www.uscad.com

Lester Lithograph

Robert Miller, CEO of Lester Lithograph

Listen to Rob discuss how he is leading his company to become more stretegically aligned with the customers' marketing needs.

Lester Lithograph occupies a 36,000 square foot, state of the art facility, which includes two six color presses, a four color press, a two color press, a complete pre-press department, and a bindery/finsihing department. Virtually all job requirements are fulfilled in-house, giving the company total control over quality and allowing strict adherence to Lester’s high quality standards throughout the process.

The company became ISO 9002 certified in February 2000, (The International Organization of Standardization). Achievement of this certification requires a stringent approval process, which assures our clients the highest levels of quality, accountability, and performance.

Today, Lester Litho maintains an ISO compliant, self-audited program to ensure its commitment to their customers' quality needs.

To learn more about Lester Lithograph, go to www.lesterlitho.com

Tags: DefaultTag · business · management · sales · innovation · accountability · responsibility

Pilgrim Talks: Eric Codorniz & Larry Gorum (7/14/10)

July 14th, 2010 · Comments


Eric Codorniz, CTO at Synoptek

Synoptek's knowledgeable, experienced, results-driven consultants provide a full spectrum of signature services. Specially designed programs analyze, manage and execute on program management, business processes and underlying IT infrastructure support. Listen to Eric discuss the role a strategic IT outsourcing company in helping CEOs reduce their costs and improve their IT deployment. To learn more about Synoptek go to synoptek.com

Medcom Trainex

Larry Gorum, CEO of Medcom-Trainex

For over 30 years, Medcom-Trainex has been a leading producer and distributor of multi-media healthcare education--from print materials and award-winning videotapes to interactive CD-ROMs. Their products are produced for healthcare professionals, patients, and health-conscious people everywhere. They are the largest producer/distributor of nursing education video programs in North America, and their programs have won over 50 major awards for excellence, including the prestigious Emmy award. Listen to Larry discuss how he can help Orange County biotech and medical device companies introduce their products to the healthcare industry. To learn more about Medcom-Trainex, go to medcomrn.com

Tags: DefaultTag · business · management · sales · innovation · responsibility

Pilgrim Talks: Matts Johanson & Dennis Pearson (7/07/10)

July 7th, 2010 · Comments

eon reality

Matts Johanson, CEO of EON Reality

EON Reality, Inc. is the world's leading interactive 3D Virtual Meeting and Simulation-Based Learning Software provider for business and education based on Virtual Reality technology.  Its powerful break-through interactive 3D collaborative technology enables users to experience more by revolutionizing the way companies leverage their digital assets and communicate. Listen to Matts discuss the role of high definition 3D in training, visualization, and sales. To learn more about EON Reality go to eonreality.com

Tempo Industries

Dennis Pearson, CEO of Tempo Industries

Orange County is home to many innovators, inventors, world-class problem-solvers. Dennis Pearson, is one of those rare individuals who can invent and innovate and lead a strong viable company. Long-time innovator in the cinema lighting industry, Dennis has now developed LED lighting products to assist companies in reducing the amount of energy used, lengthening the bulb replacement cycle, and improving the quality of lighting for employees. Listen to Dennis discuss the role of innovation in Orange County and the future of lighting in a sustainable economy. To learn more about Tempo Industries, go to tempoindustries.com

Tags: business · management · sales · innovation · accountability · responsibility

Pilgrim Talks: Steve Ormonde & Ray Melissa (6/30/10)

June 30th, 2010 · Comments

Focus 360

Steve Ormonde, CEO

Thinking outside the circle.

You already know exactly what your project will look like. You can see it in your mind. It's our job to share your vision with the rest of the world. For the past 20 years, Focus 360 has been using the very latest technology to give form to ideas in innovative ways. We execute accurate renderings down to the smallest detail. We create elaborate, high-definition animated movies that incorporate real people, moving traffic and flowing waters. We create custom solutions that include everything from software creation to hardware installation. What are your goals? Our goal is to help you achieve yours through the right combination of advanced technology and creative thinking.

Completing the circle through creative collaboration.

As useful as all of Focus 360's technology and tools are, our most useful tool is the one that sits on top of our shoulders. Because we don't just roll out a cookie-cutter approach to visualizing your project. Our recommendations are based on thoughtful consideration of exactly what you want to achieve. Call us, and let's talk. The sooner we hear from you, the further outside the circle our thinking will be. And the more complete your solution will be.

Companies expand and contract. Many CEOs have been on a roller coaster provided by the economy. Listen to Steve discuss the role of high definition animated video in marketing and hear him talk about how to keep focused when downsizing the company is the best strategic move. To learn more about Focus360 go to www.focus360.com

Melissa Data

Ray Melissa, CEO

Melissa Data has a single-minded focus on providing the best data to its customers. Listen as Ray Melissa discusses how he started the company from a simple ideas and led the company one innovation at a time to its current industry-dominant position. To learn more about Melissa Data go to www.melissadata.com. There is a wealth of data available for FREE at Melissa Data's Free Lookup page. Look up ZIP Codes, verify addresses, get location geographics and demographics, view maps, and more.

Enhance your database with easy-to-integrate data quality APIs Data Quality Tools

Update & standardize addresses Data Enhancement Services
Customers perfect for your business with our mailing lists Mailing Lists
Mail preparation software and other direct mailing products Mailing and Data Management Software

Tags: business · management · sales · innovation · accountability · responsibility

Pilgrim Talks: Chris Andreozzi (6/24/10)

June 24th, 2010 · Comments


Chris Andreozzi, CEO

KnowledgeCentrix, established in 2003, is a full-service information systems consulting firm. They specialize in providing Managed and Professional Services to businesses located in Southern California. They bring a passion for customer satisfaction to the particular needs of budget-conscious companies who need on-demand IT services.

Their Mission:

To create, sustainable business advantage for their clients, by providing cost effective and reliable technology solutions.

Their Values:

Quality – a work ethic of striving to be the best and do the best work

Accountability – living by the adage, "the buck stops here"

Integrity – you are who you say you are demonstrated by living your personal values

Loyalty – going the extra mile for clients, employees and the company

Balance – encouraging life outside of work, community and charitable endeavors

KnowledgeCentrix has earned acclaim with both Microsoft and Cisco by repeatedly demonstrating a proven track record of successful projects and happy customers. To see more about KnowledgeCentrix, go to knowledgecentrix.com

Tags: DefaultTag · business · management · sales · innovation · accountability

Pilgrim Talks: Kristin Arnold and David Browning (6/09/10)

June 9th, 2010 · Comments


Kristin Arnold, Author, Speaker, President of QPC, Inc.

The first thing you notice about Kristin is that she is tall. 5′ 10″ to be precise.

You’ll also note her passion for helping others be more engaging and interactive in their presentations.  She’s a master facilitator as well as a professional speaker – and has done a ton of research about how to make a presentation more facilitative, engaging and interactive.

In her newest book, she shares over ninety different techniques you can use immediately in your next presentation.  These techniques will be your “springboard” for you to adapt the idea to your own presentation, rather than “adopt” the idea as your own.

For the last fifteen years, Kristin has been the President of QPC, Inc, focusing her energies on facilitating high stakes meetings, speaking to large groups about the power of teamwork, and training others to do what she does – building extraordinary teams at work. To learn more about Kristin and to see her book, Boring to Bravo, go to boringtobravo.com


David Browning, CEO

thinkASG grows your business through innovative IT strategy, implementation and support. But above all, our team is passionate about partnership. As a result, market-leaders in all areas of business have come to regard us as knowledgeable, dedicated and, ultimately, indispensable partners in growth. thinkASG provides the human drive to lead your next successful technology implementation.

thinkASG’s IT strategy, Green IT implementation, and information technology support experts take the time to understand your unique business and architect solutions to optimize your competitive advantage. From consultation and strategy, to implementation, and support, we help our partners face diverse IT challenges and capitalize on emerging opportunities.

We solve problems. We invite you to explore our site and find out how we put The Human Drive to work for our customers. To learn more abou thinkASG, go to www.thinkasg.com

Tags: DefaultTag · business · management · sales · innovation · accountability · responsibility

Pilgrim Talks: Keith Pinter (6/2/10)

June 2nd, 2010 · Comments

CORE Development Services

Keith Pinter, Chairman

Core Development Services and its subsidiaries, Core Planning Services, Core Communication Services and Core Design Services, are highly experienced with regard to site acquisition, planning, and design. We’ve combined these services in order to provide a total solution that takes advantage of synergistic relationships, direct communication, and overall management of the project. In this way, we maintain total control and prevent any single aspect of the project from going over budget or running behind schedule.

Our specialty includes California’s complex zoning, planning, and entitlement processes. With a thorough working knowledge of California’s policies, politics, and laws, we avoid unnecessary delays. By investing time and energy to establish working relationships with key people, we can also streamline the approval process. This is partly why we’ve been hired to do more work than any other development firm in California, successfully managing more than a thousand land acquisition, permitting, entitlement, and design projects. In the words of our clients - “Core delivers.” For more about Core Development Services, see core.us.com

Tags: DefaultTag · business · management · sales · innovation · accountability · responsibility · iPhone

Pilgrim Talks: Joey Benadretti , Bob Juracka (5/26/10)

May 28th, 2010 · Comments


Joey Benadretti, CEO

Since its inception in 1978, SYSPRO has been delivering state-of-the-art business solutions to some of the world's leading companies. As a global leader in the production of world-class ERP software, the company now caters to the specialized needs of 14,000 licensed companies in more than 60 countries worldwide. SYSPRO is marketed globally through regional territory distribution centers and a global reseller network in the US, Canada, Africa, Asia Pacific, Australia and the UK.

SYSPRO is a fully integrated business software solution that provides complete control over the planning and management of all facets of business including accounting, manufacturing and distribution operations in a variety of industries.

For additional information on SYSPRO, call Stanley Goodrich at 714/437-1000 or go to www.syspro.com

XDimensional Technologies

Bob Juracka, President

XDimensional Technologies, Inc., headquartered in Brea, California, was founded in 1989 under the name of Fuher and Associates. Ever since, XDimensional Technologies has focused on providing products and consulting services that reduce friction and transaction costs associated with the distribution of insurance products.

XDimensional Technologies began by providing automation consulting and systems integration solutions to independent insurance agencies. In response to customer needs, it expanded its services to provide a full range of insurance management and operations consulting. As XDimensional Technologies identified areas of specific need, the company began to develop and integrate technologies designed to automate and streamline insurance operations. Not only did this include development services for software integration, but also for web design and Internet-related services.

Over the years, XDimensional Technologies' position as the premier insurance industry consultants has continued to expand as carriers, other intermediaries, and insurance industry associations have sought its expertise in resolving automation and operations issues common to all segments of the industry.

For more information on XDimensional Technologies go to: http://www.xdimensional.com

Tags: DefaultTag · business · management · sales · innovation · responsibility

Pilgrim Talks: Satnam Gambhir, Ken Burke (5/19/10)

May 20th, 2010 · Comments

Envision Financial Systems, Inc. Satnam Gambhir

Satnam Gambhir, Chief Executive Officer & Chief Design Officer

Satnam Gambhir is co-founder, Chief Executive Officer and Chief Design Officer of Envision Financial Systems. He is responsible for determining the strategic direction of the company and its products. Satnam has over two decades of experience in managing, designing and developing software applications. Prior to forming Envision, Satnam was Vice President of the Information Systems group for Analytic Investment Management. There he developed, implemented, and managed the transfer agent software used by four mutual funds. Previously, he designed and developed Computer Aided Design software for Advanced Micro Devices in Sunnyvale, CA.

Envision Financial Systems, Inc is a privately held corporation with headquarters in Irvine, California. Envision has offices in Owings Mills, Maryland and Bangalore, India providing client support and software development respectively. Envision was incorporated in 1994.

Envision provides real-time shareholder accounting and servicing technologies for mutual funds, asset managers, transfer agents and 529 program providers. Our products allow firms to increase efficiency and improve customer satisfaction, while enabling their emerging business needs. Using industry standard open technologies, along with a modular design, an intuitive interface and configurable rules, our clients are able to introduce new features, functions and product capabilities to the market faster, easier and more cost effectively.

Envision is the recipient of numerous awards and recognitions, including First Place for the mutual fund industries Best Post Trade Implementation, First Place for Innovations in the SourceMedia Fund Operations Award, the Deloitte Fast 50 and the Software 500. The company and its executives are featured regularly in industry media, including Ignites, Money Management Executive and the NICSA conferences.

You can see more about Envision Financial Systems, Inc. at http://www.enfs.com

CMS Products BounceBack

Ken Burke, Chief Executive Officer

Established in 1983, CMS Products, Inc. is a leading innovator in data backup, encryption and security technology for business users and consumers. Their flagship ABSplus automatic backup and restore disaster recovery solution, powered by their award-winning BounceBack software, is sold in more than 90 countries. In addition to their extensive line of laptop hard drive upgrades, CMS offers a full suite of data security products for business powered by their CE-Secure data encryption software. Their data security product line includes the innovative ABS Secure encrypted portable backup solution as well as the VaultOTG encrypted flash drive.

By developing leading edge, easy-to-use products revolutionizing the notebook and desktop data backup/restore and storage industry, CMS Products has received global recognition because of its high quality, user-friendly product offerings.

CMS Products offers its products through enterprise, government agency and educational institutions, as well as SOHO, consumers through national and international distributors and resellers.

You can see more about CMS Products at: http://www.cmsproducts.com

Tags: DefaultTag · business · management · sales · innovation · responsibility

Pilgrim Talks: Evolution of IT Management in the New Economy, Dave Cunningham, 5/5/2010

May 6th, 2010 · Comments


Dave Cunningham, CEO

Dave Cunningham, CEO, talks about the evolution of IT management, how sales processes will change in digitized Internet economy, and the path for small business who want to leverage others' expertise.

In business since 1982, Dempsey Bluevar has been working with companies to integrate, manage, and protect their enterprise systems and information assets.  Beyond our expertise in strategic, technical, and project management, however, Dempsey Bluevar also brings a passion for extra-mile service to our clients.  As your technology partner, Dempsey Bluevar focuses on quality, efficiency and reduced cost of ownership to deliver the optimal technology platform for your organization.

Our Team Is Your Team Dempsey Bluevar professionals go beyond expert problem solving and customer support to work as an extension of your IT Support Department.  Our problem-solving approach begins with understanding your business objectives, IT strategies and desired results and ends with scalable solutions that serve as a foundation for your future growth.

To learn more about Dempsey Bluevar go to, www.dempseybluvar.com

See more about the future of IT Management: The Google-ization of Bechtel

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Pilgrim Talks: Sean Burns (5/05/10)

May 5th, 2010 · Comments


Sean Burns, President of ForceNation

ForceNation is a premier professional services firm and consultancy committed to help you build your future. They can assist your organization maximize your CRM investment to capture insight and intelligence like never before. Drawing on their groundbreaking research, functional experience, and I.T. expertise, ForceNation delivers insights and puts them into action. They help inspire the people that drive companies to explore otherwise unseen opportunities. With their broad reach across industries, functions, and geographies, they speak their clients' language. They live where they live. They understand their customer's business. To see more about ForceNation, go to www.forcenation.com

Tags: DefaultTag · business · management · sales

Pilgrim Talks: Desiree Stimson, Cathy Nanadiego, Cary Facer, Robert McNider (4/14/10)

April 16th, 2010 · Comments

Desiree Stimson and Cathy Nanadiego

Since 1992, DSYL has been providing clients with creative and high-quality advertising, contemporary design and innovation. Every marketing tool created for a client is developed exclusively for them.

Effective advertising backed by sound research is a key element to our clients’ success. DSYL’s media expertise covers all disciplines and we have assembled and maintained the finest creative resources and business-savvy account managers available.

In almost 20 years, DSYL has helped many different companies brand and differentiate themselves from their competitors, giving them the edge to successfully meet and exceed their marketing objectives. With every successful project completion, DSYL takes that experience and learns from it, continually strengthening the amount of knowledge, resources and innovation we bring to the table. As we learn, we also strive to teach. Our goal is to educate as we create, in the hopes that our clients learn with us. This in turn increases the depth of our business relationships while generating high quality and most effective advertising.

You can contact Desiree at:

desiree stimson I magic maker
DSYL I advertising . public relations
108 E. amerige ave., fullerton, ca 92832
o: 714.446.1968 x208  •  c: 714.504.7217  •  f: 714.446.1977

Cary Facer and Robert McNider

Primary clients include owners of closely held businesses, professionals, contractors, and other affluent individuals.  Evaluate present financial positions, identify shortcomings in current financial planning, and recommend investment strategies to achieve desired objectives in light of tax and legal regulations.  Review and analyze areas of income tax planning, investments, fringe benefits, business continuity, and estate analysis.

You can contact Cary at:

Cary C.W. Facer Financial Services Professional CA Insurance License #0F84113 fmcfg.com/caryfacer.html

FMC Financial Group

4695 MacArthur Court, 10th Floor Newport Beach, CA 92660 949.612.1990 - Phone

Tags: DefaultTag · business · management · sales · innovation

Pilgrim Talks: Eric Mandell, Bob Fair (3/24/10)

March 30th, 2010 · Comments

Eric Mandell

Eric Mandell is the Chief of the California Department to General Services’ Office of Small and Disabled Veterans Services and Communications and Outreach for the Procurement Division.  He also serves as the Department’s Small Business and Disabled Veteran Business Enterprise Advocate. In these capacities, Eric and his staff work to make certain that small and DVBE businesses get access to their share of state awarded contracts.

Eric has over 30 years in the fields of marketing, communications, advertising, and the media.  He has created award winning marketing efforts and campaigns for California’s Breast Cancer Awareness, Enterprise Zones, Military Base Reuse, and Infrastructure and Economic Development Bank programs, as well as Sacramento WORKS for Sacramento County.

Eric is a graduate of UC Davis.  He has worked in on air and in management positions in radio and television and also owns his own small business, ECM Communications.

Eric is discusses the Stimulus Funds Workshop #2 Webinar that will be held on April 28 from 9am to 12 noon. The Webinar host, Wayne Gross, will walk Orange County companies through the step-by-step process for suppliers to register with the State of California's eProcurement system. He will also show companies how to be certified as a Small Business, and he will show them how to use the eProcurement system to market a companies products and services to the State. To reserve your Webinar seat go to:


Bob Fair

Co-founders Jim Collins & Bob Fair discuss the role of the www.DVBEblog.com. Both Jim and Bob are certified Disabled Veteran Business Enterprises with the state of California.

The DVBEblog’s altruistic goals are to provide a mentoring environment with a communication forum/blog that provides an opportunity for many others in the business community to actively participate and or become sponsors in assisting DVBEs in succeeding. We are in the process of becoming a 501c(3) non-profit.

Jim and Bob met through the chat function of an online DVBE webinar sponsored by the California Energy Commission’s Public Interest Energy Research (PIER) Program, one of several state agencies who truly wish to work with DVBEs.

As an example of those in the business community, whom they met online at the webinar, Mark Wilson, expressed interest in helping the two of them establish the blog, even though he is not a veteran. They met Mark at the PIER Webinar and have been in communication with him many times in the past weeks. Mark is seeking qualified DVBEs whom he can work with on a regular basis.

DVBE Founders –

(1) Jim Collins of JC Write www.jcwrite.com

(2) Bob Fair of FairMed www.fairmed.com

DVBE Advisors –

(1) Mark Wilson

The DVBE Blog is:

· A resource for disabled vets wanting to get started in business and eventually get their DVBE certification so they can work with the state

· An information source for contacts in the State

· An information source for DVBE contracting news (legislative, upcoming contracts we may here about, contracting success stories…)

· A social hub where DVBEs can discuss their problems, concerns, and successes

· A source for training and other help (Once they get the grants they are looking for.)

Tags: DefaultTag · business · sales · responsibility

Pilgrim Talks: Doug Reitmeyer, Kevin Peithman (3/17/10)

March 18th, 2010 · Comments


Doug Reitmeyer, President

Federal Construction Consultant and Creator of BidTrakker

Over the last 35 years, Doug has completed more than 1,000 Federal Contracts worth over 1 Billion dollars, and he's making his expertise available to contractors and construction companies. He has a 90 day program to help people get registered for, find, win, complete, and get paid for their share of the Billions of dollars in Federal Construction Contracts. See more.

To learn more about Reitmeyer & Associates, go to reitmeyer.com

allied modular

Kevin Peithman, CEO

Allied Modular Building Systems

"Innovation Is Just One Step Ahead."--Feruzi Mwero

Allied Modular intends to help lead innovation in the modular building construction industry. Part of our leadership strategy is to (1) find, or develop, connections between the needs of our customers and the solutions we can offer, and (2) extensively research the questions of our audience and to answer as many of them as we can.

From Kevin's blog:

I recently spent some time with one of our customers who were making a change to one of their facilities. I asked him how the people were handling the change. His response was like many I’ve heard in the past. He said, “I don’t understand why people don’t want to change. I can’t figure out if they are lazy or just scared of what will happen.”

My response was very simple. . .Read More

To learn more about Allied Modular Building Systems, go to alliedmodular.com

Tags: DefaultTag · business · management · sales · innovation · accountability · responsibility

Pilgrim Talks: Andrea Waltz & Richard Fenton and David Swartz 3/10/10

March 11th, 2010 · Comments

Andrea Waltz and Richard Fenton

Go for No

Everyone loves the sound of the word YES... it’s so positive, so empowering. And then there’s “NO!” For most people, NO is just the opposite: negative… draining… the antithesis of yes. But what if that could change?

What if you could achieve every quota… hit every income goal… and reach every personal dream… simply by changing the way you think, feel, and respond to hearing the word NO?

Well, you can.

When you hear the word, NO...

  • What does that "NO" mean to you?
  • How do you respond to it 'internally' in your mind (what you think)?
  • And how do you respond to it 'externally' in your behaviors and actions (what you do)?

Here's a simple fact: The relationship you have with the word NO… what you think and feel when you hear it, and what you do afterward as a result - whether you seek opportunities to hear NO again, or whether you run from them - is THE single most important factor in determining the level of success you will achieve in your life. Check out our Go for No! Breakthrough Package!

MEDL Mobile

David Swartz, visionary leader, CEO

MEDL Mobile

MEDL Mobile is a mobile application studio, built around a core team of seasoned marketers, serial entrepreneurs, veteran strategists and big idea lovers.

We see mobile application development as the single most exciting opportunity on the table today. We work with a diverse array of brands, companies, organizations and individuals to turn great ideas into powerful apps. What makes MEDL stand out is our ability to stand out. In a sea of hundreds of thousands of apps, ours break through.

If you've got an idea worthy of becoming a Shiny MEDL Object, click here.

If you've got an app on the store worthy of becoming a Shiny MEDL Object, click here.

To learn more about MEDL Mobile, go to medlmobile.com

If you'd like to hire MEDL to bring your app concept to life, click here.

Tags: DefaultTag · business · management · sales · innovation · accountability · responsibility · iPhone · iPhone Apps

Pilgrim Talks: Sam Silverstein and Mark Franzen 3/3/10

March 9th, 2010 · Comments

Sam Silverstein

2008-2009 President, The National Speakers Association

Sam is a good friend. He has recently written and published No More Excuses. In our conversation he discusses the four things successful people are accountable for:

We are accountable to do the right things consistently We are accountable to manage our space We are accountable to manage the process We are accountable to establish the right expectations We are accountable to contribute to our relationships

Sam says: "Accountability is not a consequence. Accountability is your competitive advantage!™" NoMoreExcuses.me

No More ExcusesBuy the book from Amazon.

For information on Sam's keynote, No More Excuses® and complimentary articles visit Sam's web site: http://www.SamSilverstein.com Sam Silverstein Enterprises, Inc. 121 Bellington Ln, St. Louis, MO 63141 Phone 314.878.9252 • Fax 314.878.1970 • Toll Free 1-888-MOTIVATE

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Mark Franzen, CFO

MicroMedia Filtration

Mark is the CFO of Micro Media Filtration, designers and installers of The Micro Media Filtration Process. They are revolutionizing the process of wastewater treatment. In this interview Mark discusses the benefits the company's process brings to cities, counties, and wastewater treatment districts:

The process require minimal energy and backup power needs. There is no reject flow. Modular design allows maximum flexibility for all applications. Low operating and maintenance costs. Small footprint allows installation at existing sites.

For more information download their brochure or contact them:

Mark Franzen 21076 Bake Parkway, Suite 106 Lake Forest, CA 92630

(949) 293-2430 mfranzen@mmfwater.com

To learn more about M2 Renewables, go to m2renewables.com

Tags: DefaultTag · business · management · sales · innovation · accountability · responsibility

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