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                                                Mtech Guru Roundtable

Gordon Bell - President Lucidview

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Gordon H. Bell is president of LucidView. For 15 years, Bell has published new innovations in the science and practice of “small data”in-market testing – especially multivariable mosaic testing – and regularly consults with market leaders in retail, CPG, Internet, advertising, and direct marketing programs.
He has lectured at Yale, Wharton, GE University, and numerous industry conferences, has written articles on multivariable testing in the
marketing press since 1998 (running possibly the first multivariable Internet test in the year 2000 with the #1 online advertiser at the time).

He has co-authored statistical papers, and has case studies in the 8th edition of Successful Direct Marketing Methods (Stone and Jacobs) and the experimental design text, Testing 1-2-3: Experimental Design with Applications in Marketing (Ledolter and Swersey).
 
Gordon Bell helps executives blend big data analytics with the
agility of in-market testing to accelerate learning on the front lines of the marketplace. He can be reached at gbell@lucidview.com.

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John Coe - President B2Bmarketing.com

Notice the URL. John was one of the 
earliest marketers to recognize the 
attributes of successful B2B sales and
marketing and how “one size does not
fit all” in B2B and B2C marketing.  John is truly a Guru when it comes to effective design and implementation of large-scale B2B campaigns integrating technology with on and offline channels including sales forces.  His book “The Fundamentals of Business to Business Sales & Marketing” is an industry standard.

Look out for John's new book "The B2B Data Guide and Resource Directory".  No doubt this will be a go-to handbook for all B2B marketers. If you have questions on how to design and implement large-scale B2B integrating on and offline channels, reach out to John at john.coe@b2bmarketing.com.


Bill Gossman - CEO Advanced Software Analytics

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Bill is the creator of one of the original automated data mining applications for building and deploying predictive and descriptive models, ModelMax®. With deep expertise in the original vertical leveraging data mining and analytics, namely, financial services, Bill is the guy to query about predictive modeling and advanced automated analytics. ASA has leveraged this technology to create solutions for administering incentive management and variable compensation programs as well as a rules based system for detecting and taking action on many types of fraud including identity fraud.

ASA's COA SaaS application combines CRM, sales force automation, and marketing automation into an integrated marketing platform specially designed for the marketing needs of banks and their branch systems.  When the subject matter turns to the optimization of data driven marketing and customer retention designed specifically for the needs of a distributed banking environment, reach out to Bill at bill.gossman@asacorp.com.

Kenyon Blunt - CEO A Player Group

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  "A little over five years ago I was hired to lead the turnaround of a struggling 
marketing services company.  We had to substantially upgrade our personnel in order to right the company.  Two of the strategies that we used were
Topgrading and Executive Coaching.  So it made perfect sense that I would  choose these best practices for my next career because I'm every bit as 
passionate about improving talent as I am about marketing. Almost
everyone I meet likes to talk about getting good employees and what happens when you don't."

I can certainlyvouch for Kenyon's comments when discussing
M&A activity with any buyer or seller. Talent is perhaps THE key asset of any marketing technology and services firm. If you are seeking counsel as to how to upgrade this the most valuable of your assets, reach out to Kenyon at
kenyon@a-playergroup.com.




Al Gadbut - CEO Acquireweb, Inc.

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With about as eclectic a background as any marketing professional including a Ph.D. in Neuroscience, Al has built a premier on-line marketing services business
leveraging proprietary consumer and B2B
e-mail databases and an execution team second to none in working with ISPs to successfully deliver and measure large scale e-mail programs. New initiatives include technology optimizing the effectiveness of digital media ad programs targeting the local market, and the roll-out of an affordable local retail acquisition product for the SMB market. 

If you are seeking knowledge or ideas on how to leverage data in executing online and display advertising campaigns at the local level (very hot right now), reach out to Al at albert@acquireweb.com.



Sandra Gudat - President/CEO Customer Communications Group, Inc.

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Sandra is truly one of the leading loyalty marketers today. Her broad-based experience has provided her with the
marketing skills and database expertise to strategically design and successfully implement relationship marketing programs for various clients in the retail and financial fields, including Alamo Rent A Car, Chase Manhattan Bank, Kohl’s Department Stores, Nordstrom and Mellon Bank.

CCG pioneered the concept of relationship marketing more than thirty years ago and counts Nordstrom, IBM, Hibernia, Pier 1 Imports, Tommy Hilfiger and Wachovia as clients served. Her professional speaking credits include most of the recognized direct/database marketing, retail marketing, and loyalty conferences and forums. Sandra and CCG have been covered in DM News, iSource, Inside 1 to 1, Hospitality, Promo and many more.

If you would like to share ideas on cross-sell, upsell, customer retention, reactivation, and the like, especially for the Fortune 1000 in financial services, retail and telecommunications, reach out to Sandra at sandra@customer.com.  Just a hint here; take notice of CCG's domain, customer.com. 

Gene Hanson - Former CEO CCS Adplus, LLC dba Infolure, Inc.

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It all starts with good data. Data processing has long been considered a commodity.  No more. The industry is in the midst of grappling with new streams of customer and transactional data increasingly driven by and through digital channels.

When it comes to designing data processing solutions maximizing cost efficiency, through-put, and match rates no matter the run size; Gene is the guy.  By the way, in case you didn't know it Gene is short
for Genius. Not just the CEO and owner of the business, Gene actually wrote all of the Company's processing routine applications. Connect with him at genehanson@aol.com.

Chris Lynde - SVP/GM Source Marketing/Communefx

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Chris brings more than 30 years’ experience in multi-channel database marketing, data, and analytic services, with a strong background leading B2B and B2C customer engagement and CRM agencies. Chris has pioneered a number of large-scale, first to market database products, and he has held several senior leadership roles in large fortune 1000 corporations, as well as pure start-up organizations.

Chris is SVP of Database Marketing of Club Holdings, LLC and co-founder of DecileOne in Broomfield, CO. DecileOne specializes in building differentiating data assets paired with proprietary analytic and multi-channel marketing technology for companies focused on niche consumer and business audiences.

Previously, he was Senior Vice President, General Manager at Equifax Marketing Services, and served as President & CEO of Oaktree Systems, a public database marketing subsidiary of Gateway Industries. Earlier in his career he founded Experian's Information Services Group where he served as SVP Sales & Marketing. He also served as VP, General Manager of
EDS/Neodata.

A self-admitted data geek, Chris’ mantra around the office is “get the data wired tight and right before all else.” If you’re contemplating a data-driven marketing project of any kind, check in with Chris first – he can help you think through the process, build the business case, and help you manage the project - he’s a great go to guy! Contact him at chris@clynde.com.

Jim McNulty - CEO Standpoint Public Relations

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Jim has been successfully promoting marketing technology companies for more than twenty years. After running PR at Harte-Hanks and then e-Dialog, he leveraged that expertise to become a specialized consultant for clients like Equifax Marketing Services, Fulcrum Analytics, BeNOW, smartFOCUS, Protocol Marketing, Prospectiv Direct, PreVision, StreamSend Email Marketing, 89 Degrees, Entiera, SIGMA Marketing, Conversen, and more.  Jim knows the players, the influencers and the technology that drive marketing today, and showcases top thinkers and solutions with informed strategy, expert writing and editing, and prospect-aimed exposure.  If you want to discuss how to boost your profile to reach marketing decision-makers, contact Jim at jmcnulty@standpoint-pr.com

Randy Phelps - President Authorize Express

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Nothing happens until money changes hands. Randy is truly a guru when the
subject of electronic payment systems arises. 

He is President and Co-Founder of Authorize Express, a financial services technology firm with headquarters in Boulder, Colorado. Authorize Express is an innovative Consumer Finance Platform capable of managing the entire Alternative Finance Service process from cradle to grave. In essence, Authorize Express serves as a multifaceted input/output hub to various internal and external systems necessary in the consumer finance lifecycle.

Formerly the COO of Billing Tree, one of the fastest growing electronic billing and payments solutions providers, Randy is the expert to contact with questions on how to design and implement any multi-faceted, multi-channel electronic payements system. His expertise is especially strong in the application of this technology in mobile and online channels. Contact him at randy@authorizeexpress.com

Kurtis Ruf - Partner Ruf Strategic Solutions

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Kurt Ruf is a Partner at Ruf Strategic Solutions, a fast growing, analytic database marketing service bureau that has proprietary tools to assist firms in measuring return on marketing investment across all communication channels.

The firm has built a data store via strategic relationships with many of the largest consumer and business data compilers in the world to resell Ruf’’s unique segmentation solutions.   Ruf ‘s approach harnesses the power of warehousing marketing transaction data combined with statistical modeling of  demographic and thousands of behavioral and attitudinal data overlay’s.  The resulting intelligence allows prospecting via their managed multi-source databank of over 230 Million individuals and 18 million businesses. Marketers are given web hosted access to dashboards,  campaign tools and back-end measurement solutions to allow  ROI on laser focused marketing initiatives.  Many Fortune 500 companies rely on Ruf Strategic Solutions to increase their bottom line.  Ruf’s high tech solutions ensure that a relevant marketing message gets to the right target at the right time. 

Long recognized as an Marketing Industry expert, Kurt has been
published in a multitude of industry trade magazines.  In addition, he co-authored, along with Martin Baier one of the industry’s leading resource and training books, "Contemporary Database
Marketing: Concepts and Applications."

If you are seeking a one-stop shopping partner that can provide the data, analytical tools and marketing automation to enable you to deliver the right message to the right prospect through the right channel at the right time, contact Kurt at kurt@ruf.com. Yes, Ruf has been doing this marketing automation thing using its proprietary technology long before it became the latest buzzword rage.

Frank Verrill - President Advanced Image Direct

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Direct mail has always been a mainstay in communicating with customers and prospects. While new marketing technologies have given us alternative channels of
communication such as online and digital, direct mail remains a chief means of messaging because of companies like AID that have embraced, developed and embedded real-time, cloud based, personalized delivery systems.

Frank Verrill is President of Advanced Image Direct, a position he has held since 1986. In this role, he oversees the strategic direction of the Fullerton, CA‐based, printing and direct mail company, which is one of the largest and most innovative producers of direct mail in the Western United States. During his career, Frank has been a recognized industry leader in imaging technology, manufacturing innovations, and automated Direct Mail for CRM.

AID developed Cloud2You, a SaaS application enabling Salesforce.com users to customize and launch personalized direct mail campaigns, literally on the fly.  If you are seeking counsel as to how to integrate and maximize the efficiency of direct mail in a campaign reach out to Frank at frankv@advancedimagedirect.com.

David Stirling - CEO Market Vue Partners

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Formerly co-owner of SIGMA Marketing Group, David was an early champion of employing data mining techniques to create lift in the first direct marketing credit card acquisition programs. Recognizing today’s most significant challenge for companies in harnessing vast amounts of on and off-line data, Market Vue  is the Company to turn to for retailers seeking key insights across the organization leveraging an elegant, easy to use SaaS delivery model.  Market Vue’s clients can quickly see why a retail location is underperforming and where there are opportunities to add new revenues.

If you are seeking knowledge and counsel on optimizing targeted distributed retail marketing programs, David is the expert to reach out to.  A note here...MVue's SaaS user interface is one of the best I have seen in providing very complex data-driven analytic insights in a very easy to understand graphical presentation for the non-tech marketing executive.  Contact David at dstirl@mvue.com.



  • Home
  • About
  • Services
  • 2018 Marketing M&A Forecast
  • Structuring Earn-Outs
  • 2017 Marketing M&A Forecast
  • Mtech Gurus
  • Transaction Process Planner
  • The 10 "Musts"
  • Articles
  • Transactions
  • Standpoint Client Stories
  • Resources
  • Contact