#270: Setting Expectations Early for Better Customer Experience with Craig Colby, OneStream Software
The Agile Brand with Greg Kihlström®: Expert Mode Marketing Technology, AI, & CX
The Agile Brand
4.9 • 113 Ratings
🗓️ 16 August 2022
⏱️ 25 minutes
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Summary
Today we’re going to talk about setting boundaries and expectations during the sales cycle to prevent poor performance or disappoint down the line. To help me discuss this topic, I’d like to welcome Craig Colby, President of OneStream Software.
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Transcript
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| 0:00.0 | This episode is brought to you by Oracle, AI may be important, but it needs a lot of processing speed, and that gets expensive fast, upgrade to the next generation of the cloud, Oracle Cloud Infrastructure, or OCI. |
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| 0:26.0 | Take a free test drive at oracle.com slash enhance. |
| 0:31.0 | Welcome to season 4 of the Agile Brand with Greg Kielstrom, where we discuss business agility through customer experience, employee experience, and digital transformation. |
| 0:40.0 | I'm your host, Greg Kielstrom. |
| 0:42.0 | The Agile World podcast is brought to you by TechSystems, an industry leader in full stack technology services, talent services, and real world application. |
| 0:51.0 | For more information, go to techsystems.com. |
| 0:54.0 | To read more about the topics discussed on this show, you can go to my website at GregKielstrom.com, and read my latest articles, or get a copy of my latest book, |
| 1:03.0 | Meaningful Measurement of the customer experience, now available on Amazon and other retailers. |
| 1:09.0 | My name is Greg Kielstrom, and I'm the host of the Agile Brand podcast. |
| 1:13.0 | Today we're going to talk about setting boundaries and expectations during the sales cycle to prevent poor performance or disappointment down the line. |
| 1:20.0 | To help me discuss this topic, I'd like to welcome Craig Colby, president of OneStream Software. |
| 1:25.0 | Craig, welcome to the show. |
| 1:27.0 | Thanks, Greg. I'm so glad to be with you today. |
| 1:30.0 | Yeah, really looking forward to talking about this with you. |
| 1:32.0 | So why don't you start by giving a little background on both yourself as well as your role at OneStream Software. |
| 1:38.0 | Awesome. Awesome. So I'm the president. I'm actually one of the founders of OneStream. |
| 1:44.0 | And it's always important to say there would be no OneStream if there wasn't a company called UpStream. |
| 1:51.0 | So I was a founder, and I ran that company for a while. It was actually acquired by a legacy vendor back in 2005. |
| 2:00.0 | But we learned a lot from that company, and OneStream is really dedicated to solving the problem for financial consolidation, reporting, planning, |
| 2:11.0 | for some of the largest, most sophisticated organizations in the world. |
... |
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