The backbone of Pulse Advisor is salesforce activity logged by members using Dial-A-Note. The PulseAdvisor data team cleans, aggregates, and analyzes the data to provide member metrics that facilitate benchmarking relative to their peer group.
Each quarter, this information yields powerful insights into salesforce activity and engagement.
How It Works
Tom Yen is the Product Lead for Pulse Advisor. Prior to Pulse Advisor, Tom was a management consultant at ZS. During his time at ZS, he specialized in sales force deployment and optimization. He received his B.S. in economics from Cornell University.
Aaron Barzilai is the Data Science Lead for Pulse Advisor. Prior to Pulse Advisor, Aaron was the director of basketball analytics for the Philadelphia 76ers. He has also founded his own consulting company and worked directly for a variety of firms including Capital One. Aaron has a B.S. from MIT and his MS and PhD from Stanford.
Dave West, founder and CEO of Civicom, was always an innovator and entrepreneur. It started selling pizza in his college dorm on Friday and Saturday evenings and continued even within food behemoth Nestlé. While running the juice company there, Dave championed
Kate Zeid joined Civicom in 2005 and has been responsible for bringing the premier voice-to-CRM entry tool, Dial-A-Note, from concept to market. Today, Dial-A-Note clientele have grown to include major financial institutions, multinational corporations, and small to
Principal, On Course Advisors
Tony Busacca was at Merrill Lynch for 25 years and concluded his career in September 2006 as Managing Director at Merrill Lynch Investment Managers (MLIM), Chief Administrative Officer of its Global Propriety Private Client Business.
During his tenure in Sales Administration, Mr. Busacca was instrumental in the establishment of a partnership between sales, technology, and E-business for the development, funding, and deployment of an Intergraded Sales, Marketing, and Relationship Tracking system (iSmart), which increased the coordination and effectiveness of the sales organization
Following his career at Merrill Lynch- Mr Busacca created Aqueren LLC in October 2006 as a management consulting firm, specializing in the development of growth and distribution strategies for firms within the financial services industry. In March 2009 Mr. Busacca formed On Course Advisors (A Division of Aqueren LLC) as a CRM Advisory and Consulting Firm. OCA was established to administer “The CRM Forum” which has been in existence since 2002. The Mission of the CRM Forum is to bring together business and technology professionals from the asset management industry to exchange views and best practices relating to the usage, implementation and growth of their respective client relationship management applications and processes. The CRM Forum has grown over the last 10 years to include 50 plus asset managers and advisory firms and some 350 individual members.
Sales Enablement Expert
Hazem Gamal is a leader in business operations with a focus on sales and marketing enablement
who has natural instincts to quickly assess complex situations and distill them to their fundamental
with diverse teams. He has deep experiences across multiple industries and roles which make him
an ideal candidate to work with organizations as a catalyst to help better align and grow the business.
Most recently Hazem spent more than fifteen years at OppenheimerFunds in a number of different
roles, always as a proven change agent to help define and implement appropriate and necessary
improvements to propel the business. He worked most closely with the sales and marketing divisions
directing their technology needs and adoption, onboarding third-party services, in addition to other
portfolios such as data management, reporting and analytics, business continuity and disaster
recovery, as well as office space management, among other responsibilities.
Initially a hotelier, he was soon pulled from his operational responsibilities at Swissotel to help lead
the management consulting arm where he delivered improvements in guest experiences, employee
satisfaction and bottom line margin growth for the hotel owners in the US, China and Europe in
conjunction with world class consultancies such as McKinsey, Andersen, BCG, and Arthur D Little.