Finalists in the 11th Annual Stevie® Awards for Sales & Customer Service, an international competition recognizing excellence in disciplines that are crucial to business success, were announced today.    

A diverse group of organizations and individuals around the world are among those recognized in the customer service awards, contact center awards, business development awards, and sales awards categories. Among the organizations with the most finalists are Carbonite, Inc. (Lewiston, ME USA), Delta Air Lines (Atlanta, GA USA), Deutsche Post DHL (offices globally), Festival Walk (Hong Kong, China), Guidewell Connect (Jacksonville, FL USA), HomeServe USA (Norwalk, CT USA), IBM (Armonk, NY USA), John Hancock Financial Services (Boston, MA USA), and Vizio, Inc. (Irvine, CA USA).

For a full list of Finalists by category, visit www.StevieAwards.com/Sales.

Gold, Silver and Bronze Stevie Award winners will be announced during a gala banquet on Friday, February 24 at Caesars Palace in Las Vegas, Nevada. Tickets are now on sale.

The awards are presented by the Stevie Awards, which organizes several of the world’s leading business awards shows including the prestigious International Business Awards and American Business Awards.

More than 2,300 nominations from organizations of all sizes and in virtually every industry were evaluated in this year’s competition, an increase of 10% over 2016. Finalists were determined by the average scores of 77 professionals worldwide, acting as preliminary judges. Entries were considered in 61 categories for customer service and contact center achievements, including Contact Center of the Year, Award for Innovation in Customer Service, and Customer Service Department of the Year; 53 categories for sales and business development achievements, ranging from Senior Sales Executive of the Year to Sales Training or Business Development Executive of the Year to Sales Department of the Year; and categories to recognize new products and services and solution providers.

More than 130 members of seven specialized judging committees will determine the Gold, Silver and Bronze Stevie Award placements from among the Finalists during final judging, to begin January 23.

Beginning today through February 10, the general public may vote for their favorite providers of customer service in the People’s Choice Stevie® Awards for Favorite Customer Service. Voting is open at http://peopleschoice.stevieawards.com. Winners of the People’s Choice Stevie Awards in multiple industries will be determined in mid-February and honored at the awards gala in Las Vegas on February 24.

“We are very pleased with the quantity and quality of nominations received in this year’s competition,” said Michael Gallagher, founder and president of the Stevie Awards.  “The final judges are in for a treat, because they’re going to review many remarkable, inspiring stories of workplace success from around the world.”

Sponsors of the 11th annual Stevie Awards for Sales & Customer Service include Sales Partnerships, Inc. and ValueSelling Associates, Inc.

An interview with Fred Kessler,  CEO of the highly respected sales outsourcing firm, Sales Partnerships, Inc.

Sales Partnerships has provided outsourced sales solutions since 1997. Among their many Stevie Award wins, the company recently won the Silver Stevie in Sales Outsourcing Provider of the Year - along with a slew of other Stevie Awards in multiple categories. They were named as a Grand Stevie-winner in 2016 and are also a sponsor of the Stevie Awards for Sales & Customer Service for the second consecutive year.

We got the chance to talk to Fred Kessler, CEO of Sales Partnership, Inc., about how the group first submitted nominations to the Stevie Awards years ago and how they’ve remained involved since then.

The 2017 Stevie Awards for Sales & Customer Service has closed for nominations. The 2017 American Business Awards offers Customer Service Awards categories and will accept entries through February 16. Late entries will be accepted through March 15. 

REVIEW THE ENTRY KIT HERE.

Fred looked back on when they first, “heard about the Stevies in 2007 and knew it was something we wanted to be a part of. That year marked our first win – as the winner of the top Sales Outsourcing Provider. We’ve repeated as winner in that category several times.”

Sales Partnerships has become known for helping companies overcome their challenges. Fred relayed that, “Sales Partnerships helps top brands navigate the challenges of market expansion and customer engagement via field engagement and outsourced sales solutions. Utilizing our proprietary technology and best practices, Sales Partnerships provides integrated sales and marketing solutions for market launch, customer engagement, customer acquisition and retention.”

Since 2007, Sales Partnerships has continued to win Stevie Awards.Fred explained why their involvement with us has been beneficial: “We first got involved in participating in the Stevie Awards several years ago when we were just signing some of our first big accounts. We thought it would be a good way to get our name out there, network some of the other participating companies, and learn from each other.”

Being recognized for progress in your field is important; Fred explains why the Stevie Awards matters to the firm:

“We take pride in the wins. Recognitions for being the best at what we do are important.”

Fred also acknowledged how winning Stevie Awards has directly affected their business.

“Our Stevie wins have helped reinforce the reputation we’ve built over two decades of being the industry leader in Sales Outsourcing. “

We asked Fred what trends have come and gone over the years and how they have stayed relevant:

“Old school approaches to sales are increasingly failing. Field representatives aren’t there to just parrot information about products. Market targeting and approach have to be far more than just intuition or guessing about where the best opportunities will exist. Today’s success in field engagement requires getting the best talent, constantly honing them, and equipping them with best tools and analytics about their territories. Smart applications of big data, cutting edge use of analytics to maximize sales, and leveraging real time information to adjust and to maximize markets is now the requirement to be competitive. Today’s best field engagement teams will require evolution of the best practices and technologies – the industry is in a state of renaissance that will separate those willing to take the steps to achieve the best results and those left behind.”

Though the Stevie Awards for Sales & Customer Service feature more than 135 Sales Awards, the Sales Partnerships vision has remained focused on continuing their success in changing times.

“The vision of Sales Partnerships is to continuously develop best of breed solutions to allow for engagement with customers in the field as branded representatives for our clients. We serve as an extension to our clients’ brands which allows them to expand their market presence in ways difficult to do on their own. This provides brand protection and focus not possible through resellers or independent rep organizations. ”

Fred concluded that, “We focus on developing the most productive processes for recruiting, training, field management, territory management, and analytics to drive maximized marketing and sales goals for our clients. Large companies trust us to be their field forces globally. We strive to always deliver far above any other option they could have used while vigilantly protecting and advocating for their brands.”

Learn more about Sales Partnerships here 

World’s Top Honors Accepting Nominations Through January 11

The final entry deadline for the 2017 (11^th annual) Stevie® Awards for Sales & Customer Service is Wednesday, January 11.  Entry kits and complete details on the competition are available at http://www.StevieAwards.com/Sales.

REVIEW THE ENTRY KIT HERE.

These are the world’s top honors for customer service, contact center, business development and sales professionals.  All organizations and individuals worldwide may submit nominations.  The 2017 awards will recognize achievements since July 1, 2015.

Finalists will be announced on Thursday, January 19.  Gold, Silver and Bronze Stevie Award winners in the competition will be announced at a gala awards banquet on Friday, February 24 at Caesars Palace in Las Vegas.   Attendance is not required to win.

The Stevie Awards for Sales & Customer Service feature more than 135 sales awards, customer service awards, business development awards, new product awards and solution provider awards categories. Entrants may submit any number of nominations to any number of categories.   

The competition will be judged by more than 150 professionals around the world, and nominees will have access to all of the judges’ comments about their entries – an invaluable resource.

The 2017 program offers new categories for new products and services and solution providers. New categories for new products and services include Customer Service or Sales Book of the Year, Customer Service Training Product of the Year and Sales Training Product of the Year. The new solution provider category for 2017 is Leadership or Management Training Practice of the Year.

2017 will see the return of a popular feature of the Stevie Awards for Sales & Customer Service. All finalists in the Customer Service Department of the Year categories will be included in the People’s Choice Stevie Awards for Favorite Customer Service, a worldwide public vote. Voting will open January 19 and close February 10.  Winners of the public vote will receive a special crystal People’s Choice Stevie Award trophy.

Winners of the 2016 edition of the Stevie Awards for Sales & Customer Service included Cars.com, Comcast, CubeSmart, Delta Air Lines, Etiya, eZCom Software, FedEx, HubSpot, Kohl’s Department Stores, Office Depot, SAVO, ShopKeep POS, Vestmark, and VIZIO, Inc., among others.

The 2017 entry kit and a complete history of the awards program are available at http://www.StevieAwards.com/Sales.

An interview with Tabatha Conway, Marketing Director, Creative Lodging Solutions

Corporate lodging services provider Creative Lodging Solutions (CLS™) was presented a Silver Stevie® for Sales Growth Achievement of the Year at the 2016 Stevie Awards for Sales and Customer Service in Las Vegas. Chief Sales Officer Cindy Rudovich also was named Senior Sales Executive of the Year - Bronze Stevie-winner.

Review the entry kit now to see how your organization can win Sales Awards. The final entry deadline for the 2017 Stevie Awards for Sales & Customer Service is January 11.

What does Creative Lodging Solutions do?

Creative Lodging Solutions (CLS) is an award-winning travel management company that provides customized lodging programs for corporate clients nationwide. Our services provide assistance with lodging expense control, negotiated rates, consolidated billing, and travel policy adherence. CLS has reserved over 11 million traveler nights.

What is your role in the organization?

I’m the Marketing Director.

What is the organizational vision?

Creative Lodging Solutions’ founding vision is to create profitable companies that allow us to provide revolutionary generosity. To fulfill our vision, we must be profitable; however, we are not in business solely for the betterment of our own lives. We exist to make a difference in the world. It is our philosophy that you cannot take it with you when you die but you can send it on ahead.

What sets your company apart in this category?

Creative Lodging Solutions’ fast-paced growth is fueled by our sales team who consistently surpass their annual goals despite any slowdowns in the economy or industry sectors we serve. The sales team has proven to be resourceful in expanding CLS’ market share with revenue exceeding $138 million in 2016.

How did you first become acquainted with the Stevie® Awards?

We’ve participated in various Stevies awards programs for several years.

What was it like for your company to win this award?

We were honored to win a Silver Stevie for Sales Growth Achievement of the Year. It was an exciting recognition for CLS’ sales team.

How has the win affected your business?

Winning this award provided our sales team with national recognition for their accomplishments which propelled them toward ongoing success.

What results have been gained since you've won this award?

Our client base increased by 26% and revenue has increased by 17% so far in 2016 with numbers continuing to climb.

What inspires you to continue your work?

Creative Lodging Solutions has an amazing team that’s truly passionate about serving our clients. The organization’s owners continue to invest back into the company with new technologies and a new corporate headquarters built in 2015. It’s exciting to see the results of our work as we expand and create new jobs while giving back to the community.

What do you expect to change in your company in the future?

Creative Lodging Solutions currently focuses on long-term and project based stays. We plan to enhance our services in 2017 and offer additional business travel solutions to our clients.

Learn more about Creative Lodging Solutions

Awards Recognize World-Best Achievements in Sales, Business Development
and Customer Service

The Stevie® Awards, organizers of the world’s premier business awards programs, have announced that Sales Partnerships, Inc., which provides turnkey, outsourced selling solutions, has signed to be a sponsor of its Stevie Awards for Sales & Customer Service program for the second consecutive year.

The 2017 (11^th annual) Stevie Awards for Sales & Customer Service are accepting nominations through January at www.StevieAwards.com/Sales.  The program recognizes the year’s best achievements in sales, business development and customer service.  The awards will be presented at Caesars Palace in Las Vegas on February 24. 

Sales Partnerships is an industry-leader in outsourced services for building business-to-business field sales teams and field engagement teams for Fortune 500 companies.  Sales Partnerships has been providing outsourced sales solutions since 1997, and is one of the most highly respected sales outsourcing firms in the market.

According to Fred Kessler, CEO of Sales Partnerships, “The Stevie Awards for Sales & Customer Service has grown to be the premier honor for sales professionals worldwide, and it’s proven to be an outstanding platform on which Sales Partnerships can interact with sales leaders in a wide variety of industries.  We’re delighted to sponsor the awards again in 2017.”

The Stevie Awards for Sales & Customer Service feature more than 135 sales awards, customer service awards, business development awards, new product awards and solution provider awards categories. Entrants may submit any number of nominations to any number of categories, which include:

•         Sales Individual categories such as Senior Sales Executive of the Year and Sales Representative of the Year
•         Sales Team categories like Global Sales Team of the Year and Online Sales Team of the Year
•         Sales Achievement categories such as Sales Turnaround of the Year and Sales Training or Coaching Program of the Year
•         Sales Distinction categories in 13 industry groupings
•         Customer Service and Contact Center Individual categories such as Front-Line Customer Service Professional of the Year and Customer Service Leader of the Year
•         Customer Service and Contact Center Team categories like Contact Center of the Year and Back Office Customer Service Team of the Year
•         Customer Service and Contact Center Achievement categories such as e-Commerce Customer Service Award and Award for Innovation in Customer Service
•         Customer Service Department categories in 11 industry groupings
•         Customer Service Success categories in five industry groupings, to recognize the customer service-related achievements of organizations without a formal customer service function
•         New Product and Service categories like Best New Business Intelligence Solution and Best New Marketing Solution
•         Solution Provider categories such as Sales Consulting Practice of the Year and Incentive, Rewards or Recognition Provider of the Year
•         Business Development categories such as Business Development Professional of the Year and Business Development Achievement of the Year    

The 2017 program offers new categories for new products and services and solution providers. New categories for new products and services include Customer Service or Sales Book of the Year, Customer Service Training Product of the Year and Sales Training Product of the Year. The new solution provider category for 2017 is Leadership or Management Training Practice of the Year.

The 2017 competition will be judged by more than 200 professionals around the world.

Stevie Winners in the 2016 edition of the awards included Adobe Systems, Cars.com, Comcast, CubeSmart, Delta Air Lines, DP DHL, Etiya, eZCom Software, FedEx, HubSpot, IBM, ISN Software UK Ltd., Kohl’s Department Stores, Office Depot, Ooyala, SAVO, ServiceMax, ShopKeep POS, Sirius Decisions, SugarCRM, VIZIO, Inc. and Vodafone Turkey, among others.  The full-text of Gold Stevie-winning nominations are available on the website.

The 2017 entry kit and a complete history of the awards program are available at www.StevieAwards.com/Sales.

About Sales Partnerships, Inc.
Sales Partnerships, Inc. was founded in 1997 with the mission to combine best practices in sales recruitment, training, management, quality assurance, and selling technologies into a complete services platform that consistently delivers exceptional results for our clients. Sales Partnerships has been recognized and awarded multiple times as the best sales outsourcing firm in North America, for innovation in the fields of applied sales technology, best service offerings, one of the best places to work, and for the individual accomplishments of its sales professionals and key leadership team members.  Visit http:// www.salespartnerships.com

Insights from a Gold Stevie ® Winner at Lennox Industries, Inc.

We wanted to learn a bit more on how Rich Ford, the Sales Director for Lennox Industries in Richardson, Texas  grew to win the Gold Stevie® for Sales Director of the Year in the 2016 Stevie Awards for Sales & Customer Service. So, we reached out to the Lennox Industries team and got a few different perspectives. Quan Nguyen,  the VP of Marketing helped us coordinate the conversation and expressed, “We are very excited and proud of Rich.“ Quan pulled in Gary Bedard, the Vice President and General Manager of Lennox Industries as well as the winner himself, Rich Ford.

The 2017 Stevie Awards for Sales & Customer Service is accepting nominations through January 11. REVIEW THE ENTRY KIT HERE.

To get started we asked Gary to give us a bit of background on what solutions Lennox provides.

“Lennox Industries is a leading manufacturer and distributor of heating, ventilation, and air conditioning systems and products for residential and commercial markets. We have leveraged our expertise to become an industry leader known for innovation, quality and reliability,” said Gary.

Gary also shared the Vision behind Lennox. “Within the home comfort industry, we want to leverage our one step distribution model to provide our professional contractors with the most innovative and highest quality products and services for them to best serve our end customers.” Bedard continued, “Our core values of integrity, respect, and excellence has built a culture of performance and accountability to execute on our vision.”

When asked about the story behind the nomination, Gary got excited. “We have an outstanding team of sales professionals, a group honored by the Stevies for the Best Field Sales Force!  Within that team, we have a leader of leaders and that was Rich Ford. He’s elevated himself in both action and performance to become a complete sales professional. The three year sales performance and growth we’ve seen out of the Western Region is simply incredible for this industry. His leadership has been instrumental in our results. He continually coaches and mentors his team and his peers. He is a thoughtful advisor to the entire management team. He consistently finds innovative solutions to customer challenges and he maintains the highest levels of standards and integrity. When we saw this award category, we were absolutely delighted to nominate Rich. His contributions have been tremendous and he really embodies all of our values of integrity, respect, and excellence.”

Gary provided interesting background on how Lennox first became acquainted with the Stevie® Awards . “We had started undergoing a transformation in 2010. Coming out of the recession in 2012, we started winning. Not just growing,  but winning by taking market share!  It was largely driven by transformational changes in our sales team and supply chain logistics. I understood that the efforts and success we were making were not just industry leading but world class so we sought to compete on a global level. We came upon the Stevie Awards that way and that’s been one of our inspirations ever since.  And we still continue to win in the market.”

Enter Rich Ford himself who described the actual experience of winning the award. Rich began with,

“When you win something you’re not expecting, or even know you’re being considered, it’s a very humbling experience. We have some amazing leaders in our organization – others deserving of the award and recognition. Then, to find out the organization recognized me as their nominee, made me happy to be a part of the team; the organization as well as our industry.”

We were interested in learninghow the award has affected RIch’s business to which Mr. Ford replied, “I can’t say that the award has affected my business dealings. I’m not a better director or leader as a result of the award. I still strive to contribute to a culture of excellence in everything we do. I still try to bring the highest level of service to our customers and to be a champion and advocate for my team. I’m probably more acutely aware of my day to day interactions and will strive to live up to the expectations that come with the recognition.”

Rich also shared his insights on the future of his industry, ”The key drivers in our industry have always been regulatory. Either the environmental impact at the federal level or on the local level with utility companies. I find it interesting that the regulations can have a greater impact on our industry going forward beyond the typical SEER/EER ratings standards. Secondary regulations in local markets could impact the way our product is installed. And, as an applied product, this could have either a negative impact or change fundamentally how our product is designed and distributed in the future. Closely watching the actions of our competitors as well as different channels (Residential New Construction for example) will keep it interesting and require staying diligent in our own innovative development of products going forward.”

Rich showed his mettle with some inspiration we can all appreciate, “As I think about where I started professionally and where I ultimately wound up – it’s definitely not a straight line. Often times, Sales Leaders start in sales and through consecutive successes over their careers become who they are – Sales Leaders. I started with Lennox, as an IT Specialist. My background had been technology focused and it was through technology I joined Lennox. It wasn’t long before I noticed a culture of sales excellence within the company through working with the Sales Managers.

It became my purpose and goal to become a Sales Director before I had my first sales position. It was not a clear road.  It took three attempts before I was finally given the opportunity to join the sales team as a Territory Manager. With each rejection I worked harder to get better. I looked for opportunities for improvement by spending time with those who were great in the role to which I wanted to rise. From Territory Manager to District Manager – I learned from great DMs.  From DM to director – I listened to and spoke with great sales directors.  

I’m not a ‘natural salesperson’ as many believe is true for most salespeople. My point is – regardless of your dream – be it a sales leader, a great IT professional or even a great parent – don’t quit getting better at what you want to do. More importantly, find others who do it great and do what they do.”

Shown from left to right: Mark Yonai winner of the Stevie Gold for Best Use of Technology, Leigh Ann Vernon winner of the Stevie Gold for Best Sales Meeting, Rich Ford winner of the Stevie Gold for Sales Director, Bill Carlson winner of the Stevie Gold for Business Development.

You can learn more about Lennox Industries at http://www.lennox.com/

An interview with Evelyn Hsia, Director, Sales Operations at WePay

WePay won a Gold Stevie Award in the 2016 Stevie Awards for Sales & Customer Service in the Sales Distinction of the Year - Financial Services category.  The Stevie Awards for Sales & Customer Service are the world's premier awards for sales, customer service, contact center, and business developement professionals. Interested in applying for the 2017 Stevie Awards for Sales & Customer Service? The final entry deadline is January 11.

REVIEW THE ENTRY KIT HERE.

What does WePay do?
WePay helps platform businesses deliver seamless and integrated payments services. It processes billions annually for online platforms including Constant Contact, FreshBooks, GoFundMe, Meetup, and Zoho. WePay protects our partners from risk and regulatory exposure while supporting seamless payments experiences for their end-users.

What is your role in the organization?
I'm responsible for Sales operations at WePay. My vision for my team is to be a strategic partner to Sales and an enabler of the Sales organization's success. Everything we do makes other's work easier, more efficient and highly effective. We do all of this in order to close more deals, retain loyal customers and drive quality revenue for the company.

What is the organizational vision?

WePay's vision is to help the platform economy understand, value and realize the impact of integrated payments to fuel their customers' growth and change lives. We are their trusted advisor to guide them through their payments journey and we provide them with industry leading customer service and fraud risk protection that is unmatched in the industry.

What sets your company apart in this category?

WePay is a trusted partner for making payments seamless, simple and safe.  We create a frictionless payments experience secured by our industry-leading risk technology. Furthermore, WePay provides one of the industry's best customer service offering which has been valued highly by our customers and partners and is one of the reasons why our customer retention is extremely high.

How did you first become acquainted with the Stevies?
I learned about the Stevie awards when I was at Cisco. During that time, some of the best vendors I worked with had won Stevie awards. The organization I was part of, Cisco's Global Virtual Sales Organization (a team of 1800 remote sales and engineering resources) was the fastest growing sales team in the company with many industry-leading innovations and best practices. So, I submitted them for the Stevie Awards and they have since won every year.

What was it like for WePay to win this award?

The award is a testament to the value that WePay's customer service organization offers day in and day out. The award validates why our customers and partners consistently stay with us and even come back to us despite the many other options available. It also solidified the work that WePay had done the previous year to turn the Sales organization around and the resulting impact it has had on the business.

How has the win affected the business?
The Stevie Award is among several other awards that WePay has won over the past year. It is one more validation to our new hires that this is a great company to work for, that our customer service team stands above our competition and that we have a great Sales & Marketing organization that is making a difference for the company. It is also one more proof point to our customers and partners that WePay is a solid company that they can rely on.

What results have been gained since you've won this award?
From Stevie award trophies lining our lobby walls to press releases recognizing our achievements - they certainly enhance our brand as a credible and award-winning company.

What inspires you to continue your work?
Our Sales and Marketing organization is always looking for ways to enhance the business of our partners through our payments solution. We are continuously evolving to become the best in our class. It's an exciting journey to be at the forefront of helping our company achieve its goal of being the number one payments partner to platform companies.

We are always looking for ways to become bigger, better and faster. We expect to continue to innovate and improve what we do and how we do things so that we can enhance the lives of our customers and partners.

Click here to learn more about WePay

(WePay's Sales and Marketing team giving back at Second Harvest Food Bank)

The following seven executives have been appointed to head the final judging committees that will determine the Gold, Silver, and Bronze Stevie® Award winners in the 2017 Stevie® Awards for Sales & Customer Service.  (All the category groups can be viewed in more detail here.) The winners will be announced at the awards gala on Friday, February 24 at the Caesars Palace Hotel in  Las Vegas, Nevada.

The 2017 Stevie Awards for Sales & Customer Service is accepting nominations through January 11. 

REVIEW THE ENTRY KIT HERE.

SALES INDIVIDUAL/BUSINESS DEVELOPMENT
Chair: Stephen Gill, President
Stephen Gill Associates, Aston on Trent, Derbyshire, United Kingdom

Stephen Gill is an experienced, award-winning, international business development consultant and company director with a strong engineering background. He gained much of his experience at the senior management or board level of international organizations.  With a focus on helping individuals to excel, and organizations to grow and thrive, he is a trusted advisor, mentor, and strategist to executives and businesses. 

Stephen is a high profile figure in the HVACR engineering field serving as President of the Institute of Refrigeration, and as a refrigeration expert consultant working on many prestigious HCAVR projects around the globe.  He is known for providing energy-efficient, sustainable cooling solutions that are practical and affordable. Stephen Gill Associates won a Gold Stevie® at the 2014 Stevie® Awards for Sales & Customer Services Awards in Las Vegas; and went on to win two Gold Stevies® at the 2015 Asia-Pacific Stevie® Awards in Shanghai for a refrigeration industry awareness poster campaign. These posters have since been translated into 8 languages.

Comments Stephen: “The Stevie® Awards for Sales & Customer Service bring a focus to the diversity of energy, professionalism, creativity, and sheer passion of working in this industry for individuals, departments, and organizations.  As a past Gold Stevie® winner I know just how much it means to win one of these coveted awards.”

Stephen is a regular contributor to business and technical magazines and books, as well as a conference speaker.  He has an MBA from Loughborough University and an LL.M (Business Law) from De Montfort University. He divides his time equally between his businesses in the UK and Southeast Asia.

SALES ACHIEVEMENT/NEW PRODUCT & SERVICE
Chair: Kelly Waltrich, SVP, Marketing and Communications
eMoney Advisor LLC, Radnor, PA, USA

Kelly Waltrich joined eMoney Advisor in the fall of 2013. Since that time, she has established—and now leads—the team responsible for the planning, development, execution, and monitoring of eMoney’s Marketing and Communications and Lead Generation initiatives.

Prior to this position, Kelly served as Assistant Vice President, Director of Advisor Marketing and Communications at Janney Montgomery Scott, LLC, where she was responsible for creating and managing marketing strategies that increase brand awareness, positively impact revenue, and improve the client experience. Before joining Janney, Kelly provided strategic marketing support to institutional sales and client service professionals at Turner Investment Partners in Berwyn, Pa.

Kelly attended James Madison University, where she received her bachelor’s degree in marketing and communications, and holds her Series 7 and 66 securities licenses. She is a member of Women in Investing of Philadelphia, as well as the CMO Club. She also serves as Treasurer for the Bucks County Chapter Board of Associates of the Fox Chase Cancer Center and is a member of the American Marketing Association.

SALES TEAM/SALES DISTINCTION
Chair: Jeffrey C. Taylor, Co-Founder & Managing Director
Digital Risk, LLC, Maitland, Florida, USA

Since 2005, Jeffrey Taylor has been co-founder and managing director of Digital Risk, the nation’s largest provider of mortgage risk, compliance, and transaction management solutions. Jeff sets the strategic vision for the company’s business development and marketing. He has been on the forefront of addressing challenges faced by the mortgage industry across origination, quality control, and compliance. Under his leadership, Digital Risk has grown from a start-up venture to as many as 2,000 plus U.S.-based employees. The company has become a partner to many of the largest U.S.-based mortgage investors and banks and government-sponsored enterprises in processing mortgage transactions, as well as identifying and correcting regulatory/compliance risks. 

As a serial entrepreneur, Jeff has built dynamic, innovative businesses by identifying opportunities to meet specialized needs within the financial services ecosystem. He has launched three companies: Digital Risk; Rapid Reporting Marketing Group; and American Transfer & and Trust, Inc.  Jeff is a voice for the industry and is a frequent guest on financial television networks such as Fox Business News and CNBC.  He is also a source for top tier news outlets, including The Wall Street Journal, sharing keen insights on the US mortgage market and the economy.

Jeff is an active leader in both his industry sector and his community, serving on the boards of the following non-profit organizations: Mortgage Bankers Association (MBA), The Baptist Health Foundation of South Florida; Virtual Enterprises International; and the Taylor-Cata Foundation. He has a degree in political science from the University of Miami.  Jeff is honored to have won several Stevie® Awards and to have had Digital Risk recognized at multiple Stevie® Awards programs over the past few years. He looks forward to acting as Chair, along with the esteemed colleagues who will make up his judging committee.

CUSTOMER SERVICE/CONTACT CENTER INDIVIDUAL & CUSTOMER SERVICE/CONTACT CENTER ACHIEVEMENT
Chair: Will O’Keeffe, Vice President, Customer Services
Acquia, Burlington, MA

Will has more than 25 years experience leading, growing, and transforming global customer support organizations. In his role at Acquia, Will is responsible for building and maintaining a world-class Global Support team that is recognized for excellence by Acquia's customers and partners. 

Prior to Acquia, Will was Vice President of Customer Service and Support at ATG where he led efforts that resulted in dramatic improvements in customer satisfaction and retention. When ATG was acquired by Oracle in 2010, Will transitioned to lead the global support team for Oracle Commerce and was responsible for the integration of Endeca and Inquira into the Support portfolio. Prior to ATG/Oracle, Will led the Customer Care organization at NaviSite and was a Principal Consultant at PRTM. 

Will lives in the Boston area. He has a BA in Economics from Wesleyan University and an MBA from Boston University.

CUSTOMER SERVICE DEPARTMENT & CUSTOMER SERVICE SUCCESS
Chair: Chuck Browne, Sr. Manager, Customer Care
Vivint Smart Home, Provo, Utah, United States

As a Senior Manager on Vivint Smart Home’s Customer Care team, Chuck is responsible for the daily operations and strategic growth of the organization. On being appointed Chair of the Customer Service Department & Success Final Judging Committee, Chuck told us it was an honor for him to be asked to assist in the judging of the operations and success of other businesses. As he put it: “I know so many companies do so many great things. I’m looking forward to reading through best practices and being a part of recognizing some of the great work in the Customer Service industry.” 

He added: “I know our team felt a big confidence boost from the recognition in the 2016 Stevie® Awards for Sales & Customer Service for all their hard work.  I’m excited to be able to pay that feeling forward to another team in 2017.”

Chuck has been involved in the Customer Service industry for fifteen years. For six years of those years, he has been a major influence on the strong customer-facing approach to service at Vivint Smart Home. Chuck co-leads a team of nearly a thousand customer service agents and leaders across three sites. In 2016, Chuck’s team successfully launched a work-from-home program that has rapidly expanded to over 100 agents and 4 supervisors. Chuck has played a vital role in the consistent improvement of Vivint Smart Home’s quality of service and operational efficiency, amidst 30%-plus growth each year, an aggressive product-launch schedule, and market expansion.

Chuck received his Bachelor of Science from Brigham Young University in 2012. Chuck has been married for 10 year and has two beautiful daughters. When Chuck is not in the office, he can often be found on one of Utah’s world-class rivers practicing his fly fishing or hiking trails with his family.

CUSTOMER SERVICE TEAM
Chair:  George Cleveland, Vice President, Customer Operations
Cricket Wireless, Atlanta, Georgia, USA

As Vice President of Consumer Operations at Cricket, George is responsible for Cricket's sales operations, customer care, training and communications, and the digital experience. Prior to his current role, George was assistant vice president of the AT&T Customer Solution Centers. George tells us he is “excited and humbled” by this opportunity to participate as Chair of this Final Judging Committee.

George began his telecom career in 1996 as a senior accountant with BellSouth Cellular in Atlanta. From there, he progressed through several sales leadership roles within AT&T Mobility before assuming the role of regional sales operations director for Company Owned Retail, supporting the South Central region. He then became executive director of AT&T University.

George is a certified CPA and has a Bachelor of Arts degree in Accounting from Morehouse College in Atlanta.

SOLUTION PROVIDER
Chair: Alaa Jamaleddine, Senior Back Office Advisor
DHL Express, Beirut, Lebanon 

In 2007, while still pursuing his education, Alaa Jamaleddine started his career as a part-time call center agent with DHL Express–Lebanon. When he graduated, he resumed his career as a full-time employee, assuming many roles in the Customer Service Department throughout the years.  DHL is a multinational company operating in more than 220 countries and having around 325,000 employees. Alaa’s job consisted largely of following up and communicating with these overseas facilities and offices. This taught him a wide range of skills and allowed him to be flexible in handling and resolving any type of customers’ claims or complaints, while avoiding any delays and meeting deadlines. Not only was he able to satisfy the customers’ concerns, but he also helped the organization to retain key customers and gain new ones.

As a Certified International Specialist, Alaa is designated coach and trainer for newcomers to the back office team. He trains new agents on how to empathize with a customer’s problems, and how to give their best when handling a critical situation. In 2015, Alaa was selected by the regional office to attend an Operational Excellence Training (OET), as he had demonstrated throughout the years a great ability and passion to analyze trends and forecasting.  Not long after his return from the training, he initiated a work plan to reduce workload and increase productivity.  With his wide analytical skills, Alaa conducted a study on network profitability that grabbed the attention of the country manager who made a price revision for a specific network product code that was below profit margin. This initiative helped the company provide customers with the option of Global Quality Control monitoring. To top it off, Alaa won the 2016 Gold Stevie® Award for Back-Office Customer Service Professional of the Year in the transportation industry

Alaa is the holder of Extra Miler, Job Well Done, Hero of the Day, and Employee Of the Month certificates at DHL, and has been nominated for Employee Of the Year. Alaa graduated with a Business Administration Degree from Haigazian University in Beirut.

The Story behind the Silver Stevie® Award winner for Sales Growth Achievement of the Year - Financial Services & Insurance

USHEALTH Advisors is the wholly-owned national health insurance distribution arm of USHEALTH Group, Inc. The company sells individual health coverage and supplementary products underwritten by The Freedom Life Insurance Company of America and National Foundation Life Insurance Company, wholly-owned subsidiaries of USHEALTH Group, Inc. The company is focused on serving America’s self-employed, small business and individual insurance market through its captive agent sales force.

USHealth Advisors has won many Stevie Awards over the years. In the 2016 Stevie Awards for Sales & Customer Service, they won  Silver Stevies for Sales Growth Achievement of the Year - Financial Services & Insurance and Field Sales Team of the Year. 

Interested in applying for the 2017 Stevie Awards for Sales & Customer Service? Review the entry kit here.

Troy McQuagge, the President and CEO told us, “I have the privilege to work on behalf of every USHA agent and every USHG employee. I view my role as helping our agents and employees unlock the incredible potential that exists within themselves and collectively, within this company.”

We asked Troy about his personal organizational vision and learned it was to, “Leverage our world-class distribution capabilities to build a great American company focused on our mission of helping and serving individuals, small business, and the self-employed with affordable and innovative healthcare solutions.

Ours is a story of grit and determination. Since inception, our company has faced and overcome numerous challenges; many of which have led competing companies to exit the marketplace altogether. USHEALTH has ‘stayed in the game’ because we believe we offer a better healthcare solution for middle America.”

We asked how they had first come to hear about the Stevie® Awards. Troy recalls, “For many years, we have viewed the Stevie Awards as the premier business awards program and as an important vehicle for highlighting the good work being done by USHEALTH’s agents and employees.  We first became acquainted with the Stevie Awards while working with another company back in the early 2000’s. By 2007, we had won our first Gold Stevie Award for that company, earning “Insurance Company of the Year” honors. When we launched our new company (USHEALTH) in 2010, we knew the Stevie Awards would be an important partner in helping us tell our story.

There really is nothing else quite like winning a Stevie Award.  Winning this award is a key indicator that we have created a company that is worthy of the trust placed in it by our agents, employees and customers.    

Winning this award has created a deeper sense of pride among our agents and employees because in a sense, it validates their hard work. It has also helped create a heightened sense of awareness about our business in the American marketplace.    

Perhaps the most evident impact has been seen in our agent recruitment efforts. When considering where they want to hang their professional hat, sales people are naturally attracted to a winning organization. While we have no empirical evidence to support our assertion, there is ample anecdotal evidence that people who consider this opportunity are impacted positively by the fact that we have won so many Stevie Awards, including the prestigious Gold Stevie.” 

When we asked what inspires USHealth to continue their good work, Troy gave us a message of hope, “We are driven by our stated Mission of H.O.P.E. - Helping Other People Everyday. These are words that we live every day, in pursuit of excellence as individuals and as a company.”

McQuagge’s perspective on the future of their industry is that, “We’ve already changed our industry. Our innovative products didn’t even exist prior to being created by our company. No other company in America offers the same kind of products. Only we have successfully made this type of product portfolio affordable for the customer yet also profitable and sustainable for the company. We believe we can bring even more innovation and change to the insurance industry and in the process help even more people with affordable healthcare solutions.”

Learn more about USHealth Advisors

Shown from left to right: Dean Whaley, VP – Financial Planning & Analysis, Bill Shelton, Sr. VP - Marketing, Jim White, Sr. VP - Sales, Troy McQuagge, President and CEO, Travis Yoder, EVP - Sales, and Brian Clark, Sr. VP - Admin and CMO, Bill Woods, Sr. Director – Data Analytics.

An interview with Paige L. Schaffer, President & COO, Identity & Digital Protection Services Global Unit, Generali Global Assistance

Stevie Award winner Generali Global Assistance won the Silver Stevie Award in the Customer Service Team of the Year category of The 2016 American Business Awards. The ABAs are the premier business awards competition in the U.S.A. which attract more than 3,000 nominations from organizations nationwide each year.

The American Business Awards are accepting nominations for the 2017 program. 

All organizations operating in the U.S.A. are eligible to submit nominations -- public and private, for-profit and non-profit, large and small. The last early-bird entry deadline is December 14 – with discounted entry fees. The final entry deadline is February 16 and late entries will be accepted through March 15. 

REVIEW THE ENTRY KIT HERE.

President & COO Paige L. Schaffer shares her business insights and thoughts on the Stevie Awards:

What does Generali Global Assistance do?

Generali Global Assistance (GGA) has protected the assets of organizations and their customers for over 50 years, and provides best-in-class identity theft protection and resolution services for leading Fortune 500 companies.  GGA’s recently launched Iris® identity protection platform which is offered as a solution to over 25 million people addresses all areas of need for companies and their customers, offering 360° protection with prevention, monitoring, alerts, award-winning resolution services and identity theft insurance.

What is your role as the President & COO?

I oversee our Identity and Digital Protection Services Global Unit. In this role, I lead sales & marketing strategy and revenue growth initiatives, and manage operations as well as global expansion.  Additionally, I ensure that we continue to offer the best possible solutions to our clients, minimizing the risk of identity theft for our diverse set of end users and maintaining a deep commitment to customer service.

What is the organizational vision?

Identity theft is on a precipitous rise internationally and consumer demand for identity protection service is rising at an equal rate. People are turning to the business and organizations they trust to get the protection they need - financial institutions, insurance companies, travel providers, legal services, associations and membership organizations, among others.

Our vision is to develop a seamless business-to-business platform driven by a people-first mentality that can help organizations of any type generate new revenue and exceed their business goals, especially as it relates to strengthening trust with their customers and building long-term brand loyalty. We have experienced ongoing success largely because the foundation of our program – our customer service team of identity theft resolution specialists – continues to be one of the very best in the business.

What sets your company apart in this category?

Helping people in their time of need has been GGA’s core DNA since its founding in 1963. Identity theft results in major emotional distress and financial difficulties for victims. As such, it’s absolutely essential to our mission that we not only quickly resolve any issues for identity theft victims, but do so in an empathetic, caring way. Our entire customer service team provides a human touch to identity theft protection and resolution, and this nomination was an opportunity to recognize their exceptional work.

How did you first become acquainted with the Stevies?

The Stevie® Awards are well-recognized and respected and we received several recommendations from our partners and clients to submit a nomination.

What was it like for your company to win this award?

We are thrilled to have won a Stevie for the fourth year in a row – and we were especially excited, after learning of our American Business Award, to receive a Gold Stevie from the International Business Awards during the same year.

How has the win affected your business?

Each Stevie® Award that we win is a rallying cry to continually improve and innovate. It’s a valuable reminder to the entire GGA Identity & Digital Protection Team that the world is watching and taking note of those companies that are providing extraordinary service. When we meet potential new business clients, customer service is at the top of their minds.  Having a trophy case full of Stevie Awards drives confidence that our team of identity protection specialists are industry leaders and will work tirelessly to meet the needs of all customers.

What results have been gained since you've won this award?

Identity and Digital Protection Services remains one of the fastest growing business lines within Generali Global Assistance and in the time since we received our first Stevie Award in 2013, we’ve delivered a number of service enhancements to support our expanding client base. Most recently, we launched our new Iris® online identity protection dashboard earlier this year. We have deployed Iris® for several organizations across a variety of industry sectors, including Optima Tax Relief and National Benefit Services, for example. Additionally, several prospective new clients are Stevie Award winners, and they quickly recognize that the award indicates exceptional service.

What inspires you to continue your work?

I’m always inspired by the individual stories that I hear from our customer service team. We’ve had specialists work with individuals for months or years at a time, untangling complicated identity fraud issues that had destroyed their credit, made it difficult to work, and put stress on personal relationships with families and friends. It’s so rewarding to see a case successfully closed and to hear directly from our clients when their customers call and say that their lives have been improved because of the work that we do.

What changes do you expect in your industry in the future?

The world is becoming increasingly connected and the need for identity theft protection will continue to develop in ways that we aren’t even aware of yet – and not just in the U.S., but also globally. The rise of the Internet of Things, surging social media use, more frequent online transactions, and a more sophisticated crowd of international criminals all present significant challenges for digital security. To best serve our clients and customers, continual learning and reinvestment in the technology that monitors theft and fraud is an absolute must. What truly sets us apart and is absolutely crucial to our future as a leading identity protection provider for organizations around the world is a commitment to the person behind the data. While identity crimes are often perpetrated digitally, the victims they affect are human and we will always go above and beyond to care for that individual.

From left to right: David Brown, Generali Global Assistance Marketing Manager, Identity and Digital Protection Services Global Unit, Julie Jamsa, Generali Global Assistance Vice President, Service Delivery, Identity and Digital Protection Services Global Unit, Patrice Bobala, Generali Global Assistance Identity and Digital Protection Quality Analyst, and Michael Gallagher, the Stevie Awards President.

Learn more about Generali Global Assistance