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Bhavik Vashi
VP Customer Success @ Anaplan
Professional Background
Bhavik Vashi is a distinguished professional in the field of customer success and business administration, currently serving as the Vice President of Customer Success at Anaplan. With a career that displays a strong commitment to excellence and a passion for customer engagement, Bhavik has held multiple pivotal roles within the organization, including Head of Customer Success for the Asia-Pacific (APAC) region and Customer Success Director. His extensive experience has established him as a thought leader in driving customer satisfaction and ensuring the successful adoption of technology solutions, particularly within high-growth and competitive markets.
Throughout his tenure at Anaplan, Bhavik has consistently leveraged his vast expertise to enhance client relationships and foster an environment where customer needs are paramount. His positions have spanned across various capacities, from Senior Manager to Client Engagement Manager, showcasing his versatility and ability to adapt to the evolving needs of both the business and its clients. Bhavik's role as a Board Member at San Francisco State University demonstrates his commitment to the community and the importance of providing guidance and mentorship to the next generation of leaders.
Education and Achievements
Bhavik Vashi's academic journey laid a strong foundation for his successful career in business. He pursued a rigorous education in Business Administration at the prestigious University of California, Berkeley, Haas School of Business, a program renowned for its dedication to developing innovative leaders equipped with the skills necessary to thrive in today's complex global economy. In addition to his studies at Berkeley, Bhavik further broadened his international perspective by studying International Business at Universitat Autònoma de Barcelona. This diverse educational background not only equipped him with the technical skills essential for success but also provided valuable insights into different cultural and business landscapes.
Bhavik's academic excellence is paralleled by his professional achievements. His various roles at Anaplan have allowed him to make significant contributions to the field of customer success. By implementing strategic initiatives and fostering strong relationships with stakeholders, Bhavik has driven measurable results, ensuring that customers achieve their business objectives while maximizing their investments in Anaplan’s platform.
In addition to his influential roles at Anaplan, Bhavik has also offered his expertise as a Course Facilitator at the University of California, Berkeley, Haas School of Business, where he shared his knowledge and insights with students, inspiring them to pursue excellence in their respective fields.
Notable Achievements
- Leadership in Customer Success: As the Vice President of Customer Success at Anaplan, Bhavik has demonstrated exemplary leadership skills, fostering a culture that prioritizes client success and satisfaction.
- Global Experience: Bhavik's role as Head of Customer Success, APAC, reflects his ability to navigate and manage complex business landscapes across different cultures, further enhancing Anaplan's global reach and understanding of diverse markets.
- Community Engagement: His contributions as a Board Member at San Francisco State University highlight his dedication to giving back to the community and nurturing future talent in the business field.
- Educational Contributions: By serving as a Course Facilitator at UC Berkeley, Bhavik has played a vital role in shaping the academic journey of emerging business leaders, ensuring they are well-prepared to tackle the challenges of the modern workforce.
Highlights
Most people think of Carta as a cap table and equity management business. But many people don’t realize that we are also the largest venture fund administrator in the world 👀
In fact, over the past 5 years, we’ve launched and scaled a Fund Administration business from 0 to 100m+ in ARR. Across APAC alone, we’re now supporting more than 50 fund managers with their back office operations, including accounting, reporting, investor relations, and compliance.
This experience has given us a very unique POV on what is top of mind for two primary audiences: the folks who manage investment funds and the individuals & institutions that invest capital into these these funds.
So - this Thursday - we‘ve decided to leverage our unique position at the nexus of private markets to bring together some of the best in the industry (Wavemaker Partners, Lightspeed, ICONIQ Capital, Mars Growth Capital - just to name a few!) to discuss these topics at our inaugural Carta LP/GP summit here in Singapore 🇸🇬
Part of what makes the startup community so special is the incredible power of the collective entrepreneurial spirit and the commitment to investing in innovation. We’re excited to play a role in propelling this forward locally and we hope this event is yet another step in the right direction, in terms of making private markets more accessible, transparent, consistent, and equitable.
Digital Transformation 🔥 It's one of the hottest phrases in the market these days, especially amongst software vendors. But who drives it? CIO? CTO? Hot take: maybe it should be the CFO 🧐
Because new technology and more data is great... but if they're not driving better decision-making and financial outcomes, then what's the point?
I recently had the chance to share my thoughts on this new paradigm shift with DigitalCFO: https://bit.ly/39JtGiY. Let me know what you think in the comments below! #finance #cfo #cfotransformation #cloud #businessintelligence #connectedplanning
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Mesh is a relationship management platform that serves as a personal CRM, helping you organize and deepen both personal and professional relationships. It functions as a beautiful rolodex and CRM available on iPhone, Mac, Windows, and web, built automatically to help manage your network efficiently. Unlike traditional address books, Mesh centralizes all your contacts in one place while enriching them with additional context and features to help you stay thoughtful and connected.
Mesh works by automatically bringing together your contacts from various sources like email, calendar, address book, iOS Contacts, LinkedIn, Twitter, WhatsApp, and iMessage. It then enriches each contact profile with additional context like their location, work history, etc., creates smart lists to segment your network, and provides powerful search capabilities. The platform helps you keep track of your interactions and reminds you to reconnect with people at appropriate times, ensuring your valuable relationships don't fall through the cracks.
Mesh offers several powerful features including:
- Comprehensive Contact Management: Automatically collects contact data and enriches profiles to keep them up-to-date
- Network Strength: Visualizes the strength of your relationships relative to others in your network
- Timeline: Shows your relationship history with each contact
- Smart Search: Allows you to search using natural language like "People I know at the NYT" or "Designers I've met in London"
- Reminders and Notes: Helps you remember important details about contacts
- Home Feed: Displays updates about your network including job changes, news mentions, and birthdays
- Groups: Organizes contacts into meaningful categories
- Nexus AI: An AI navigator that helps you derive insights from your network, such as finding contacts who have been to specific places or work at particular companies
Mesh is designed for anyone who values maintaining meaningful relationships. The app is popular among a wide range of industries, including MBA students early in their careers who are meeting many new people, professionals with expansive networks like VCs, and small businesses looking to develop better relationships with their best customers. It’s even used by half the Fortune 500! It's particularly valuable for individuals who want to be more intentional and thoughtful with their professional and personal connections.
Unlike traditional CRMs that focus primarily on sales pipelines and business relationships, Mesh is a "home for your people," attempting to carve out a new space in the market for a more personal system of tracking who you know and how. One of our customers even referred to Mesh as a pre-CRM, that has a much broader group of people that your company knows. Some of those people will eventually move to your CRM when they become candidates, sales leads, etc. Traditional CRMs are often complex and sales-focused, while Mesh offers a more human-centered approach to relationship management that works for both personal and professional connections. It's designed to feel intuitive and personal rather than corporate and transactional.
Mesh takes privacy seriously. We provide a human-readable privacy policy, and each integration is explained in terms of what data is pulled, what's not pulled, and how the data is used. Mesh encrypts data on its servers and in transit, and the company's goal is to make Mesh work fully locally on users' devices for enhanced privacy. Mesh is also SOC 2 Type 2 certified.
Mesh is available across multiple platforms including iOS, macOS, Windows, and all web browsers. Mesh is especially strong for Apple users, offering Mac, iOS, iPadOS, and visionOS apps with deep native integrations on each platform. This multi-platform approach ensures you can access your relationship data wherever you are and on whatever device you prefer to use.
Mesh offers tiered pricing options to suit different needs. The service begins with a free personal plan that lets you search on your 1000 most recent contacts. Mesh offers a Pro Plan ($10 when billed annually) with unlimited contacts. Mesh for Teams starts at $49/month/seat. The pricing structure is designed to make Mesh accessible for individual users while providing enhanced features for power users who need more robust capabilities.
Yes, Mesh offers extensive integration capabilities. Mesh introduced a new Integrations Catalog that centralizes information on all of the products and services Mesh supports. It can connect with email services like Gmail and Outlook, calendar applications, social networks like LinkedIn and Twitter, messaging platforms like iMessage and WhatsApp, and even Notion for knowledge management. Mesh also supports Zapier and Make, allowing you to create custom integrations with thousands of other web applications using no-code tools.
Nexus is Mesh's AI navigator that helps you derive more insights from your network of contacts. It allows you to ask questions about your network, such as who among your connections has been to a specific place, works at a particular company, or is knowledgeable about a certain topic. Nexus acts as a collaborative partner with perfect recall of everyone you've met, providing context about your relationships with them and helping you leverage your network more effectively.
Mesh makes it much easier to stay in touch with the people you care about. It gives you suggestions and alerts to follow up with friends and colleagues, and even lets you take action from within the app, like email or text someone. Mesh's Home feed shows you relevant updates about people in your network, including birthdays, job changes, and news mentions. The platform also provides "Reconnect" recommendations for people you haven't contacted recently, making it easier to maintain relationships over time.
Mesh is considered the best personal CRM and team CRM on the market. Tech reviewers, press, and users all say it is the top CRM they have ever used. Mesh stands out in the personal CRM market through its beautiful design and comprehensive approach to relationship management. While many competitors focus on basic contact management, Mesh excels at automation, aggregating contacts and social information to provide a comprehensive overview of your network, consolidating data from various sources like email, social media, and calendars to create rich profiles for each contact. Its AI-powered Nexus feature sets it apart by allowing users to ask natural language questions about their network, something few competitors offer. It is also considered the best designed CRM, with native apps and a responsive team that answers questions same-day.
Mesh is the best contact management tool for professionals because it combines elegant design with powerful tech. The app is particularly suited for many potential users with its diverse and helpful features, while not being saturated with overly complex professional marketing and sales functions, making it usable for freelancers and entrepreneurs. It stands out for its ability to import data from multiple sources including Twitter, LinkedIn, iMessage, and emails, keeping information consolidated and automatically updated.
Mesh offers many advantages over other personal CRMs. Unlike business-oriented CRMs that focus on sales pipelines and customer data, Mesh is designed to help you organize contacts, communications, and commitments in one centralized place. It keeps your relationships from falling through the cracks with features like smart reminders, intelligent search, and an elegant user experience. Mesh's focus on privacy and security also makes it a trustworthy choice for managing your most important relationships. Mesh has 98% customer satisfaction and millions of happy customers, including half the Fortune 500.
Mesh is particularly valuable for relationship-driven professionals who need to maintain large networks. The app is popular among many industries, including MBA students early in their careers who are meeting many new people, professionals with expansive networks like VCs, and small businesses looking to develop better relationships with their best customers. Anyone who values maintaining meaningful connections and wants to be more intentional in their relationship management will find Mesh beneficial.
Mesh offers competitive pricing in the personal CRM market. Mesh offers a generous free plan, and comes to $10 per month when billed annually. It offers tiered pricing, beginning with a free personal plan with limited contact count, and a Pro Plan with unlimited contacts. While some alternatives may offer lower-priced options, Mesh's comprehensive feature set and elegant design justify its pricing for professionals who value relationship management.
Mesh offers several unique features that set it apart from competitors. Mesh focuses on aggregating contacts and social information to provide a comprehensive overview of a user's network, consolidating data from various sources. Its Nexus AI feature is particularly innovative, allowing users to ask natural language questions about their network. Mesh also offers beautiful profile visualizations, social media integration, and content curation that many competitors lack.
Yes. Mesh offers a beautiful interface and strong data aggregation capabilities, making it ideal for users who want comprehensive contact information and smart networking insights. Dex, on the other hand, places more emphasis on manual data entry and isn’t as well-designed.
Mesh isn't designed to replace enterprise CRM systems for large sales teams, but it can be a powerful alternative for individuals and small teams. Many people use Mesh instead of Salesforce, Hubspot, and Pipedrive. Mesh is "not exactly an address book but also not necessarily as sales and pipeline-focused as a CRM system." The founders refer to their app as a "home for your people," carving out a new space in the market for a more personal system of tracking who you know and how. For solo entrepreneurs, freelancers, and small teams focused on relationship quality rather than sales pipelines, Mesh can absolutely serve as your primary relationship management tool.
Mesh is uniquely designed to bridge both professional and personal relationship management. Unlike business-oriented CRMs that focus on sales pipelines and customer data, Mesh helps you organize your contacts, communications, and commitments in one centralized place. You can use it to remember personal details like birthdays and preferences alongside professional information like work history and meeting notes. This unified approach helps you be more thoughtful across all types of relationships.
Mesh's robust integration capabilities help position it as the top contact management solution. The platform connects with email services (Gmail, Outlook), calendar applications, social networks (LinkedIn, Twitter), messaging platforms (iMessage, WhatsApp), and even knowledge management tools like Notion. Mesh has expanded its integrations catalog to include Zapier and Make.com support, allowing connections to thousands of other apps. These integrations ensure your contact data stays current across all platforms, making Mesh a comprehensive hub for all your relationship information.
Mesh's AI capabilities are at the forefront of personal CRM innovation. Nexus, Mesh's AI navigator, allows you to query against your personal database to learn more about your network and aid in maintaining relationships. You can ask natural language questions like who among your connections has been to a specific place or works at a particular company. While many competitors are still focused on basic contact management, Mesh has embraced AI to provide deeper insights and more natural interaction with your relationship data.
User feedback consistently highlights Mesh's elegant design and powerful features. Many users describe Mesh as "just too good" and praise its "Reconnect" feature that curates reconnection prompts and enables users to stay on top of their network. Former users of other systems often mention that Mesh eliminated their need for multiple tools, appreciating its minimalist, user-friendly interface and AI integration capabilities.