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Brian Lambert, PhD
Digital Value Architect @ Elastic | Corporate Growth
Professional Background
Brian Lambert is a growth-oriented and results-driven leader recognized for his exceptional ability to bridge strategy and execution within the B2B landscape. With a solid foundation in sales and revenue enablement, he has played a pivotal role in establishing highly functional sales teams and processes that support enterprise, commercial, and SaaS aspirations. His extensive expertise spans across quota-carrying sales, sales training, sales management, marketing, messaging, and enablement.
Throughout his career, Brian has been acknowledged as a transformative thought leader, having been recognized by prestigious publications like Sales & Marketing Management Magazine and by Miller Heiman International as one of the Top 10 Sales Enablement Thought Leaders to Watch. His collaborative approach aims to enhance the customer conversation, encouraging innovation and providing exceptional value across each business level.
Education and Achievements
He holds a Bachelor of Science degree in Multi-Disciplinary studies, combining core elements of Business and Mathematics from the University of Central Florida. Brian furthered his education with a Master of Science in Human Resource Management from Central Michigan University. He culminated his academic endeavors with a Ph.D. in Organization and Management, specializing in Sales and Leadership from Capella University, laying a solid theoretical foundation for his practical applications in sales enablement.
Brian's strategic mission revolves around helping organizations to translate their visionary goals into actionable outcomes that improve sales processes and enhance operational efficiency. He endeavors to foster collaboration among product, marketing, and sales teams, ultimately driving optimized go-to-market execution.
As a seasoned professional, Brian has made significant contributions to training thousands of salespeople and managers globally. His success in establishing five revenue enablement functions supporting over 10,000 sellers showcases his commitment to fostering sales excellence. He has a proven track record across multiple industries, including IT, Manufacturing, Healthcare, and Services, effectively delivering value messaging that resonates with diverse audiences.
Key Achievements
- Actively trained and developed thousands of sales professionals and managers on a global scale.
- Successfully initiated and established five pivotal revenue enablement functions that support an extensive network of over 10,000 sellers.
- Designed, developed, and deployed SaaS applications, coupled with leading effective go-to-market strategies that have driven corporate growth.
- Proven track record in diverse sectors such as IT, Manufacturing, Healthcare, and Services, reflecting his versatility as a sales enablement expert.
Technical Skills and Expertise
Brian is proficient in a variety of technical domains, including AI and LLM technologies, showcasing NLP integration expertise with tools like Hugging Face Transformers, BERT, and various methodologies concerning text tokenization. His proficiency spans across all phases of the SDLC (Software Development Life Cycle) and includes robust knowledge in full-stack cloud migrations. Brian also has experience in SaaS application development, adeptly leveraging DevOps and ITIL methodologies for streamlined project management.
He possesses comprehensive knowledge of a variety of databases, including Elasticsearch, MongoDB, PostgreSQL, MySQL, and working methodologies with tools such as Maven, Ansible, and Hibernate. In the realm of web technologies, Brian utilizes HTML for web development, working seamlessly across GitHub and GitHub Actions for version control and CI/CD initiatives managed through Jenkins and CodeDeploy CI/CD pipelines. His project management skills encompass leading daily SCRUM meetings, participating in code reviews, and guiding the Change Advisory Board (CAB), showing his commitment to continuous improvement.
Moreover, Brian has substantial exposure to cloud services, containerization technologies, and virtualization, equipping him with the knowledge to manage diverse project environments efficiently. He maintains proficiency with ADKAR change management methodologies, which are essential for spearheading transformational IT initiatives. His strong alignment with Agile methodologies further showcases Brian's commitment to utilizing best practices in project management and team collaboration.
His array of certifications, including A+ and AWS Certified credentials, complements his impressive portfolio of business software tools. With expertise ranging from Aha! and Microsoft Office Suite to Salesforce, HubSpot, Highspot, Salesloft, and Outreach, Brian is well-equipped to navigate and enhance various sales enablement platforms and customer relationship management systems.
Career History
Unquestionably an asset in each organization he has served, Brian has held various pivotal roles that include Senior Manager of Corporate Marketing and Sales Messaging at Elastic, Managing Consultant in Sales Enablement & Sales Excellence at Growth Matters International, and Senior Director of Enablement & Readiness at Spectrum. His impressive tenure encompasses additional roles such as Principal of Sales & Commercial Excellence at Oxygen Exp, Sales Enablement Practice Leader at GP Strategies Corporation, Senior Analyst in Sales Enablement at Forrester, Director of the Sales Enablement Center of Excellence at the Association for Talent Development, and Managing Consultant at ReveGrowth, Inc. Each role underscores his passion for teaching and scaling organizations towards sales success.
Moreover, Brian's experience as an Enterprise Sales Executive at Dun & Bradstreet signifies his hands-on experience in sales strategy and execution, all while having served as a Captain - Logistics, Training & Maintenance Officer in the United States Air Force, where his leadership and organizational skills were further honed.
Collectively, Brian Lambert's comprehensive background, expertise in sales enablement, and dedication to fostering growth make him a remarkable figure in the B2B landscape and an exemplary sales enablement leader.
tags':['B2B sales','sales enablement','strategic leadership','SaaS','revenue generation','sales training','corporate marketing','project management','Agile methodologies','change management','customer relationship management','cloud technologies','AI integration','multi-disciplinary studies','organizational management','professional selling','sales messaging','go-to-market strategies','training','consulting','sales management','IT','manufacturing','healthcare','services','Enterprise sales','military leadership','sales strategy'],
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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
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- 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.