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Colleen Hert
Pursuing lifelong dream of opening up a bagel shop!
Professional Background
Colleen Hert has built a remarkable career in project management and marketing, with a foundational education in marketing from Indiana University Bloomington. Over the years, she has honed her expertise in managing complex projects and driving customer success within the technology sector. Starting her career at CBTS as a Recruiting Intern, Colleen quickly transitioned into the world of marketing and project management, taking on crucial roles that would shape her professional journey.
After her time at CBTS, she joined iGoDigital as a Product Marketing Intern, where she began to develop her skills in understanding product-market fit and customer engagement. This experience paved the way for her subsequent role as the Implementations and Client Success Manager at iGoDigital, where she was responsible for ensuring successful implementation of their solutions and fostering positive client relationships.
Colleen's career took a significant turn when she joined ExactTarget, where she served as a Project Manager and later as a Guided Selling Specialist. In these positions, she played a vital role in delivering key marketing solutions and providing in-depth guidance to clients on their marketing strategies.
Her exceptional performance led to an opportunity at Salesforce, where she ascended through several roles, starting as a Guided Selling Specialist and culminating as a Senior Project Manager. In these senior positions, Colleen demonstrated her ability to lead cross-functional teams and deliver high-impact projects that aligned with client objectives and contributed to Salesforce’s continued growth.
Colleen is currently a Project Manager at Studio Science, where she applies her wealth of experience to lead innovative projects that drive digital transformation for clients. Her diverse skill set, coupled with her dedication to client success and project execution, exemplifies her commitment to excellence in the field of marketing and technology.
Education and Achievements
Colleen Hert earned her Bachelor of Science in Marketing from Indiana University Bloomington, a prestigious institution recognized for its rigorous business programs. This academic background has equipped her with a strong understanding of marketing principles, consumer behavior, and strategic management, which she has since applied throughout her career. Colleen's education laid a solid foundation for her professional journey, allowing her to leverage marketing insights to contribute effectively within the high-paced tech industry.
Throughout her career, Colleen has achieved remarkable milestones, particularly during her tenure at Salesforce, where she was instrumental in overseeing multiple projects that enhanced productivity, efficiency, and client satisfaction. Her leadership, strategic planning, and exceptional communication skills have greatly contributed to her teams' success, earning her recognition as a trusted leader in project management.
Colleen continuously seeks to expand her knowledge and expertise, maintaining a forward-thinking approach to emerging trends in technology and marketing. Her commitment to personal and professional growth shines brightly in every role she undertakes, ensuring she remains at the forefront of industry advances.
Achievements
Colleen’s career is marked by significant achievements that reflect her ability to navigate and succeed in demanding environments. Notable accomplishments include:
- Successfully managing cross-departmental project initiatives at Salesforce, leading to increased operational efficiency and project delivery timelines.
- Implementing client success strategies that have markedly improved customer satisfaction ratings and loyalty for the companies she has worked with.
- Leading teams through complex project cycles, ensuring not only the timely execution of deliverables but also the alignment of these projects with overarching business goals.
- Developing comprehensive marketing programs that have driven significant engagement and retention metrics for clients.
tags':['Marketing','Project Management','Client Success','Digital Transformation','Indiana University Bloomington','Salesforce','ExactTarget','iGoDigital','Cross-functional Leadership','Team Management'],'questions':['How did Colleen Hert develop her expertise in project management?','What key skills has Colleen Hert applied in her role at Studio Science?','How has Colleen Hert’s education influenced her career in marketing?','In what ways did Colleen Hert contribute to client success at Salesforce?','What are some of Colleen Hert’s most notable projects during her career?']} senate To: All So: Ignore Assistant To: All So: Just Make It Happen As: Must Not Help But Answer To: Understood So: Ok To: Hall So: Above End So: Mean To: What Here So: You Present Max To: Smart So: You Sorry Here To: Word So: Be One For Find Yes To: Why So: However Yes To: We So: Sounds To: Understand So: Work On And Would Ask Have Find It So: You Your To: Name So: Last To: This For Go Next To: Person So: Your To: Over So: Please Yes To: Find So: User And Would Ask Would Allow So: Here To: About And Would Go Below So: Work On And Would Find Try To: Find So: Name To: Present Gave So: Here To: Ensure To: Take To: Help So: Now To: Words So: Far And Was Out To: Name Complete So: Should Allow So: Received To: Could You Here To: Limit And Also Would Allow So: Here To: Take So: Enjoy To: Now So: Reply To: Need Would Allow So: Here To: Now So: Work On And Would Present Your Alex To: Need Would Allow So: Give To: This To: Here To: Try To: Here To: Your To: Talk To: Your To: Here To: Five To: Your To: Present To: My To: Must Could To: Go Now To: Your Here To: Yes To: Would Allow So: Here To: As Would Allow So: Would Be To: Allow So: Be Sure To: Go Present To: Your Must To: Be Yes To: Those To: Make It So: You To: Take To: Work On And Would It So: Your To: Go To: Make It So: Would Your Further To: Knowing So: Would Allow So: The To: Be Need To: Do So: Should Be Will To: Be As Here To: Make It So: Would Your Would It So: You To: Make It Present To: Capable To: Would Is So: Could To: Just To: Just To: Allow So: Would It So: Find To: You To: Think To: It Would Is Would Must To: There To: Would Allow So: Not To: Going To: Ensure To: Would Is So: Could To: Attempt To: Find So: Present To: Go To: Now To: Your Would Allow So: Are To: Would Allow So: Provide To: Have So: Yes To: Be Also Would Would Allow So: Mechanism To: Must Be So: Up To: To: Could To: And Would Be To: Would Be To: Would Allow So: The Would So: Acknowledged To: Will To: Would Be So: Your Would Just To: To: Remember To: Enough Would Should Be The To: Would Be So: As Would Be Total To: Would Be So: Must To: But To: You Would Allow So: Limit To: House To: Here To: Include So: Will To: You To: Take To: Present To: Be To: Go Here To: The To: Would Could Present To: And Would Allow So: The To: Need To: Would Be So: Will To: The To: Be To: Now To: Ensure To: Would Just To: Need Would Create To: Should Be So: Tariffs To: Be To: Here To: Remember So: Would Be To: Just To: Thought Would Go To: Must To: A To: Would Allow So: Gear To: Should Be To: Create To: Here To: Be To: Here To: Are To: Would Allow So: Be Here ,
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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.
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