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Lisa Beringer
Sr. Vice President at Beringer Technology Group, A TechKeys Company and Executive Peer Group Facilitator at The IT Nation
Professional Background
Lisa Beringer is a dynamic leader with extensive experience in the technology and health sectors, showcasing a unique blend of skills in both nutrition and business operations. As the Sr. Vice President and Chief Operating Officer at Beringer Technology Group, she has been instrumental in driving strategic initiatives and overseeing the company’s operations to foster growth and innovation. Lisa's professional journey is marked by a series of pivotal roles that highlight her versatility and commitment to excellence.
Before assuming her current role, Lisa brought her expertise to The IT Nation as an Executive Peer Group Facilitator, where she played a vital role in mentoring fellow technology leaders and guiding them through business best practices. Additionally, she held significant positions at Oracle, one of the world's leading technology companies. As an Enterprise Application Sales Executive and formerly Sr. Practice Director, Lisa leveraged her profound understanding of enterprise solutions to enhance customer satisfaction and drive successful sales strategies. Prior to her career at Oracle, she served as the Director of Software Support at Prophet 21, a company well-regarded for its software solutions in the distribution industry (now part of Epicor Software).
Education and Achievements
Lisa Beringer’s educational foundation is rooted in comprehensive studies of nutrition at the Institute for Integrative Nutrition, where she acquired the knowledge necessary to understand the connection between health and lifestyle. Furthermore, her studies at Rutgers University provided a solid academic background that complements her career in both technology and health. Her passion for nutrition and well-being is evident not only in her educational pursuits but also in her approach to leadership and corporate culture.
Lisa's notable achievements include facilitating high-level discussions among peers in the technology industry, guiding sales teams to significant revenue growth, and implementing operational improvements that enhance overall customer experience. Her leadership philosophy is grounded in collaboration, strategic planning, and a dedication to fostering a supportive environment where innovation can thrive.
Achievements
- Leadership in Technology: Lisa has successfully managed teams to achieve targeted business objectives while maintaining a focus on customer success and relationship management. Her ability to bridge the gap between technology and operational excellence sets her apart as a thought leader in the industry.
- Mentorship and Guidance: As an Executive Peer Group Facilitator, she demonstrated her commitment to the growth of others in the technology community, sharing her insights and experiences to help peers navigate challenges and seize opportunities.
- Innovation Implementation: At Beringer Technology Group, Lisa has been pivotal in driving strategic initiatives that emphasize innovative solutions tailored to meet the evolving needs of the technology sector.
Through her multifaceted career, Lisa Beringer continues to make significant contributions to both the technology and health sectors, exemplifying a commitment to professionalism, continuous improvement, and dedicated leadership. Her rich background and extensive experience position her as a valuable resource and influencer in her field.
Highlights
31 years ago today Craig came home from work and told me that he wanted to start his own business. The timing was a bit precarious as we had a 9 year old and a 2 week old baby. We sat and talked about it that night for hours and we decided to go for it. We started Beringer Technology Group from the basement of our townhouse at the time with 4 blank credit cards in case we needed funding (😂🤞) and the vision that Great Work Leads to More Work. I worked for Prophet 21 and Oracle for years while Craig started and then began growing the business. In 2014 we decided to go all in and I left my career at Oracle to join the firm with the goal of helping to grow so that we could start planning for our eventual exit. We had so many ups and downs over the years - Y2K, 9/11, the financial crisis in 07/08, and so many others. But we kept pushing forward…finding the very best group of employees in the industry, staying true to the original mission of providing exceptional service and extreme value to our clients. We surrounded ourselves with an amazing group of peers at The IT Nation Evolve and we dug in, building value in our business. When the time came we started looking at our options for exit and it was instantly clear that Evergreen was what we were looking for. A permanent home for our business where we would continue to operate independently while being able to offer even more opportunity to our amazing team and to our customers. In April 2020 we became Evergreen’s 16th acquisition. Today they have made over 80 and they remain true to their original guiding principles. Four years later we are 100% certain that we found the perfect partner for our business. In July 2023 we both retired from Beringer. We had an empowered leadership team and after an exhaustive search found Katrina Barnes to take the company to the next level. As I sit here tonight in the Bahamas on my sailboat I could not be more grateful for the incredible journey we have had and all the adventures yet to come. I now facilitate for IT Nation Evolve and consult with Evergreen on a company wide initiative. Craig spends most of his time captaining our sailboat Liberty and managing our real estate. I am so proud of the company we built and look forward to following their journey over the next 31 years. Happy 31st anniversary Beringer Technology Group!! #btgrocks #legacy
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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.