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Steve Westerman
Director - Partner Eco-System Development - North America at Salesforce
Professional Background
Steve Westerman is a highly accomplished leader with extensive experience in building teams and developing customer-facing businesses within the technology sector. His career is marked by a commitment to results, focusing on improving existing groups and creating new business lines for both established and emerging companies facing high growth scenarios. With a robust background in Professional Services, Customer Success, and Technical Support, Steve has built a reputation for enhancing client relationships and ensuring customer satisfaction in every role he undertakes.
Steve's journey in the technology field has seen him hold pivotal positions in some of the industry's leading companies. Currently, as the Director of Partner Ecosystem Development for North America at Salesforce, he plays a critical role in shaping the strategy and structure of the partner ecosystem, driving growth through innovation and collaboration. His previous position as the Director of Global Cloud Solutions Alliances for Industry Clouds at Salesforce underscores his versatility and breadth of knowledge, as he worked on integrating cloud solutions tailored to various industries to help clients optimize their operations.
Prior to his impactful tenure at Salesforce, Steve served as the Senior Director of Global Partner Enablement at Vlocity, where he demonstrated his ability to empower partners with the necessary tools and resources for success. His leadership skills were further highlighted during his time as Vice President of Customer Success at Bluescape Software, where he championed the importance of enhancing customer experiences and fostering strong client relationships.
Throughout his career, Steve has held various leadership roles, including Director of Strategic Accounts at Vlocity and Regional Director at Bluewolf. His expertise in operations management and business strategy has consistently contributed to significant revenue growth and customer satisfaction in the companies he has worked with.
Education and Achievements
Steve Westerman is a proud alumnus of the University of California, Los Angeles, where he earned both his Bachelor's and Master's degrees in Atmospheric Sciences. His academic background in atmospheric sciences has equipped him with a unique perspective on analytical thinking and problem-solving, skills that have proven invaluable throughout his career in technology and business development.
Steve's dedication to education and self-improvement is evident in his continuous pursuit of knowledge and excellence in the workplace. By applying his academic foundations to real-world challenges, he has been instrumental in developing successful strategies that address complex business needs.
Notable Achievements
Steve's professional journey is adorned with numerous accomplishments that highlight his ability to lead and inspire teams. As a leader who emphasizes collaboration and partner enablement, he has been a driving force in growing businesses and fostering strong relationships across various sectors. His strategic insights and proficiency in client management have made a lasting impact on the organizations he has been associated with.
Moreover, his earlier roles, including his position as Senior Director of Professional Services at C3 Energy and Vice President of Professional Services at Satmetrix Systems, allowed Steve to hone his skills in operational leadership and team building. With a commitment to ongoing professional development, Steve has continually adapted and refined his approach to meet evolving market demands and technological advancements.
In addition to his leadership roles, Steve's history with organizations such as Siebel and Naviant Technology Solutions as a Regional Director and Business Development Manager also underscore his experience in sales execution and business strategy. His ability to navigate high-growth situations while ensuring client success exemplifies his commitment to excellence.
Recognized for his ability to cultivate impactful partnerships and enable teams, Steve Westerman remains a vital contributor to the technology industry.
Conclusion
Steve Westerman is more than just a seasoned leader; he embodies the spirit of innovation and adaptability. His profound understanding of technology, combined with his strategic vision and execution, positions him as a valuable asset to any organization striving for growth and success. With a focus on customer success, partnership development, and team empowerment, Steve continues to drive impact across the tech landscape.
Highlights
Boomi Partners are AMAZING !! We kicked off our first ever Boomi AI Agent Hackathon 6 short weeks ago. This morning we started judging the solutions submitted from around the globe. We received 2X the ideas and 2X the final demos than we were hoping for !
I can’t wait to get to Barcelona and announce the winners with Dan McAllister and Mads Rasmussen on September 17th.
This is just the start of #boomiAi #BoomiPartnerLove
Calling all Boomi Partners - Happy to announce that we just opened up Registration to all our active partners to participate in the first Boomi Partner AI Hack-a-Thon.
With Boomi at the center of the AI architecture movement and all the innovation our partners bring to their customers and AI I can't wait to see what comes out of this Hack-a-Thon.
Timeline:
- Materials and information are posted on the Partner Portal on the Enablement Tab (partners.boomi.com)
- Registration form is active, sign up your teams quickly
- Once teams are reviewed partners will receive the webinar link and calendar invite for the Kick-off scheduled - July 30th at 10am ET or - July 31st at 11am AEST
- Office hours will be held weekly at 10am ET Wednesday’s
- Final solution submissions due No Later than September 6th
- Winners to be announced September 17th at the EMEA Partner Summit
Register today and help ‘Grow the AI Agent Marketplace" !!!
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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.