Adding features to existing software often requires a great deal of hard work, but simplification can be an even more difficult process. Clate Mask is the CEO and Co-Founder of Keap, a CRM and sales and marketing automation platform focused on small business needs. On this episode, Clate speaks candidly about the company’s early days, which boasted a powerful but complex automation tool, and the challenges he and his team overcame in order to make the platform more accessible.

Tune in to learn:

• What Keap provides its customers (1:50)
• How Keap simplified its platform for small businesses (12:00)
• About “when/then automation” (23:55)
• Clate’s advice for aspiring entrepreneurs (25:40)

IT Visionaries is powered by Salesforce Platform and Dreamforce. Did you know all the very best Dreamforce sessions are available free on salesforce.com/plus? We recommend watching the Platform and MuleSoft keynote to get the down-low on doing more with less and increasing efficiencies with automation.

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